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stock picks

ICYMI
January 26, 20240Comments

ICYMI: Position Close Updates, Best & Worst Style Ratings for 1Q24, How to Find the Best ETFs & Mutual Funds, How to Avoid the Worst ETFs & Mutual Funds & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
January 26, 20240Comments

Dividend Growth Stocks Model Portfolio: January 2024

Professional Members and higher can access January's Dividend Growth Stocks Model Portfolio as of Friday, January 26.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 19, 20240Comments

ICYMI: Top Focus List: Long Stock Picks for 2024, Best & Worst Sector Ratings for 1Q24, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
January 10, 20240Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite 2023 Underperformance

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 59% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
January 10, 20240Comments

Focus List Stocks: Long Model Portfolio Outperforms Long-Term Despite Performance in 2023

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 28% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
December 14, 20230Comments

How Wall Street Insiders Are Misleading You (And What You Can Do About It)

I’ve been in this game for a while, and I’ve seen the tricks they play. Now, I want to share the insider tricks with you.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
November 8, 20231Comments

Supplying the Future of Infrastructure

This company boasts robust sales volume growth, a strengthened balance sheet, and is investing in the future.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
October 16, 20230Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite 3Q23 YTD Under Performance

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 62% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
October 10, 20232Comments

Focus List Stocks: Short Model Portfolio Outperforms Over Time Despite First Nine Months 2023

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 33% since the start of 2021. 3Q23 Update.
by Kyle Guske II, Senior Investment Analyst, MBA
October 10, 20230Comments

Focus List Stocks: Long Model Portfolio Outperforms Long-Term Despite Performance Through 3Q23

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 29% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
September 29, 20230Comments

ICYMI: New Long Idea, 4 Focus Lists Changes, A New IPO Warning, Closing a Long Idea, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
September 5, 20230Comments

Teamwork: Top Picks in the Financial Sector

Though they’re not as quirky as the Seinfeld cast, our Long Idea picks in the Financials sector enjoy similar synergy.
by Italo Mendonca
Long Idea
August 18, 20232Comments

The Best Stocks from our Rebuild and Renew Thesis

Focus on conducting the best possible fundamental analysis on the things we can control. We hope you’ll join us on this journey.
by Italo Mendonca
ICYMI
August 11, 20230Comments

ICYMI: New Long Idea, Beware This Danger Zone Pick, 2Q23 Model Portfolio Performance & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
August 4, 20230Comments

ICYMI: New Long Idea, #1 Ranked Stock Picker Again, Danger Zone Update, Closing a Long Idea & Model Portfolio Updates

Here's what happened at New Constructs this past week. August 4, 2023.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
July 13, 20230Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite Slow 1H23

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 63% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
July 11, 20230Comments

Focus List Stocks: Short Model Portfolio Continues to Outperform Despite Slow 1H23

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 33% since the start of 2021. 1H23 Update.
by Kyle Guske II, Senior Investment Analyst, MBA
July 11, 20230Comments

Focus List Stocks: Long Model Portfolio Continues to Outperform Despite Slow 1H23

Despite recent performance, the Model Portfolio has beaten the S&P 500 by 30% since the start of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 23, 20230Comments

ICYMI: New Long Idea, Closing Long & Danger Zone Picks, Updates to our Focus Lists & Model Portfolios

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 16, 20230Comments

ICYMI: New Long Idea, IPO Mania, “Operating” Earnings are Misleading, Danger Zone & Model Portfolio Updates

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