GVA Research on Nightly Business Report: A Big Week For Tech Earnings
Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec...
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- Jan 22, 2016
- 3 min
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...
- 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...
- 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...
- 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...
- Jan 4, 2016
- 2 min
GVA Research on CNBC Asia: CES Preview, and is 2016 the year for FANG stocks?
Tech – Secular Growth Supports Sector’s 2016 Performance Prospects, But Rising Rates Favor Total Return Names The technology sector...
- Dec 21, 2015
- 4 min
Performance Analysis of Santa Claus
For your holiday enjoyment, please find below a performance analysis of Santa Claus: 1) No known species of reindeer can fly. BUT there...
- Dec 18, 2015
- 2 min
GVA Research on Bloomberg Radio: Taking Stock, the Outlook for 2016
Big thanks to Kathleen Hays for having GVA Research on Taking Stock yesterday to discuss the outlook for tech stocks in...
- Nov 25, 2015
- 2 min
GVA Research on CNBC Asia: HPQ has 20% downside risk
Hewlett-Packard Co. (H-P) on Nov. 1 split into two companies–Hewlett-Packard Inc. (HPQ), which took the PC and printer business, and...
- 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,...
- 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...
- Oct 28, 2015
- 2 min
GVA Research on BNN: Apple gaining momentum heading into the holiday season
This quarter the crowd is calling for EPS of $1.91 vs. Wall Street’s $1.88, signaling YoY growth of 34%. Revenues are anticipated to come...
- Oct 7, 2015
- 1 min
GVA Research Presentation at The 5th International Conference on Financial Services (IFS)
As part of our advisory work with The World Bank Group, GVA Research on Thurs 10/1/15 presented “Agriculture And Mobile Financial...
- Sep 2, 2015
- 2 min
Twitter: Tank or Takeoff And The Rise of Internet Curation Engines
While TWTR’s turnaround most certainly requires greater clarity as to who will be its dedicated CEO (Jack Dorsey as CEO at both Twitter...
- 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...
- Jul 29, 2015
- 1 min
GVA Research on BNN: Twitter’s Growing Pains
See my Shuffle Card to view the replay. (Here’s my entire GVA Research Deck.) Twitter: user growth, ad revenue The +15% year/year user...
- Jul 22, 2015
- 3 min
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...
- Jul 22, 2015
- 2 min
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 –...
- Jul 21, 2015
- 3 min
GVA Research on Bloomberg Radio: AAPL & MSFT – Previewing June 2015 Quarter Results
Financial Snapshot: AAPL ($131.47) Rev/EPS forecast – Revs $54.0bn (+44% y/y), EPS $1.90 (+48% y/y) Valuation: P/E 14.5x FY15 EPS (0.63x...
- Jul 20, 2015
- 2 min
GVA Research on CNBC Asia: Here’s why PayPal is a buy in the near term
PYPL – Large-Cap “Pure Play” Growth Leader In Digital Payments: The Fri 7/17/15 tax-free common stock distribution of PYPL shares to...
- Jun 19, 2015
- 1 min
Interview: GVA Research on Boston Herald Radio’s Sweeney and Malone Show
GVA Research had the pleasure of being interviewed on the Sweeney and Malone show, with Mike McDonald standing in for Steve Sweeney. It...
- Jun 10, 2015
- 3 min
Bloomberg Radio: GVA Research’s Garrity on Apple Conference, Tech Mergers
Earlier this week GVA Research joined Bloomberg radio to discuss AAPL. Thanks to Michael McKee and Kathleen Hays for having me on the...
- Jun 10, 2015
- 1 min
GVA Research Coverage on CNBC: Can Apple Win The Streaming Wars?
Apple’s new music steaming service may not beat the entrenched players but it’s a crucial part of the Cupertino giant’s long-term growth...
- Jun 10, 2015
- 2 min
CNBC Asia Interview: Will Apple Music be a threat to Spotify?
Tech M&A – Not Just Acquisitions But Divestitures Too As Upturn Matures & Rates Threaten To Rise: Recent announced transactions (e.g....
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