We hope you’ve had a great week!
It’s been another busy week at here at New Constructs. The big headliners for clients are the Macro Trends and Fundamentals for the S&P 500 and it sectors for the second quarter of 2024. I don’t think you can get research like what we provide in these reports anywhere else in the world. We publish abridged versions of these reports that are free for all clients.
On the Model Portfolio front, we updated our Dividend Growth Stocks Model Portfolio and featured a stock in our Safest dividend Yields Model Portfolio.
Links to all the published research are below along with a preview for next week’s research.
We hope you have a great weekend.
How to Read our Robo-Analyst Stock Reports
Dividend Growth Stocks Model Portfolio Update for August
Featured Stock in August 2024’s Safest Dividend Yields Model Portfolio
S&P 500 Sector Trends 2Q24
Core Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Economic Earnings Vs. GAAP Earnings
S&P 500 Sector Trends 2Q24 (Free & Abridged Versions)
Core Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Economic Earnings Vs. GAAP Earnings
Danger Zone Podcast 8/20/24: Why This Transportation Service Remains in the Danger Zone
Upcoming Research
- New Long Idea: 9/4/24
- Most Attractive/Most Dangerous: Model Portfolio Update: 9/5/24
- Exec Comp Aligned with ROIC: Model Portfolio Update: 9/13/24
- Q&A with our experts and other members of our Society of Intelligent Investors. Join here.
Coverage Updates
- 2,444: 10-Qs parsed since Aug 1.
- 90: 10-Ks parsed since Aug 1.
- 87 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.