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Long Idea

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
July 10, 20190Comments

Transitioning Business Model Creates Buying Opportunity

Volatility in the short-term will make this company significantly more profitable in the long-term.
by Sam McBride
June 28, 20190Comments

ICYMI: New Long Idea, IPO Coverage, A New Accounting Red Flag, Yahoo Finance Interview & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 26, 20195Comments

Disney’s Avengers Spell Endgame for Netflix

Content is king, and Disney’s superior content will help it translate its dominance from the box office to the streaming video world.
by Sam McBride
June 21, 20190Comments

ICYMI: New Long Idea, Sector ROIC Insights, Slack’s Lofty Valuation, Real Vision Interview & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 19, 20190Comments

This Fund Finds Value by Recognizing the Flaws in Accounting Earnings

We've come across a fund whose managers look beyond accounting earnings in their investment strategy and find truly undervalued stocks.
by Kyle Guske II, Senior Investment Analyst, MBA
June 14, 20190Comments

ICYMI: New Long Idea, New Data & API Offerings, IPO Coverage, A Misleading “Growth” Story & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 12, 20190Comments

3 Undervalued Stocks in the Restaurant Industry

These three restaurant stocks are actually growing same-store sales and significantly undervalued compared to their cash flows.
by Sam McBride
June 7, 20190Comments

ICYMI: New Long Idea, Industry Award, Slack’s Scary Valuation, Stock Picking Accolades, New About Us Video & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 5, 20190Comments

This Retail Giant Is Firing on All Cylinders

This retail giant has been one of the largest and most profitable companies in the sector for decades and it continues to invest in e-commerce and the consumer experience.
by Sam McBride
May 31, 20190Comments

ICYMI: New Long Idea, Model & Data Improvements, Seeking Alpha Interview, Model Portfolio Updates & New Terms of Use

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 29, 20190Comments

Ignore the Noise and Stick with This Undervalued Stock

Despite short-term concerns, this company’s long-term profit growth remains strong and investors are overlooking a stock with quality risk/reward.
by Sam McBride
May 24, 20190Comments

ICYMI: New Long Idea, The Worst Stocks, Memorial Day Special, New TD Ameritrade Webinar & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 22, 20190Comments

A Hidden Turnaround Story in the Infrastructure Sector

This infrastructure company has dramatically improved its profitability but policy uncertainty from Washington has left the stock significantly undervalued.
by Sam McBride
May 17, 20190Comments

ICYMI: New Long Idea, Uber’s Flaws, TD Ameritrade Webinar Replay, Model Portfolio Update & Closing a Danger Zone Pick

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