Kevin Cook Blog | Talkmarkets | Page 1
Senior Stock Strategist
Contributor's Links: Zacks

Kevin Cook was a high-frequency institutional currency trader for nine years, starting with the introduction of the euro currency in 1999. Trading 100 million per day in the hyper-kinetic world of FX spot-futures arbitrage, and making continuous markets for size to the biggest banks and hedge ... more


Latest Posts
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Bear Of The Day: Synaptics
Synaptics delivered quarterly earnings in early August of $3.87 per share, beating the Zacks Consensus Estimate of $3.69 per share. This compares to earnings of $2.18 per share a year ago.
Bull Of The Day: Cadence Design Systems (CDNS)
Cadence calls their unique brand and strategy of platform capabilities for chip makers Intelligent System Design.
Bull Of The Day: Taiwan Semiconductor Manufacturing Company
Taiwan Semiconductor is a central player in the manufacture of chips for companies like Apple, NVIDIA, and Marvell.
Bear Of The Day: The Trade Desk
A great company with a solid and growing business that allows advertisers incredible flexibility for targeting, automation, and access to consumer behavior data on CTV.
Bear Of The Day: Applied Materials
Given the Tech Super Cycle will persist through this decade of AI, buying AMAT soon will become a smart investment.
Bear Of The Day: Ferrari
Ferrari has slipped into the cellar of the Zacks Rank since its early May earnings report as analysts continue to lower estimates.
Bear Of The Day: General Electric
For 2022, General Electric anticipates organic revenue growth in the high-single digits on a year-over-year basis.
Bull Of The Day: Paycom Software
Paycom Software is a provider of integrated HR services for corporations.
Bear Of The Day: Coinbase Global (COIN)
Coinbase Global, the $15 billion cryptocurrency exchange that lost over two-thirds of its value in the last month, delivered a crushing reversal of fortunes last week in its Q1 report on Tuesday evening May 10.
Bull Of The Day: Marriott International
Marriott International reported impressive Q1 2022 results last week.
Bear Of The Day: Align Technology
Align Technology's first-quarter 2022 earnings per share (EPS) were $2.13 compared to the year-ago $2.49, reflecting a decline of 14.5%.
Bull Of The Day: Manitowoc
Manitowoc is witnessing positive trends in crane demand in 2022. It expects cost inflation, part shortages, and supply chain constraints to subside gradually through the year.
Bear Of The Day: Biogen
Biogen’s MS revenues were $1.79 billion in the reporter quarter, including Ocrevus royalties, which declined 1% (both actual and constant currency basis) year over year.
Bull Of The Day - Advanced Micro Devices
As long as global GDP remains above trend, semi stocks are attractive and the "structural importance of semis to the rapidly digitizing global economy cannot be overstated."
Bull Of The Day - Meridian Bioscience (VIVO)
Meridian Bioscience is a $1 billion provider of diagnostic test kits for gastrointestinal and respiratory infectious diseases.
Bear Of The Day: NeuroPace (NPCE)
NeuroPace is a $200 million commercial-stage medical device company focused on developing products to treat and transform the lives of patients suffering from epilepsy.
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