Blog Archives

AI update: How Consumers Could Win When Alexa and Cortana Start Talking to Each Other

“You can call me old school but I’m very much a fan of the original Star Trek version where you would just say, ‘Computer,’” says David M. Garrity, CEO of research and consulting firm GVA Research, based in New York. “You talk to the computer and the computer responds.” Read full article here. According to G2

Continue Reading →
david garrity

Tech stocks de-FAANGed & Investing in Bitcoin?

Having trouble viewing video? Click here. BNN: Is the dip in the FAANGs is likely going to be short-lived? GVA Research: With economic growth prospects remaining subdued and broader inflation statistics relatively quiescent, investors are likely to remain interested in stocks where exposure to growth can be obtained at a reasonable price. In this regard,

Continue Reading →

Baidu needs to develop global brand for driverless cars, but US may curb China’s help in developing

Baidu needs to develop global brand for driverless cars “It’s the whole car that matters, and Baidu will have to commercialize it and build a global brand,” said David Garrity, a technology and investment analyst who heads New York-based GVA Research. Whatever vehicle Baidu and its partners develop, according to Garrity, needs be an integrated product

Continue Reading →

GVA’s Garrity: Tech Investors Should Look At Apple Over Amazon

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. GUEST: David Garrity, CEO of GVA Research and columnist at Investopedia, on Amazon disappointing, this week’s tech earnings highlights, and outlook for the sector. Listen to the replay here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN

Continue Reading →

David Garrity on CNBC Asia Squawk Box: What’s important in Amazon’s earnings disappointment

To watch the video replay, click here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN is at the forefront of multiple large secular trends with significant multi-year growth potential (e.g. Cloud computing: ~10% penetration now & early with large enterprise customers; Retail: ~12% online penetration with

Continue Reading →

Alphabet drops after reporting lower Q2 profit on huge EU fine

Having trouble viewing the video? Click here. GOOGL 2Q17 Results Reflect Impact of EC Fine, But Should Show Steady Growth: While GOOGL continues to realize steady growth in its core advertising operations (Google sites +21.7% y/y), investors are slightly concerned about the potential longer-run impact of the EC investigation into whether GOOGL’s practices are anti-competitive.

Continue Reading →

David Garrity on CNBC’s “Fast Money” – MSFT Hits All-Time High

MSFT FY17Q4 Results May Signal Turn Toward Accelerating EPS Growth: Under CEO Satya Nardella, MSFT has rationalized underperforming portions of its solution portfolio and with its rapidly expanding cloud computing offerings plus the LinkedIn acquisition is now in a strengthened secular position. From FY12 to FY15, MSFT EPS contracted at a -1% CAGR. With its

Continue Reading →

David Garrity on BNN: Alexa’s passive data mining key to Amazon’s growth #AlexaListens

Having trouble playing video? Click here.  AMZN Feeds Bottomless Appetite For Consumer Data With WFMI Acquisition, Alexa is Listening: Last week’s announcement that AMZN will acquire WFMI for $13.4bn carries implications for multiple sectors of the economy, not just high-end grocery retailing. At heart, with the WFMI transaction, AMZN is moving forward in its experimentation

Continue Reading →
david garrity

Garrity on Bloomberg Radio: Amazon’s Growth Boils Down to ’Alexa Listening’ #AlexaListens

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz: David Garrity, CEO of GVA Research and columnist at Investopedia, on the tech sector, outlook for Amazon and how it could exploit its predatory pricing position. Listen to the full interview here AMZN Feeds Bottomless Appetite For Consumer Data With WFMI Acquisition, Alexa is Listening: Last

Continue Reading →

Many tech investors taking profits, but it’s worth being selective: GVA Research

Trouble viewing video? Try here. Should Investors Buy The Tech Sector Pull-back Or Is It A Sign Of Worse To Come? Focus on Names With Rising Profit Margins Off Increasing Sales: Coming out of the weekend, financial markets are seeing a continuation of the sell-off in the tech sector following Friday’s one-day -2.47% decline in the sector benchmark Technology

Continue Reading →