Netflix has good momentum into 2019, says David Garrity from CNBC. The Unwinding Of Global Supply Chains In The Face Of Protectionism Has Significant Long-term Inflationary Implications Like other global sectors, the technology sector has over time built extended global supply chains whereby components and services are procured at the highest quality and lowest price made
Blog Archives
AAPL Announces $1BN Expansion Of Austin, TX Operations, A Response To Trump “America First” Edict? As part of a series of domestic capacity expansion announcements, AAPL indicated earlier today that it will spend $1BN over the next 3 years to expand its operations in Austin, TX to build a new campus housing 15,000 employees. Other
The tech industry needs to engage the US policy environment, says Facebook policy advisor from CNBC. David Garrity, who is chief market strategist for Laidlaw & Co. and appeared on the segment with Ghosh, argues it would “pay dividends down the road” if U.S. regulations mirror standards in Europe. The European Union’s General Data Protection Regulation,
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,
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
