Articles for author: Russ Cohen

Russ Cohen

Unveiling Investment Gems: Copa Holdings and MakeMyTrip Limited

An Insight into Copa Holdings In the realm of the travel industry, Copa Holdings has emerged as a beacon of success, navigating through turbulent skies with remarkable finesse. The Panama-based airlines operator has solidified its position as a key player, boasting impressive operating margins attributed to low unit costs and robust travel demand. These factors ...

Russ Cohen

Insights on DXC Technology (DXC) Q4 Earnings Report Unlocking the Enigma: DXC Technology Q4 Earnings Preview

Anticipated Performance DXC Technology (DXC) is set to unveil its fourth-quarter fiscal 2024 earnings on May 16 with the company projecting revenues between $3.35 billion and $3.39 billion. Analysts predict a year-over-year drop of 6.1% with the Zacks Consensus Estimate at $3.37 billion. The anticipated non-GAAP earnings stand between 80 cents and 85 cents per ...

Russ Cohen

Examining Big US Stocks in Q1’24: Unraveling the Bubble Dilemma Examining Big US Stocks in Q1’24: Unraveling the Bubble Dilemma

The Facade of Success The big US stocks continue to dazzle with record-breaking earnings in Q1’24. However, these surging stock prices paint a deceptive picture compared to slower profit growth, pushing valuations into precarious bubble territory, casting a shadow on the market’s future. Quarterly Insights Unveiled Quarterly reports offer a beacon of truth amidst market ...

Russ Cohen

Insight into Broker Recommendations for Netflix (NFLX) Insight into Broker Recommendations for Netflix (NFLX)

Deciphering the Brokerage Recommendations Wall Street analysts’ recommendations wield significant influence over investor sentiments, often swaying stock prices based on their ratings. These recommendations, symbolized by a complex dance of numbers and acronyms, are key to discerning the fate of a stock like Netflix (NFLX). Unveiling the ABR Trend for NFLX The average brokerage recommendation ...

Russ Cohen

Rivian’s Rocky Road: Analyzing the 19% Stock Decline in April Rivian’s Rocky Road: Analyzing the 19% Stock Decline in April

Shares of electric-vehicle (EV) maker Rivian (NASDAQ: RIVN) took a tumble in April amidst mounting pressure on the EV sector. Factors contributing to the decline included intensified price competition from other EV manufacturers, dwindling expectations of a Federal Reserve interest rate cut, and disappointing deliveries and financial performance from industry giant Tesla. According to data ...

Russ Cohen

The Hidden Gems of Chinese Stocks Ready for Exploration The Hidden Gems of Chinese Stocks Ready for Exploration

The Chinese economy and many Chinese companies have faced challenges over recent years. Tightening government regulations and property pricing stalls after COVID-19 restrictions were lifted in 2023 contributed to this slowdown. Amidst these macroeconomic uncertainties lie opportunities to unearth Chinese stocks with strong performance yet undervalued. These selected stocks present investors with a chance to ...

Russ Cohen

Earnings Season: 3 Companies Enjoying Margin Expansion

Earnings Trends: A Closer Look into Margin Expansion Earnings Season Delivers Positivity The ongoing earnings season has been a breath of fresh air for many investors, with companies basking in the glow of positive post-earnings results. Netflix: Riding the Wave of Growth Netflix has set a high bar with impressive figures in its latest earnings ...

Russ Cohen

Insights into Friday’s ETF Market Movements Insights into Friday’s ETF Market Movements

Semiconductor ETF Shines In the realm of Exchange-Traded Funds (ETFs) on Friday, the scene was vibrant. The iShares Semiconductor ETF stood tall, outperforming its ETF counterparts by climbing approximately 0.8% through the day. Among the components of this ETF that showcased remarkable resilience were Taiwan Semiconductor Manufacturing, soaring by an impressive 5.1%, and Ase Technology ...

Russ Cohen

The Ongoing Saga of Unprofitable Growth Stocks in the Face of Rising Interest Rates

Goldman Sachs, with the razor-sharp precision that financial institutions are known for, has identified a significant correlation between the plummeting valuations of unprofitable growth stocks and the prevailing interest rate climate. Described by strategist David Kostin as having “long duration cash flows,” these unprofitable stocks face more daunting challenges when the discount rate experiences an ...