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Long Idea

Long Idea
July 22, 20200Comments

This Firm Will Meet Tomorrow’s Healthcare Needs

This Healthcare operator is well-positioned to continue growing profits over the long term.
by Matt Shuler, Investment Analyst II
Long Idea
July 20, 20200Comments

Keep on Trucking with This Industry Leader

While the COVID-19 pandemic is hurting the trucking industry in the short-term, we believe the long-term growth of the industry remains intact and there's still value with this leading firm.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
July 20, 20200Comments

Podcast: Why Investors Ignoring This Truck Manufacturer 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: Keep on Trucking with This Industry Leader.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 17, 20200Comments

ICYMI: Unscrubbed Earnings Are Misleading, Two New Long Ideas, New Earnings Distortion Scorecard, Benzinga Listmaker, Yahoo Finance Interview & 3Q20 Sector Ratings

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Long Idea
July 15, 20201Comments

Making a Turn for the Better

This major automobile manufacturer has experienced disruptions but investors who look past this short-term decline can find great value.
by Matt Shuler, Investment Analyst II
Model Portfolio
July 15, 20200Comments

Focus List Stocks: Long – Update 7/15/20

We’ve added the following stock to our Focus List Stocks: Long Model Portfolio as of July 15, 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 13, 20200Comments

Go Nuts for This Leading Packaged Foods Provider

Despite seeing increased demand, this vertically integrated consumer packaged foods firm trades as if profits will permanently decline moving forward.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 10, 20200Comments

ICYMI: New Long Idea, Don’t Fret 2Q Earnings, Avoid This Tech Firm, Stock Picking Accolades, 2Q20 Earnings Season Preview & Model Portfolio Updates

Here's what happened at New Constructs this week.
by Matt Shuler, Investment Analyst II
Long Idea
July 8, 20200Comments

This Energy Firm Can Handle the Heat

This best-in-class refiner has experienced major disruption to its operations but those who look past this temporary decline can find great value long term.
by Matt Shuler, Investment Analyst II
Model Portfolio
July 8, 20200Comments

Focus List Stocks: Long – Update 7/8/20

We’ve added the following stock to our Focus List Stocks: Long Model Portfolio as of July 8, 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
July 6, 20200Comments

July 2020 Stock Picking Accolades: #6 in Healthcare

We are July’s #6 ranked stock picker in Healthcare per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 3, 20200Comments

ICYMI: New Long Ideas Positioned to Thrive in the Recovery, Operating Lease Obligation Discount Rate Update & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 2, 20200Comments

“See Through the Dip” Stocks Remain Attractive

These stocks should be held through the market turmoil as we expect them to outperform the crowded passive strategies over the long term.
by Matt Shuler, Investment Analyst II
Long Idea
June 29, 20200Comments

Build a Stronger Portfolio with This Growing Homebuilder

The homebuilding market is not winner takes all and there is ample market share to go around. We’ve identified another undervalued homebuilder worth a look.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 26, 20200Comments

ICYMI: New Advisory Board, Two New Long Ideas, Barron’s Feature, TD Ameritrade & Bloomberg TV Interviews & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 24, 20200Comments

This Restaurant Offers More Than Just Sizzle

Investors who look past the temporary slowdown in business can still find great value long term.
by Matt Shuler, Investment Analyst II
June 24, 20200Comments

Barron’s Features our Recent Caterpillar Research

Barron’s featured our analysis of Caterpillar's fundamentals and valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 22, 20200Comments

This Healthcare Provider Is Ready for the Future

COVID-19 has disrupted industries all across the globe, perhaps none more than the Healthcare industry. We think there’s great value in this industry leader.
by Matt Shuler, Investment Analyst II
ICYMI
June 19, 20200Comments

ICYMI: A Stock Pickers Market, Two New Long Ideas, Robo-Analyst Named Finalist for Industry Awards & Model Portfolio Updates

Here's what happened at New Constructs this week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 17, 20200Comments

Give Your Portfolio a Tune-Up with This Parts Manufacturer

For those willing to see past the current upheaval, there is value to be found in the market.
by Kyle Guske II, Senior Investment Analyst, MBA
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