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David Trainer

September 1, 20160Comments

Podcast: Why SPS Commerce Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: SPS Commerce (SPSC).
by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20161Comments

Danger Zone: SPS Commerce (SPSC)

This week’s Danger Zone pick is a company that touts 61 consecutive quarters of revenue growth despite five years of shareholder value destruction. Increased competition, misleading non-GAAP metrics, and an overly optimistic valuation land SPS Commerce (SPSC) in the Danger Zone.
by Kyle Guske II, Senior Investment Analyst, MBA
August 3, 20160Comments

“Unsophisticated Investors Line the Pockets of More-Sophisticated Investors”

On Tuesday (8/02/16), Chuck Jaffe of Marketwatch interviewed CEO David Trainer regarding the folly of turning current events into investment hunches and why investors need to focus on fundamentals regardless of baseless current event trends
by Kyle Guske II, Senior Investment Analyst, MBA
August 2, 20160Comments

“The “Aha” Moment That Changed Everything”

Brian Bain, of Investor In The Family, recently interviewed CEO David Trainer. Just a few of the topics discussed are: the basis for founding New Constructs, how New Constructs uses machine learning to better analyze thousands of company filings, and the difference in economic earnings and accounting earnings
by Kyle Guske II, Senior Investment Analyst, MBA
July 28, 20160Comments

Podcast: Why Mattress Firm Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: Mattress Firm (MFRM)
by Kyle Guske II, Senior Investment Analyst, MBA
July 25, 20160Comments

“NFLX P/E of 330 Will Be Hard To Live Up To”

On Monday (7/25/16), Bottom Line Inc. interviewed CEO David Trainer regarding Netflix's overvaluation and future expectations baked into the stock price.
by Kyle Guske II, Senior Investment Analyst, MBA
July 21, 20160Comments

Podcast: Why Acadia Healthcare Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: Acadia Healthcare (ACHC).
by Kyle Guske II, Senior Investment Analyst, MBA
July 19, 20161Comments

Netflix is Not the Only Game in Town

CEO David Trainer appeared on CNBC’s The Rundown on July 18, 2016 to discuss Netflix's 2Q16 quarterly results, the large subscriber growth disappointment, and detail how overvalued the stock remains
by Kyle Guske II, Senior Investment Analyst, MBA
July 12, 20160Comments

Top Two Long Ideas

CEO David Trainer appeared on CNBC’s Closing Bell on July 11, 2016 to discuss high quality investment opportunities in the current market
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
June 30, 20160Comments

Podcast: Why FireEye Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: FireEye (FEYE)
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
June 23, 20160Comments

Podcast: Why ACI Worldwide Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: ACI Worldwide (ACIW).
by Kyle Guske II, Senior Investment Analyst, MBA
June 16, 20160Comments

Podcast: Why Interactive Intelligence Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: Interactive Intelligence (ININ).
by Kyle Guske II, Senior Investment Analyst, MBA
June 9, 20160Comments

Podcast: Why Imperva Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: Imperva Inc. (IMPV)
by Kyle Guske II, Senior Investment Analyst, MBA
June 3, 20160Comments

#4 Stock Picker – Value – June 2016

The latest rankings have been released and New Constructs' CEO David Trainer is June's #4 ranked "Value" stock picker per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
June 2, 20164Comments

David Trainer on CNBC’s Closing Bell: Nike vs. Under Armour

New Constructs CEO David Trainer appeared on CNBC's Closing Bell on Wednesday June 1, 2016 to discuss Nike (NKE) vs. Under Amour (UA) and which provides the better risk/reward.
by Kyle Guske II, Senior Investment Analyst, MBA
May 25, 20160Comments

CNBC Features Non-GAAP Expert

New Constructs CEO David Trainer appeared on CNBC's Santelli Exchange on Wednesday May 25, 2016 to discuss the credibility of non-GAAP earnings and its damaging effects on shareholders.
by Kyle Guske II, Senior Investment Analyst, MBA
May 25, 20160Comments

David Trainer Appearing on CNBC to Discuss Non-GAAP Issues

Tune into CNBC on Wednesday, May 25, at 11:40am EST. New Constructs CEO, David Trainer, will be discussing the credibility of non-GAAP earnings and its damaging effects on shareholders.
by Kyle Guske II, Senior Investment Analyst, MBA
May 12, 20160Comments

Podcast: Why Franklin Small-Mid Cap Growth Fund Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: Franklin Small-Mid Cap Growth Fund (FRSGX)
by Kyle Guske II, Senior Investment Analyst, MBA
May 6, 20160Comments

#1 Stock Picker – Value – May 2016

The latest rankings have been released and New Constructs' CEO David Trainer is May's #1 ranked "Value" stock picker per SumZero Rankings
by Kyle Guske II, Senior Investment Analyst, MBA
May 6, 20160Comments

#2 Stock Picker – Last Twelve Months – May 2016

The latest rankings have been released and New Constructs' CEO David Trainer is May's #2 ranked stock picker over the last twelve months (LTM) per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
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  • – Tesla (TSLA) – 26 reports
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  • – Carvana (CVNA) – 11 reports
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  • – Affirm Holdings (AFRM) – 7 reports
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  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
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  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Ford (F) – 6 reports
  • – Amgen (AMGN) – 6 reports
  • – Johnson & Johnson (JNJ) – 6 reports
  • – Universal Health Services (UHS) – 6 reports
  • – Kimberly-Clark (KMB) – 6 reports
  • – Allstate (ALL) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Microsoft (MSFT) – 5 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Cummins (CMI) – 4 reports
  • – Equinix (EQIX) – 3 reports

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