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Long Idea

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
Model Portfolio
June 17, 20200Comments

Focus List Stocks: Long – Update 6/17/20

We’ve added the following stocks to our Focus List Stocks: Long Model Portfolio as of June 17, 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 15, 20201Comments

This Firm Is Geared Up for a Recovery

COVID-19-related decline in customer demand has many investors overlooking this best-in-class commercial vehicle parts supplier. We think there’s great value to be had.
by Matt Shuler, Investment Analyst II
ICYMI
June 12, 20200Comments

ICYMI: Earnings Are Better than You Think, Two New Long Ideas, an Active Fund Not Worth Its Fees & a Most Attractive & Most Dangerous Stock Pick

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 10, 20200Comments

Infrastructure Spending Lifts This Firm to New Heights

The market has routed this Industrials stock which gives investors the opportunity to add a high-quality stock to their portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
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