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Long Idea

ICYMI
February 13, 20260Comments

ICYMI: New Long Idea, Earnings Watch Party, AI Podcast with David Trainer, Best & Worst ETFs & Mutual Funds in 1Q26, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of February 9, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
February 12, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – February 17 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, February 17 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 11, 20260Comments

Soaring With the Wings of Growing Prosperity

The best opportunities arise when strong profits and growth prospects collide with low expectations.
by Joseph Noko
ICYMI
February 6, 20260Comments

ICYMI: New Long Idea, New Danger Zone, New Features, #1 Stock Picking, Two Free Stock Picks, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of February 2, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 4, 20260Comments

Where Affordability and Profitability Converge

As we enter 2026, our thesis remains intact and this industry leader remains undervalued.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 30, 20260Comments

ICYMI: New Long Idea, New Danger Zone, Stock Tokenization Winners and Losers, Style Rankings for 1Q26, Best & Worst Style ETFs & Mutual Funds, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of January 26, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 28, 20260Comments

High Yield, Low Drama

With limited commodity exposure and a strong asset base, this company is well-positioned to benefit from sustained U.S. energy production.
by Daniel Oliveira
ICYMI
January 23, 20260Comments

ICYMI: New Long Idea, Replay: The 2026 Portfolio Review, Sector Rankings for 1Q26, Best & Worst Sector ETFs & Mutual Funds, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of January 19, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 21, 20260Comments

Separating the Good from the Bad Consumer Cyclical Stocks 

Through our forensic Robo-Analyst AI analysis of 3,300+ stocks, we’ve identified a cluster of great stocks in the Consumer Cyclicals sector.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 16, 20260Comments

ICYMI: New Long Idea, Reserve Your Spot for The 2026 Portfolio Review, 5 Stocks Most Likely to Miss Earnings This Quarter, Focus List Stocks 2025 Performance, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of January 12, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
January 15, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – January 20 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, January 20 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
December 19, 20250Comments

ICYMI: Closing Long Ideas, More Stupid Money Risk, Alpha Stocks 2.0, Recent Podcasts with CEO David Trainer, New Featured Stocks, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of December 15, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
December 18, 20250Comments

Cleaning Up Our Portfolio Before the New Year

The goal for our Long Ideas is to provide clients with stock picks that offer excellent risk/reward.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
December 12, 20250Comments

ICYMI: New Long Idea & Danger Zone Pick, New Memberships, Can’t Miss Training Sessions, New Featured Stocks, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of December 8, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
December 11, 20250Comments

Ideas Dinner – Pro & Institutional Only Webinar – December 16 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, December 16 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
December 10, 20250Comments

All You Can Ask For

The current stock price creates a great opportunity to get an industry stalwart at a large discount.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
December 5, 20250Comments

ICYMI: New Long Idea, A Danger Zone Pick We’re Thankful For, #1-Ranked Stock Picks, New Featured Stock, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of December 1, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
December 3, 20250Comments

Reports on the Death of Oil and Gas Are Greatly Exaggerated

With persistent demand for oil and gas across the next two decades, this toll-taking operation has ample room to expand.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
November 21, 20250Comments

ICYMI: New Long Idea, Early Access to FinSights, $2.7 Million in Value Created This Footnotes Season, New Featured Stock Pick, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of November 17, 2025.
by Hakan Salt, Associate Investment Analyst
November 19, 20250Comments

No Coupons Needed to Get This Stock at a Discount

Despite two strong profit growth drivers, this company’s stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
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