Linking Exec Comp to ROIC Model Portfolio: August 2016

Platinum Members and higher can access August’s Linking Executive Compensation to ROIC Model Portfolio as of Tuesday, August 16.

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Danger Zone: 8×8 (EGHT)

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This week’s Danger Zone is a company that claims consistent profitability and continued success, despite years of shareholder value destruction. Misleading non-GAAP results, large losses, and an overvalued stock price land 8×8 in the Danger Zone.

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Are Utilities In A Bubble?

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Could these traditionally safe stocks be dangerously overvalued and setting up for a crash? And if so, how should investors manage their portfolios to mitigate this risk?

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“Unsophisticated Investors Line the Pockets of More-Sophisticated Investors”

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On Tuesday (8/02/16), Chuck Jaffe of Marketwatch interviewed CEO David Trainer regarding the folly of turning current events into investment hunches and why investors need to focus on fundamentals regardless of baseless current event trends

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“The “Aha” Moment That Changed Everything”

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Brian Bain, of Investor In The Family, recently interviewed CEO David Trainer. Just a few of the topics discussed are: the basis for founding New Constructs, how New Constructs uses machine learning to better analyze thousands of company filings, and the difference in economic earnings and accounting earnings

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Skechers Update: Don’t Overreact To One Quarter

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Shares of Skechers (SKX) plummeted over 20% last week. We think the markets are overreacting to a limited data set. Not only do quarterly results tend to be volatile, one three-month reporting period is rarely enough to establish a clear trend.

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LUV Earnings: Market Overreaction Creates Buying Opportunity

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After announcing 2Q16 earnings, LUV fell nearly 12%, as investors seemed to care more about Southwest’s ability to hit analyst expectations, which have inherent flaws, and less about the company’s record profits.

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The Future of Wealth Management And Morgan Stanley’s $28 Billion Opportunity

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The big banks still have significant advantages. Their brand names, financial capital, advisor networks, and large client bases give them the opportunity to leverage the innovations of startups and become the biggest winners in this new wealth management model.

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New Stocks on Exec Comp & ROIC Model Portfolio: July 2016

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Our Linking Exec Comp to ROIC Model Portfolio (+5.0%) outperformed the S&P 500 (+3.9%) last month. The best performing stock in the portfolio was Hawaiian Holdings (HA), which was up nearly 20%.

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Linking Exec Comp to ROIC Model Portfolio: July 2016

Platinum Members and higher can access July’s Linking Executive Compensation to ROIC Model Portfolio as of Friday, July 15.

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Bailing Out SolarCity Costs TSLA Investors $7.4 Billion

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Just how bad is this deal? We crunch the numbers and show that, even in the most optimistic cash flow scenario for SCTY, Tesla should pay no more than $332 million, or $3/share for SolarCity

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Alphabet Should Pay No More Than $1.1 Billion For Twitter

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The bottom line is that there is a limit for how much Alphabet should pay for TWTR in order for the deal to be economically profitable. Even in the most optimistic scenario for TWTR’s future cash flows, Alphabet should pay no more than $1.1 billion, or $1.55/share, for Twitter.

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Linking Exec Comp to ROIC Model Portfolio: June 2016

Platinum Members and higher can access June’s Linking Executive Compensation to ROIC Model Portfolio as of Wednesday, June 15.

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Building The Best Model Portfolio: Linking Executive Compensation to ROIC Webinar

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In this webinar, CEO David Trainer, will discuss the importance of return on invested capital (ROIC), why linking executive compensation to ROIC is beneficial, and how New Constructs’ tools can be used to create the best Model Portfolio.

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Salesforce.com Investors Lose Big In Demandware Acquisition

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Under even the most optimistic integration scenarios, we believe that Salesforce.com’s proposed acquisition of Demandware for $75/share or $2.85 billion represents an unacceptable transfer of wealth from CRM to DWRE shareholders.

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Pure Storage: Trouble Arises After Fiscal 1Q17 Results

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PSTG has fallen nearly 18% after announcing fiscal first quarter results that largely continue the concerning trends we pointed out when we placed PSTG in the Danger Zone in February 2016.

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Linking Executive Compensation to ROIC: A New Model Portfolio

This model portfolio only includes those companies that not only receive our Very Attractive rating, but also tie executive compensation to ROIC.

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Model Portfolio: Linking Executive Compensation To ROIC

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We’ve created a new Model Portfolio, one that only includes those companies that not only receive our Very Attractive rating, but also tie executive compensation to return on invested capital (ROIC). Tying executive compensation to ROIC is important as ROIC is the primary driver of shareholder value creation.

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Identifying Good And Bad Activist Investors

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There are some genuinely good examples of shareholder activism out there. In the right context, activist investors hold management accountable and play a beneficial role in the market by ensuring that poor corporate governance and strategy don’t persist.

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Beware Profiteers Masquerading As Activists

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In this special report, we identify and provide specific examples of the red flags you should be on the lookout for when activist investors begin building a large position in a company.

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