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.

by Sam McBride

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.

by Sam McBride

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.

by Sam McBride

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.

by Sam McBride

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.

by Sam McBride

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

January 9, 20190Comments

Long Idea Lowlights From 2018

We’re going to examine some of our worst-performing calls from 2018 and determine which picks were bona fide mistakes and which only offer more upside.

by Sam McBride

December 19, 20180Comments