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Economic Versus Accounting Earnings

Thursday, August 5th, 2010 dreamstimefree_966040_thornBranch

Accounting data was not designed for equity investors, but for debt investors. “Earnings, earnings per share and earnings growth are misleading measures of corporate performance.”(from page 66 in The Quest For Value by Bennett Stewart, Harper Collins 1991.)

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Stock Pick of the Week: Sell/Short Yahoo (YHOO)

Tuesday, August 3rd, 2010 Stock Pick of the Week: Sell/Short Yahoo (YHOO)

Overall, the Risk/Reward of investing in Yahoo’s stock looks Very Dangerous to me. There is lots of downside risk given the Misleading Earnings and there is little upside reward given the already-rich expectations embedded in the stock price.

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Top Ranking for Stock Picking for New Constructs

Saturday, July 31st, 2010 dreamstimefree_4713503_calandarAnalysis

New Constructs stock-picking consistently ranks among the best of the nationally-recognized research firms.

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Stock Pick of the Week: Buy Xilinx (XLNX)

Tuesday, July 27th, 2010 Stock Pick of the Week: Buy Xilinx (XLNX)

HIDDEN GEM: Our detailed valuation model shows that XLNX grew its “economic” profits by nearly $14mm during its last fiscal year while it reported an $18mm decline in accounting profits.

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Proof Is In Our Performance

Tuesday, July 27th, 2010 dreamstimefree_310726_upGraph_goldWithRedArrow

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 (especially for the price!!).

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New Constructs Receives Patent on Research System

Thursday, July 22nd, 2010 dreamstimefree_73564_sculptor

The United States Patent and Trademark Office awarded us patent #7,752,090, titled: System and Method For Reversing Accounting Distortions and Calculating A True Value of a Business.

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Stock Pick of the Week: Sell/Short Whole Foods Market (WFMI)

Tuesday, July 20th, 2010 Stock Pick of the Week: Sell/Short Whole Foods Market (WFMI)

One of the Most Dangerous Stocks for July, Whole Foods has misleading earnings and a sky-high valuation, in our opinion. The same is true for all of our Most Dangerous Stocks.

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Good Place to Track Hedge Fund Returns

Monday, July 19th, 2010 Good Place to Track Hedge Fund Returns

Boomerang Capital Partners provides a great resource for tracking and benchmarking investment returns for hedge funds in general and the many different hedge fund strategies. Here is the link to the page where they offer a free report called the Periodic Table of Hedge Fund Returns.

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Greatest Hits: New Constructs media highlights

Monday, July 19th, 2010 Greatest Hits: New Constructs media highlights

New Constructs has a strong reputation on Wall Street and with individual investors. We have been recognized for our analytical rigor (options, hidden debt, write-offs, red flags) as well as the stock-picking benefits of our hard work and analysis.

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TED Spread Says Financial System Is In Good Shape

Monday, July 19th, 2010 TED SPread Chart

The takeaway: the TED Spread indicates the financial system is relatively safe these days with no imminent danger. It has recently fallen from recent highs related to the debt issues in Europe and it is no where near where it was during the sub-prime crisis which led to the Lehman crisis when the TED Spread hit historic highs.

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Stock-Picking Accolades

Monday, July 19th, 2010 diagram

Over the years, New Constructs’ stock picking prowess has garnered recognition from multiple independent sources.

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Stock Pick of the week: Buy Myriad Genetics (MYGN)

Wednesday, July 14th, 2010 Stock Pick of the week: Buy Myriad Genetics (MYGN)

A newcomer to our Most Attractive Stocks for July, this small cap stock has an excellent risk/reward profile, which earns it our highest Rating: Very Attractive.

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No Double-Dip Recession In Sight, Just Slow(er) Growth

Tuesday, July 13th, 2010 No Double-Dip Recession In Sight, Just Slow(er) Growth

As highlighted in LPL Group excellent “Mid-Year Outlook for 2010″, the economy is moving from ‘recovery’ mode to ‘expansion’ mode, which is very different from moving from ‘recovery’ back to ‘recession’ – a prediction made by many attention-seeking alarmists these days. We are still growing, just not as fast.

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Charles Schwab Corp (SCHW) Neutral Risk/Reward Rating for Ask Matt Readers

Wednesday, July 7th, 2010 dreamstimefree_966040_thornBranch

Here is a free copy of our report on SCHW for Ask Matt readers. This report provides details behind Matt’s… Read more >>

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Investing vs Speculating

Monday, June 7th, 2010 Investing vs Speculating

The difference between Investing and Speculating is much larger than Wall Street would have you believe. In fact, they could not be too more different activities. Speculating is gambling. Investing is intelligent decision-making.

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GM – How far will companies go to dupe investors?

Friday, June 4th, 2010 GM – How far will companies go to dupe investors?

In April, GM bragged about having paid back the balance of its $6.7 billion loan under the Troubled Asset Relief Program. In truth, the did nothing of the sort. They simply pirated taxpayer funds to cover their losses.

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GAP is Stock Pick of the Week – Hidden Gem

Friday, June 4th, 2010 GAP is Stock Pick of the Week – Hidden Gem

Hidden Gem – GPS: economic earnings are rising faster than reported accounting earnings b/c the company lowered the capital employed to run the business. GAAP earnings do not capture increase capital efficiency of the business.

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Sirius Satellite – A Dangerous Stock

Tuesday, June 1st, 2010 Sirius Satellite – A Dangerous Stock

TheStreet.com recently published three articles quoting me on SIRI. Andrea Tse called and, after reviewing our models on SIRI, I told her that the stock was Dangerous because:

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SEC Porn Problem: Officials Surfing Sites During Financial Crisis, Report Finds

Friday, May 28th, 2010 SEC Porn Problem: Officials Surfing Sites During Financial Crisis, Report Finds

You have to read this to believe it: “SEC Porn Problem: Officials Surfing Sites During Financial Crisis, Report Finds”. And we wonder why Wall Street stays a several steps ahead of the regulators.

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What are the regulators doing?

Friday, May 28th, 2010 What are the regulators doing?

Most of the time when I meet with investors (large and small) and explain what I do and New Constructs does, they are astonished about what I explain as the reality of the investing world. They always ask: “What are regulators doing?”…”How can they allow these things to go on?”

The answers to that question are:

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