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November 13, 20120Comments

Time To Dig In To McDonalds (MCD)

When McDonalds (MCD) made my Most Attractive Stocks list this month, I must admit I let out a small cheer. This company is one of the better-run businesses in the world. I have long eyed the stock in hopes that it would get cheap enough to dig into and now it has.

by David Trainer, Founder & CEO

August 28, 20120Comments

A Value Investor’s Classic: Phillip Morris (PM)

My last recommendation was new to the value-investing club (see Buy CSCO: A Treat For Value Investors). This week, I bring back a classic value stock: Phillip Morris (PM).

by David Trainer, Founder & CEO

August 14, 20120Comments

Free report for Ask Matt, Exxon Mobil (XOM) – Very Attractive Rating

Exxon was my Stock Pick of the Week last week. Here is an excerpt from my article: "Buying Exxon Mobil (XOM) now is one of the easiest calls in the market these days..."

by David Trainer, Founder & CEO

August 14, 20122Comments

Buy CSCO: A Treat For Value Investors

Seldom do value investors get a chance to have their cake and eat it too. And that is exactly what we have with Cisco (CSCO) stock.

by David Trainer, Founder & CEO

August 7, 20121Comments

Slow & Steady Wins The Race: Buy XOM

Sometimes, picking stocks is easy if you focus on the basic principles of cash flows, valuation and competitive advantage.

by David Trainer, Founder & CEO

August 6, 20120Comments

Risk Gets Lighter, Opportunity Gets Bigger for Weight Watchers

One of the best “win-win” combinations in today’s world is Weight Watcher International’s (WTW) stock.

by David Trainer, Founder & CEO

July 31, 20120Comments

Make Money By Losing Weight: Buy WTW

One of the best “win-win” combinations in today’s world is Weight Watcher International’s (WTW) stock.

by David Trainer, Founder & CEO

June 26, 20120Comments

How To Survive the Euro Crisis

As I wrote in “Don’t Be Fooled: Get Short Now”, the euro is not that different from Enron, WorldCom or the Madoff fund. All of these organizations were able to pretend they were profitable or solvent long after they were insolvent. Now markets are finally acknowledging the intractability of the Euro debacle.

by David Trainer, Founder & CEO

June 8, 20120Comments

Top Stock Picks & Shorts: Moneylife Radio Interview w/ Chuck Jaffe

Listen in on my 15 minute interview describing the rigorous diligence New Constructs applies to every rating on the stocks, ETFs and mutual funds we cover.

by David Trainer, Founder & CEO

June 5, 20120Comments

ETF Pair Trade To Maximize Profits In The Energy Sector

Oil prices have been on a wild ride the last few years to say the least. There are many ways to play these trends.

by David Trainer, Founder & CEO

May 29, 20120Comments

ETF Pair Trade To Navigate Shifty Tech Stocks

I have a pair trade (i.e. long/short) ETF strategy for investors who want to maximize upside potential and minimize downside risk in Technology stocks.

by David Trainer, Founder & CEO

May 25, 20120Comments

“S&P: Delta could be in line for upgrade” – Are they kidding?

I do not think S&P's analysts are aware of Delta's staggering $22.3 billion in off-balance sheet liabilities, which include $14.1 billion in underfunded pensions and $8.2 in operating leases.

by David Trainer, Founder & CEO

May 15, 20120Comments

Buy Apple, Naysayers Are Missing the Point

With so much written about Apple (AAPL), I am amazed that so few have focused on the most important driver of its stock price: the company 270% return on invested capital (ROIC).

by David Trainer, Founder & CEO

April 30, 20120Comments

Top Stock Picks: 2011 In Review

Everyone wants diligence. Few will ever turn it down. The problem is that diligence is expensive. New Constructs makes diligence cost-effective.

by David Trainer, Founder & CEO

April 9, 20120Comments

Microsoft (MSFT): Very Attractive Rating — for Ask Matt Readers

MSFT gets my best rating because the company’s ROIC, at 72%, ranks 8th in the S&P 500 while its stock price (~$31.52/share) implies the company’s profits will permanently decline by about 20%. High profitability and low valuation create excellent risk/reward in a stock. Here is my free report on MSFT.

by David Trainer, Founder & CEO

March 27, 20120Comments

Front Run Buffett: Buy Scripps Networks Interactive (SNI)

I recommend investors buy stock in Scripp Networks Interactive (SNI) before Mr. Buffett buys the whole company.

by David Trainer, Founder & CEO

March 12, 20120Comments

YUM! Brands, Inc. (YUM): Attractive Rating — for Ask Matt Readers

YUM! Brands, Inc. (YUM) bet my Attractive rating. Here is a free copy of my report on YUM.

by David Trainer, Founder & CEO

March 8, 20120Comments

Matt Taibbi of Rolling Stone References My Article on BAC’s New Fees

Always flattered when a journalist, especially one as famous and respected at Mr. Taibbi, references my work. His article "Bank of America In Trouble?" incorporated the meat of my "Raising Fees Is A Desperate Measure: Sell BAC" article.

by David Trainer, Founder & CEO

February 28, 20120Comments

Smoking Out the Truth: Buy MO

As discussed in “The Real Earnings Season Starts Now”, annual reports are the best source for developing investment ideas. I provided my clients with dozens of insights in 2011 that delivered impressive returns, and I continue that trend with my recommendation of MO.

by David Trainer, Founder & CEO

January 17, 20120Comments

Buy Intel: A Stock For All Seasons

In an increasingly challenging market, Intel [s: INTC] is one of the safest investments with compelling upside potential. That’s right, investors get to have their cake and eat it too – at least for now.

by David Trainer, Founder & CEO

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