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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…

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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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Sector Rankings For ETFs & Mutual Funds

Wednesday, July 9th, 2014 BW Final-3rd

At the beginning of the third quarter of 2014, only the Consumer Staples sector earns an Attractive-or-better rating.

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Proof is in Performance Through 2Q14

Tuesday, July 8th, 2014 imgres

There are many ways to define the quality and merit of equity research. One mea­sure stands tallest: per­for­mance of stock rec­om­men­da­tions. And by that mea­sure, New Con­structs’ research is of very high quality.

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A Message to Readers from David Trainer

Tuesday, July 8th, 2014 exclamation mark !

A special message from David Trainer regarding changes to the New Constructs blog.

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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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How are These 19th Century Companies Doing Today?

Monday, July 7th, 2014 5416212814_0f9862728e_m

Trading stocks sometimes feels like a very modern phenomenon, so it’s easy to forget that some of the companies we’re investing in go back a century or more.

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This Week’s Danger Zone: Non-GAAP Earnings Lead Investors Astray

Thursday, July 3rd, 2014 3508252914_73e09af9d3_z

Every week, check back to find out our current pick for one of the riskiest stocks in the market.

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Recovering PC Market Makes Intel Still A Buy

Wednesday, July 2nd, 2014 6675870523_bf9cec5f1d_m

INTC is still a good stock for a value investor, but it’s not as great as it was eight months ago.

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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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July’s Most Attractive Stocks Available to Subscribers Today

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

Paying customers can access July’s 40 Most Attractive 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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An ETF Pair Trade for the Health Care Sector: XLV vs. PTH

Wednesday, June 18th, 2014 ETF_pair_trade

A good way to navigate a Dangerous-rated sector such as Health Care is through the use of an ETF pair trade (i.e. long/short strategy). This ETF pair trade can be used to capitalize upon the volatility of the Health Care sector for both upside or downside.

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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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