David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook’s corporate governance and the outlook for COO Sheryl Sandberg. Hosted by Pimm Fox and Lisa Abramowicz. Click here to listen to interview. Sector Pullback Only Profit-taking Or A Signal With Broader Implications? Since Fed Chair Powell’s 10/3/18 comments on neutral interest rate policy,
Blog Archives
1) What are your thoughts on Zuckerberg’s comments on not stepping down as chairman and showing support to Sheryl Sandberg? While institutional investors are well-aware of Mark Zuckerberg’s impregnable control over Facebook governance through his ownership of super-voting shares that give him the ability to fire the entire board of directors along with his sole right
Wall Street’s expectations for FAANG stocks too high, says tech analyst from CNBC. When Growth Slows & Profit Margins Narrow, Share Prices Plummet, Especially As The Fed Tightens With this morning’s 3Q18 U.S. GDP report of +3.5% growth locking the Fed into tightening interest rates further in 1Q19, high duration securities (i.e. high P/E, no-yield
To listen to replay click here. When Growth Slows & Profit Margins Narrow, Share Prices Plummet, Especially As The Fed Tightens With this morning’s 3Q18 U.S. GDP report of +3.5% growth locking the Fed into tightening interest rates further in 1Q19, high duration securities (i.e. high P/E, no-yield stocks like the majority of the FAANG
GVA Research CEO: Alexa acting like ‘recommendation engine,’ which can drive consumers to Amazon from CNBC. AMZN Product Launch To Show Case Expanding Range Of Alexa-powered Devices To Surround Consumers With Network of “Touchpoints” In the battle beyond the browser, AMZN has previously indicated that 2018 would see the introduction of 8 devices that would
David Garrity on Apple’s upcoming product launch and impact of President Trump’s twitter attack on Apple’s production abroad. Hosted by Pimm Fox and Lisa Abramowicz. To listen to replay, click here. AAPL Product Launch Migrates iPhone X Features To Lower Price-point Products While Upgrading Chipset If it’s September, it’s time for AAPL to introduce upgrades
Recent polling of Netflix users showed that 12% of their total viewers are not paying for the service, and it could be costing the company over $500 million per year in revenue. David Garrity, CEO of GVA Research, on the chip rout, Google creating a search engine for China, and Netflix’s account sharing problem. Hosted
David Garrity discusses second-quarter results and outlook for Tesla Inc. He speaks on “Bloomberg Daybreak: Australia.” (Source: Bloomberg) To watch the replay, click here. TSLA Turns In Mixed Quarter On Adjusted Basis, CEO Elon Musk Continues To Face Challenges After the close, TSLA modestly disappointed investors with 2Q18 results (revs $4bn (estimate $3.99bn) vs. prior year
Apple’s Tim Cook vs. Tesla’s Elon Musk from CNBC. Who Has A Better Vision For Their Company — Tim Cook or Elon Musk? With his credentials as a founder of a number of successful companies such as Tesla and SpaceX, Elon Musk has to be seen as the more visionary of the two in terms
Garrity: There’s still some clouds hanging over Facebook from CNBC. With Room To Raise 3Q18 Estimates, Look For Tech Sector To Continue To Provide Market Leadership As 2Q18 earnings season has kicked off, it is useful to quickly assess the attainability of current Street estimates in an effort to see whether analyst estimates will increase
