Tag Archives: msft

David Garrity on CNBC: Wall Street’s expectations for FAANG stocks too high

Wall Street’s expectations for FAANG stocks too high, says tech analyst from CNBC. When Growth Slows & Profit Margins Narrow, Share Prices Plummet, Especially As The Fed Tightens With this morning’s 3Q18 U.S. GDP report of +3.5% growth locking the Fed into tightening interest rates further in 1Q19, high duration securities (i.e. high P/E, no-yield

Continue Reading →

David Garrity on CNBC: There’s still some clouds hanging over Facebook

Garrity: There’s still some clouds hanging over Facebook from CNBC. 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

Continue Reading →

Many tech investors taking profits, but it’s worth being selective: GVA Research

Trouble viewing video? Try here. Should Investors Buy The Tech Sector Pull-back Or Is It A Sign Of Worse To Come? Focus on Names With Rising Profit Margins Off Increasing Sales: Coming out of the weekend, financial markets are seeing a continuation of the sell-off in the tech sector following Friday’s one-day -2.47% decline in the sector benchmark Technology

Continue Reading →

Is the U.S. voting system prepared for a cyber attack?

If you have any trouble viewing video above, click here. Tech – Remediation Estimates of $1bn Likely To Prove Conservative, “Critical Infrastructure” Designation Would Offer Near-term Sector Windfall: For investors looking for a broad-based approach towards participating in the potential sector windfall, consider the cybersecurity ETFs CIBR (close Fri 8/5 $17.90, -10.8% off its 52-week

Continue Reading →

GVA Research On BNN: Earnings likely to give a bounce to tech

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

Continue Reading →

GVA Research on CNBC’s Nightly Business Report: Apple and Microsoft Earnings Announcements

Financial Snapshot: AAPL ($121.43) -FY15Q3 Rev/EPS actual – Revs $49.6bn (+33% y/y), EPS $1.85 (+44% y/y) -Valuation: P/E 13.4x FY15 EPS (0.58x PEG ratio), AAPL shares attractive as still early in major product cycles with iPhone6 and Apple Watch. AAPL – iPhone6 Shipments Fall Short Of Expectations, But Still Only 27% Of Installed Base Has

Continue Reading →

GVA Research on BNN: Apple Falls after iPhone Shipments & Revenue miss forecasts

Here is the Card for the interview to watch it. (GVA on at 1min 50 seconds). Financial Snapshot: AAPL ($121.43) -FY15Q3 Rev/EPS actual – Revs $49.6bn (+33% y/y), EPS $1.85 (+44% y/y) -Valuation: P/E 13.4x FY15 EPS (0.58x PEG ratio), AAPL shares attractive as still early in major product cycles with iPhone6 and Apple Watch.

Continue Reading →