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Long Idea

October 16, 20190Comments

“Novel Dataset” Reveals Undervalued Tech Giant

We leverage our Robo-Analyst technology and “novel dataset” to highlight a tech giant that is significantly more profitable than its earnings suggest.
by Sam McBride
Model Portfolio
October 15, 20190Comments

Focus List Stocks: Long – Update 10/15/19

We’ve added the following stock to our Focus List – Long Model Portfolio as of October 15, 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
October 11, 20190Comments

ICYMI: HBS & MIT Sloan Paper Features Our Earnings Adjustments, New Long Idea, Netflix in Trouble & Smoking Out a Bad Cannabis Stock

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
October 9, 20190Comments

Best in Class Financial Services Stock Trading at A Discount

This highly profitable and growing financial company is currently trading at an unusually cheap valuation.
by Sam McBride
ICYMI
October 4, 20190Comments

ICYMI: New Long Idea, A Win for Main Street, TD Ameritrade Interview, Position Updates, & One Tech Fund to Avoid

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
October 4, 20190Comments

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

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

This Cash Cow Still Has Upside

This firm has successfully adapted to numerous technological changes over its 150+ years of existence, and investors are underrating its resilience.
by Sam McBride
ICYMI
September 27, 20190Comments

ICYMI: New Long Idea, Problems with Peloton, Barron’s Features our Research, Stocktoberfest Presentation & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
September 25, 20190Comments

This Footwear Stock Can Keep Running Higher

This company’s cash flows continue to grow, its valuation remains reasonable, and the stock remains a good pick for long-term investors.
by Sam McBride
September 24, 20190Comments

See our Presentation at StockTwits’ Stocktoberfest West

We’re proud to be a keynote speaker at StockTwits’ Stocktoberfest West event on September 26-27, 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
September 20, 20190Comments

ICYMI: New Long Idea, Bursting the Unicorn Bubble, New IPO Coverage, the Impact of Accounting Rule Changes & Details on the Drivers of ROIC

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
September 18, 20190Comments

Focusing On Economic Earnings Creates Value For This Fund

This fund's manager's look beyond accounting earnings in their investment strategy.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
September 13, 20190Comments

ICYMI: New Long Idea, Analyzing High Profile IPOs, Yahoo Finance & TD Ameritrade Network Interviews & How to Calculate Free Cash Flow

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