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Long Idea

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

ICYMI

August 21, 20200Comments

ICYMI: New Long Ideas, Fiduciary Risk in Owning Tesla and Wayfair, WSJ Features our COVID-19 Write-downs & Model Portfolio Update

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

by Kyle Guske II, Senior Investment Analyst, MBA

Long Idea

August 19, 20200Comments

“See Through the Dip” Stocks Remain Attractive Part 2

Investors should avoid putting more capital into crowded passive strategies and consider our “See Through The Dip” stocks.

by Matt Shuler, Investment Analyst II

ICYMI

August 14, 20200Comments

ICYMI: New Long Idea, Rocket Companies’ IPO, Closing Long Positions, Model Portfolio Changes, More Stock-Picking Accolades, and TD Ameritrade Network & Yahoo Finance Interviews

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

by Kyle Guske II, Senior Investment Analyst, MBA

Long Idea

August 12, 20200Comments

Competitive Advantages Drive Sweet Growth Opportunities

This firm is leveraging strong cash flows to invest in future growth opportunities. but is priced as if profits will permanently decline by 20%.

by Kyle Guske II, Senior Investment Analyst, MBA

Model Portfolio

August 12, 20200Comments

Focus List Stocks: Long – Update 8/12/20

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of August 12, 2020.

by Kyle Guske II, Senior Investment Analyst, MBA

August 10, 20200Comments

Position Close Update: Lam Research Corp (LRCX)

We think there are better opportunities in the current market and are closing this long recommendation. Lam Research Corp (LRCX)

by Kyle Guske II, Senior Investment Analyst, MBA

August 10, 20200Comments

Position Close Update: Lumentum (LITE)

We think there are better opportunities in the current market and are closing this long recommendation. Lumentum (LITE)

by Kyle Guske II, Senior Investment Analyst, MBA

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