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
Blog Archives
Originally Published on Medium.com On Friday 1/6/17 three major U.S. government agencies (CIA, FBI, NSA) released a joint assessment finding the Russian government under Vladimir Putin during the 2016 U.S. Presidential campaign cycle is conducting a multi-faceted influence campaign to shape the election’s outcome. The Russian influence campaign is found to be the most aggressive
Listen to Replay Here 4Q16 Earnings Season Underway This Week: The U.S. technology sector reporting season kicked off last week with NFLX (Wed 1/18) and IBM (Thurs 1/19). Results from both were well-received and the companies’ shares reached new 52-week highs in response. However, the technology sector as a whole has been lagging the broader market
With tech earnings season getting underway this week, GVA Research Principal David Garrity joins BNN for a preview and tells The Business News why he sees Google, Amazon and Facebook valued “reasonably”. 4Q16 Earnings Season Underway This Week The U.S. technology sector reporting season kicked off last week with NFLX (Wed 1/18) and IBM (Thurs
On the 10-year anniversary of the Apple iPhone, GVA Research principal David Garrity joins BNN to discuss the company through the years and why Apple’s best days still lie ahead of it.
David joined Pimm Fox and Lisa Abramowicz on Bloomberg Radio. You can listen to the replay here. As one of the largest technology-oriented trade shows globally, the Consumer Electronics Show (CES, held 1/5-8/17 in Las Vegas, 200k+ expected attendees, 2.5mm square feet of exhibits) sets major technology themes for investors to track over the coming
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,
11/22/16 Letter to NHTSA Confirms AAPL Interest in Driverless Cars: Speculation on what AAPL will do to capture a major product end-market to rival smartphones has centered on whether AAPL will enter the automotive market. It has been known for some time that AAPL has its Project Titan underway as just such an effort. The
Listen to the audio replay here. Rise of “Fake News” Compromises The Informed Electorate Necessary for Liberal Democracy: Following David’s recent column considering the recent U.S. presidential election and factors influencing the outcome and noted the rise of “fake news” in the current cycle (see: http://www.investopedia.com/news/dont-blame-big-data-pollsters-failings-aapl-googl/), while social media companies eagerly state they support the free and
November 17 David Garrity joined Steve Sweeney and Joe Malone on Boston Herald Radio. Interview starts at 27 minutes: ((Listen here))
