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Long Idea

Long Idea
February 5, 20240Comments

Outperformer With More Room to Run

This stock remains undervalued despite its impressive 43% outperformance in the last couple of months.
by Hakan Salt, Associate Investment Analyst
Danger Zone Podcast
February 5, 20240Comments

Podcast: Why Investors Ignoring This Pick and Shovels Play 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: Outperformer With More Room to Run.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 2, 20240Comments

ICYMI: Long Idea Update, Fund Holdings Show True Colors, 2023 Model Portfolio Performance & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 31, 20240Comments

Market Share Leader Building Out the Future

Macro tailwinds and best-in-class profitability make this market share leader look even more attractive.
by Hakan Salt, Associate Investment Analyst
ICYMI
January 26, 20240Comments

ICYMI: Position Close Updates, Best & Worst Style Ratings for 1Q24, How to Find the Best ETFs & Mutual Funds, How to Avoid the Worst ETFs & Mutual Funds & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
January 24, 20240Comments

Position Close Updates: Cleaning Up Long Ideas

These stocks no longer provide the same risk/reward as when we first made them Long Ideas. Jan 2024 update.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 19, 20240Comments

ICYMI: Top Focus List: Long Stock Picks for 2024, Best & Worst Sector Ratings for 1Q24, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
January 18, 20242Comments

Even More Upside Potential in This Focus List: Long Pick

Multiple tailwinds support the growth of this pick-and-shovel semiconductor company.
by Hakan Salt, Associate Investment Analyst
January 17, 20240Comments

Focus List Outperformer with Further Upside

This company's diverse business and wide moat positions it for further growth.
by Hakan Salt, Associate Investment Analyst
January 12, 20240Comments

ICYMI: New Long Idea, Stocks Most Likely to Beat/Miss 4Q23 Earnings, #1-Ranked Stock Picker Again, Focus List Stocks Performance in 2023, and Model Portfolio Updates 

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
January 11, 20240Comments

Featured Stocks in January 2024’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from January 2024's Most Attractive and Most Dangerous Stocks model portfolios.
by Hakan Salt, Associate Investment Analyst
Long Idea
January 11, 20242Comments

Steel Shelter From The Storm

Certain U.S. companies with durable moats and responsible capital stewardship will lead the charge of a new American energy, infrastructure, and manufacturing era.
by Italo Mendonca
SumZero Rankings
January 10, 20240Comments

January 2024 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & More

We are January 2024's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
December 15, 20230Comments

ICYMI: New Special Offer, New Long Idea, Zombie Stock’s Beware, #1-Ranked Stock Picker Again, and Model Portfolio Updates 

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
December 14, 20232Comments

Featured Stocks in December 2023’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from December 2023's Most Attractive and Most Dangerous Stocks model portfolios.
by Hakan Salt, Associate Investment Analyst
Long Idea
December 13, 20232Comments

Natural Profits: The Most Capital-Efficient Operator in its Region

This top producer of natural gas is positioned advantageously for the transition to cleaner energy and its stock price is undervalued.
by Italo Mendonca
SumZero Rankings
December 11, 20230Comments

December 2023 Stock-Picking Accolades: #1 All-Time, #1 in Short, #1 in Value, #1 in Large Cap, #1 in North America & More

We are December's #1 ranked stock picker in the All-Time, Short, Value, Large Cap, and other categories on SumZero rankings.
by Hakan Salt, Associate Investment Analyst
December 1, 20230Comments

ICYMI: 3Q23 Fundamental Trends for the S&P 500 & Sectors, New Long Idea, The Truth about NVDA’s Valuation, Financial Model Improvements, & Focus List and Other Model Portfolio Updates 

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
Long Idea
November 30, 20230Comments

Oil Royalty

This company participates in the upside of oil & gas exploration, without incurring its costs and risks.
by Italo Mendonca
November 17, 20230Comments

ICYMI: New Long Idea, Zombie Stock Update, Special Adjustments for REIT Models, Model Portfolio Updates, & #1-Ranked Stock Picker Again

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
« Older Articles Newer Articles »

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