Blog

Russ Cohen

Can Ford Justify Record CEO Compensation After Record Recalls?

Key Points The automaker’s recalls have set industry records, remained elevated, and dinged earnings in the past. While internal metrics point to progress on quality, third-party evidence is less conclusive. CEO Jim Farley’s compensation isn’t an outlier compared to rivals, but it’s fair for investors to be a little disgruntled currently. 10 stocks we like ...

Russ Cohen

Wall Street Analysts See Alibaba (BABA) as a Buy: Should You Invest?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Alibaba (BABA) before we ...

Russ Cohen

Rivian Reports Soon. Here's Why I'd Buy Before the Numbers Drop.

Key Points Rivian (NASDAQ: RIVN) became one of the market’s hottest EV stocks after its 2021 IPO. Today, it trades 80% below its IPO price and more than 90% below its all-time high. Like many other smaller EV makers, Rivian lost its luster after missing its ambitious production targets and incurring steep losses. Rising interest ...

Russ Cohen

Is Home Depot (HD) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

The Coming 2026 Growth Surge (& How to Ride it)

Investors Should Understand the Market Environment When it comes to stock market investing, there are countless ways to “skin the cat” and achieve trading profitability. Investors like Whale Rock Capital Management’s Alex Sacerdote focus on finding and investing in growth and technology stocks. Meanwhile, investors like Warren Buffett seek value stocks, which typically sport low ...

Russ Cohen

MercadoLibre Balances Scale and Profitability: Hold or Fold the Stock?

MercadoLibre MELI remains a key player in Latin America’s digital commerce and fintech landscape, supported by continued expansion across logistics, payments and credit. MELI has been scaling its ecosystem through sustained investments aimed at improving delivery speed, increasing platform engagement and deepening financial services adoption. These efforts have supported transaction growth and user activity across ...

Russ Cohen

Taiwan Semiconductor Stock Soars 20% YTD: Time to Hold or Book Profit?

Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, has delivered an impressive 20.5% gain year to date (YTD), placing it among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. This performance easily beats the broader Zacks Computer and Technology sector, which has declined 1.8% YTD. Taiwan ...