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earnings season

February 14, 20250Comments

Watch our Earnings Recap on Airbnb, Hyatt, Warrior Met Coal, Deere, DraftKings, and GoDaddy

We discuss the real profits and expectations for future profits for Hyatt, Warrior Met Coal, Deere, DraftKings, GoDaddy, and Airbnb.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20250Comments

Watch our Earnings Recap on Cisco, CVS Health, Restaurant Brands, Krispy Kreme, and Kraft Heinz

By digging beyond the headlines, we identify the true profitability of companies. Only then can we understand the actual risk/reward of a stock.
by Kyle Guske II, Senior Investment Analyst, MBA
February 12, 20250Comments

Watch our Earnings Recap on DuPont De Nemours, Humana, S&P Global, Lyft, and DoorDash

We discuss the real cash flow and value numbers – not reported or pro-forma metrics.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 7, 20250Comments

ICYMI: Long Idea Update, Free Stock Pick, Deep Dive on a Quantum Computing Stock, Three Earnings Watch Replays, #1-Ranked Stock Picker on SumZero Again, & Model Portfolio Updates

Here's what happened at New Constructs during the week of February 3, 2025.
by Hakan Salt, Associate Investment Analyst
February 7, 20250Comments

Watch our Earnings Recap on Amazon, Eli Lilly, ConocoPhillips, Fortinet, and Affirm

David Trainer breaks down the earnings reports of Amazon, Eli Lilly, ConocoPhillips, Fortinet, and Affirm in real-time.
by Hakan Salt, Associate Investment Analyst
February 6, 20250Comments

Watch our Earnings Recap on Qualcomm, Arm, Uber, Disney, and MicroStrategy

This is your chance to see how New Constructs views earnings—not a salesman posing as an analyst.
by Hakan Salt, Associate Investment Analyst
February 5, 20250Comments

Watch our Earnings Recap on Alphabet, Merck, PepsiCo, Amgen, Pfizer, and Spotify

While Wall Street is busy telling you to buy no matter what the earnings say, I’m giving you something different: the truth.
by David Trainer, Founder & CEO
ICYMI
January 31, 20250Comments

ICYMI: New Long Idea Update, Free Stock Pick, New E-Letters from David Trainer, How to Find the Best and Avoid the Worst ETFs & Mutual Funds in 1Q25, & Model Portfolio Updates

Here's what happened at New Constructs during the week of January 27, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
January 31, 20250Comments

Watch our Earnings Recap on Apple, KLA Corp, Exxon Mobil, Chevron, and Quantum Corp

If you’re looking for something different than the same old analyst party line stuff, you’ll enjoy this.
by Kyle Guske II, Senior Investment Analyst, MBA
January 30, 20250Comments

Watch our Earnings Recap on Microsoft, Meta, and Tesla

David Trainer breaks down the earnings reports of Microsoft, Meta, and Tesla in real-time.
by David Trainer, Founder & CEO
Danger Zone Podcast
February 26, 20240Comments

Podcast: Why Investors Ignoring the Real Earnings Season 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. Feb 26, 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 16, 20240Comments

ICYMI: New Long Idea, Danger Zone Update, Special Webinar, Real Earnings Season Begins, & Model Portfolio Update 

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
February 16, 20240Comments

The Real Earnings Season Starts Now: Time to Read Filings & Footnotes 2024

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
February 20, 20230Comments

The Real Earnings Season Starts Now: Time to Read Filings & Footnotes 2023

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
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
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