Category Archives: TV and Radio Appearances

GVA Research on CNBC Asia: CES Preview, and is 2016 the year for FANG stocks?

Tech – Secular Growth Supports Sector’s 2016 Performance Prospects, But Rising Rates Favor Total Return Names The technology sector provided an above-average 2015 return, but was not the market leader as the consumer discretionary sector was lifted by employment gains coupled with the positive consumption effects of lower oil prices. For 2016, the technology sector

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GVA Research on Bloomberg Radio: Taking Stock, the Outlook for 2016

Big thanks to Kathleen Hays for having GVA Research on Taking Stock yesterday to discuss the outlook for tech stocks in 2016. Venture Capital Sector Slowing: The excesses seen in late-stage start-up company valuation with the creation of multiple $1bn+ valuation unicorns will be limited in 2016 as fund flows to sector slow with more

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GVA Research on CNBC Asia: HPQ has 20% downside risk

Hewlett-Packard Co. (H-P) on Nov. 1 split into two companies–Hewlett-Packard Inc. (HPQ), which took the PC and printer business, and Hewlett Packard Enterprise (HPE), which is a business computer and software vendor. Before its legal split, the company divided itself operationally on Aug. 1. HPQ and HPE, which formally split in two this month. This evening

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GVA Research on CNBC’s Nightly Business Report: 4 Horsemen of the Nasdaq

Fifteen years ago the 4 stocks that dominated the Nasdaq were Oracle, Microsoft, Intel, and Dell. Today it’s Facebook, Google, Amazon, and Apple – these four stocks hold dominant positions in the tech sector and have been among the biggest engines driving the Nasdaq, do you see it staying this way for the foreseeable future?

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GVA Research on CNBC’s Nightly Business Report: What Lies Ahead For Apple?

This quarter the crowd is calling for EPS of $1.91 vs. Wall Street’s $1.88, signaling YoY growth of 34%. Revenues are anticipated to come in at $51.359B as compared to Wall Street’s estimate for $50.798B, a 22% growth rate – What are you looking for and why? Are you forecasting higher numbers than Wall Street?

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GVA Research on BNN: Apple gaining momentum heading into the holiday season

This quarter the crowd is calling for EPS of $1.91 vs. Wall Street’s $1.88, signaling YoY growth of 34%. Revenues are anticipated to come in at $51.359B as compared to Wall Street’s estimate for $50.798B, a 22% growth rate – What are you looking for and why? Are you forecasting higher numbers than Wall Street?

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GVA Research on BNN: Twitter’s Growing Pains

See my Shuffle Card to view the replay. (Here’s my entire GVA Research Deck.) Twitter: user growth, ad revenue The +15% year/year user growth to 316mm driving a +61% year/year revenue growth to $502mm was a momentary pleasant surprise serving to highlight the vitality of the TWTR platform and take investor attention away from issues such as the

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GVA Research on CNBC’s Nightly Business Report: Apple and Microsoft Earnings Announcements

Financial Snapshot: AAPL ($121.43) -FY15Q3 Rev/EPS actual – Revs $49.6bn (+33% y/y), EPS $1.85 (+44% y/y) -Valuation: P/E 13.4x FY15 EPS (0.58x PEG ratio), AAPL shares attractive as still early in major product cycles with iPhone6 and Apple Watch. AAPL – iPhone6 Shipments Fall Short Of Expectations, But Still Only 27% Of Installed Base Has

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GVA Research on BNN: Apple Falls after iPhone Shipments & Revenue miss forecasts

Here is the Card for the interview to watch it. (GVA on at 1min 50 seconds). Financial Snapshot: AAPL ($121.43) -FY15Q3 Rev/EPS actual – Revs $49.6bn (+33% y/y), EPS $1.85 (+44% y/y) -Valuation: P/E 13.4x FY15 EPS (0.58x PEG ratio), AAPL shares attractive as still early in major product cycles with iPhone6 and Apple Watch.

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GVA Research on CNBC Asia: Here’s why PayPal is a buy in the near term

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