Articles for author: Russ Cohen

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 ...

Russ Cohen

Got $5,000? 5 Tech Stocks to Buy and Hold for the Long Term

Key Points Nvidia and Broadcom offer unique opportunities to benefit from AI processors. Microsoft and Alphabet are tapping into chatbots and cloud services to boost their growth. Taiwan Semiconductor Manufacturing is an AI processor powerhouse with an estimated 90% of the market. 10 stocks we like better than Nvidia › Technology stocks have been on ...

Russ Cohen

An Activist Investor Emerges to Try Thwarting Netflix's Proposed Acquisition of Warner Bros.' Assets. What Will Happen Next?

Key Points Activist investor Ancora Holdings recently disclosed a $200 million stake in Warner Bros. Discovery. Ancora said it plans to vote against Netflix’s planned acquisition of Warner Bros. Discovery’s film and TV studio assets. The recent development adds another wrinkle to the ongoing saga. 10 stocks we like better than Netflix › The ongoing ...