June 15, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: June 2017

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

by Kyle Guske II, Senior Investment Analyst, MBA

May 30, 20170Comments

3-Year Average Return on Invested Capital: Explanation & Examples

3-year average return on invested capital (seen in Figure 1) provides additional insights into a firm’s track record of prudent capital management.

by Kyle Guske II, Senior Investment Analyst, MBA

May 30, 20170Comments

Return on Gross Invested Capital (ROGIC): Explanation & Examples

Return on gross invested capital (ROGIC) (seen in Figure 1) provides additional insights into the profitability of highly-capital intensive businesses.

by Kyle Guske II, Senior Investment Analyst, MBA

May 19, 20170Comments

ICYMI: New Long Idea, Sponsoring Thomson Digital Fin Svcs Symposium & Updated Model Portfolios

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

May 19, 20170Comments

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

The best performing stock in the portfolio last month was Lear Corp (LEA), which was up 11%. Get a look at one of the new stocks on May’s Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

May 17, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: May 2017

Platinum Members and higher can access May’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, May 17.

by Kyle Guske II, Senior Investment Analyst, MBA

May 12, 20170Comments

New Features & Enhancements

We’re constantly looking for ways to improve our research offerings and make using/accessing our research as easy as possible. To that end, we’ve made many improvements throughout 2017.

by Kyle Guske II, Senior Investment Analyst, MBA

May 10, 20170Comments

GAAP-Based Return on Invested Capital: Explanation & Examples

GAAP-based ROIC is based on a simplified after-tax profit (NOPAT) and invested capital that can easily be calculated using only the income statement and balance sheet.

by Kyle Guske II, Senior Investment Analyst, MBA

April 20, 20170Comments

Model Portfolio Outperformance Through 1Q17

Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 1Q17.

by Kyle Guske II, Senior Investment Analyst, MBA

April 18, 20170Comments

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

Our Exec Comp Aligned With ROIC Model Portfolio (-0.4%) outperformed the S&P 500 (-1.3%) last month. Get a look at one of the new stocks on April's Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

April 14, 20170Comments

ICYMI: New Long Idea, Updated Model Portfolios, & New ETF & Mutual Fund Sector Ratings

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

April 13, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: April 2017

Platinum Members and higher can access April’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, April 13.

by Kyle Guske II, Senior Investment Analyst, MBA

April 10, 20171Comments

Undervalued Retailer With Nearly 7% Yield

A downtrodden industry often contains hidden gems that can only be found through real due diligence. This market leader is consistently improving profitability and creating shareholder value and we believe the firm can continue to outperform.

by Kyle Guske II, Senior Investment Analyst, MBA

March 29, 20170Comments

Popular Restaurant Chain With Significant Upside Potential

Despite slowing traffic across the industry, one firm is consistently improving profitability and creating shareholder value. Because the company aligns executive compensation with ROIC, we believe this firm can continue to outperform.

by Kyle Guske II, Senior Investment Analyst, MBA

March 16, 20172Comments

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

The best performing stock in the portfolio last month was Children’s Place (PLCE), which was up 13%. Get a look at one of the new stocks on March's Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

March 15, 20172Comments

Exec Comp Aligned With ROIC Model Portfolio: March 2017

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

by Kyle Guske II, Senior Investment Analyst, MBA

March 6, 20170Comments

Danger Zone: Tableau Software (DATA)

This stock is on the upswing and is up 23% year-to-date, while the S&P is up just 6%. The fundamentals of the business don’t justify this price move. In fact, negative margins, strong competition, and the overvalued stock price land Tableau Software (DATA) in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

February 28, 20170Comments

Filing Season Finds: Week Of February 21-25

Last week, our analysts parsed 378 filings and collected 56,507 data points. In total, they made 9,646 adjustments with a dollar value of $5.3 trillion. Analyst Lindsay Bohannon found a few items in Cigna’s 10-K last week that should put the stock back on investors’ radar.

by Sam McBride

February 22, 20170Comments

Filing Season Finds: Wednesday, February 22

Yesterday, our analysts parsed 56 filings and collected 7,941 data points. In total, they made 1,335 adjustments with a dollar value of $351 billion. In particular, analyst Hunter Gray found an unusual item in Phillips 66’s (PSX) 10-K.

by Sam McBride

February 22, 20170Comments

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

Our Exec Comp Aligned With ROIC Model Portfolio (+3.0%) outperformed the S&P 500 (+2.3%) last month. Get a free look at one of the new stocks on February's Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

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