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Long Idea

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.

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.

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.

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.

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.

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.

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.

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

May 15, 20190Comments

Seeing Fundamental Value Through the Noise

Market narratives can persist in the face of contradicting data. Overblown fears of a housing crash have this stock priced as if profits will nearly halve.

by Kyle Guske II, Senior Investment Analyst, MBA

May 10, 20190Comments

ICYMI: New Long Idea, Issues with Uber, IBKR Webinar Replay, Stock Picking Accolades & Model Portfolio Updates

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

by Kyle Guske II, Senior Investment Analyst, MBA

May 8, 20191Comments

Finding Growth and Value in the Financials Sector

This regional bank has bucked the trend in the rest of the sector by delivering solid growth in recent years, even as its valuation remains cheap.

May 8, 20190Comments

Position Close Update: UBS Group AG (UBS)

The stock price has been driven by legal issues and possible lawsuits and we believe it is time to cut our losses before further decline.

by Kyle Guske II, Senior Investment Analyst, MBA

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