David Garrity, CEO of GVA Research, talks with Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM about Alphabet’s push into android messaging, and a look at the race to get ahead in 5G. Listen to the replay here.
David Garrity, CEO of GVA Research joined for the full hour on Fast Money (1/26/17) to give his live reaction to the Alphabet and Microsoft earnings call. Below is full analysis leading up to the earnings calls, as well as thoughts on next week’s calls: 4Q16 Earnings Season Underway This Week The U.S. technology sector
Tech – 1Q16 Earnings Season Likely To Offer Short-term Bounce: With March 2016 quarterly reports coming next week (Thurs 4/21 GOOGL, MSFT; Mon 4/25 AAPL; Wed 4/27 FB, PYPL; Thurs 4/28 AMZN, LNKD), there is the potential for a tech stock bounce as expectations tend to be trimmed heading into actual reports. Nevertheless, the flow
Today I joined Kathleen Hays and Pimm Fox on Bloomberg Radio to discuss the outlook for 2016, and how this week’s events will impact stock picks for 2016. Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and
Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector is leading the market advance
Recently, GVA Research was asked by Richard Waters from The Financial Times to comment on Google’s new corporate structure. An excerpt is below: Some on Wall Street read even more into the shake-up. Separating Google’s businesses under a holding company is the kind of thing that can lead eventually to breaking the company up, said