Model Portfolio Update: New Stocks on Exec Comp Linked To ROIC

Get a free peek at stocks added to this model portfolio, which has out performed (+23%) the S&P 500 (+9%) since inception.

New Constructs: 2016 Year In Review

We had a very good year. Here’s a list of key accomplishments for 2016.

The Fed Is Chasing Trump’s Tail

See our op/ed (featured on the front pages of MarketWatch & wealthmanagement.com).

Let This IPO Travel Alone

The red flags we found in the footnotes for this company give us pause.

Check Your E-Mail Tuesday For A Holiday Special Offer!

Model Portfolio Update: Exec Comp Aligned With ROIC

Last month (as for 6 of the last 7), this model portfolio (+8.1%) outperformed the S&P 500 (+3.3%). Since inception, this model portfolio is up 23% while the S&P 500 is up 9%.

Model Portfolio Update: Safest Dividend Yields

Platinum members and higher can access this month’s model portfolio as of 12/16/16, which is up 8.1% while the S&P is up 5.2% – since inception.

System Update: Weighted Average Cost Of Capital

We improved our cost of capital (WACC) calculations for the 5,000+ models we manage for clients.

Danger Zone: Revenue Growth Does Not Equal Profit Growth For This Company

This week’s Danger Zone is up 43% on the shoulders of the “Trump Rally,” but the economics of this business cannot justify this stock’s valuation.

Why Trust New Constructs? We will show you.

We created three new web pages to provide greater insight into our research.

Feature Update: Suspended Ratings and Analyst Notes

To make our research as easy to use as possible, we enhanced the display of our Suspended Ratings and Analyst Notes.

 Coverage Updates

  • 153:Stocks & mutual funds added to coverage over the last 3 months
  • 104: 10-Ks parsed since Dec 1.
  • 327: 10-Qs parsed since Dec 1.

Danger Zone Podcast

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week.