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Long Idea

July 3, 20240Comments

Let’s Talk Long Ideas – Pro & Institutional Only Webinar – July 23 at 5pm ET

We’re hosting another exclusive live show on Thursday, July 23 at 5pm ET.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 28, 20240Comments

ICYMI: New Long Idea, Danger Zone Update, New E-Letter by David Trainer, Safe Haven Stocks in a Stormy Market Training Replay, & Model Portfolio Updates

Here's what happened at New Constructs this past week. 28 June 2024
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 26, 20240Comments

Quality Corporate Governance Meets Strong Shareholder Return

This stock offers favorable Risk/Reward based on the company’s strong cash flow generation coupled with significant shareholder return and much more.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 21, 20240Comments

ICYMI: New Long Idea, Guest Post from John Rotonti, New E-Letter by David Trainer, Sector & Industry Fundamentals Update, & Model Portfolio Updates

Here's what happened at New Constructs this past week. June 21, 2024
by Kyle Guske II, Senior Investment Analyst, MBA
June 21, 20240Comments

Undervalued Dividend Grower

A compelling mix of strong fundamentals, significant shareholder capital return, and an attractive valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in MAMD Portfolios
June 14, 20240Comments

Featured Stocks in June 2024’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from June 2024's Most Attractive and Most Dangerous Stocks Model Portfolios, MSC Industrial (MSM) and Cogent Communications Group (CCOI).
by Hakan Salt, Associate Investment Analyst
June 13, 20240Comments

Let’s Talk Long Ideas – Pro & Institutional Only Webinar – June 20 at 3pm ET

We’re hosting another exclusive live show on Thursday, June 20 at 3pm ET.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 24, 20240Comments

ICYMI: New AI Partnership, New Long Idea, New Danger Zone Update, How We Deliver Million$ in Value Each Quarter, New E-Letter From David Trainer & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 22, 20240Comments

The Best Stocks in the Technology Sector

This pick provides exposure to a highly profitable sector with lower valuation risk than the overall sector.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 17, 20240Comments

ICYMI: New Long Idea, New Danger Zone Update, New E-Letter From David Trainer & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 15, 20240Comments

Record Profits Trading at a Discount

The market has not fully appreciated the strength of this company’s business and its stock trades at a discount.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 10, 20240Comments

ICYMI: New Long Idea, #1 Stock Picking for 3 Years, Filing Season Creates Millions in Value, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 10, 20240Comments

Featured Stocks in May 2024’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from May 2024's Most Attractive and Most Dangerous Stocks Model Portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
May 8, 20240Comments

May 2024 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & More

We are May 2024's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 8, 20241Comments

Staying True to ROIC Will Create Lasting Value

The market has not recognized the strength of this company’s business and ability to leverage such success to build for the future.
by Kyle Guske II, Senior Investment Analyst, MBA
May 3, 20240Comments

ICYMI: New Long Idea, Reports on the Worst Sector & Style ETFs & Mutual Funds 2Q24, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 1, 20240Comments

Great Specs, Undervalued Stock

After a strong 1Q24, our thesis remains intact and the stock, despite significant outperformance, remains undervalued.
by Kyle Guske II, Senior Investment Analyst, MBA
April 26, 20240Comments

ICYMI: New Long Idea, Reports on the Best Sector & Style ETFs & Mutual Funds 2Q24, Focus List Stocks: Long Update & More Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 24, 20240Comments

Industry Leader on the Cheap

Though profits fell from record highs in 2023, our thesis remains intact, and the stock remains undervalued.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
April 19, 20240Comments

ICYMI: New Long Idea, New E-Letter from David Trainer, 2Q24 Style Ratings & 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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