Blog

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 ...

Russ Cohen

SpaceX IPO Timing Raises Stakes for US Stock Market’s Long Rally

Key Highlights: Japan’s climbed as chip-related heavyweights surged. Asian markets eked out gains Tuesday, and oil eased from highs after Israel and Iran agreed to pause strikes, while investors bought the dip in semiconductor stocks. prices slipped Tuesday, erasing most of Monday’s gains after Iran and Israel said they’d halted strikes following an appeal from ...

Russ Cohen

S&P 500 Stalls as CPI Report and USD/KRW Move Into Focus

Stocks rallied by about 30 bps on the day, which was a rather unimpressive showing for the given Friday’s sizeable decline. Additionally, implied volatility melted lower on Monday, with the falling by more than 12 points to close around 16, down from roughly 28. In reality, it was the rebound in semiconductor stocks that helped ...

Russ Cohen

Should Investors Sell Tesla Stock to Buy SpaceX?

Key Points For years, Tesla has served as investors’ primary public market vehicle for aligning with Elon Musk’s broader ambitions. A SpaceX IPO could reshape how investors value Tesla’s stock. Still, robotaxis, AI, and robotics could create enormous value if Tesla executes successfully. These 10 stocks could mint the next wave of millionaires › For ...