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ROIC

October 2, 20170Comments

An Example of Misaligned Incentives Leading to a Bad Outcome

This firm's move to bolster growth via a large acquisition recently resulted in the ouster of top executives. Despite pending new leadership, investors remain at risk given the firm's falling profits, lagging margins and overvalued stock price.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 29, 20170Comments

ICYMI: New White Paper on the rigor behind our ROIC, New Long Idea, Barron’s Feature, Model Portfolio Updates & a New Danger Zone Warning

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
September 27, 20171Comments

Dividend Growth Stock with Strong Corporate Governance Trading at a Discount

Not often do investors get an opportunity to invest in a global leader at an attractive valuation, yet the expectations baked into this firm’s stock price seem overly pessimistic and create significant upside potential.
by Kyle Guske II, Senior Investment Analyst, MBA
September 21, 20170Comments

Excellent Corporate Governance Driving ROIC Higher

This firm aligns executives’ and shareholders’ interests by tying compensation to economic earnings and has increased its return on invested capital (ROIC) for five straight years. We expect management’s strategic focus on “maximizing economic profit” to continue creating value for shareholders.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 19, 20170Comments

New Stocks in September’s Exec Comp Aligned with ROIC Model Portfolio

The best performing stock in last month's portfolio was Children's Place (PLCE) which was up 15%. Get a free look at a new stock in September's Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 15, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: September 2017

Platinum Members and higher can access September’s Executive Compensation Aligned With ROIC Model Portfolio as of Friday, September 15.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 22, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: August 2017

The best performing stock in the portfolio was NVR Inc. (NVR), which was up 9%. Get a free look at a new stock on August’s Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 18, 20170Comments

ICYMI: Chicken Producer Long Idea, Solar Stock Faceoff, An Overvalued Retailer, & Closing Successful Danger Zone Picks

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 16, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: August 2017

Platinum Members and higher can access August’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, August 16.
by Kyle Guske II, Senior Investment Analyst, MBA
August 14, 20170Comments

Too Much Market Value for Too Small a Market

This niche business generates plenty of “adjusted EBITDA,” but no real profits. It also has too much market value for too small a market, especially in light of its deteriorating competitive position. Absent a textbook case of “stupid money risk,” (i.e. a grossly overpriced acquisition) the risk/reward does not look good for equity investors.
by Kyle Guske II, Senior Investment Analyst, MBA
August 10, 20171Comments

An Industry Leader In A Rapidly Growing Market

We previously highlighted the semiconductor equipment sector as a “pick and shovel” play to benefit from trends such as artificial intelligence, autonomous driving, and the Internet of Things. Today we are digging deeper into one of those stocks.
by Sam McBride
New Constructs
July 28, 20170Comments

ICYMI: Industrial Long Idea, IPO Danger Zone, Activist Investing Case Study, Model Portfolio Performance Updates & 3Q17 Style Rankings

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

Nelson Peltz On Procter & Gamble: Sign of The Future For ROIC Laggards

Linking executive compensation to ROIC could create immediate shareholder returns and drive a long-term commitment to the lean and disciplined corporate structure that Peltz wants P&G to adopt.
by Sam McBride
July 19, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: July 2017

The best performing stock in last month’s portfolio was Insteel Industries (IIIN), which was up 5%. Get a free look at a new stocks on July's Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
July 13, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: July 2017

Platinum Members and higher can access July’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, July 13.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
July 7, 20170Comments

ICYMI: New Dividend Growth Model Portfolio, 5 High ROIC Stocks & Most Attractive & Most Dangerous Stocks Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ROIC
July 6, 20170Comments

5 Unappreciated Stocks With High ROICs

In order to find value, it’s time to get back to the basics of reading footnotes and focusing on economic earnings and return on invested capital (ROIC), the true drivers of valuation.
by Sam McBride
New Constructs
July 5, 20170Comments

New Data Points For Clients

The following is a list of new data points in our Dynamic Data Screener and company models.
by Kyle Guske II, Senior Investment Analyst, MBA
Expectations Investing
June 22, 20170Comments

Bad ROIC Drives Bad Valuation

GAAP-Based ROIC has a significantly weaker link to valuation than our ROIC calculation, which uses our Robo-Analyst technology to make adjustments from rigorous analysis of footnotes and the MD&A.
by Sam McBride
New Constructs
June 21, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: June 2017

The best performing stock in last month's portfolio was Hasbro, which was up 11%. Get a free look at one of the new stocks on June’s Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
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