Category Archives: General Market Comments

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

Scottrade Ramps Up Investment Research With New Constructs Offerings

ScottradeAnncmt_featureimage

New Constructs is proud to announce our new relationship with Scottrade, a leading financial services firm.

Continue Reading →

“NFLX P/E of 330 Will Be Hard To Live Up To”

bottomline

On Monday (7/25/16), Bottom Line Inc. interviewed CEO David Trainer regarding Netflix’s overvaluation and future expectations baked into the stock price.

Continue Reading →

The Future of Wealth Management And Morgan Stanley’s $28 Billion Opportunity

MS_28BilOpportunity_featureimage

The big banks still have significant advantages. Their brand names, financial capital, advisor networks, and large client bases give them the opportunity to leverage the innovations of startups and become the biggest winners in this new wealth management model.

Continue Reading →

Why Companies Overpay For Acquisitions

OverpayAcquisition_featureimage

Overpriced acquisitions are far from a new phenomenon, but they’ve been especially prevalent in recent months. As a result, we’ve gathered some ideas about the various reasons companies ignore the evidence and continue to overpay for acquisitions.

Continue Reading →

“Websites That Clarify Corporate Accounting” – Barron’s

barron's

On Saturday (6/25/16), Barron’s featured New Constructs as one of the best websites for giving investors the truth about profitability and valuation.

Continue Reading →

#1 Stock Picker – Last Twelve Months – June 2016

NewConstructs_SumZeroRankings_June2016_LTM

The latest rankings have been released and New Constructs’ CEO David Trainer is June’s #1 ranked stock picker over the last twelve months (LTM) per SumZero Rankings

Continue Reading →

#4 Stock Picker – Value – June 2016

NewConstructs_SumZeroRankings_June2016_Value

The latest rankings have been released and New Constructs’ CEO David Trainer is June’s #4 ranked “Value” stock picker per SumZero Rankings.

Continue Reading →

David Trainer on CNBC’s Closing Bell: Nike vs. Under Armour

CNBC_nke-ua_featureimage

New Constructs CEO David Trainer appeared on CNBC’s Closing Bell on Wednesday June 1, 2016 to discuss Nike (NKE) vs. Under Amour (UA) and which provides the better risk/reward.

Continue Reading →

CNBC Features Non-GAAP Expert

cnbc_Non-gaap_featureimage

New Constructs CEO David Trainer appeared on CNBC’s Santelli Exchange on Wednesday May 25, 2016 to discuss the credibility of non-GAAP earnings and its damaging effects on shareholders.

Continue Reading →

David Trainer Appearing on CNBC to Discuss Non-GAAP Issues

CNBCfeatureima

Tune into CNBC on Wednesday, May 25, at 11:40am EST. New Constructs CEO, David Trainer, will be discussing the credibility of non-GAAP earnings and its damaging effects on shareholders.

Continue Reading →

“Questioning Perrigo’s Growth” – Barron’s

barron's

This past weekend, Barron’s magazine featured our research for the fifth time in 2016 and 21st time since 2014. This time, Barron’s featured our Danger Zone report on Perrigo (PRGO).

Continue Reading →

“Valeant Doesn’t Look Cheap” – Barron’s

barron's

Over the weekend, Barron’s magazine featured our research for the fourth time in 2016 and 20th time since 2014. This time, Barron’s featured our research on Valeant Pharmaceuticals (VRX).

Continue Reading →

#1 Stock Picker – Value – May 2016

SumZeroRankingsMay_FeatureImage

The latest rankings have been released and New Constructs’ CEO David Trainer is May’s #1 ranked “Value” stock picker per SumZero Rankings

Continue Reading →

#2 Stock Picker – Last Twelve Months – May 2016

SumZeroRankingsLTM_featureimage

The latest rankings have been released and New Constructs’ CEO David Trainer is May’s #2 ranked stock picker over the last twelve months (LTM) per SumZero Rankings.

Continue Reading →

Open Letter To Norway’s Sovereign Wealth Fund: Target Lions Gate Entertainment (LGF)

OpenLetter_NorwaySovereignFund_featureimage

Norway’s Sovereign Wealth Fund announced that it is looking to restructure compensations plans at certain companies in its portfolio. As the fund looks for a company it can target, we offer a candidate: Lions Gate Entertainment (LGF).

Continue Reading →

Identifying Good And Bad Activist Investors

IdentifyActivist_featureimage

There are some genuinely good examples of shareholder activism out there. In the right context, activist investors hold management accountable and play a beneficial role in the market by ensuring that poor corporate governance and strategy don’t persist.

Continue Reading →

The SEC Is Starting To Worry About Non-GAAP Earnings

SECworryNonGAAP_featureimage

We’ve been sounding the alarm on non-GAAP earnings for several years now. Companies exploited the wide leeway granted by the SEC to present their business in a more favorable light.

Continue Reading →

New Constructs #1 Stock Picker – April 2016

Sumzero April rankings_featureimage

The latest rankings are out and New Constructs’ CEO David Trainer is April’s #1 ranked stock picker over the last twelve months (LTM) per SumZero Rankings.

Continue Reading →

The Value Of Transparency: Why Methodology Matters

valuetransparency_featureimage

investors always need to dig deeper than looking at a simple “buy” or “sell”. Sometimes, these ratings can be driven by factors that have nothing to do with markets or fundamentals. On other occasions, the argument might sound convincing but completely crumble when you examine some of the underlying assumptions.

Continue Reading →

#1 Ranked Stock Picker By SumZero

SumZero1Rankings_featureimage1

We are proud to announce that New Constructs has been ranked the #1 LTM Analyst per SumZero Rankings.

Continue Reading →

Page 1 of 10

Membership Login

×