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,...
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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...
- 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...
- 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....
- Jun 1, 2015
- 2 min
CNBC “Squawk Box” Interview: Tech Sector – Intel $16bn bid for Altera @ $54/share – A Move Dri
INTC – Standstill Agreement With ALTR Ends 6/1/15, Transaction Expected: Rumor of an INTC bid for ALTR surfaced in late March 2015, but...
- May 22, 2015
- 2 min
CNBC Asia “The Rundown” Interview: HPQ FY15Q2 Results
With Sequential Reduction In Negative Elements In End Markets & Corporate Reorganization, Base For Appreciation In Place – Shares...
- Apr 29, 2015
- 2 min
Nightly Business Report: David Garrity Interviewed on AAPL FY15Q2 Results
AAPL – iPhone6 Upgrade Cycle In 1Q15 Bolstered By PRC Lunar New Year, Look For Shipments To Reach 58mm With iPhone6+ Mix Driving Margins...
- 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...
- Apr 21, 2015
- 2 min
BNN Interview: IBM Gaining Traction But Still Early In Transition
Today I joined BNN to discuss IBM Earnings IBM earnings With CEO Rometty’s surprise October 2014 announcement suspending earnings...
- 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,...
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