Category Archives: TV and Radio Appearances

CNBC “Closing Bell” Interview: AMZN 4Q14 Results Reaction

CNBC “Closing Bell” Interview: AMZN 4Q14 Results Reaction – Revs Miss Expectations, EPS Surprise on Peak Seasonal Quarterly Results – With Exposure To Weak Int’l Markets, Lighten Up on Post-EPS Stock Price Spike. AMZN EPS Surprise Masks 4Q14 Revenue Miss: The year-end 4Q14 results for AMZN (revs $29.3bn (+15% y/y), Operating Income $591mm (+16% y/y),

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BNN Interview: Facebook Results & Tech Sector Investment Prospects

FB results & Tech Sector Investment Prospects – Today, we tear down FB results and caution investors that tech stocks vulnerable to pullback after 4Q14 results. Replay link: http://www.bnn.ca/Video/player.aspx?vid=540873 1) Apple, Yahoo, Facebook, Google, Amazon — It’s a BIG week for tech earnings (Linkedin, Twitter next week). Would love your thoughts on all of the

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Interview: Apple Focusing On Chinese New Year

Today I joined CNBC to discuss 4q14 results for AAPL and YHOO: Apple’s earnings: Expect Revs $67.7bn (+18% y/y), EPS $2.60 (+26% y/y) ◦ FY15Q1 (CY4Q14) results are all about the extent to which AAPL capitalized on the substantial consumer demand for the large-screen iPhone6+. Note that demand for the iPhone6+ catapulted AAPL to be

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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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Nasdaq 5,000: Sell Signal?

Nasdaq 5,000 – Approaching Full Recovery To March 2000 Peak: With broader market averages such as the S&P500 breaking out to new highs, investor questions have grown as the measure that characterized the excess of the Internet 1.0 bubble, the Nasdaq index, fast approaches its March 10, 2000 intraday peak of 5,132.52 with concerns rising

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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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david on squawkbox

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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