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Long Idea

SumZero Rankings

November 8, 20190Comments

November 2019 Stock Picking Accolades: #3 in Healthcare, #3 in Consumer Staples, #3 Large-Cap & More

We are November’s #3 ranked stock picker in Large-Cap, #3 in Consumer Staples, #3 in Healthcare, #5 in Industrials, and #10 LTM.

by Kyle Guske II, Senior Investment Analyst, MBA

November 6, 20190Comments

We’re Loving This Buy the Dip Opportunity

Investors should jump at the opportunity to buy the dip in this restaurant stock.

ICYMI

November 1, 20190Comments

ICYMI: HBS & MIT Sloan Paper Features Our “Novel Dataset”, Using Earnings Distortion to Pick Stocks, TDA Network Interview, Impact of an Accounting Rule & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

October 30, 20190Comments

Earnings Distortion Makes This Stock A Buy

Understated earnings and cheap valuation give this company a higher chance of beating earnings in the short-term and outperforming the market in the long-term.

by Kyle Guske II, Senior Investment Analyst, MBA

ICYMI

October 25, 20190Comments

ICYMI: HBS & MIT Sloan Paper Features Our “Novel Dataset”, A Stock to Buy Ahead of Earnings, 4Q19 Style Ratings & The Worst Fund Under Coverage

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

by Kyle Guske II, Senior Investment Analyst, MBA

October 23, 20192Comments

Earnings Data Is Wrong & How You Can Make More Money

Our research shows this is a stock investors should look to buy ahead of its Q3 earnings report on November 1.

ICYMI

October 18, 20190Comments

ICYMI: HBS & MIT Sloan Paper Reveals Market Inefficiency, New Long Idea, WSJ Feature, Netflix’s Earnings Illusion, 4Q19 Sector Ratings & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

October 16, 20190Comments

“Novel Dataset” Reveals Undervalued Tech Giant

We leverage our Robo-Analyst technology and “novel dataset” to highlight a tech giant that is significantly more profitable than its earnings suggest.

Model Portfolio

October 15, 20190Comments

Focus List Stocks: Long – Update 10/15/19

We’ve added the following stock to our Focus List – Long Model Portfolio as of October 15, 2019.

by Kyle Guske II, Senior Investment Analyst, MBA

ICYMI

October 11, 20190Comments

ICYMI: HBS & MIT Sloan Paper Features Our Earnings Adjustments, New Long Idea, Netflix in Trouble & Smoking Out a Bad Cannabis Stock

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

by Kyle Guske II, Senior Investment Analyst, MBA

October 9, 20190Comments

Best in Class Financial Services Stock Trading at A Discount

This highly profitable and growing financial company is currently trading at an unusually cheap valuation.

ICYMI

October 4, 20190Comments

ICYMI: New Long Idea, A Win for Main Street, TD Ameritrade Interview, Position Updates, & One Tech Fund to Avoid

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

by Kyle Guske II, Senior Investment Analyst, MBA

SumZero Rankings

October 4, 20190Comments

October 2019 Stock Picking Accolades: #2 in Healthcare, #2 in Consumer Staples and #6 in Industrials

We are October's #2 ranked stock picker in Healthcare, #2 in Consumer Staples and #6 in Industrials.

by Kyle Guske II, Senior Investment Analyst, MBA

October 2, 20190Comments

This Cash Cow Still Has Upside

This firm has successfully adapted to numerous technological changes over its 150+ years of existence, and investors are underrating its resilience.

ICYMI

September 27, 20190Comments

ICYMI: New Long Idea, Problems with Peloton, Barron’s Features our Research, Stocktoberfest Presentation & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

September 25, 20190Comments

This Footwear Stock Can Keep Running Higher

This company’s cash flows continue to grow, its valuation remains reasonable, and the stock remains a good pick for long-term investors.

September 24, 20190Comments

See our Presentation at StockTwits’ Stocktoberfest West

We’re proud to be a keynote speaker at StockTwits’ Stocktoberfest West event on September 26-27, 2019.

by Kyle Guske II, Senior Investment Analyst, MBA

ICYMI

September 20, 20190Comments

ICYMI: New Long Idea, Bursting the Unicorn Bubble, New IPO Coverage, the Impact of Accounting Rule Changes & Details on the Drivers of ROIC

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

by Kyle Guske II, Senior Investment Analyst, MBA

September 18, 20190Comments

Focusing On Economic Earnings Creates Value For This Fund

This fund's manager's look beyond accounting earnings in their investment strategy.

by Kyle Guske II, Senior Investment Analyst, MBA

ICYMI

September 13, 20190Comments

ICYMI: New Long Idea, Analyzing High Profile IPOs, Yahoo Finance & TD Ameritrade Network Interviews & How to Calculate Free Cash Flow

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

by Kyle Guske II, Senior Investment Analyst, MBA

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