Articles for author: Russ Cohen

Russ Cohen

In-depth Analysis of Alphabet’s Latest Portfolio Additions The Evolution of Alphabet: A Deep Dive into Recent Portfolio Additions

With the restructuring of Google into Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), the tech conglomerate enhanced its strategy by segregating the Other Bets segment from its core business operations. Among the dazzling facets within this segment lies CapitalG, a $7 billion investment fund that functions as a venture capital entity dedicated to nurturing growth-stage companies. Leveraging ...

Russ Cohen

Unlocking the Potential: 3 Bargain Stocks for Savvy Investors Unlocking the Potential: 3 Bargain Stocks for Savvy Investors

Sibanye Stillwater (SBSW) Amidst the turbulence of the stock market, Sibanye Stillwater’s (NYSE:SBSW) stock emerges as a deep-value gem, awaiting discovery like a hidden treasure trove. Despite facing a storm of challenges in recent years, including floods in U.S. mines and labor strikes in South Africa, Sibanye stands at a critical juncture. The swirling currents ...

Russ Cohen

Bloom Energy Secures Leadership Position in Industrial Sector, While Nordson Faces Decline Post Earnings Outlook Bloom Energy’s Surging Success and Nordson’s Downward Spiral

Industrial Sector Performance The Industrial Select Sector (XLI) saw a 0.69% decrease for the week ending May 24, marking the second consecutive week of decline. In contrast, the SPDR S&P 500 Trust ETF (SPY) remained relatively stable over the same period. Of the 11 S&P 500 sectors, 9 ended the week in negative territory. Year-to-date, ...

Russ Cohen

Investing in the Post-Pandemic Cruise Industry

Two consumer discretionary stocks that have made their way onto the Zacks Rank #1 (Strong Buy) list in the last month and looked poised to move higher are cruise line operators Norwegian Cruise Line NCLH and Royal Caribbean Cruises RCL. To that point, the spring and summer represent peak travel season for leisure and recreation ...

Russ Cohen

Apple Defends Position Amidst U.S. Antitrust Lawsuit

Apple (NASDAQ:AAPL) has made a strong move to dismiss a lawsuit brought against it by the Justice Department and 15 states in March. The lawsuit claims that the tech giant holds a complete monopoly over the smartphone market, causing harm to smaller competitors and inflating prices. In a letter addressed to U.S. District Judge Julien ...

Russ Cohen

The Brilliance of Billionaire Dan Loeb’s AI Stock Picks The Brilliance of Billionaire Dan Loeb’s AI Stock Picks

One of the best ways to gain insight into the investment strategies of top-tier financiers is to delve into their 13F filings. These documents, mandated by the distinguished Securities and Exchange Commission (SEC), lay bare the trading activities of major institutional investors. Recently, I delved into the 13F of Third Point, a hedge fund launched ...

Russ Cohen

Is Now the Time to Buy British American Tobacco Stock? Revisiting British American Tobacco’s Stock Amidst a 55% Decline

British American Tobacco (NYSE: BTI) has seen its shares plummet by a staggering 55% since reaching a peak in 2017. The current dividend yield stands at an enticing 9.4%. For dividend-focused investors, the question lingers – is it the opportune moment to dive in? Deciphering the answer is far from straightforward. Analyzing the Downturn in ...