Blog

Russ Cohen

Lumentum’s 680% Run Created a New Portfolio Problem

Listen to the audio version of this article (generated by AI). Lumentum (LITE) just gave investors exactly what they want from a long-term winner: another reason to keep holding. The optical-networking company just reported roughly $1.01 billion in quarterly revenue, more than double what it generated a year ago. Adjusted earnings jumped to $3.23 per ...

Russ Cohen

This Dividend Aristocrat Posted Record Quarterly Results

Everybody loves dividends, as they provide a passive income stream, limit drawdowns in other positions, and provide more than one way to profit from an investment. And when considering dividend-paying stocks, those with a history of boosting their payout are prime considerations, reflecting their commitment to increasingly rewarding shareholders. And when it comes to a ...

Russ Cohen

Broadcom is Overvalued at 23.8X P/E: Should You Still Buy the Stock?

Broadcom AVGO shares are overvalued, as suggested by a Value Score of D. In terms of the forward 12-month price/earnings (P/E), AVGO is trading at 23.8X, higher than the broader Zacks Computer and Technology sector’s 21.53X. Broadcom is trading at a higher multiple as compared with NVIDIA’s NVDA 19.91X but at a discount compared with ...

Russ Cohen

Cooling Inflation Opens the Door for This Trade

Listen to the audio version of this article (generated by AI). Since Digest writer Jeff Remsburg is away this week, we’ve showcased essays from our suite of InvestorPlace experts. Today, we’re wrapping things up with Wall Street icon Louis Navellier, who dives into the tightrope the Federal Reserve is walking, trying to keep inflation under ...

Russ Cohen

Nvidia CEO Jensen Huang Just Introduced a Bold $500 Billion Plan to Potentially Create Chip-Backed Securities. What Could Go Wrong?

Key Points While details are still scant, Nvidia CEO Jensen Huang and other Wall Street CEOs discussed potentially using chips as collateral. The group says they are exploring raising half a trillion dollars that AI companies could tap into. Huang also discussed potentially having Nvidia backstop part of each loan, at the company’s discretion. 10 ...

Russ Cohen

MGA Q2 Earnings Beat on Power & Vision Unit's Margin Expansion

Magna International Inc. MGA reported second-quarter 2026 adjusted earnings of $1.86 per share, up 29% year over year. The figure surpassed the Zacks Consensus Estimate of $1.53 by 21.57%. Results benefited from productivity gains, operational improvements and tariff recoveries. Sales increased 3% to $10.98 billion and beat the consensus estimate of $10.74 billion by 2.19%, ...

Russ Cohen

Best Value Stocks to Buy for August 14th

Here are two stocks with buy rank and strong value characteristics for investors to consider today, August 14th: Norwegian Cruise Line Holdings Ltd. NCLH: This cruise company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.1% over the last 60 days. Norwegian Cruise Line Holdings ...