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PEBV Ratio Analysis
May 13, 20260Comments

What Sets New Constructs Apart in Under 30 Seconds

Armed with superior fundamental data, we derive insights that drive real alpha.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
May 13, 20260Comments

Focus List Stocks: Long – Update 5/13/26

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of May 13, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
May 12, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – May 19 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, May 19 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
May 11, 20260Comments

AI Is Devouring All the Cash

AI is taking all the cash from the biggest names in the market.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
May 11, 20260Comments

Podcast: Why Cash Is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: AI Is Devouring All the Cash.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 8, 20260Comments

ICYMI: New Long Idea, Core Earnings Test Failures, #1-Ranked Stock Picker for 59 Straight Months, Why Stocks Fall After Earnings Beats, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 4, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
May 8, 20260Comments

Watch Our Recap: Earnings from Advanced Micro Devices, Palantir, Shopify, McDonalds, Disney, Uber, and More

Are “good” results good enough to meet the high expectations priced into certain stocks?
by Kyle Guske II, Senior Investment Analyst, MBA
May 8, 20260Comments

Featured Stock from our Dividend Growth Stocks Model Portfolio for April 2026

Get details on one of the stocks in April 2026's Dividend Growth Stocks Model Portfolio.
by Daniel Oliveira
May 7, 20260Comments

Stocks That Failed the Core Earnings Test in 2Q2026

Just one bad stock can ruin your portfolio, and that fact is precisely why doing proper diligence is so important.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
May 7, 20260Comments

Podcast: Why Stocks That Missed the Core Earnings Cut Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Stocks That Failed the Core Earnings Test in 2Q2026.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
May 6, 20260Comments

May 2026 Stock-Picking Accolades: #1 Ranking for 59 Straight Months

We are May 2026's #1 ranked stock picker in Value and Consumer Discretionary categories on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 6, 20260Comments

Starved Supply Feeds Strong Profit Growth

These combined forces create a favorable backdrop for producers with scale and cost advantages.
by Daniel Oliveira
May 6, 20260Comments

Model Portfolio Performance Through 1Q26

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these Model Portfolios in 1Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
May 6, 20260Comments

Live Podcast Friday: Is Earnings Season Meeting Expectations?

All are welcome to join us for our next live podcast on Friday, May 8 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
May 6, 20260Comments

Most Attractive Stocks Model Portfolio: May 2026

Professional Members and higher can access May's 40 Most Attractive Stocks as of Wednesday, May 6.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
May 6, 20260Comments

Most Dangerous Stocks Model Portfolio: May 2026

Professional Members and higher can access May's 36 Most Dangerous Stocks as of Wednesday, May 6.
by Kyle Guske II, Senior Investment Analyst, MBA
May 5, 20260Comments

Palantir’s Beats Are “Not Good Enough”

Expectations matter, especially when analyzing the risk/reward of a high-flying stock such as Palantir.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 1, 20260Comments

ICYMI: New Long Idea and Danger Zone Pick, Takeaways from the FinSights Showcase in Vegas, AI Talk at Kellogg, Best & Worst ETFs & Mutual Funds in 2Q26, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 27, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

Watch Our Recap: Earnings from Alphabet, Apple, Microsoft, Amazon, Meta, Booking, Coca-Cola, and More

The headlines were very positive and for good reason. This market is strong, but there are chinks in the armor.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

Watch the FinSights Showcase from Google Cloud Next 2026

See how AI agents are moving beyond basic chat to perform complex, multi-step financial analysis, the unique challenges of financial data, and more.
by Kyle Guske II, Senior Investment Analyst, MBA
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