Laidlaw & Company (UK), Ltd. 2020 Outlook – Five Forecasts With 2019 drawing to a close, the Laidlaw Investment Policy Committee is inaugurating the “Laidlaw Five” 2020 forecasts which offer investors thoughts on five particular areas to take into account when considering how best to navigate the capital markets in the year ahead and which
Category Archives: TV and Radio Appearances
To watch replay click here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out
Watch the replay here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until
Listen to Replay. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until after
Yesterday’s DOJ announcement was in line with what has been known previously from publicly available sources (and that the market should, therefore, have known): -The press release quotes Assistant Attorney General Makan Delrahim of the Antitrust Division from his 6/11/19 speech in Tel Aviv. -The subtitle of the DOJ release was “Review Focuses on Practices
To watch the full replay, please click here. 1) Tech Sector Regulation/Oversight For background, here are my talking points from CNBC interview on 3/11/19: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar: Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that
Highlight: “Looking at Facebook’s behavior relative to other tech competitors, Facebook has really kind of an insouciant attitude for its regulators,” Laidlaw & Company’s Chief Market Strategist @GVAResearch says. Full interview: pic.twitter.com/wnEvfkIS0p — Yahoo Finance (@YahooFinance) June 4, 2019 “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Legislators’ interest in investigating and potentially
Click here to listen to replay. Whoever Builds The 5G Platform First Sets The Standards And Thus The Rules Of The Game Published in 2015, the same year the PRC State Council laid out the “Made in China 2025” Plan (MIC2025) under which China would become a global powerhouse in ten high-tech fields from artificial intelligence (AI)
To listen to replay click here GOOGL Results Show Slowing Core Online Ad Business, Investors Flee Shares As Profit Doubts Grow The 1Q19 results for GOOGL fell well short of expectations (Revs $36.3bn (Street $37.3bn), EPS $9.50 (Street $10.17)) as revenue growth slowed to +17% year/year (4Q18 +22%, 1Q18 +26%), a performance that prompted an
Video replay from CNBC. “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that would result in substantial controls and possible break-up being imposed on tech companies with revenues in excess of $25bn with
