Skip to content

Get Access
Solutions
Blog
Community
Company
Members

Long Idea

March 22, 20190Comments

ICYMI: LEVI IPO Coverage, New Long Idea, TD Ameritrade Webinar Replay, Dangers of Flawed Performance Metrics, A Barron’s Feature & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

March 20, 20190Comments

Using Free Cash Flow to Find Value with This ETF

This ETF deserves more attention from investors because it uses free cash flow, enterprise value, and FCF yield to find quality companies.

by Kyle Guske II, Senior Investment Analyst, MBA

March 15, 20190Comments

ICYMI: New Long Idea, Pre-IPO Report on LYFT, Filing Season Finds & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

March 13, 20190Comments

Quality Corporate Governance Leads to Superior Business Model

Investing in companies with high quality corporate governance and cheap stocks can be a successful strategy.

March 8, 20190Comments

ICYMI: New Long Ideas, Netflix’s Hidden Crisis, Dangers in Traditional Value Screens, IBKR Webinar Replay, Filing Season Finds, & More

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

by Kyle Guske II, Senior Investment Analyst, MBA

March 6, 20190Comments

Long Ideas: Finding Value Hidden by the Noise

Two stocks that have expensive price-to-book ratios but are undervalued.

by Kyle Guske II, Senior Investment Analyst, MBA

March 1, 20190Comments

ICYMI: New Long Ideas, Danger in Footnotes, IBKR & TD Ameritrade Webinars, Filing Season Finds, & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

February 27, 20190Comments

Long Ideas: Finding Gold in the Footnotes (Feb 2019)

Our analysis of footnotes is critical to finding companies where reported earnings understate economic earnings.

by Kyle Guske II, Senior Investment Analyst, MBA

February 22, 20190Comments

ICYMI: New Long Ideas, Finding Gold in Footnotes, IBKR Webinar Signup, Real Vision Interview & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

February 20, 20193Comments

Three Outperforming Stocks That Look Better than Ever

Among the very first firms to file 2018 10-Ks are three companies we’ve previously featured as Long Ideas that we like even more after reviewing their latest 10-Ks.

February 19, 20190Comments

The Real Vision TV Interview on our Top Long Idea

David Trainer sat down with Justine Underhill of Real Vision TV to talk about our recent Long Idea “Too Many Positive Catalysts to Count for This Media Giant.”

by Kyle Guske II, Senior Investment Analyst, MBA

February 13, 20193Comments

Too Many Positive Catalysts to Count for This Media Giant

The expected completion of an acquisition, along with other catalysts, should provide further upward momentum for this stock in 2019.

February 6, 20190Comments

Avoid Value Traps with This Deep Value ETF

This ETF’s methodology is worthy of more investors’ attention because it uses ROIC and FCF to find quality companies that are significantly undervalued.

by Kyle Guske II, Senior Investment Analyst, MBA

January 31, 20192Comments

Focus List Stocks: Long – Update 1/31/19

We’ve added the following stock to our Focus List – Long Model Portfolio as of January 31, 2019.

by Kyle Guske II, Senior Investment Analyst, MBA

January 30, 20192Comments

2019 Should Be a Bounce Back Year for This Food Processor

All signs point to 2019 being a bounce back year for this stock, which is why we are reiterating it as a Long Idea despite its Unattractive rating.

January 25, 20190Comments

ICYMI: New Long Idea, TDA Network: Tesla & Economic Earnings, IBKR Webinar Replay, TD Ameritrade Webinar Signup, Model Portfolio Updates & 1Q19 Style Ratings

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

by Kyle Guske II, Senior Investment Analyst, MBA

January 23, 20190Comments

Market Is Missing the Growth Potential For this Tech Leader

This iPhone supplier has other high-growing business lines, new potential customers and uses for its products, and it just completed a quality acquisition.

January 18, 20190Comments

ICYMI: Netflix’s Catch-22, Long Idea Highlights, IBKR Webinar Signup, Best of Danger Zone 2018 & 1Q19 Sector Ratings

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

by Kyle Guske II, Senior Investment Analyst, MBA

January 16, 20190Comments

Long Idea Highlights From 2018

We’re taking some victory laps and looking at our picks that outperformed in a down market last year.

January 11, 20190Comments

ICYMI: Long Ideas Reexamined, TD Ameritrade & IBKR Webinars, Danger Zone Picks Reexamined, Model Portfolio Updates & 1Q19 Sector Ratings

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

by Kyle Guske II, Senior Investment Analyst, MBA

« Older Articles Newer Articles »

Search

Live-traded Indices
Free Trainings
David Trainer’s E-Letters
—
Long Ideas
Danger Zone (Sell/short ideas)
IPO Research
Footnotes Season Finds
—
Stock Picking Awards & Media Features
Testimonials
General Market Comments
—
Model Portfolios
– Focus List Stocks: Long
– Focus List Stocks: Short
– Most Attractive Stocks
– Most Dangerous Stocks
– Best & Worst ETFs & Mutual Funds by Sector
– Best & Worst ETFs & Mutual Funds by Style
– Exec Comp Aligned With ROIC
– Safest Dividend Yields
– Dividend Growth Stocks
– Model Portfolio Performance
—
— Training & Education —
Join Our Online Community
How To Use Our Site
Investing 101
Backtest Data Details & Case Studies
Accounting Rule Changes
ROIC Drives Equity Valuation
– Enterprise Value Optimization
DOL Fiduciary Regulation
M&A Analysis
Fundamental Macro Trends & Sector Fundamentals
Machine Learning & AI for Smarter Investing
—
Company Report Index
– Tesla (TSLA) – 26 reports
– Netflix (NFLX) – 24 reports
– General Motors (GM) – 15 reports
– Snap (SNAP) – 14 reports
– Carvana (CVNA) – 11 reports
– Disney (DIS) – 10 reports
– Intel Corporation (INTC) – 10 reports
– Wayfair (W) – 11 reports
– Uber (UBER) – 10 reports
– Beyond Meat (BYND) – 10 reports
– Peloton (PTON) – 10 reports
– Spotify (SPOT) – 9 reports
– Walmart (WMT) – 9 reports
– DoorDash (DASH) – 9 reports
– Skechers USA (SKX) – 9 reports
– JPMorgan (JPM) – 9 reports
– Rivian Automotive (RIVN) – 8 reports
– Target (TGT) – 7 reports
– Coinbase (COIN) – 7 reports
– Oracle (ORCL) – 7 reports
– McDonald’s Corporation (MCD) – 7 reports
– HCA Healthcare (HCA) – 7 reports
– Discover Financial (DFS) – 7 reports
– AutoZone (AZO) – 7 reports
– Shake Shack (SHAK) – 7 reports
– D.R. Horton (DHI) – 7 reports
– Meritage Homes (MTH) – 7 reports
– Cisco Systems (CSCO) – 7 reports
– Allison Transmission Holdings (ALSN) – 7 reports
– Valeant (VRX) – 6 reports
– Cracker Barrel (CBRL) – 6 reports
– Best Buy (BBY) – 6 reports
– Amazon (AMZN) – 6 reports
– Verizon Communications (VZ) – 6 reports
– GameStop (GME) – 6 reports
– Alphabet (GOOGL) – 6 reports
– Colgate-Palmolive (CL) – 6 reports
– Southwest Airlines (LUV) – 6 reports
– Ford (F) – 6 reports
– NVR Inc. (NVR) – 6 reports
– Affirm Holdings (AFRM) – 6 reports
– Amgen (AMGN) – 6 reports
– Johnson & Johnson (JNJ) – 6 reports
– John B. Sanfilippo & Son (JBSS) – 5 reports
– SYSCO Corporation (SYY) – 5 reports
– Zendesk (ZEN) – 5 reports
– Lam Research Corp (LRCX) – 5 reports
– Lear Corp (LEA) – 5 reports
– Universal Health Services (UHS) – 5 reports
– HF Sinclair (DINO) – 5 reports
– Omnicom Group (OMC) – 5 reports
– Allstate (ALL) – 5 reports
– Dropbox (DBX) – 5 reports
– Robinhood Markets (HOOD) – 5 reports
– Sweetgreen (SG) – 5 reports
– Kimberly-Clark (KMB) – 5 reports
– Microsoft (MSFT) – 5 reports
– Caterpillar (CAT) – 4 reports
– TrueCar (TRUE) – 4 reports
– Simon Property Group (SPG) – 4 reports
– Thor Industries (THO) – 4 reports
– Box, Inc. (BOX) – 4 reports
– Pinterest (PINS) – 4 reports
– Shopify (SHOP) – 4 reports
– MasTec Inc. (MTZ) – 4 reports
– AMC Entertainment (AMC) – 4 reports
– Eventbrite (EB) – 4 reports
– Equinix (EQIX) – 3 reports
– Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation

Copyright 2025 New Constructs, LLC All Rights Reserved

Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.