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

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Tesla To $6,000 And SpaceX To The Moon?
Did you hear the one about the investor who just raised her price target on Tesla shares from $4,000 to $6,000 by 2025?
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.
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