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earnings

October 21, 20210Comments

Analyzing Today’s Market Environment – CNBC

We joined CNBC's Power Lunch on Wednesday October 20, 2021.
by Alex Sword
October 19, 20210Comments

Disney Vs. Netflix Ahead of Earnings – Cheddar News

CEO David Trainer joined Cheddar News to discuss Disney and Netflix.
by Alex Sword
October 15, 20210Comments

Big Bank Earnings: Bloomberg TV

We joined Bloomberg TV to discuss the market’s reaction to big bank’s earnings and more.
by Alex Sword
October 15, 20210Comments

Stocks Likely to Beat or Miss 3Q21 Earnings: TD Ameritrade Network

We joined TD Ameritrade Network’s Oliver Renick on Morning Trade Live to discuss the stocks likely to beat or miss earnings estimates.
by Alex Sword
Danger Zone Podcast
October 11, 20210Comments

Podcast: Why These Stocks with Overstated Street Earnings Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: 3Q21 Earnings: Where the Street is Too High & Who Should Miss.
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
September 15, 20210Comments

Earnings Distortion, AI, “Truth Stocks” and More On The Acquirer’s Podcast

CEO David Trainer joined Tobias Carlisle, founder and principal of Acquirers Fund, on the Acquirer’s Podcast.
by Alex Sword
September 10, 20210Comments

Bull Vs. Bear – The Original Meme Stock: Bloomberg TV

We joined Bloomberg TV's QuickTake to discuss GameStop's prospects and recent earnings call.
by Alex Sword
Danger Zone Podcast
August 30, 20210Comments

Podcast: Why S&P Global’s Operating Earnings Are in the Danger Zone

David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: S&P’s “Operating Earnings” Remain Overstated in 2Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
August 26, 20210Comments

S&P’s “Operating Earnings” Remain Overstated in 2Q21

The Operating Earnings from S&P Global (SPGI) for the S&P 500 continue to overstate Core Earnings through 2Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
Core v. GAAP Abridged
August 25, 20210Comments

S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 2Q21 (Free, Abridged)

This report is an abridged and free version of S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 2Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
Core vs. GAAP Earnings
August 25, 20210Comments

S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 2Q21

This report analyzes the Core Earnings and GAAP earnings of the S&P 500 and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
August 18, 20210Comments

2Q21 Earnings Reveal an Opportunity Is Building

This infrastructure firm has fallen since March 2020, but over 90% of its backlog is positioned in markets that will see significant investment in the coming years.
by Matt Shuler, Investment Analyst II
Danger Zone
August 16, 20210Comments

2Q21 Earnings Reveal Competition is Crushing Hopes of Profitability

Despite beating top line estimates, this business is losing ground to formidable incumbents and looks increasingly unlikely to achieve the profits implied by its stock price.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
August 16, 20210Comments

After 2Q21 Earnings, This Food Concept Stock Remains Overvalued by 70%+

Despite beating top line estimates, this business lacks differentiation and looks increasingly unlikely to achieve the profits implied by its stock price.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
August 16, 20210Comments

Podcast: Why This Food Manufacturer is in the Danger Zone After 2Q21 Earnings

David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q21 Earnings Reveal Competition is Crushing Hopes of Profitability.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
August 11, 20210Comments

These Firms Will Keep Creating Shareholder Value After 2Q21

2Q21 earnings reveal these three Long Ideas continue to have strong upside potential.
by Matt Shuler, Investment Analyst II
August 10, 20210Comments

Coinbase’s Valuation Leaves Little Upside for Investors After 2Q21 Earnings

Even with excellent 2Q21 results, Coinbase’s ideal future is already priced into the stock, which leaves little upside for investors.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
August 4, 20210Comments

2Q21 Earnings: 3 Long Ideas Poised for Post-Pandemic Growth

After 2Q21 earnings, long-term tailwinds give these three Long Ideas excellent opportunities to grow profits.
by Matt Shuler, Investment Analyst II
July 28, 20210Comments

Overstated Tech Earnings: TD Ameritrade Network

We joined TD Ameritrade Network’s Oliver Renick on Morning Trade Live to discuss how unusual gains enable Alphabet, Amazon, and PayPal to overstate EPS by 10-38%.
by Kyle Guske II, Senior Investment Analyst, MBA
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