Tag Archives: amazon

David Garrity on BNN: Amazon Prime To Ignite Share Gains for 2016 Holiday Season, Messaging Key For Brands in 2017

2016 Holiday Shopping Trends See Broader Sales +3-4% y/y, Online +16-17% y/y: The 2016 holiday shopping season has been expected to show and is demonstrating solid growth. More broadly, retail sales are increasing +3-4% y/y due to a healthier consumer supported by key factors (i.e. stronger labor & wage market, pent-up post-election demand, more disposable income,

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Google’s new product launch about ‘gathering data’

Google is unveiling a new line of products at its launch event today, including the new Pixel smartphone and smart home assistant. GVA Research Principal, David Garrity, joins BNN to discuss this, the competition from Amazon and Apple, and why this is about gathering consumer data.

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GVA Research on Bloomberg Radio: “Taking Stock” Special Extended Market Coverage

Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage  (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo.  Header Photo

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GVA Research on BNN: ‘FANG’ stocks snakebitten to start 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 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

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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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CNBC “Squawk Box” Interview: Tech Bubble To Burst? Still OK To Own AMZN?

Nasdaq 5K – 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 as

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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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