Skip to content
New Constructs
  • Get Access
    • Professional Investors
    • Institutional Investors
    • Quantitative Investors
    • Research Reports & Model Portfolios
    • Individual Investors
    • Newsletter
  • Solutions
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Book a Demo
  • Members

KNL

May 15, 20180Comments

Position Close Update: Knoll Inc. (KNL)

A decline in fundamentals, along with a weakening competitive position (KNL no longer earns the highest ROIC among competitors) lead us to close this position.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 31, 20173Comments

Position Update: Knoll, Inc. (KNL)

While our original thesis has proven too optimistic in the short run due to the industry slowdown, we believe KNL remains best positioned to benefit from the expected improvement in 2H17 industry trends.
by Kyle Guske II, Senior Investment Analyst, MBA
June 8, 20170Comments

Podcast: Why Investors Ignoring This Industrials Stock Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about a Long Idea that investors should not overlook.
by Kyle Guske II, Senior Investment Analyst, MBA
April 24, 20172Comments

Industrials Stock With High Quality Risk/Reward

Despite improving profits, margins, and ROIC, the market recently punished this stock for “missing expectations.” Add in improving market conditions and prudent cost management to this backdrop of lowered expectations, and we believe the stock is positioned to outperform moving forward.
by Kyle Guske II, Senior Investment Analyst, MBA

Search

  • Join Our Community of Expert Investors
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • —
  • Fundamental Macro Trends & Sector Fundamentals
  • General Market Comments
  • David Trainer’s E-Letters
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • Stock Picking Accolades & Media Features & Events
  • Testimonials
  • —
  • Backtest Data Details & Case Studies
  • —
  • — Training & Education —
  • Live Training Sessions
  • How To Use Our Site
  • Investing 101
  • Filing Season Finds (forensic accounting in real-time)
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 25 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 14 reports
  • – Snap (SNAP) – 13 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Carvana (CVNA) – 10 reports
  • – Wayfair (W) – 10 reports
  • – Uber (UBER) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – Spotify (SPOT) – 9 reports
  • – Beyond Meat (BYND) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Peloton (PTON) – 8 reports
  • – Target (TGT) – 7 reports
  • – Skechers USA (SKX) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – HCA Healthcare (HCA) – 7 reports
  • – JPMorgan (JPM) – 7 reports
  • – Rivian Automotive (RIVN) – 7 reports
  • – AutoZone (AZO) – 6 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – Discover Financial (DFS) – 6 reports
  • – D.R. Horton (DHI) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Meritage Homes (MTH) – 6 reports
  • – Allison Transmission Holdings (ALSN) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Amgen (AMGN) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Affirm Holdings (AFRM) – 5 reports
  • – Shake Shack (SHAK) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – Universal Health Services (UHS) – 5 reports
  • – Ford (F) – 5 reports
  • – NVR Inc. (NVR) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Dropbox (DBX) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – Omnicom Group (OMC) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Robinhood Markets (HOOD) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – Allstate (ALL) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Sweeetgreen (SG) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Box, Inc. (BOX) – 3 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2024 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.