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Angie’s List Is In Trouble

Wednesday, July 23rd, 2014 11611320656_f8d0a36a17_o-e1392396971884

Angie’s List (ANGI) reported a larger than expected loss on Wednesday, and its revenues grew slower than expected.

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Danger Zone: Stocks With Most Misleading Non-GAAP Earnings

Monday, July 21st, 2014 3508252914_73e09af9d3_z

Companies usually pitch these alternative metrics as “supplementary” data to help investors get a “better” view of the profitability of the business. Instead, we see red flags, not a better view.

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AOL Just Lost Its Yahoo Bailout

Wednesday, July 16th, 2014 images

Yahoo’s (YHOO) CEO Marissa Mayer and its M&A chief Jackie Reses have both crushed speculation that Yahoo would buy AOL (AOL: ~$39/share) with its cash from the Alibaba IPO. Mayer reportedly told Re/code that an AOL acquisition would be “small, unexciting, uninspiring, and backward-looking.”

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Investing in the Kitchen

Monday, July 14th, 2014 5405403890_6e004b5cff_m

Figure 1 compares 10 companies that make common kitchen products on the basis of return on invested capital (ROIC) and price to economic book value (PEBV).

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Danger Zone 7/14/14

Monday, July 14th, 2014 3508252914_73e09af9d3_z

This week’s Danger Zone pick features a consumer goods company with inflated earnings growth and an unrealistic valuation.
All New… Read more >>

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New Stocks Make Most Attractive/Dangerous Lists For July

Thursday, July 10th, 2014 social-media-profile-logo-185x150

5 new stocks make our Most Attractive list and 8 new stocks fall onto the Most Dangerous list this month.

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Danger Zone 7/7/14

Monday, July 7th, 2014 3508252914_73e09af9d3_z

This week’s Danger Zone pick can be downloaded from the New Constructs website

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July’s Most DANGEROUS Stocks Available to Subscribers Today

Wednesday, July 2nd, 2014 social-media-profile-logo-185x150

Paying customers can access July’s 40 Most Dangerous Stocks as of Wednesday, July 2.

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Cutting Through Valeant’s Story

Monday, June 30th, 2014 stockvault-chemistry138427

Valeant has been guilty of some dubious assertions in its attempts to defend itself from claims that its business model is nothing more than a rollup scheme and that its stock is overvalued.

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Danger Zone: Hawaiian Electric Company (HE)

Monday, June 30th, 2014 57145085_7cc646ff11_m

Utilities are typically thought of as safe investments, but across the board we see Utilities as overvalued currently, and HE is one of the worst.

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Barron’s Features Our Long & Short Ideas: AOL, DNKN, LNKD, NFLX, etc.

Thursday, June 26th, 2014 Screen shot 2014-04-26 at 11.03.21 AM

See recent articles from Barron’s that feature our diligence on individual stocks.

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Carl Icahn May Be Fighting A Losing Battle With Family Dollar

Thursday, June 19th, 2014 12294184853_eb4c008c96_m

Icahn might be able to engineer a sale to DG or someone else that will earn himself and other shareholders a quick profit, but unlocking long-term value will be a much more difficult task.

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10 Wonderful Companies That Are Bad Stocks

Tuesday, June 17th, 2014 2170006920_60e219296d_m

Sometimes, a great company can actually be a risky stock when it gets significantly overvalued.

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Danger Zone: United States Cellular (USM)

Monday, June 16th, 2014 2764127363_a2108ea159_z

USM’s profits, margins, and return on invested capital are all in decline, and its revenues have been stagnant for a number of years. In addition, reported earnings per share conceal the company’s growing profit losses.

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New Stocks Make Most Attractive/Dangerous Lists For June

Monday, June 16th, 2014 social-media-profile-logo-185x150

Our Most Attractive and Most Dangerous stocks for June were made available to the public at midnight on Wednesday.

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Danger Zone: MercadoLibre (MELI)

Monday, June 9th, 2014 151px-Latin_America_terrain

Latin American e-commerce is a high growth area, but that does not make MELI a good investment. Even if it staves off the competition and keeps growing rapidly, the stock is already priced for significant growth.

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Amazon’s New Smartphone Spells Trouble for Apple (AAPL)

Friday, June 6th, 2014 AMZN_kindle

A high quality smartphone from Amazon that undercuts higher-priced competitors could mean more serious trouble for Apple’s iPhone and the company’s declining profit margins.

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June’s Most DANGEROUS Stocks Available to Subscribers Today

Wednesday, June 4th, 2014 social-media-profile-logo

Paying customers can access June’s 40 Most Dangerous Stocks as of Wednesday, June 4.

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Danger Zone: Olin Corporation (OLN)

Monday, June 2nd, 2014 8503078914_b382c36ca6_m

OLN is a classic value trap. With a P/E of 13, the stock may appear cheap, but a closer look reveals earnings quality issues and major growth is still priced into its valuation.

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Why Europe is No Magic Bullet For Netflix

Thursday, May 29th, 2014 imgres

The true sign of a bubble stock is when investors see only opportunity without factoring in any of the risk, which is exactly what’s happened with NFLX. With this European expansion, bulls are dreaming of revenue growth and a global streaming giant without factoring in the significant hurdles NFLX faces and the high costs it will incur.

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