August 25, 20170Comments

ICYMI: Solar Stock Face Off, CNBC Interview, Flawed Business Can Hurt Investors, Model Portfolio Updates & Scheduled Website Maintenance

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

by Kyle Guske II, Senior Investment Analyst, MBA

August 24, 20170Comments

Position Update: Tenneco Inc. (TEN)

TEN was downgraded to Neutral by our rating system on 8/10/17. Despite the downgrade, we are maintaining our Long recommendation due to expectations for a 2H17 margin recovery and the stock’s low valuation.

by Kyle Guske II, Senior Investment Analyst, MBA

August 21, 20170Comments

Solar Stock Face Off for The Solar Eclipse

With investors’ eyes turned towards the sun today, which of these solar stocks is the best bet to make your portfolio shine?

by Sam McBride

August 18, 20170Comments

ICYMI: Chicken Producer Long Idea, Solar Stock Faceoff, An Overvalued Retailer, & Closing Successful Danger Zone Picks

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

by Kyle Guske II, Senior Investment Analyst, MBA

August 17, 20170Comments

Fatten Your Nest Egg with Sanderson Farms

The stock's of chicken producers have been on a tear this year. We selected Sanderson Farms (SAFM) and Pilgrim's Pride (PPC) as Long Ideas in mid-2015, but we are honing in our focus on SAFM as the best way to play growing chicken demand.

by Kyle Guske II, Senior Investment Analyst, MBA

August 11, 20170Comments

ICYMI: New Long Idea, Disney Bombs Netflix, A Solution for the Duty of Care, CNBC Interview & New Stocks on Model Portfolios

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

by Kyle Guske II, Senior Investment Analyst, MBA

August 11, 20171Comments

Disney Dumps Netflix, And So Should Investors

Investors should capitalize on the opportunity provided by Disney’s streaming service announcement and the market’s overreaction to earnings. Buy into a great company at an attractive valuation (Disney) and sell an overvalued company with holes in its business model (Netflix).

by Sam McBride

August 10, 20171Comments

An Industry Leader In A Rapidly Growing Market

We previously highlighted the semiconductor equipment sector as a “pick and shovel” play to benefit from trends such as artificial intelligence, autonomous driving, and the Internet of Things. Today we are digging deeper into one of those stocks.

by Sam McBride

August 10, 20170Comments

Podcast: Why Investors Ignoring This Industrials Stock Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about an Industrials stock that investors should not overlook.

by Kyle Guske II, Senior Investment Analyst, MBA

August 8, 20170Comments

New Stocks on Dividend Growth Model Portfolio: July 2017

The best performing stocks in the portfolio last month were large cap stock Scripps Networks Interactive (SNI), which was up 26%, and small cap stock, Waddell & Reed (WDR), which was up 7%. Get a look at one of the new stocks on July's Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

July 28, 20170Comments

ICYMI: Industrial Long Idea, IPO Danger Zone, Activist Investing Case Study, Model Portfolio Performance Updates & 3Q17 Style Rankings

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

by Kyle Guske II, Senior Investment Analyst, MBA

July 26, 20170Comments

Look to the Sky for Industrials Sector Value

Our Robo-Analyst technology drills down to the stock level of all 7,000+ ETFs and mutual funds under coverage. In the process, we uncovered an attractive ETF that traditional, backward-looking fund research overlooks.

by Kyle Guske II, Senior Investment Analyst, MBA

July 20, 20170Comments

Podcast: Why Investors Ignoring This Toy Stock Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about a Long Idea that investors should not overlook.

by Kyle Guske II, Senior Investment Analyst, MBA

July 13, 20171Comments

Podcast: Why Investors Ignoring This Auto Parts Stock Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about a Long Idea that investors should not overlook.

by Kyle Guske II, Senior Investment Analyst, MBA

July 6, 20170Comments

5 Unappreciated Stocks With High ROICs

In order to find value, it’s time to get back to the basics of reading footnotes and focusing on economic earnings and return on invested capital (ROIC), the true drivers of valuation.

by Sam McBride

July 6, 20170Comments

Podcast: Why Investors Ignoring This Medical Stock Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about a Long Idea that investors should not overlook.

by Kyle Guske II, Senior Investment Analyst, MBA

June 30, 20170Comments

ICYMI: New Dividend Growth Stocks Model Portfolio, A Stock For a Stormy Market & Will the True Value Investors Please Stand

Here's what happened at New Constructs this past week

by Kyle Guske II, Senior Investment Analyst, MBA

June 29, 20170Comments

Podcast: Why Investors Ignoring This Consumer Goods Stock Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about a Long Idea that investors should not overlook.

by Kyle Guske II, Senior Investment Analyst, MBA

June 28, 20170Comments

Position Close Update: MDLZ, PRGO, ORCL & VZ

Our Long Idea and Danger Zone research reports are part of an ongoing effort to identify hidden gems in the market and help clients avoid portfolio blowups. In this Position Update report, we are closing out two Long Ideas and two Danger Zone picks previously published on the Research Blog.

by Kyle Guske II, Senior Investment Analyst, MBA

June 26, 20171Comments

An Undervalued Stock That’s Ready for Take-Off

This under appreciated industrials company is benefiting from internal profitability initiatives and external growth drivers, while low profit expectations embedded in the stock price make for an attractive risk/reward scenario.

by Kyle Guske II, Senior Investment Analyst, MBA

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