Articles for author: Russ Cohen

Russ Cohen

2 Temporary Disruptions Get Priced as Permanent at Chemed

What the Market Missed has returned roughly $400 to $500 million to shareholders every year for the past five years, combining buybacks with a quarterly dividend now running at $0.60 per share. Against a current market capitalization of approximately $5.7 billion, that capital return represents a 7 to 8% yield before any growth in the ...

Russ Cohen

New Strong Buy Stocks for May 7th

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Safran SA SAFRY: This aerospace and defense company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.5% over the last 60 days. Safran SA Price and Consensus Safran SA price-consensus-chart | Safran SA Quote Expand Energy Corporation ...

Russ Cohen

Domino’s Pizza: The Amazon of QSR?

purchase of is interesting not because Berkshire noticed that the stock has worked in the past. Plenty of stocks have worked in the past. Berkshire’s investment is interesting because it implies that, at the right price, Domino’s may still have a durable economic engine capable of compounding from here. That is the more useful question: ...

Russ Cohen

Recession Indicator: eBay’s Stock Is Up More Than 50% Over the Past Year

For over 30 years, people have turned to to declutter their homes, capitalize on collections of old baseball cards and Beanie Babies, and sell vintage t-shirts their parents asked them to discard decades earlier. But eBay isn’t just an online marketplace and auction platform. The e-commerce company is considered one of many counter-cyclical recession indicators. ...

Russ Cohen

Earnings Season Shows Resilient Consumers and Surging AI Demand

We’re a few weeks into earnings season, and many of the market’s most important companies have already reported. Big banks, credit card companies, consumer-facing brands, and most of the Magnificent 7 have all weighed in — and we’ve been combing through the conference calls for key insights. On Consumers & Gas Prices Jeremy Barnum, CFO ...

Russ Cohen

ITOT, NFLX, PG, HD: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P Total U.S. Stock Market ETF (Symbol: ITOT) where we have detected an approximate $322.4 million dollar inflow — that’s a 0.4% increase week over week in outstanding units (from 563,750,000 to 565,800,000). ...

Russ Cohen

Dow Jones Outlook Points to Another Leg Lower Below 48,500

Executive Summary Trend Bias: Down as the may have finalized its first bearish leg lower. Key Level: ~49,989 (start of the bearish wave). After a brief rally, we anticipate a decline to 47,758 – 48,409, and possibly lower levels. While the mega cap stocks are rallying to new highs, DJI is struggling to reach its ...

Russ Cohen

700 Billion Reasons to Stay in AI This Summer

Listen to the audio version of this article (generated by AI). Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” … one stock from Louis Navellier for a summer surge… nervous about buying Tech today? Don’t be As I write on Wednesday morning, the markets are ...