Articles for author: Russ Cohen

Russ Cohen

Crypto Winter Is Here: 3 Stocks To Put On Ice This Summer

Cryptocurrency markets began soaring following the 2024 U.S. presidential election, reaching new all-time highs in August 2025 as the crypto-friendly Trump administration began implementing policies. But this summer has been anything but sunny for crypto markets. Bitcoin has erased all its post-election gains over the last few weeks, dipping below the critical $60,000 level for ...

Russ Cohen

Why Did Netflix Stock Fall Even Though the Business Kept Growing?

Key Points Netflix’s stock fell because expectations changed, not because the business broke. A great business and a great stock are not always the same thing. Netflix’s next chapter is about monetization, not scale. 10 stocks we like better than Netflix › When a stock falls 30%, most investors assume something must be wrong with ...

Russ Cohen

Don’t Let This Pullback Shake You Out of Great Stocks

Listen to the audio version of this article (generated by AI). Last week, the S&P 500’s nine-week winning streak came to an end as all three major indexes pulled back. On Monday, it looked like the pain might be over. But that selling pressure continued today. As I write this, the S&P 500 is down ...

Russ Cohen

The J.M. Smucker Company’s Dividend: Too Sweet to Ignore?

The JM Smucker Company () may not pay the highest-yielding dividend among companies, but it still offers a sweet payout and is on track for annual increases alongside share price appreciation. The net result will be a double-digit compound annual growth rate (CAGR) over the subsequent few years, a tidy return for buy-and-hold investors. While ...

Russ Cohen

2 Domestic Auto Giants Worth Holding Despite Industry Weakness

The Zacks Domestic Auto industry outlook appears muted. While vehicle sales have remained relatively resilient, industry volumes are expected to decline in 2026 as affordability challenges, high financing costs and economic uncertainty continue to weigh on demand. The EV market is also facing a slower-than-expected transition following the expiration of purchase incentives, creating another growth headwind ...

Russ Cohen

SaaSmageddon Isn’t Over. It’s Just on Pause.

Software stocks rallied 45% off the lows — and the stocks worth holding are not the ones leading the charge Listen to the audio version of this article (generated by AI). Two months ago, software stocks were in freefall. Today, they’re within striking distance of all-time highs.  Same companies. Same AI threat. Completely different prices. ...

Russ Cohen

MercadoLibre Expands 1P Rapidly: Will Margin Pressure Persist?

MercadoLibre‘s MELI aggressive push into first-party (1P) commerce is emerging as a pressure point on the company’s profitability trajectory. While the strategy is demonstrably strengthening pricing competitiveness and buyer engagement across Latin America, the rapid scaling of inventory-led operations is introducing meaningful margin dilution at a moment when broader ecosystem spending remains heavily elevated. The ...