Author archives: Kevin Cook

Another beat-and-raise quarter for the King of AI is persuading one analyst to see the unstoppable tech super cycle

Estimates come down after mixed guidance, but it looks like the pessimism was discounted already

After a 22% EPS beat and Q1 guidance boosted 31% above consensus, new highs are my target

An EPS slowdown seems well discounted and after the forced selling, this one could be ready to turn

Job growth, strong sales, and record client retention make this HR/payroll provider a top candidate

This market tantrum looks a lot like 2018 when credit markets choked and the Fed retracted its talons.

DOD and SpaceX contracts keep this key provider of intelligence and systems launching at 1X sales

Another solid quarter and growth ahead in genetic diagnostic services makes this small cap a buy

Ad-tech and E-comm plays are coming back as we head into prime shopping & binging time.

EPS estimates were in a spin before Jack flew the coop but some big investors still love the bluebird