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Long Idea

Long Idea
February 19, 20200Comments

An Uncommon Gem: A Thriving Retailer at a Discount

This retailer has a track record of profit growth, newly improved corporate governance and a cheap stock price.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 14, 20200Comments

ICYMI: New Long Idea, Bloomberg Features Our Robo-Analyst, Next Week’s Earnings Distortion Scorecard, Finding Danger in Fund Holdings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 12, 20200Comments

A Fund with a Methodology That Finds Good Stocks

This week we feature a fund that successfully executes a superior stock-picking methodology.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 7, 20200Comments

ICYMI: New Long Idea, Next Week’s Earnings Distortion Scorecard, Casper’s Red Flags, Model Portfolio Performance in 2019, & the Worst ETFs & Mutual Funds in 1Q20

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
February 7, 20200Comments

February 2020 Stock Picking Accolades: #3 in Healthcare and #7 in Consumer Staples

We are February’s #3 ranked stock picker in Healthcare and #7 in Consumer Staples.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 5, 20200Comments

Top-Rated Firm Trading at the Largest Discount in Years

This company is one of the most profitable vs. its peers, has multiple growth opportunities, and its stock hasn’t been cheaper since 2013.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 31, 20200Comments

ICYMI: New Long Idea, Next Week’s Earnings Distortion Scorecard, Maybe the 40-yr Old Earnings Databases Don’t Work Anymore, Behind the Markets Podcast & the Best ETFs in 1Q20

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 29, 20200Comments

Leading Industrials Firm with an Undervalued Stock Price

This company should not only beat short-term earnings expectations, but has improving fundamentals, multiple growth opportunities, and an undervalued stock price.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 24, 20200Comments

ICYMI: New Long Idea, Next Week’s Earnings Distortion Scorecard, Money-Making Short Ideas, Analyzing NFLX on Yahoo Finance & 1Q20 Style Ratings

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 22, 20200Comments

An Undervalued Leader in a Growing Industry

We've identified a company that looks like a good value after significantly underperforming the market in 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 17, 20200Comments

ICYMI: New Long Ideas, Next Week’s Earnings Distortion Scorecard, Stocks to Avoid in 2020, Interview on Benzinga and The Investor’s Podcast Network & 1Q20 Sector Ratings

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 15, 20200Comments

3 Outperforming Long Ideas with More Room to Run

We're looking at picks that outperformed last year, each of which we remain bullish on heading into 2020.
by Sam McBride
January 14, 20200Comments

Position Close Update: Kulicke and Soffa Industries (KLIC)

The recent decline in profitability means KLIC now earns our Neutral rating, so we are closing this position.
by Sam McBride
ICYMI
January 10, 20200Comments

ICYMI: New Long Ideas, New Earnings Distortion Scores, Stock Picking Accolades, Interview on the Acquirer’s Podcast & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 8, 20200Comments

3 Lagging Long Ideas That We Still Love

We're starting 2020 by looking at the Long Ideas that performed poorly in 2019. Despite their underperformance, we remain bullish on these stocks.
by Sam McBride
SumZero Rankings
January 6, 20200Comments

January 2020 Stock Picking Accolades: #3 in Healthcare, #4 in Consumer Staples, #7 Last Twelve Months

We are January’s #3 ranked stock picker in Healthcare, #4 in Consumer Staples, and #7 LTM (Last Twelve Months).
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
December 20, 20190Comments

ICYMI: New Long Idea, Earnings Distortion Season Preview, WisdomTree Licenses Our Data, TD Ameritrade Network Interview & Model Portfolio Updates

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

Stocks to Buy Before Earnings Distortion Season: TD Ameritrade Network

We joined TDA Network’s The Watch List on Thursday, December 19 to discuss two stocks with good Earnings Distortion Scores going into earnings season next year.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
December 18, 20190Comments

Two Stocks That Should Beat Earnings Expectations

These two stocks are likely to beat earnings expectations according to our new Earnings Distortion Scores.
by Sam McBride
ICYMI
December 13, 20190Comments

ICYMI: New Long Idea, The Most Dangerous Sector, Yahoo Finance Interview & Model Portfolio Updates

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