Articles for author: Russ Cohen

Russ Cohen

Netflix Stock Dropped 8% Last Month — Here's What Happened

Key Points Netflix’s stock price dropped in January, but it wasn’t due to the AI concerns sweeping the rest of the market. Shareholders are worried that Netflix is about to make a big investment without a clear plan for profits. It’s going to be some time before a clearer picture forms. 10 stocks we like ...

Russ Cohen

How Quickly Can Ford Reverse This $16 Billion Problem?

Key Points Investors in Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) are all too aware that companies can sometimes be both right and wrong at the same time. In this instance, Ford and GM, along with many competitors, jumped ahead on electric vehicle (EV) strategies that will very likely prove correct in ...

Russ Cohen

See Which Of The Latest 13F Filers Holds BABA

At Holdings Channel, we have reviewed the latest batch of the 31 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Alibaba Group Holding Ltd (Symbol: BABA) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take ...

Russ Cohen

3 Reasons to Buy MDB Stock Despite 10.2x P/S Premium Valuation

MongoDB MDB stock may trade at a premium valuation that gives some investors pause, but the modern database software company has built a competitive moat. Its flexible document model supports unstructured and semi-structured data for AI workloads, while Atlas unifies operational database, vector search and Voyage AI embeddings within a single architecture, eliminating fragmented data ...