#appl

Feb 28, 2017
1 min

Alphabet to Launch ‘Android Messages’ to Challenge iMessage, FB Messenger (GOOGL, FB)

You use it every day, probably multiple times a day. Only you know how many of the of the 200,000 iMessages sent per second are yours, but one thing is for sure, with its low latency and high response rates, messaging offers the fastest communications channel. Consider that over 63 quadrillion iMessages are sent annually (yes, that is more than 200,000 iMessages per second). With this scale just on Apple (AAPL) alone, it is clear why messaging has captured the attention of ma

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Jan 25, 2017
3 min

GVA’s Garrity on Bloomberg Radio: Strong Earnings, Sector Should Break Out

Listen to Replay Here 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 Election as investors sought out more cyclical sectors such as financials and i

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Jan 23, 2017
2 min

Amazon, Facebook reasonably valued ahead of earnings: David Garrity on BNN

With tech earnings season getting underway this week, GVA Research Principal David Garrity joins BNN for a preview and tells The Business News why he sees Google, Amazon and Facebook valued “reasonably”. 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 se

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Jan 9, 2017
1 min

David Garrity on BNN: Apple’s best days are still ahead

#appl #apple #iMessage

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Apr 1, 2016
1 min

David Garrity on BNN: Highly unlikely Apple doesn’t get into virtual reality

David’s interview starts at 3 min 47 seconds. A spate of manufacturers including Samsung and Facebook are rolling out new virtual reality offerings, and David Garrity, Principal, GVA Research says it’s highly unlikely Apple doesn’t make a foray of its own. Read David’s Investopedia column on the subject: FB’s Oculus Rift Could Soon be 10% of its Revenue (FB) #oculus #virtualreality #appl #VR #facebook

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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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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

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Oct 28, 2015
2 min

GVA Research on CNBC’s Nightly Business Report: What Lies Ahead For Apple?

I’m forecasting Sept 2015 quarter above the Street with revenues of $52.5bn (+24.6%) and EPS of $1.95 (+37.3%) reflecting the benefit to AAPL of launching the iPhone6S in China. Note that last year’s iPhone6 launch didn’t include China. Investors will be waiting with great anticipation to hear how sales of the iPhone 6s and 6s Plus are faring – if these numbers are great what does it mean for the future iPhone sales? Will we continue to see growth in iPhone sales? Given inves

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Apr 27, 2015
2 min

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 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 that demand for the iPhone6+ catapulted AAPL to be #1 in CY4Q14 handset shipments in PRC. With the Chinese New Year holiday, we expect AAPL extended its PRC leadership into CY1Q15, especially given that the

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