Category Archives: General Market Comments

Insights on the forces that shape our capital markets and the future of our country.

David Trainer on CNBC to Discuss Chipotle (CMG)

Tune into CNBC on Tuesday, April 25, at 3:45pm EST. New Constructs CEO, David Trainer, will discuss Chipotle’s valuation and the implied market expectations embedded in the stock price.

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Top Firms Rely On Us to Fulfill Fiduciary Duty of Care

Many of the top firms in the world rely on our research to fulfill the fiduciary duty of care.

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David Trainer on CNBC to Discuss Tech Sector Valuations

Tune into CNBC on Tuesday, April 11, at 3:45pm EST. New Constructs CEO, David Trainer, will discuss Technology sector valuations and the implied market expectations for this outperforming sector.

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Diligence Will Matter More Than Ever In 2017

Uncertainty defined 2016. In the midst of all the uncertainty, investors grew more and more aware of the need for real diligence. Market conditions, changing investor behavior, and new technologies all come together to make diligent research matter more than ever.

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David Trainer on CNBC to Discuss Athleisure Stock Valuations

Tune into CNBC on Wednesday, March 29, at 3:45pm EST. New Constructs CEO, David Trainer, will discuss which athleisure stocks have room to run and those with significant downside risk.

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“GrubHub Shares Could Slide 25% as Competition Grows” – Barron’s

On Saturday (3/18/17), Barron’s featured our research for the first time in 2017 and 25th time since 2014.

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10,000 Scottrade Users Sign-Up In Just 6 Months

Over 10,000 Scottrade clients have signed up for New Constructs and are enjoying the benefits of our robo-analyst technology.

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Fed Watching Can Be A Costly Distraction

Investors agonizing over the Fed should focus their efforts elsewhere. Instead of guessing where interest rates will go, read some of the thousands of annual 10-K reports that have come out in the past month.

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“It’s a perfect metric that ignores all the costs of acquisitions”

On Thursday (01/12/17), Michael Rapoport of The Wall Street Journal interviewed CEO David Trainer regarding the metrics investors should be looking for during earnings season and which metrics are deceiving.

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2016 In Review, Looking Ahead to Next Year

As 2016 comes to an end, we’d like to highlight some of New Constructs’ many accomplishments for this year. We’ve helped our partners and clients avoid stock blow-ups, find long ideas that soar and leverage Model Portfolios that outperform across the board.

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Weighted Average Cost of Capital (WACC) Update

We recently discovered an opportunity to improve upon our cost of capital (WACC) calculations for the 5,000+ models we manage for clients.

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The Fed Is Chasing Trump’s Tail

As we’ve argued in the past, the Fed is irrelevant. The market has already driven interest rates up in response to Trump’s election and a more positive economic outlook.

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Interactive Brokers Integrates with New Constructs

New Constructs is proud to announce our new relationship with Interactive Brokers, an automated global electronic broker that specializes in catering to financial professionals.

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The Low Rate Era: Why The Fed’s Decision Is No Surprise

The Fed needs to acknowledge that it’s no longer in the driver’s seat and stop with the vague hints about “normalizing” monetary policy. Low interest rates are the new normal, and there’s nothing the Fed can do about that fact.

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“Stocks to Buy Regardless of Election” – Barron’s

On Saturday (6/29/16), Barron’s featured our research for the eighth time in 2016 and 24th time since 2014.

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“Trying To Put the Non-GAAP Genie Back in the Bottle”

On Thursday, Michael Rapoport of The Wall Street Journal interviewed CEO David Trainer regarding the proliferation of non-GAAP earnings and the SEC’s increased efforts to investigate misuse of non-GAAP metrics.

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“This is the earnings metric stock-market investors should focus on”

On Wednesday ( 10/12/16) our op-ed article was published at Marketwatch. The article explains why investors need to look past common metrics such as EPS or non-GAAP earnings

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How Clinton And Trump’s Fiscal Policy Will Impact The Economy

Much has been made of the candidates’ sharp differences, but there’s one area where they have put forward remarkably similar plans. Both candidates agree: repatriate offshore cash, invest in infrastructure

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Ignore Clinton And Trump: The Fed Is A Sideshow

Endlessly debating the actions of the Fed, either by political candidates or financial talking heads, has become a sideshow that distracts from the real workings of the economy and the stock market.

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“New Constructs Snags Distribution Deals With Big Names”

On Tuesday (9/27/16), Geert De Lombaerde of Nashville Post featured our recent partnerships with firms such as Scottrade and Thomson Reuters.

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