Make ROIC Great Again

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As tireless advocates for the importance of Return on Invested Capital (ROIC), we’ve been encouraged to see a growing appreciation for the metric. Unfortunately, many investors may be relying on flawed calculations of ROIC.

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

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Our Exec Comp Aligned With ROIC Model Portfolio (+4.0%) outperformed the S&P 500 (+1.5%) last month. Cooper Tire & Rubber Company is one of the additions to our Exec Comp Aligned With ROIC Model Portfolio in November.

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Exec Comp Aligned With ROIC Model Portfolio: November 2016

Platinum Members and higher can access November’s Executive Compensation Aligned With ROIC Model Portfolio as of Tuesday, November 15.

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

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Our Exec Comp Aligned With ROIC Model Portfolio (+1.8%) outperformed the S&P 500 (-0.4%) last month. Overall, nine out of the 15 Exec Comp Aligned With ROIC Stocks outperformed the S&P in September.

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Exec Comp Aligned With ROIC Model Portfolio: October 2016

Platinum Members and higher can access October’s Executive Compensation Aligned With ROIC Model Portfolio as of Friday, October 14.

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Thomson ONE Offers Direct Access to Our Website

This video shows how to access and get the most out of New Constructs on the Thomson ONE workstation

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How Clinton And Trump’s Fiscal Policy Will Impact The Economy

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Much has been made of the candidates’ sharp differences, but there’s one area where they have put forward remarkably similar plans. Both candidates agree: repatriate offshore cash, invest in infrastructure

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The Latest Danger Zone Pick & New Model Portfolios

Learn more about this week’s Danger Zone and upcoming updates to October’s Model Portfolios

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The Fed Is Irrelevant: Low Interest Rates Are the New Normal

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It’s time to consider a new paradigm for interest rates – a paradigm where treasury rates remain ultra low and riskier investments are priced by a decentralized market instead of a central bank.

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

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Our Exec Comp Aligned With ROIC Model Portfolio (+0.7%) outperformed the S&P 500 (-2.3%) last month. The best performing stock in the portfolio was Francesca’s Holdings (FRAN), which was up 8%.

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Exec Comp Aligned With ROIC Model Portfolio: September 2016

Platinum Members and higher can access September’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, September 15.

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

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Our Linking Exec Comp To ROIC Model Portfolio (+3.1%) outperformed the S&P 500 (+1.3%) last month. The best performing stock in the portfolio was Outerwall (OUTR), which was up nearly 19%.

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Exec Comp Aligned With 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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