May 21, 20180Comments

This Roll-Up Can’t Roll Forever

This firm is a classic “roll-up” that has been buying up smaller competitors for years to manufacture EPS growth. Its recent and largest acquisition to date is also the most harmful to shareholders.

by Kyle Guske II, Senior Investment Analyst, MBA

May 17, 20182Comments

Podcast: Why IQVIA Holdings is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: IQVIA Holdings (IQV).

by Kyle Guske II, Senior Investment Analyst, MBA

May 15, 20180Comments

Position Close Update: Dentsply Sirona (XRAY)

While XRAY’s fundamentals remain weak, the growth expectations implied by its valuation have become less unrealistic after the large price decline.

by Kyle Guske II, Senior Investment Analyst, MBA

May 15, 20180Comments

Position Close Update: Briggs & Stratton Corp (BGG)

While BGG’s fundamentals remain weak, the growth expectations implied by its valuation have become less optimistic.

by Kyle Guske II, Senior Investment Analyst, MBA

May 14, 20180Comments

Bigger Is Not Always Better

Overpriced acquisitions to grow the topline have destroyed shareholder value and exposed this company to significant data security and privacy risks. These issues, combined with an overvalued stock raise red flags.

by Sam McBride

May 10, 20180Comments

Podcast: Why Wall Street Spin is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Sell Side’s Defense of Certain Underwriting Clients Reeks of Conflict.

by Kyle Guske II, Senior Investment Analyst, MBA

May 7, 20181Comments

Sell Side’s Defense of Certain Underwriting Clients Reeks of Conflict

This week, we get two more high profile examples of greed for underwriting fees coloring Wall Street analysts’ coverage of previous Danger Zone picks.

by Kyle Guske II, Senior Investment Analyst, MBA

May 3, 20180Comments

Podcast: Why Investors Trusting Wall Street Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Investors Who Trust Wall Street.

by Kyle Guske II, Senior Investment Analyst, MBA

April 30, 20180Comments

Danger Zone: Investors Who Trust Wall Street

It’s no secret that Wall Street research is conflicted due to the hundreds of millions of dollars it earns from underwriting debt and stock offerings.

by Kyle Guske II, Senior Investment Analyst, MBA

April 26, 20180Comments

Podcast: Why the AI Powered Equity ETF is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: AI Powered Equity ETF (AIEQ).

by Kyle Guske II, Senior Investment Analyst, MBA

April 23, 20182Comments

Don’t Believe the Hype About this “AI Powered” ETF

This ETF’s label capitalizes on the growing interest in Artificial Intelligence by a portfolio selected by AI, but its holdings show little differentiation from the market, and its methodology is a black box.

by Sam McBride

April 19, 20182Comments

Podcast: Why GoDaddy is in the Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: GoDaddy Inc. (GDDY).

by Kyle Guske II, Senior Investment Analyst, MBA

April 16, 20180Comments

Overstated Profits Can’t Even Justify this Stock’s Valuation

This firm’s lack of resources (relative to competitors) and low profitability make the expectations baked into the stock price look overly optimistic.

by Kyle Guske II, Senior Investment Analyst, MBA

April 16, 20180Comments

See Us on CNBC Talking Netflix

New Constructs CEO, David Trainer, joined CNBC’s Closing Bell to discuss Netflix’s business model and current valuation.

by Kyle Guske II, Senior Investment Analyst, MBA

April 12, 20180Comments

Podcast: Why Fund Managers Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Fund Managers That Don’t Analyze Details in 10-Ks.

by Kyle Guske II, Senior Investment Analyst, MBA

April 9, 20180Comments

Danger Zone: Fund Managers That Don’t Analyze Details in 10-Ks

Investors deserve more diligence from fund managers, so we are putting those that don’t read SEC filings or lack the technology needed to thoroughly analyze those filings in the Danger Zone.

by Sam McBride

April 5, 20180Comments

Position Close Update: Snyder’s-Lance Inc. (LNCE)

Due to an acquisition, we have closed this position and removed it from our Focus List – Short Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

April 5, 20180Comments

Position Close Update: Tutor Perini Corp (TPC)

Growth expectations implied by its valuation have become less unrealistic, especially factoring in the lower tax rate going forward and as a result, we are closing this position.

by Kyle Guske II, Senior Investment Analyst, MBA

April 5, 20180Comments

Podcast: Why Spotify is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Spotify Technology (SPOT).

by Kyle Guske II, Senior Investment Analyst, MBA

April 2, 20181Comments

How Much Should Investors Pay for Spotify?

To help investors sort through the confusion, we present three different proposed valuations for Spotify based on three different scenarios of growth and profitability.

by Sam McBride

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