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
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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
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,
Video Replay Link Yesterday GVA Research joined the Yahoo Finance’s “The Final Round” for a discussion of AMZN and MFST live earnings releases, alongside a very interesting interview with Mohamed El-Erian, who was discussing his new book Only Game In Town. Thanks to Jen Rogers and Andy Serwer for having GVA Research on the program.
Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector among those advancing. The question
Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector is leading the market advance
Fifteen years ago the 4 stocks that dominated the Nasdaq were Oracle, Microsoft, Intel, and Dell. Today it’s Facebook, Google, Amazon, and Apple – these four stocks hold dominant positions in the tech sector and have been among the biggest engines driving the Nasdaq, do you see it staying this way for the foreseeable future?
Nasdaq 5K – Approaching Full Recovery To March 2000 Peak: With broader market averages such as the S&P500 breaking out to new highs, investor questions have grown as the measure that characterized the excess of the Internet 1.0 bubble, the Nasdaq index, fast approaches its March 10, 2000 intraday peak of 5,132.52 with concerns rising as
CNBC “Closing Bell” Interview: AMZN 4Q14 Results Reaction – Revs Miss Expectations, EPS Surprise on Peak Seasonal Quarterly Results – With Exposure To Weak Int’l Markets, Lighten Up on Post-EPS Stock Price Spike. AMZN EPS Surprise Masks 4Q14 Revenue Miss: The year-end 4Q14 results for AMZN (revs $29.3bn (+15% y/y), Operating Income $591mm (+16% y/y),
