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Long Idea

Model Portfolio
July 15, 20210Comments

Focus List Stocks: Long – Update 7/15/21

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of July 15, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
July 8, 20210Comments

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

See two of the featured stocks from this month’s model portfolios.
by Alex Sword
ICYMI
June 18, 20210Comments

ICYMI: Most Misleading Earnings in the S&P 500, Updated 1Q21 Sector & Industry Fundamentals & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in MAMD Portfolios
June 11, 20210Comments

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

See two of the featured stocks from this month’s model portfolios.
by Matt Shuler, Investment Analyst II
SumZero Rankings
June 7, 20210Comments

June 2021 Stock-Picking Accolades: #1 in Long, #1 in Value, #1 in Large-Cap, #1 in Consumer Discretionary, #2 All Time, & More

We are June’s #1 ranked stock picker in the Long category and #2 All Time on SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
June 1, 20210Comments

Barron’s Features our Recent Research on Valvoline

Barron’s featured our analysis of Valvoline's fundamentals and valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 28, 20210Comments

ICYMI: Long Ideas, New Trick to Hide Debt, Figs Is a Standout IPO, Alerts for Credit Ratings, Our Keynote Speech for the E&Y Global Blockchain Summit, Sector Fundamental Trends & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
May 19, 20210Comments

Hold on to These Best-in-Class Businesses Post Earnings

These two best-of-breed firms are positioned to continue to create shareholder value over the long term
by Matt Shuler, Investment Analyst II
ICYMI
May 14, 20210Comments

ICYMI: 3 Long Ideas in a Volatile Market, 3 Stocks To Sell, Avoid Squarespace’s Direct Listing, Fox Business Interview, Operating Lease Disclosure Red Flags, & Model Portfolio Updates

Here's what happened at New Constructs this pas week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 12, 20210Comments

Stick With These 3 Long Ideas Post 1Q21 Earnings

After 1Q21 earnings, we still love these three Long Ideas that have excellent profit growth opportunities and attractive risk/reward.
by Matt Shuler, Investment Analyst II
Model Portfolio
May 12, 20210Comments

Focus List Stocks: Long – Update 5/12/21

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of May 12, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 7, 20210Comments

ICYMI: 3 Long Ideas for a Frothy Market, Meme-Stock Alarm, The Honest Company Is Overvalued, We Want Your Feedback, Stock Picking Accolades, Position Close Update & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
SumZero Rankings
May 7, 20210Comments

May 2021 Stock Picking Accolades: #1 in Long, #1 in Value, #1 in Large-Cap, #1 in Consumer Discretionary, #2 All Time, & More

We are May’s #1 ranked stock picker in the Long category and #2 All Time on SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 28, 20210Comments

Focus List Stocks: Long – Update 4/28/21

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of April 28, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 21, 20210Comments

These Stocks Remain Undervalued Post 1Q21 Earnings

We’re reiterating three Long Ideas that recently reported calendar 1Q21 earnings.
by Matt Shuler, Investment Analyst II
April 21, 20210Comments

Position Close Update: Oshkosh Corporation (OSK)

Given the risk/reward profile skewing more towards risk, we’re taking the gains and closing this long position.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
April 9, 20210Comments

ICYMI: New Long Idea, Decoding The Risks in Meme Stocks, COIN Remains Ridiculous & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Alex Sword
Long Idea
April 7, 20210Comments

Ready to Soar

Despite underperforming the market for several years, this long-time Long Idea has all the tools for a successful turnaround and holds significant upside potential.
by Matt Shuler, Investment Analyst II
ICYMI
April 1, 20210Comments

ICYMI: New Long Idea, Don’t Cover SoftBank’s Losses in Compass, Treasure in Footnotes, New Sector Research Offerings & a Quality Dividend Stock

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
March 31, 20213Comments

Built to Profit From Long-Term Tailwinds

This homebuilder has the largest share of the U.S. homebuilding market and superior profitability to peers.
by Matt Shuler, Investment Analyst II
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