Kevin Cook Blog | Talkmarkets | Page 1
Senior Stock Strategist
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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: FedEx (FDX)
FedEx did it again. For the second consecutive quarter, the shipping and logistics pioneer delivered another disappointing quarter and outlook.
Bull Of The Day: CrowdStrike
CrowdStrike is the $11 billion cyber-security darling of 2019 that IPO'd around $60 last June, ran to $100 in August and then just built a base around $45-50 in Q4.
Bull Of The Day: Keysight Technologies (KEYS)
Keysight generated 40.5% of non-GAAP revenues from Americas in fourth-quarter fiscal 2019. Meanwhile, revenues from Europe and Asia Pacific came in at 15.4% and 44.1%, respectively.
Bull Of The Day: Applied Materials (AMAT)
Applied Materials the giant semiconductor equipment maker, has seen its shares make an amazing recovery in 2019 -- even before the industry sales and profits confirmed their cycle lows.
Bull Of The Day: Micron
Micron remains an important player in memory solutions for so many emerging technologies beyond the PC -- from data centers and cars to AI and medical IT -- as long as the trade war doesn't derail the bull market.
Bull Of The Day - GW Pharmaceuticals
GW Pharma delivered a bigger sales beat for Epidiolex than even the most optimistic analysts were projecting. GWPH crushed the sales number for the treatment of two rare forms of pediatric epilepsy with $68 million vs. consensus of $45M.
Bear Of The Day: NetApp (NTAP)
NetApp issued preliminary F1Q20 guidance that was materially below consensus, missing revenue by $165M and outlining a major retreat in storage demand, especially in the U.S.
Bull Of The Day: GW Pharmaceuticals (GWPH)
GWPH crushed the sales number for the treatment of two rare forms of pediatric epilepsy with $68 million vs. consensus of $45M.
Bull Of The Day: Alteryx (AYX)
Since Alteryx just delivered another strong beat and raise quarter, it's time to recap the investment thesis and the opportunities ahead for the company.
Bull Of The Day: Twitter
The brutal Q4 market correction is making many growth stocks investable again and one of them is Twitter.
Bear Of The Day: Tencent (TCEHY)
In the last 90 days, 2018 analyst EPS projections for Tencent Holdings have fallen over 10% from $1.34 to $1.17 and 2019 estimates were cut a chunky 18% from $1.80 to $1.47.
Bull Of The Day: Turtle Beach (HEAR)
Turtle Beach is a $260 million maker of headphones for gamers whose stock exploded higher this year after surprising investors and analysts with big sales and profit growth.
Bull Of The Day: Penumbra (PEN)
Penumbra made a strong swing to sustainable profitability this year on the back of projected 27.5% sales growth from last year's $333 million to over $425 million in revenue.
Bull Of The Day: Micron (MU) - Thursday, August 9
Micron trades at 5 times forward earnings estimates. Granted, memory chip makers tend to trade in a valuation range of only 5 to 9 times.
Bear Of The Day: Qorvo (QRVO)
Qorvo's first quarter of fiscal 2019 earnings estimates (the current June quarter) moved down from 80 cents to 76 cents in the past 30 days.
Bear Of The Day: Applied Optoelectronics
Applied Optoelectronics stock is currently down 9.3% to $32.00 per share in after-hours trading shortly after its earnings report was released.
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