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ROIC

June 23, 20250Comments

Don’t Be Misled by Flawed Metrics

The only way to truly understand the health of the underlying business of a company is to go through the footnotes in the filings.
by Hakan Salt, Associate Investment Analyst
Danger Zone Podcast
February 24, 20250Comments

Podcast: Why Investors Ignoring This Fund are in the Danger Zone

Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Manning & Napier Disciplined Value Series Fund (MDVWX).
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 19, 20250Comments

Quality Yield Backed by Strong Cash Flows in a Volatile Market

We found a fund that successfully picks stocks with quality free cash flows while charging below-average fees.
by Hakan Salt, Associate Investment Analyst
Economic Earnings
September 6, 20240Comments

All Cap Index & Sectors: ROIC Update for 2Q24 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: ROIC Update For 2Q24.
by Hakan Salt, Associate Investment Analyst
Most Likely to Beat Earnings
September 6, 20240Comments

All Cap Index & Sectors: ROIC Update For 2Q24

This report presents the drivers of economic earnings, ROIC, NOPAT margin, invested capital turns, and WACC, for the NC2000 in 2Q24.
by Hakan Salt, Associate Investment Analyst
August 28, 20240Comments

S&P 500 & Sectors: ROIC Update for 2Q24 (Free, Abridged)

This report is a free and abridged version of S&P 500 & Sectors: ROIC Update for 2Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
ROIC vs. WACC
August 28, 20240Comments

S&P 500 & Sectors: ROIC Update for 2Q24

This report presents the drivers of economic earnings, ROIC, NOPAT margin, invested capital turns, and WACC, for the S&P 500 in 2Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
featured exec comp
August 22, 20240Comments

August 2024 Update and with Featured Stock from our Exec Comp Aligned with ROIC Model Portfolio

Get details on one of the stocks in August 2024's Executive Compensation Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Core Earnings
August 9, 20240Comments

Our ROIC Research Versus Competitors Part II: Big Differences vs FactSet

Another real-time opportunity to compare our return on invested capital (ROIC) research to FactSet.
by David Trainer, Founder & CEO
July 19, 20240Comments

July 2024 Update with Featured Stock from our Exec Comp Aligned with ROIC Model Portfolio

Get details on one of the stocks in July 2024's Executive Compensation Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
July 18, 20240Comments

The Trump Trade No One Is Talking About

The Trump Trade that no one else is talking about sees the market losing the liquidity boost that’s driven it up so much the last several years.
by David Trainer, Founder & CEO
July 16, 20240Comments

Our ROIC Research Versus Morningstar’s: Big Differences

This report highlights a rare opportunity to compare our research to a competitor’s and show how our research provides our clients with insights.
by David Trainer, Founder & CEO
Exec Comp Aligned With ROIC Featured Stock
June 21, 20240Comments

Featured Stock in June 2024’s Exec Comp & ROIC Model Portfolio

Get the featured stock in June's Exec Comp Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
June 20, 20240Comments

Guest Post: The Importance of Going into The Model on The New Constructs Platform To Get the Full Picture of Business Quality

John Rotonti breaks down why investors should study the New Constructs ratings page and then go into the model for additional powerful data and tools.
by John Rotonti
Sector & Industry Fundamentals
June 20, 20240Comments

Sector & Industry Fundamentals 1Q24 Update

We’ve published an update to our Sector & Industry fundamentals page with 1Q24 data.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 14, 20240Comments

ICYMI: All Cap Index & Sector Fundamental Trends, Let’s Talk Long Ideas Webinar-June 20th, New Featured Stocks, Model Portfolio Performance & Model Portfolio Updates

Here's what's happening at New Constructs.
by Hakan Salt, Associate Investment Analyst
Economic Earnings
June 13, 20240Comments

All Cap Index & Sectors: ROIC Update for 1Q24 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: ROIC Update For 1Q24.
by Hakan Salt, Associate Investment Analyst
Most Likely to Beat Earnings
June 13, 20240Comments

All Cap Index & Sectors: ROIC Update For 1Q24

This report analyzes the ROIC, NOPAT margin, invested capital turns, and weighted average cost of capital for the NC 2000 and its sectors 1Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 7, 20240Comments

ICYMI: S&P 500 Index & Sector Trends, #1-Ranked Stock Picker Again, Most Understated Earnings, New Danger Zone & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 5, 20240Comments

S&P 500 & Sectors: ROIC Update for 1Q24 (Free, Abridged)

This report is a free and abridged version of S&P 500 & Sectors: ROIC Update for 1Q24.
by Hakan Salt, Associate Investment Analyst
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