Blog

Russ Cohen

Sell in May? No Way

The old adage of “sell in May and go away” is rooted in fact. Since the index was constructed in 1958, the average returns for the May through September period haven’t been anything to brag about. The average monthly return is 0.73%, which means every month, with the exception of July, has average returns that ...

Russ Cohen

Is This Acquisition a Game Changer for Netflix?

Key Points Netflix bought a company that provides AI tools to filmmakers. This acquisition may somewhat move the needle for the company down the road. Given Netflix’s competitive edge and massive addressable market, the stock is still a buy. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has underperformed broader equities over ...

Russ Cohen

Why Quantum Computing May Struggle to Justify Its Premium Valuation

Quantum Computing Inc. (QUBT) Mid-Long Term Company Analysis Recommendation: Sell   Detailed Recommendation: Reduce position size over a longer time horizon (e.g., several weeks) using reverse dollar-cost averaging to hedge against temporal price movements. The opportunity cost of holding QUBT appears too high relative to other potential allocations. Company Introduction Quantum Computing Inc (NASDAQ:QUBT) is a Delaware-incorporated ...

Russ Cohen

Industries: Mag-7 Isn’t the Only AI Game in Town

Since ChatGPT was introduced in late November 2022, the AI trade has been mostly focused on the Magnificent-7, especially the big cloud companies, i.e., the “hyperscalers” (chart). For a while, they were all viewed as AI dominators until DeepSeek was released by a Chinese software company in late January 2025. Increasing confidence that US Large ...

Russ Cohen

Warren Buffett Can’t Make This Trade. You Can.

Louis Navellier says Wall Street’s biggest disadvantage may be your biggest investing edge. Listen to the audio version of this article (generated by AI). Editor’s Note: For nearly 50 years, quant investing legend Louis Navellier has built his reputation by identifying fast-growing companies before Wall Street fully catches on. He’s one of the few market ...

Russ Cohen

XLE, FDRS: Big ETF Inflows

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the State Street Energy Select Sector SPDR ETF, which added 24,350,000 units, or a 3.5% increase week over week. Among the largest underlying components of XLE, in morning trading today Exxon Mobil is ...

Russ Cohen

3 Small-Cap Stocks to Buy Before May 15

Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest.  “Everyone knows” may be one of the most dangerous terms in investing:  “Everyone knows internet stocks don’t need profits”…  “Everyone knows real estate prices only go up”…  “Everyone knows Bitcoin will hit $1 million”…  That’s because “everyone knows” means ...