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CEO of New Constructs, LLC.

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This Firm Will Meet Tomorrow’s Healthcare Needs
Investors who can see past the temporary disruption to Universal Health Services, Inc. operations can find great value in this Long Idea.
Go Nuts For This Leading Packaged Foods Provider
Despite seeing increased demand as the COVID-19 pandemic caused many consumers to load up on home goods, this vertically integrated consumer packaged foods firm trades as if profits will permanently decline moving forward.
Don’t Fret 2Q Earnings: This S&P 500 Will Continue To Rise
Most investors know that GAAP earnings are prone to distortion because they include unknown amounts of unusual gains/losses.
Don’t Chase Growth With This Overvalued Tech Stock
Investors love a growth story, especially one that ties into common buzzwords such as “cloud” or the numerous different iterations of “as-a-service.”
“See Through The Dip” Stocks Remain Attractive
Simon Property Group, JPMorgan Chase & Company, and Caterpillar Inc. remain particularly undervalued. These three stocks are this week’s Long Ideas.
This Restaurant Offers More Than Just Sizzle
Over the past seven years, Bloomin’ Brands has grown revenue by 1% compounded annually and core earnings by 1% compounded annually. More recently, Bloomin’ Brands has grown core earnings by 5% compounded annually since 2017.
This Healthcare Provider Is Ready For The Future
HCA Healthcare has a strong history of profit growth. Over the past five years, HCA has grown revenue by 7% compounded annually and core earnings[1] by 11% compounded annually.
Give Your Portfolio A Tune-Up With This Parts Manufacturer
There’s no denying COVID-19’s impact on the global economy. For those willing to see past the current upheaval, there is value to be found in the market.
Infrastructure Spending Lifts This Firm To New Heights
It’s no secret U.S infrastructure could be improved.
Clear The Way For This Industrial Firm
Investors who can see past the cyclical nature of this industrial business, and the COVID-19 disruptions, have the opportunity to add a high-quality firm to their portfolios at a historically cheap price. Caterpillar Inc. is this week’s Long Idea.
Bank On The Best
This best-in-class bank has the balance sheet to survive the COVID-driven economic crisis and is positioned to expand its market share as the economy recovers. JPMorgan Chase & Company is this week’s Long Idea.
Give Your Portfolio Some Insurance With This Industry Leader
Allstate has a strong history of profit growth. Over the past decade, Allstate has grown revenue by 3% compounded annually and core earnings by 16% compounded annually.
Welcome This Hospitality Leader To Your Portfolio
Hyatt Hotels H, with its leading profitability, strong balance sheet, and undervalued stock presents another excellent buying opportunity for investors willing to look beyond the current economic crisis.
Advertising & Marketing Firm Positioned To Thrive, Not Just Survive
OMC has a strong history of profit growth. Over the past decade, OMC has grown revenue by 2% compounded annually and core earnings by 5% compounded annually.
Buffett Is Shortsighted On Airlines: LUV Is A Steal At This Price
LUV is not only undervalued relative to the S&P 500, but its underlying business is also strong and poised to rebound after the dip.
Featured Stock In April’s Safest Dividend Yields Model Portfolio
Emerson Electric Company is the featured stock in April’s Safest Dividend Yields Model Portfolio.
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