Tag Archives: mfst

The Underpinnings For Facebook Weaken Over Time: David Garrity on Bloomberg

To listen to replay, click here. With Room To Raise 3Q18 Estimates, Look For Tech Sector To Continue To Provide Market Leadership As 2Q18 earnings season has kicked off, it is useful to quickly assess the attainability of current Street estimates in an effort to see whether analyst estimates will increase following the release of results.

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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

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GVA Research on CNBC’s Fast Money: “Garrity on Google – Potential area of growth surrounding driverless”

David Garrity, CEO of GVA Research joined for the full hour on Fast Money (1/26/17) to give his live reaction to the Alphabet and Microsoft earnings call. Below is full analysis leading up to the earnings calls, as well as thoughts on next week’s calls: 4Q16 Earnings Season Underway This Week The U.S. technology sector

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David Garrity on Bloomberg Radio: CES Preview – 5 Major Areas To Watch In 2017

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

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GVA Research on Bloomberg Radio: Investors Should Focus On Dominant Companies To Own Long Term

You can listen to the full interview here. Tech – 1Q16 Earnings Season Proving Disappointing With March 2016 quarterly reports coming out (Tues 4/26 AAPL; Wed 4/27 FB, PYPL; Thurs 4/28 AMZN, LNKD), there is the potential for a tech stock bounce as expectations tend to be trimmed heading into actual reports. Note, however, that

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GVA Research on BNN: Potential for a U.S. tech sector bounce

Tech – 1Q16 Earnings Season Likely To Offer Short-term Bounce: With March 2016 quarterly reports coming next week (Thurs 4/21 GOOGL, MSFT; Mon 4/25 AAPL; Wed 4/27 FB, PYPL; Thurs 4/28 AMZN, LNKD), there is the potential for a tech stock bounce as expectations tend to be trimmed heading into actual reports. Nevertheless, the flow

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GVA Research on BNN: LinkedIn shares decimated and MFST Data Centers Under The Sea

Tech – Innovation By MSFT Offers Path To Expanding Datacenter Capacity With Low Operating Cost & Minimal Carbon Footprint: While investors may be distracted by the ongoing stock market turbulence, there is a positive development of long-term significance from MSFT with significant implication for increasing data center capacity at substantially lower investment and operating cost

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GVA Research on Yahoo Finance: AMZN Big Earnings Miss and MFST Outlook

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.

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