Tag Archives: aapl

PODCAST: A Brighter Future with Laidlaw, Episode 32 – As New Bull Market Starts With Record Cash Inflows, Time To Ride Small Caps?

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the start of a new market cycle, the marriage of technical and fundamental analysis in examining market leaders, the “FAANMG,” the “Growth Scare” reflecting the lack of further fiscal stimulus to contain the damage to the economy from COVId, how investors should approach investing in international markets, how tightening high-yield bond spreads provide confirmation to the rally in the Russell 2000 and other developments with Laidlaw & Company Chief Market strategist, David Garrity.

Continue Reading →

David Garrity on Bloomberg: FAANG Poised For Another Successful Quarter

1) Current Thoughts On The Market: Virus to Win, Stimulus to Place, Economic Data to Show Previously we have discussed “The Four Horsemen of The Recovery” which we see as Stimulus, Economic Data, The Fed, and Vaccine. Before discussing each, it may be helpful to quickly check on stock market performance so far in 2020:

Continue Reading →

PODCAST: A Brighter Future with Laidlaw, Episode #24 – Time To Stay With The Rally Or Reallocate To Shorten Duration?

Synopsis: “A Brighter Future”, Episode 24 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the July 2020 employment report, the run-up to the November 2020 general election, Fed inflation targeting, mega-cap tech stocks and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this

Continue Reading →

PODCAST: A Brighter Future with Laidlaw, Episode 23 – 2Q 2020 Results Bring Estimate Increases, But Can The Fed Inoculate The Economy?

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the 2Q 2020 earnings season, the ongoing complications from COVID and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results prompting analysts to raise estimates, are stocks still attractive?,

Continue Reading →

PODCAST: A Brighter Future with Laidlaw, Episode 22 – Solid 2Q 2020 Earnings May Say Rotate To Value, But Are The Supporting Factors Fully In Place?

Synopsis: “A Brighter Future”, Episode 22 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strengthening 2Q 2020 earnings season, the likely sizing of further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are:

Continue Reading →

PODCAST: A Brighter Future with Laidlaw, Episode 20 – Raising The Curtain on 2Q 2020 Earnings Season

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market set-up in advance of the 2Q 2020 earnings season and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Is Tech overvalued?, Will 2Q 2020 results mark the bottom of the cycle?,

Continue Reading →

Apple Doesn’t Need To Take 30% From Developers: Garrity on Bloomberg

Apple WWDC Developments – Sideshow Ahead of 5G Phone Launch All eyes on Apple today as its first-ever virtual Worldwide Developer Conference is underway. As such events normally do, there are a range of software-related announcements that have been made such as the launch of iOS 14, the new iPadOS 14, MacOS Big Sur, TV

Continue Reading →

David Garrity on Bloomberg: Facebook Will Get Share Boost From Campaign Spending

David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Big Media tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney. To listen to replay, please click here. AAPL Results Show Return To iPhone Growth With iPhone11, Coming 5G Model Bolsters Outlook Out after last night’s close were solid results from

Continue Reading →

Tech Going Into Regulatory Woodshed In 2020: Garrity on Bloomberg

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

Continue Reading →

David Garrity on Bloomberg: Alphabet’s Clouded Profit Outlook Disheartens Investors

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

Continue Reading →