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Jul 29, 2020
5 min

David Garrity on Bloomberg: Tech Mega-Caps ‘Utility-Like’ Nature Invites Regulation

Tech Mega-Cap 2Q20 Results Will Be Released Shortly – What Should Investors Expect & Are The Stocks Worth Considering At These Levels? COVID is providing the Tech sector a window to pursue disruption on steroids. For example, e-Commerce share of U.S. retail sales has grown more in the past 12 weeks than it did during the last 10 years, rising to 27% of U.S. retail sales in 2020 from 16% in 2019. Meanwhile, amidst signs COVID resurgence is underway, US households are going thr

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Feb 5, 2019
2 min

Hard To Know Who Is Steering The Ship At Snap: Garrity

Old Tech Favor US Adoption Of GDPR Standards, Challenging New Tech Rivals Interesting FT article yesterday highlighting the divide within the technology sector over a call for US to adopt EU GDPR data privacy standards, a development prompted by a desire to have US federal standards in place so as to supercede a data privacy law already approved by California. While mostly business-facing companies (i.e. AAPL, CSCO, IBM, MSFT) favor a US GDPR, the opposition stems from consum

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Feb 20, 2018
3 min

Facebook allowed ‘Russian propaganda on steroids’ – New Cybersecurity Paradigm Nee

To watch the replay, click here. Mueller Indictment Puts Spotlight On Social Media As Tool Of Russian Disinformation Efforts While there may be some debate as to whether the 13 individuals and 3 organizations named in Special Counsel Robert Mueller’s Fri 2/16/18 indictment will ever be brought to trial, it is nevertheless incontrovertible that the 37-page document spelled out in exacting detail the essential facilitating role that U.S. social media companies – Alphabet (GOOGL

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Mar 9, 2017
1 min

Bloomberg Markets AM: GVA’s Garrity on Alphabet Making a Push Into Android Messaging

David Garrity, CEO of GVA Research, talks with Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM about Alphabet’s push into android messaging, and a look at the race to get ahead in 5G. Listen to the replay here. #iMessage #alphabet #google #bloombergradio #android

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Jan 27, 2017
5 min

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

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 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 indices since the November 2016 U.S. Presidential Ele

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Apr 18, 2016
2 min

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 of negative pre-announcements from suppliers to AAPL (e.g. Taiwan Semiconductor 2Q16 revenue forecast falling short of estimates while indicating wan

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Jan 8, 2016
3 min

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 scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated a

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Jan 8, 2016
3 min

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 (XLK $40.71, +0.74%). The question for investors is whether they should “buy the dip”. With the strong ope

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Aug 19, 2015
1 min

Google: Paving Path to Enhancing Shareholder Value Through New Corporate Structure

Recently, GVA Research was asked by Richard Waters from The Financial Times to comment on Google’s new corporate structure. An excerpt is below: Some on Wall Street read even more into the shake-up. Separating Google’s businesses under a holding company is the kind of thing that can lead eventually to breaking the company up, said David Garrity, an analyst at GVA Research. “People see this and they immediately think: ‘spin-off’,” he said. While any move would be far in the fu

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