Tag Archives: china

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:

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Mega-cap tech stocks not over-priced: David Garrity on BNN

Mega-cap tech stocks have been leading the U.S. market higher and David Garrity, chief market strategist, Laidlaw Wealth Management, says they’re not over-priced, at least not yet. He says the accelerated growth that companies are enjoying make the sector a defensive portfolio holding. We also dig into the latest results from Microsoft, which Garrity says

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PODCAST: A Brighter Future with Laidlaw, Episode 21 – 2Q 2020 Earnings Season Begins Well, But Will Congress Play Ball?

Synopsis: “A Brighter Future”, Episode 21 In this episode I discuss with RICHARD CALHOUN, CEO of Laidlaw Wealth Management LLC, the strong start to 2Q 2020 earnings season, the chances for further COVID relief support by Congress and the Fed and other developments. The topics discussed in this episode are: While 2Q 2020 results looking

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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?,

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PODCAST: A Brighter Future Episode 15 – Does This Market Still Have Room To Run?

Hello and welcome to another episode of “A Brighter Future” Laidlaw & Co’s podcast series. I’m Rick Calhoun, CEO of Laidlaw Wealth Management, and I am fortunate again to be joined by David Garrity, Chief Market Strategist for Laidlaw & Co.  Good Morning, David, I hope you had a nice weekend and we’re able to take

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David Garrity on Bloomberg: We Are In A Technology Cold War

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)

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GVA Research on Bloomberg Radio’s “Taking Stock”: FANG Outlook for 2016

Today I joined Kathleen Hays and Pimm Fox on Bloomberg Radio to discuss the outlook for 2016, and how this week’s events will impact stock picks for 2016. 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

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GVA Research on BNN: ‘FANG’ stocks snakebitten to start 2016

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

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CNBC Asia “The Rundown” Interview: AAPL FY15Q2 Results

 Rising Importance of China, Installed iPhone Base Offers Apple Watch Sell-in Opportunity – Shares Remain Attractive To Own To read CNBC’s coverage of this interview, please see full article here. AAPL – iPhone6 Upgrade Cycle In 1Q15 Bolstered By PRC Lunar New Year, Look For Shipments To Reach 58mm With iPhone6+ Mix Driving Margins Higher:  Note

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