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Long Idea

New Constructs
June 23, 20170Comments

ICYMI: Why Value Investing Still Works, A Mutual Fund Worth Its Fees, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 22, 20170Comments

Podcast: Why Investors Ignoring This Health Care 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 19, 20170Comments

An Oasis in the Desert of Small Cap Funds

Our Robo-Analyst technology has identified a particularly attractive mutual fund that traditional, backward-looking fund research overlooks.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
June 16, 20170Comments

ICYMI: Four Gold Rush Winners & One Loser, Model Portfolio Updates & Streaming Giant’s Broken Strategy

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 12, 20171Comments

Selling Shovels In A Gold Rush: Buy This Sector To Profit From The Internet Of Things

As the Internet grows more engrained in everyday life, a new “gold rush” presents an excellent opportunity. In this special report, we provide four stocks that we think will be tech winners and one stock to avoid.
by Sam McBride
New Constructs
June 9, 20170Comments

ICYMI: Top Play in the Market, Model Portfolio Updates & Free Pick from Safest Dividend Yields Portfolio

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 5, 20171Comments

One Of the Best Plays In Today’s Stock Market

With improving profitability, strong industry growth, and an undervalued share price, this stock could outperform moving forward.
by Kyle Guske II, Senior Investment Analyst, MBA
May 31, 20170Comments

Podcast: Why Investors Overlooking This Homebuilder 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
New Constructs
May 26, 20170Comments

ICYMI: Long Idea With 6% Yield, Safest Dividend Yields Model Portfolio Update & Position Updates On 303 Stock Picks

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 22, 20171Comments

Position Update: Long Idea and Danger Zone Research

We provide a synopsis on the current state of all Long Idea and Danger Zone research published to date.
by Kyle Guske II, Senior Investment Analyst, MBA
May 22, 20170Comments

Undervalued R&D Leader with a 6% Yield

Among public companies in this industry, this one earns our Very Attractive rating and leads the group in return on invested capital (ROIC), the key driver of shareholder value.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 19, 20170Comments

ICYMI: New Long Idea, Sponsoring Thomson Digital Fin Svcs Symposium & Updated Model Portfolios

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 15, 20170Comments

Consumer Goods Firm With Quality Risk/Reward

With growing profitability, expansion into high margin segments, and a valuation implying permanent profit decline, this stock could significantly outperform moving forward.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 12, 20170Comments

ICYMI: New Long Idea, High Profile Warnings Prove Prescient, and Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 8, 20171Comments

Undervalued Industry Leader with a 5% Yield

Given the company’s industry leading position, solid fundamentals and attractive stock valuation, we view it as a preferable alternative to traditional competitors in its industry.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 5, 20170Comments

ICYMI: New Long Idea, Updated Model Portfolios for Stocks and ETFs & Mutual Funds

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20172Comments

Undervalued Parts Manufacturer With A 7% Yield

With rising profits, an executive compensation plan aligned with creating shareholder value, and regulatory tailwinds, this stock could be the next hidden gem.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
April 28, 20170Comments

ICYMI: New Long Idea, Model Portfolio Update & Style Ratings for ETFs & Mutual Funds

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
April 25, 20170Comments

Podcast: Why Investors Overlooking This Retailer 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
April 24, 20172Comments

Industrials Stock With High Quality Risk/Reward

Despite improving profits, margins, and ROIC, the market recently punished this stock for “missing expectations.” Add in improving market conditions and prudent cost management to this backdrop of lowered expectations, and we believe the stock is positioned to outperform moving forward.
by Kyle Guske II, Senior Investment Analyst, MBA
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