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earnings season

Danger Zone
February 14, 20220Comments

The Real Earnings Season Starts Now: Time to Read Filings & Footnotes (Feb 2022)

Quarterly earnings season may be winding down, but the real earnings season – annual 10-K filing season – is ramping up
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
February 14, 20220Comments

Podcast: Why Ignoring Footnotes Could Land Your Portfolio in The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Real Earnings Season Starts Now: Time to Read Filings & Footnotes.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
October 8, 20210Comments

ICYMI: New Long Idea, a Dangerous Fintech Stock, GitLab’s Overpriced IPO, Where Street EPS Estimates Are Most Wrong, #1-Ranked Stock Picking, and Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
March 3, 20210Comments

More Long Ideas That Look Good Post Earnings

After affirming our long thesis on three of our “See Through the Dip” stocks last week, we’re reiterating six more Long Ideas post recent earnings reports.
by Matt Shuler, Investment Analyst II
Long Idea
February 24, 20210Comments

We Still Love These 3 Long Ideas After Earnings

This week we’re featuring three stocks from our “See Through the Dip” series that recently reported earnings.
by Matt Shuler, Investment Analyst II
February 22, 20210Comments

The Real Earnings Season Starts Now: Time to Read Filings & Footnotes (Feb 2021)

The only way to overcome the flaws in GAAP net income is through rigorous analysis of company filings, especially the footnotes and MD&A.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
February 22, 20210Comments

Podcast: Why Investors Ignoring the Footnotes 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: The Real Earnings Season Starts Now: Time to Read Filings & Footnotes.
by Kyle Guske II, Senior Investment Analyst, MBA
November 9, 20200Comments

Earnings Distortion Scorecard: Week of 11/16/20-11/20/20

For the week of 11/16/20-11/20/20, we focus on the Earnings Distortion Scores for 20 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
November 2, 20200Comments

Earnings Distortion Scorecard: Week of 11/9/20-11/13/20

For the week of 11/9/20-11/13/20, we focus on the Earnings Distortion Scores for 24 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
October 26, 20200Comments

Earnings Distortion Scorecard: Week of 11/2/20-11/6/20

For the week of 11/2/20-11/6/20, we focus on the Earnings Distortion Scores for 118 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
October 19, 20200Comments

On Benzinga’s PreMarket Prep to Discuss 3Q20 Earnings Season

We joined Benzinga's PreMarket Prep on October 14, 2020 to discuss some of the stocks featured in our Earnings Distortion Scorecard and what to expect during the 3Q20 earnings season.
by Kyle Guske II, Senior Investment Analyst, MBA
October 19, 20200Comments

Earnings Distortion Scorecard: Week of 10/26/20-10/30/20

For the week of 10/26/20-10/30/20, we focus on the Earnings Distortion Scores for 203 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
October 12, 20200Comments

Earnings Distortion Scorecard: Week of 10/19/20-10/23/20

For the week of 10/19/20-10/23/20, we focus on the Earnings Distortion Scores for 121 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
October 5, 20200Comments

Earnings Distortion Scorecard: Week of 10/12/20-10/16/20

For the week of 10/12/20-10/16/20, we focus on the Earnings Distortion Scores for 42 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
September 29, 20200Comments

Earnings Distortion Scorecard: Calendar 3Q20 Earnings Season Preview

Our 3Q20 quarterly review of which companies are most likely to beat or miss earnings estimates based on abnormally low or high earnings distortion.
by Kyle Guske II, Senior Investment Analyst, MBA
August 10, 20200Comments

Earnings Distortion Scorecard: Week of 8/17/20-8/21/20

For the week of 8/17/20-8/21/20, we focus on the Earnings Distortion Scores for 24 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
August 3, 20200Comments

Earnings Distortion Scorecard: Week of 8/10/20-8/14/20

For the week of 8/10/20-8/4/20, we focus on the Earnings Distortion Scores for 20 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
July 27, 20200Comments

Earnings Distortion Scorecard: Week of 8/3/20-8/7/20

For the week of 8/3/20-8/7/20, we focus on the Earnings Distortion Scores for 116 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
July 20, 20200Comments

Earnings Distortion Scorecard: Week of 7/27/20-7/31/20

For the week of 7/27/20-7/31/20, we focus on the Earnings Distortion Scores for 206 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 17, 20200Comments

ICYMI: Unscrubbed Earnings Are Misleading, Two New Long Ideas, New Earnings Distortion Scorecard, Benzinga Listmaker, Yahoo Finance Interview & 3Q20 Sector Ratings

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
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