Is Colgate Stock a Buy as Growth Improves but Valuation Stays Rich?

Russ Cohen

Colgate-Palmolive Company CL enters the second half of 2026 with better operating momentum. Volumes are improving, margins have held up better than expected and management lifted its Base Business earnings outlook. The restraint is valuation. CL still trades above its sub-industry, sector and the broader market, while weakness in North America leaves less room for … Read more

SPOT Gains 12.5% in a Month as Growth Strength Meets Valuation Risk

Russ Cohen

Spotify Technology S.A. SPOT shares have gained 12.5% over the past four weeks, renewing attention on whether improving operating performance can support further upside. A record gross margin, subscriber growth and better monetization strengthen the fundamental case. Still, a premium valuation, softer estimate revisions and planned reinvestment leave little room for execution slippage. SPOT’s Profit … Read more

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Nvidia Stock Is Trading at 33X Earnings, Its Cheapest Price in 5 Years. Should You Buy It Before Aug. 26?

Russ Cohen

Key Points Nvidia continues to dominate AI development, and sales are growing rapidly, up 85% year over year in Q1 of fiscal 2027. The tech giant recently announced a new product leasing infrastructure for large clients. Nvidia stock is cheaper than usual on a price-to-earnings basis, but it’s fairly expensive on a price-to-sales basis. 10 … Read more