In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the 2Q 2020 earnings season, the ongoing complications from COVID and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results prompting analysts to raise estimates, are stocks still attractive?,
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Tech Mega-Cap 2Q20 Results Will Be Released Shortly – What Should Investors Expect & Are The Stocks Worth Considering At These Levels? COVID is providing the Tech sector a window to pursue disruption on steroids. For example, e-Commerce share of U.S. retail sales has grown more in the past 12 weeks than it did during
Synopsis: “A Brighter Future”, Episode 22 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strengthening 2Q 2020 earnings season, the likely sizing of further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are:
Mega-cap tech stocks have been leading the U.S. market higher and David Garrity, chief market strategist, Laidlaw Wealth Management, says they’re not over-priced, at least not yet. He says the accelerated growth that companies are enjoying make the sector a defensive portfolio holding. We also dig into the latest results from Microsoft, which Garrity says
Synopsis: “A Brighter Future”, Episode 21 In this episode I discuss with RICHARD CALHOUN, CEO of Laidlaw Wealth Management LLC, the strong start to 2Q 2020 earnings season, the chances for further COVID relief support by Congress and the Fed and other developments. The topics discussed in this episode are: While 2Q 2020 results looking
PODCAST: A Brighter Future with Laidlaw, Episode 20 – Raising The Curtain on 2Q 2020 Earnings Season
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market set-up in advance of the 2Q 2020 earnings season and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Is Tech overvalued?, Will 2Q 2020 results mark the bottom of the cycle?,
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, does a mid-year tune-up of the December 2019 “Laidlaw 5” 2020 investment outlook and discusses positioning for 2H2020 and 2021 with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Growth dominated 1H2020 and will climb further until COVID
Apple WWDC Developments – Sideshow Ahead of 5G Phone Launch All eyes on Apple today as its first-ever virtual Worldwide Developer Conference is underway. As such events normally do, there are a range of software-related announcements that have been made such as the launch of iOS 14, the new iPadOS 14, MacOS Big Sur, TV
Synopsis: “A Brighter Future”, Episode 18 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, recaps the markets and discusses the investment outlook with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Markets trading sideways until 2Q20 earnings season, Economic resilience in the face of COVID “Wave
Synopsis: “A Brighter Future”, Episode 17 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, recaps the markets and discusses the investment outlook with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are macro level issues such as how stock market volatility signals need for further fiscal &
