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

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

Tech Going Into Regulatory Woodshed In 2020: Garrity on Bloomberg

Dec 23, 2019
3 min

Tech Going Into Regulatory Woodshed In 2020: Garrity on Bloomberg

Laidlaw & Company (UK), Ltd. 2020 Outlook – Five Forecasts With 2019 drawing to a close, the Laidlaw Investment Policy Committee is inaugurating the “Laidlaw Five” 2020 forecasts which offer investors thoughts on five particular areas to take into account when considering how best to navigate the capital markets in the year ahead and which will be periodically revised as the year unfolds and significant events necessitate. Politics: Elections Prompt Markets To Pause With 2020

CNBC Closing Bell: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar

Mar 11, 2019
3 min

CNBC Closing Bell: “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar

Video replay from CNBC. “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that would result in substantial controls and possible break-up being imposed on tech companies with revenues in excess of $25bn with a specific focus on Alphabet, Amazon and Facebook. In the proposal, Senator Warren is picking up on the September 2017 Yale La

David Garrity on Bloomberg: Amazon Is Poised To Replace Facebook In Ad Dominance

Jan 31, 2019
3 min

David Garrity on Bloomberg: Amazon Is Poised To Replace Facebook In Ad Dominance

Facebook earnings and outlook–and why Amazon may have the advantage in the advertising front. FB 4Q18 Results An Upside Blowout, But Time To Remind Management They Are Living Inside Others’ Platforms FB 4Q18 results blew past expectations (Revs $16.91bn (Street $16.39bn), EPS $2.38 (Street $2.18)) that had been tempered by the recurring prevalence of negative developments around the company. While key performance indicators were positive, 2019 guidance calls for profit margin

David Garrity on CNBC: Alexa acting like ‘recommendation engine,’ which can drive consum

Sep 20, 2018
2 min

David Garrity on CNBC: Alexa acting like ‘recommendation engine,’ which can drive consum

GVA Research CEO: Alexa acting like ‘recommendation engine,’ which can drive consumers to Amazon from CNBC. AMZN Product Launch To Show Case Expanding Range Of Alexa-powered Devices To Surround Consumers With Network of “Touchpoints” In the battle beyond the browser, AMZN has previously indicated that 2018 would see the introduction of 8 devices that would build and expand beyond those introduced in 2017, namely the 4K Fire TV; a smaller, $99 Echo speaker; a $149 Echo Plus sp

David Garrity on Bloomberg Radio: The Domination of Amazon $AMZN

Oct 28, 2017
1 min

David Garrity on Bloomberg Radio: The Domination of Amazon $AMZN

(GVA Research comes on at 12 min 10 seconds) Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company’s vertical business model. Finally, Max Nisen, a Bloomberg Gadfly colu

GVA’s Garrity: Tech Investors Should Look At Apple Over Amazon

Jul 28, 2017
2 min

GVA’s Garrity: Tech Investors Should Look At Apple Over Amazon

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. GUEST: David Garrity, CEO of GVA Research and columnist at Investopedia, on Amazon disappointing, this week’s tech earnings highlights, and outlook for the sector. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN is at the forefront of multiple large secular trends with significant multi-year growth potential (e.g. Cloud computing: ~10% penetration

David Garrity on CNBC’s “Fast Money” – MSFT Hits All-Time High

Jul 20, 2017
2 min

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 present business portfolio, expectations are from FY16 to FY19 MSFT EPS should expand at a better than +10% CAGR. Accele

Garrity on Bloomberg Radio: Amazon’s Growth Boils Down to ’Alexa Listening’ #AlexaListens

Jun 23, 2017
2 min

Garrity on Bloomberg Radio: Amazon’s Growth Boils Down to ’Alexa Listening’ #AlexaListens

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 week’s announcement that AMZN will acquire WFMI for $13.4bn carries implications for multiple sectors of the economy, not just hig

David Garrity on BNN: Amazon Prime To Ignite Share Gains for 2016 Holiday Season, Messaging Key For

Dec 19, 2016
3 min

David Garrity on BNN: Amazon Prime To Ignite Share Gains for 2016 Holiday Season, Messaging Key For

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, etc.). Online sales continue to gain share with a growth rate of +16-17% y/y with key drivers being mobile penetr

Google’s new product launch about ‘gathering data’

Oct 4, 2016
1 min

Google’s new product launch about ‘gathering data’

Google is unveiling a new line of products at its launch event today, including the new Pixel smartphone and smart home assistant. GVA Research Principal, David Garrity, joins BNN to discuss this, the competition from Amazon and Apple, and why this is about gathering consumer data. #amazon #bigdata #mcafee #cybersecurity #consumerdata #goog

GVA Research on Bloomberg Radio: “Taking Stock” Special Extended Market Coverage

Jan 21, 2016
1 min

GVA Research on Bloomberg Radio: “Taking Stock” Special Extended Market Coverage

Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo. Header Photo Credit #amazon #google #nasdaq #facebook #apple #microsoft

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

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

GVA Research on CNBC’s Nightly Business Report: 4 Horsemen of the Nasdaq

Nov 4, 2015
3 min

GVA Research on CNBC’s Nightly Business Report: 4 Horsemen of the Nasdaq

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? Will the tech leaders of today be tech leaders tomorrow? While the principles of successful technology sector investing are constant, the companies to wh

CNBC “Squawk Box” Interview: Tech Bubble To Burst? Still OK To Own AMZN?

Feb 27, 2015
3 min

CNBC “Squawk Box” Interview: Tech Bubble To Burst? Still OK To Own AMZN?

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 to whether the level will mark a top to the broader market’s advance. Two important measures to consider in assessing whether the broader con

CNBC “Closing Bell” Interview: AMZN 4Q14 Results Reaction

Jan 29, 2015
1 min

CNBC “Closing Bell” Interview: AMZN 4Q14 Results Reaction

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), EPS $0.45 (-12% y/y)), while marking a continued deceleration in revenue growth (3Q14 +20% y/y, 2Q14 +23% y/y, 1Q14 +23% y/y),

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