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Long Idea

September 11, 20191Comments

Doomsday Valuation Makes This Retailer a Buy

The expectations baked into this retailer's stock remain overly pessimistic in the face of the company’s strong fundamentals.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
September 6, 20190Comments

ICYMI: New Long Idea, Free Upgrades for Our Clients, Model Portfolio Updates, Stock Picking Accolades & Updates to Previous Picks

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
September 6, 20190Comments

September 2019 Stock Picking Accolades: #2 in Healthcare, #3 in Consumer Staples and #6 in Industrials

We are September's #2 ranked stock picker in Healthcare, #3 in Consumer Staples and #6 in Industrials.
by Kyle Guske II, Senior Investment Analyst, MBA
September 5, 20190Comments

Top-Viewed Research on Forbes

These reports ranked in the top ten most-viewed on Forbes for the week they were published.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
September 5, 20190Comments

Most Attractive Stocks Model Portfolio: September 2019

Gold Members and higher can access September's 40 Most Attractive Stocks as of Thursday, September 5.
by Kyle Guske II, Senior Investment Analyst, MBA
September 4, 20190Comments

Earn Double the 30-Year Treasury Yield with This Pick

While this company has wasted shareholder capital in the past, new management seems committed to capital discipline, cost-cutting, and maximizing cash flows.
by Sam McBride
ICYMI
August 30, 20190Comments

ICYMI: New Long Idea, Two Stocks to Avoid, CNBC Interview, a Winning Idea & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
August 28, 20190Comments

Target’s Innovation Continues to Drive Value

A strong quarter reaffirms our belief that Target can continue to grow and create value for shareholders by innovating the retail experience.
by Sam McBride
August 28, 20190Comments

Winning Ideas for Our Clients

This pick earned an absolute return of 11% and relative return of 15% in six weeks. Not a bad deal for members.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
August 23, 20190Comments

ICYMI: New Long Idea, The Most Ridiculous IPO of 2019, Yahoo Finance Interview & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
August 21, 20190Comments

This Fund’s Superior Stock Picking Should Drive Outperformance

Managers look beyond accounting earnings and focus on economic profit and free cash flow.
by Kyle Guske II, Senior Investment Analyst, MBA
August 9, 20190Comments

ICYMI: New Long Idea, Dangerous Micro-Bubble Stocks, TD Ameritrade Network Interview, & 2Q19 Model Portfolio Performance Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20190Comments

Buy the Dip on This High-Quality Company

Investors are worried about a potential dip in earnings next year while ignoring positive long-term trends.
by Sam McBride
August 2, 20190Comments

ICYMI: New Long Ideas, Tesla’s Broken Promises, Yahoo Finance Interview, Stock Picking Accolades & Model Portfolio Performance Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
July 31, 20190Comments

Find Attractive Stocks in this Undervalued Industry

The market underestimates the barriers to entry in this industry, and as a result, valuations for many of the companies imply profits will permanently decline.
by Sam McBride
July 26, 20190Comments

ICYMI: New Long Ideas, A Mutual Fund to Avoid, Model Portfolio Updates, & the Best & Worst ETFs & Mutual Funds

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
July 24, 20190Comments

Micro-Bubble Winners Continue to Outperform

These “Micro-Bubble winners” remain undervalued and we expect them to continue to outperform.
by Kyle Guske II, Senior Investment Analyst, MBA
July 19, 20190Comments

ICYMI: New Long Idea, Netflix’s Failing Strategy, Misleading Turnaround Story, Relaxed Disclosures Harm Investors, 3Q19 Style Ratings & Updated Model Portfolios

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
July 17, 20190Comments

This Fund Finds Value by Recognizing the Flaws in Accounting Earnings

This fund's managers look beyond accounting earnings to pick higher quality stocks with cheap valuations.
by Sam McBride
July 12, 20190Comments

ICYMI: New Long Idea, Disclosure Atrophy, CNBC Interview, Barron’s Feature, 3Q19 Sector Ratings & Updated Model Portfolios

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
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