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WFC

April 17, 20250Comments

Watch Our Earnings Recap on JPMorgan, Wells Fargo, Johnson & Johnson, UnitedHealth Group, and More

See how New Constructs make you feel a bit more confident, in a market that’s full of uncertainty.
by Kyle Guske II, Senior Investment Analyst, MBA
July 14, 20210Comments

Key Takeaways From Banks’ 2Q21 Earnings: Bloomberg TV

We joined Bloomberg Markets: America on Tuesday, July 13.
by Matt Shuler, Investment Analyst II
July 14, 20210Comments

Top Banks Crush Earnings: Yahoo! Finance

CEO David Trainer joined Yahoo Finance to discuss banks to buy, avoid, and much more.
by Alex Sword
Long Idea
April 21, 20210Comments

These Stocks Remain Undervalued Post 1Q21 Earnings

We’re reiterating three Long Ideas that recently reported calendar 1Q21 earnings.
by Matt Shuler, Investment Analyst II
Long Idea
March 10, 20210Comments

The Real Winner of the Fintech Micro-Bubble

We think investors are not seeing the value in how this firm is leveraging technology to strengthen its deep competitive advantages over fintech start-ups.
by Matt Shuler, Investment Analyst II
Free Cash Flow & FCF Yield
September 9, 20192Comments

Free Cash Flow and FCF Yield

As with all things in life, building a solid investment strategy around Free Cash Flow (FCF) is not as simple as it may seem. Here are 3 rules to follow.
by Sam McBride
July 31, 20190Comments

Find Attractive Stocks in this Undervalued Industry

The market underestimates the barriers to entry in this industry, and as a result, valuations for many of the companies imply profits will permanently decline.
by Sam McBride
April 30, 20180Comments

Danger Zone: Investors Who Trust Wall Street

It’s no secret that Wall Street research is conflicted due to the hundreds of millions of dollars it earns from underwriting debt and stock offerings.
by Kyle Guske II, Senior Investment Analyst, MBA
October 5, 20171Comments

Big Banks Will Win the Fintech Revolution

Large incumbent financial firms will continue to control the bulk of the value in the industry, but the structure of the value chain and the way these firms compete will change drastically.
by Sam McBride
June 2, 20170Comments

WealthManagement.com Names New Constructs As 2017 Industry Awards Finalist

New Constructs is a finalist for WealthManagement.com’s 2017 Industry Awards in the “Technology Providers; Compliance” category.
by Kyle Guske II, Senior Investment Analyst, MBA
February 27, 20170Comments

Fiduciary Duty Can’t Be Killed

Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.”
by Sam McBride
New Constructs
January 16, 20170Comments

The Truth Behind The Push To Delay The Fiduciary Rule

The Department of Labor’s fiduciary rule is under fire again. Essentially, those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly to work with their business model.
by Kyle Guske II, Senior Investment Analyst, MBA
January 16, 20171Comments

Danger Zone: Bottomline Technologies (EPAY)

Red flags appear when a firm sacrifices profitability to join the cloud and transitions to a business model with negative margins. Add in significant competition and an overvalued stock price and investors should be running for the hills.
by Kyle Guske II, Senior Investment Analyst, MBA
December 5, 20160Comments

Danger Zone: Advisers Who Don’t Fulfill Fiduciary Duties

Clients are more educated than ever. There is more transparency into advisory practices than ever. It’s going to be awfully hard for advisors to win new business if they cannot tell clients they will act in the clients’ best interests.
by Kyle Guske II, Senior Investment Analyst, MBA
November 29, 20160Comments

There’s No Getting Out Of Fiduciary Duties

We think investors’ expectation for the fiduciary standard is here to stay no matter what the official rules say -- and those investors will increasingly demand that their advisers apply to their non-retirement accounts too.
by Sam McBride
New Constructs
July 28, 20160Comments

Large Cap Blend Style 3Q16: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
July 21, 20160Comments

The Future of Wealth Management And Morgan Stanley’s $28 Billion Opportunity

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.
by Sam McBride
March 16, 20160Comments

How To Boost American Express (AXP) Value By $50 Billion

Thesis: Management can boost the market value of American Express in the amounts below[1] by aligning the firm’s strategy and performance compensation with real cash flows or what we call return on invested capital (ROIC).
by Sam McBride
New Constructs
January 28, 20160Comments

The Best and Worst of the All Cap Value Style 1Q16

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
October 28, 20150Comments

How To Avoid Dividend Traps

Don’t get burned buying a stock without business operations that cannot support the dividend. Chasing yield could leave you holding the bag once dividends get cut and share prices fall. Find out how to avoid these traps in this week’s webinar “ How To Avoid Dividend Traps.”
by Kyle Guske II, Senior Investment Analyst, MBA
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