Category Archives: TV and Radio Appearances

BNN Interview: IBM Gaining Traction But Still Early In Transition

Today I joined BNN to discuss IBM Earnings IBM earnings With CEO Rometty’s surprise October 2014 announcement suspending earnings guidance investors have been understandably cautious with regard to maintaining positions in IBM shares. The 1Q15 results showcased the fundamental difficulties IBM confronts as revenues fell -12% y/y to $19.6bn while EPS rose +9% y/y to $2.91.

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CNBC “Closing Bell” Interview: HPQ FY15Q1 Results Disappoint As Strong US$ Cuts EPS Guidance

Does  Coming Split Into HP Inc & HP Enterprise Justify Holding Stock? Financial Snapshot: HPQ ($38.19) A) Rev/EPS forecast – Revs $27.3bn (-3% y/y), EPS $0.91 (+1% y/y) B) Valuation: P/E 9.7x FY15 (Oct) EPS (1.9x PEG ratio), shows HPQ pricing-in gains from Windows 2003 server upgrade cycle. HPQ – FY15Q1 Revenues Reflect FX Hit

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CNBC “Squawk Box” Interview: AAPL Investment Discussion

Market Cap Breaks $700bn – iPhone6 Upgrade Cycle Expected To Boost $130bn Shareholder Value Program – Shares Attractive: Yesterday I joined CNBC’s “Squawk Box” to talk about AAPL. Thanks to Michelle Caruso Cabrera, Andrew Ross Sorkin and Scott Wapner for having me on. Discussion Points: 1) Swiss Franc Denominated Debt Attractive For Top-rated Corporate Issuers,

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Interview: Raising Capital in Today’s Environment

David Garrity, Principal at GVA Research, talks with Jason Behrens, the ACE Portal General Counsel, about the evolving paradigm in today’s capital raising environment. They cover: Access to capital vis-a-vis the JOBS Act Issues of adequate due diligence The role of technology and platforms in facilitating better information disclosure and investor protections How broker-dealers are reacting

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Microsoft’s Gift to Intel

Today I had the chance to talk live on CNBC’s Squawk Box about INTC. INTC – Enterprise Server Upgrade Cycle Supporting 2015 EPS Growth: With MSFT set to end support for Windows Server 2003 in July 2015, over 10mm server units may be up for refresh in 2015. As 2014 shipments for the entire Windows server

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What’s Plaguing IBM?

I joined CNBC Squawk Box to talk about IBM and why is one of the worst performing tech stocks in the S&P 500 this year. Anchors Joe Kernen and Andrew Ross Sorkin ask me what 2015 and beyond holds for the company.  Click here to watch the video.

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