Category Archives: Past Performance Tracking
Closing Danger Zone Pick: Zoe’s Kitchen (ZOES) After 43% Gain
We think the downside risk in Zoe’s Kitchen (ZOES) is diminished and are closing this position.
Position Update: Long Idea and Danger Zone Research
We provide a synopsis on the current state of all Long Idea and Danger Zone research published to date.
Model Portfolio Outperformance Through 1Q17
Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 1Q17.
Our Model Portfolios Outperform & Protect Investors In 2016
Through 2016, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.
Top Stocks & Model Portfolios From 2016
Our Long Idea reports aim to identify those firms that the market has overlooked and that when analyzed beyond standard metrics, are significantly undervalued. In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria
Danger Zone: Highlights & Lowlights of 2016
Our Danger Zone reports aim to identify those firms that, when looking below the surface, have struggling businesses and highly overvalued stock prices. However, the thesis does not always play out as we expect and, at times, the stock continues garnering investor interest and only grows more overvalued.
Proof Is In Performance Through 3Q16
Through 3Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.
Proof Is In Performance Through 2Q16
Especially when it came to short strategies through 2Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.
New Constructs Strategies Outperform In 1Q16
Especially when it came to long strategies through 1Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.
Our Strategies Outperform & Protect Portfolios In 2015
Especially when it came to long/short strategies through 2015, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.
New Constructs Strategies Outperform Again in 3Q15
Especially when it came to long/short strategies through 3Q15, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers
We Can’t Let Carl Icahn Take All The Credit
Long before Carl Icahn piped up, we have pointed to many overvalued stocks with misleading earnings. See the Danger Zone section of our site for more warnings.
New Constructs Strategies Outperform in 2Q15
Especially when it came to long/short strategies through 2Q15, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers
New Constructs Strategies Outperform in 1Q15
Especially when it came to small caps and shorts in in the first quarter of 2015, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.
New Constructs Strategies Outperform Again in 2014
Especially when it came to small caps in 2014, we delivered stock picks that handily outperformed the major indexes.
Top Stock Picks: 2014 In Review
If you’re investing in stocks, identifying those that are set to take off is key to outperforming the market. Unfortunately, identifying stocks that are about to take off is extremely difficult.
How Investment Research Cut Through the Noise on Glu Mobile (GLUU)
New Constructs’ patented system for reversing accounting distortions performs the due diligence for you on over 3000 stocks, so that you can avoid pitfalls in the headlines like GLUU.
Proof is in Performance Through 3Q14
Our success comes from being able to identify groups of stocks that are most likely to be re-priced as the market, over time, rectifies misperceptions of economic value created by investors employing less analytical rigor than we.
Proof is in Performance Through 2Q14
There are many ways to define the quality and merit of equity research. One measure stands tallest: performance of stock recommendations. And by that measure, New Constructs’ research is of very high quality.
Putting My Money Where My Mouth Is
Here is my letter to my hedge fund investors for 1Q14. My outperformance continued in the first quarter of this year.