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Long Idea

Long Idea
December 9, 20200Comments

“See Through the Dip” Stocks Significantly Outperform S&P 500

Focus on these industry leaders positioned to gain market share from the firms that are forced to fold.
by Matt Shuler, Investment Analyst II
November 23, 20200Comments

Position Close Update: Sanderson Farms (SAFM)

SAFM no longer presents quality risk/reward and earns an Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
November 23, 20200Comments

Position Close Update: KLA Corp (KLAC)

We’re taking the gains and closing this long position.
by Matt Shuler, Investment Analyst II
ICYMI
November 20, 20200Comments

ICYMI: Closing Long & Danger Zone Positions, Post Earnings Update on Pinterest, CNBC Interview & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
November 19, 20200Comments

Focus List Stocks: Long – Update 11/19/20

We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of November 19, 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
November 13, 20200Comments

ICYMI: Named Best Investment Research Tech, New Long Idea & Danger Zone Pick, New Website Features, 3Q20 Model Portfolio Performance & Next Week’s Earnings Distortion Scorecard

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
November 11, 20200Comments

Opportunity Is Sprouting

With future expansion plans, a strong brand, and a competitive position in a niche market, investors would be mistaken to move away from this growing grocer.
by Matt Shuler, Investment Analyst II
ICYMI
November 6, 20200Comments

ICYMI: New Long Idea, Stock Picking Accolades, Next Week’s Earnings Distortion Scorecard & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
SumZero Rankings
November 6, 20200Comments

November 2020 Stock Picking Accolades: #5 in Healthcare

We are November’s #5 ranked stock picker in Healthcare per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
November 4, 20200Comments

A Long Road of Growth for This Retailer

Multiple long-term tailwinds will drive profit growth for this company while its stock is priced for permanent profit decline.
by Matt Shuler, Investment Analyst II
ICYMI
October 30, 20200Comments

ICYMI: Your Election Stock Portfolio, Model Enhancement, Benzinga Fintech Awards Finalist, Model Portfolio Update & the Best & Worst ETFs & Mutual Funds in 4Q20

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
October 28, 20200Comments

5 Stocks to Own Regardless of the Election

Investors’ should put their money in quality companies that are positioned to survive any short-term volatility and have upside potential over the long-term.
by Matt Shuler, Investment Analyst II
ICYMI
October 23, 20200Comments

ICYMI: New Long Idea, Why Pay Fees for Extra Risk, Benzinga Interview, Next Week’s Earnings Distortion Scorecard, 4Q20 Style Ratings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
October 21, 20200Comments

A Safe Call Regardless of the Election

Regardless of 2020’s election results, this firm’s prospects for continued long-term profit growth are much brighter than the stock’s valuation implies.
by Matt Shuler, Investment Analyst II
ICYMI
October 16, 20200Comments

ICYMI: Footnotes Analysis of Ford’s True Earnings, an ETF Building Value, Benzinga Interview, New Earnings Distortion Scorecard, 4Q20 Sector Ratings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
October 14, 20200Comments

This ETF Is Building Value

Our unique ETF research reveals that this ETF offers excellent risk/reward.
by Matt Shuler, Investment Analyst II
September 14, 20200Comments

Stocks to Watch as Investors Eye Market Peak – TD Ameritrade Network

We joined TD Ameritrade Network’s The Watch List on Monday, September 14.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
September 4, 20200Comments

September 2020 Stock Picking Accolades: #6 in Consumer Staples

We are September’s #6 ranked stock picker in Consumer Staples per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
September 2, 20200Comments

Barron’s Features our Recent Research on The Hershey Company

Barron’s featured our analysis of The Hershey Company's fundamentals and valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
August 26, 20200Comments

Focus List Stocks: Long – Update 8/26/20

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of August 26, 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
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