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Long Idea

ICYMI

April 28, 20230Comments

ICYMI: New Long Idea, Model Portfolio Updates, 2Q23 Investment Style Ratings, & Closing a Winning Long Idea

Here's what happened at New Constructs this past week. April 28, 2023.

by Kyle Guske II, Senior Investment Analyst, MBA

April 28, 20230Comments

Reverse DCF Analysis of Tesla, Netflix, and IBM Post Earnings – Stock Trading Pro Podcast

We joined Pete Renzulli on the Stock Trading Pro podcast to discuss the cash flow expectations baked into the stock prices of TSLA, NFLX, and IBM and more.

by Kyle Guske II, Senior Investment Analyst, MBA

April 27, 20230Comments

Position Close Update: The Hershey Company (HSY)

With limited upside potential, we’re taking gains and closing this Long Idea.

by Kyle Guske II, Senior Investment Analyst, MBA

Model Portfolio

April 27, 20230Comments

Focus List Stocks: Long – Update 4/27/23

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of April 27, 2023.

by Kyle Guske II, Senior Investment Analyst, MBA

Long Idea

April 26, 20230Comments

Defense Is The Best Offense

Thi company is well positioned to weather a recession and to expand profit margins.

by Italo Mendonca

Danger Zone Podcast

April 24, 20230Comments

Podcast: Why Investors Ignoring This Energy Stock are in The Danger Zone

Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Treasure Trove in the Oil Sands.

by Kyle Guske II, Senior Investment Analyst, MBA

ICYMI

April 21, 20230Comments

ICYMI: New Long Idea, Analyzing Tesla & Netflix Earnings, Model Portfolio Updates, Focus List Performance & Closing Winning Long Ideas

Here's what happened at New Constructs this past week. April 21, 2023.

by Kyle Guske II, Senior Investment Analyst, MBA

Long Idea

April 20, 20230Comments

Treasure Trove in the Oil Sands

Fears of an economic slowdown and safety concerns provide investors an opportunity to buy this Energy stock at a very attractive discount.

by Italo Mendonca

April 20, 20230Comments

Position Close Update: Oracle Corporation (ORCL)

With limited upside potential, Oracle looks fairly-valued and as a result, we’re taking gains and closing this Long Idea.

by Kyle Guske II, Senior Investment Analyst, MBA

April 20, 20230Comments

Position Close Update: McDonald’s Corporation (MCD)

With limited upside potential, we’re closing this Long Idea. McDonald’s Corporation (MCD)

by Kyle Guske II, Senior Investment Analyst, MBA

Model Portfolio

April 20, 20232Comments

Focus List Stocks: Long – Update 4/20/23

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of April 20, 2023.

by Kyle Guske II, Senior Investment Analyst, MBA

April 17, 20230Comments

A Deeper Look Into The Numbers – Stock Trading Pro Podcast

We joined Pete Renzulli on the Stock Trading Pro podcast to discuss macro trends at the S&P 500 and sector level and much more.

by Kyle Guske II, Senior Investment Analyst, MBA

April 14, 20230Comments

Position Close Update: Insight Enterprises, Inc. (NSIT)

Given the company’s fairer valuation relative to other Long Ideas, this stock holds limited upside potential.

by Italo Mendonca

April 14, 20230Comments

Featured Stocks in April’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.

by Italo Mendonca

ICYMI

April 7, 20230Comments

ICYMI: New Long Idea, Updated Sector & Industry Trends, #1 Stock Picker Again & Model Portfolio Updates

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

Long Idea

April 6, 20230Comments

Manufacturing the Future

This company is well-positioned to weather a recession and expand profit margins and the stock still offers attractive risk/reward.

by Italo Mendonca

SumZero Rankings

April 5, 20230Comments

April 2023 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & More

We are April 2023'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

ICYMI

March 31, 20230Comments

ICYMI: New Long Idea, New Fundamental Trends for the NC 2000 & Sectors, Stocks with Most Understated Street Earnings, New Excel Model Features & Model Portfolio Updates

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

Long Idea

March 29, 20230Comments

Trust Is Back in Vogue

As the crisis in regional banks erodes trust in the financial sector, our Long Idea this week features a company that has embodied trust since 1799.

by Italo Mendonca

ICYMI

March 17, 20230Comments

ICYMI: New Long Idea, The Next Zombie Stock, More 10-K Season Revelations & Model Portfolio Updates

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

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