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SEC

August 26, 20220Comments

Inflation, Bear Markets, and Stocks to Own – Seeking Alpha

We joined Seeking Alpha’s Wall Street Breakfast to discuss the recent bear market rally, stocks we like, and more.
by Kyle Guske II, Senior Investment Analyst, MBA
March 22, 20210Comments

Webinar: IEX Cloud: The Financial Data Supply Chain – March 24 at 1pm ET

Join David Trainer, our CEO, and Tim Baker, Head of IEX Cloud, for The Financial Data Supply Chain webinar.
by Kyle Guske II, Senior Investment Analyst, MBA
September 18, 20190Comments

How Companies Implemented the New Revenue Recognition Standard: An Overview

The standard, ASU 2014-09, primarily deals with revenue but will also have significant impacts on how companies report expenses, as well as assets and liabilities on the balance sheet.
by Sam McBride
July 15, 20190Comments

Not Requiring the Amortization of Capitalized Interest Disclosure Is Not Good for Investors

With the SEC’s Disclosure Update and Simplification regulators reduce the disclosure requirements for companies and make it more difficult for investors to analyze the true financial health of publicly-traded companies.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
July 8, 20190Comments

New Accounting Rules Limit Transparency and Harm Investors

We raise awareness for both regulators and investors of how recent changes in disclosures affect average investors.
by Kyle Guske II, Senior Investment Analyst, MBA
July 8, 20190Comments

Podcast: Why SEC Disclosure Requirements Are in the Danger Zone

Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: New Accounting Rules Limit Transparency and Harm Investors.
by Kyle Guske II, Senior Investment Analyst, MBA
October 12, 20180Comments

ICYMI: New Long Idea, IPO Coverage: LTHM, SEC Adds Risk for Small Cap Investors & Featured Stocks in Model Portfolios

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
October 11, 20180Comments

Podcast: Why Small Cap Investors Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: SEC Raises Risks for Small Cap Investors.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
October 8, 20180Comments

SEC Raises Risks for Small Cap Investors

Under a new proposal, nearly 1,000 more companies can omit disclosures that warn investors of potential red flags. This rule change puts investors in micro-cap stocks in more danger.
by Sam McBride
September 13, 20180Comments

Can’t Unshine the Light on Fiduciary: Investors Must Protect Themselves

The DOL’s efforts on the fiduciary rule ensure that law or not, many more investors now know to protect themselves.
by Kyle Guske II, Senior Investment Analyst, MBA
May 25, 20180Comments

ICYMI: New Long Idea, Is the SEC Fulfilling Its Duties?, Model Portfolio Updates, New IPO Research & A Roll-Up Scheme Running Out of Cash

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 25, 20180Comments

Open Letter to the SEC: Markets Need a Unified Fiduciary Standard

The SEC has the ability (or even responsibility) to resolve the ambiguity around the term fiduciary by offering a clear and concise definition.
by Sam McBride
April 27, 20180Comments

ICYMI: New Long Idea, Model Portfolio Updates, Open Letter to the SEC, Accounting Rule Change Solution, & the Best ETFs & Mutual Funds in 2Q18

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
April 26, 20180Comments

Open Letter to the SEC: Fiduciary Duties Need to Extend to Research

The SEC needs to offer a more concrete interpretation of the Duty of Care, one that focuses on the research upon which investment recommendations are based.  
by Sam McBride
New Constructs
April 17, 20180Comments

A Reminder to the SEC: Disclosure Is Not Enough

As the SEC gets set to propose its advice standard on April 18, we believe it is important to note that disclosure alone is not enough to protect investors.
by Sam McBride
April 9, 20180Comments

Danger Zone: Fund Managers That Don’t Analyze Details in 10-Ks

Investors deserve more diligence from fund managers, so we are putting those that don’t read SEC filings or lack the technology needed to thoroughly analyze those filings in the Danger Zone.
by Sam McBride
March 16, 20180Comments

Even Without the Law, Fiduciary Rule Awareness Remains

While a recent court ruling could end the Fiduciary Rule as law, it cannot erase the awareness the DoL raised nor can it stop market forces leading the business towards a more ethical place.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs Data
January 26, 20181Comments

AI Has a Big (Data) Problem (3 of 5)

We are awash in an ocean of data that grows bigger by the second. And it’s a complete and utter mess.
by Sam McBride
New Constructs
November 1, 20170Comments

Markets Need a Single, Official Definition of “Fiduciary”

Differing definitions only add to the uncertainty and anxiety surrounding the debate over the Fiduciary Rule. Regulators need to put forward a unified definition of the fiduciary duty so that investors and advisors can have a fully informed debate on the matter.
by Sam McBride
October 31, 20170Comments

Open Letter To The SEC: Disclosure Is Not Enough

The SEC could assuage uncertainty by more clearly outlining its view of how advisors can fulfill the Fiduciary Duty of Care.
by Sam McBride
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