Earnings Season is in full swing, and at New Constructs we couldn’t be more excited.
We’ve noticed a bit of a shift in the winds… There’s a ton of uncertainty and fear baked into the market. Some of the reasoning is fair, and some is just noise. In this environment, it’s important to protect yourself, and the best defenses always have great offenses.
We’ve heard from tons of investors. “Listen, we have a good idea on what not to buy, but I’ve got dry powder and I’m ready to put money to work. What are some assets you like based on this environment?” We’ve been hard at work, and with one of the most important Earnings Seasons yet underway, we figured it was time to pass along our best buying ideas.
We do just that in our latest earnings watch party! We also review earnings reports for companies such as Tesla (TSLA), Zions Bancorp (ZION), General Electric (GE), Verizon (VZ), RTX Corp ( RTX), Lockheed Martin (LMT), Northrop Grumman (NOC), Moody’s Corp (MCO), Chubb Limited (CB), 3M Company (MMM), Steel Dynamics (STLD), and more.
Get replays on all our training sessions, podcasts, reverse DCF case studies, and more in our online community. Its free to join – just complete this form.
Request the stocks you want us to cover at support@newconstructs.com.
This article was originally published on April 23, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
Questions on this report or others? Join our online community and connect with us directly.