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Really -- -- -- is -- -- -- -- got -- reporting at -- so what that heck should you be doing right now Tom Forte senior analyst for tells C advisory group is here to tell us.
First of some big picture tech tech stocks up what a mere 1% over the last three months and what's -- -- -- attack.
But what you -- tech right now is kind of a slowdown in Europe and a lot of these companies are multinationals to go -- apple Google and Amazon.
Generate a lot of revenue overseas -- had very good numbers but indicated that softness in Europe was gonna hit them a second quarter.
So I think you're starting to see that -- on taxpayers right now.
So okay so is it -- I mean does it come back there's a lot of people think yeah exit polls have this route -- it doesn't -- It -- comes back if you think about the other innovation going on it.
Google Amazon a lot of these companies I think that tech will lead us out into the the value -- leads into a new rally.
So -- apple because -- well we've been.
Is it very possible that apple got ahead of itself to begin with shouldn't he shouldn't have been where was like that stock price and meet this is fairly -- So -- OK I would argue that shareholders were overly optimistic -- the release the iPhone 5 which is when they hit their all time high right in September and now shareholders are overly pessimistic.
I think people are making the assumption that when you go to the Apple Store.
The only thing you're gonna see -- two years from now is the same products but the next generation are so I think there's a lot more innovation going on apple they're keeping their cards close their vast.
So I think the -- future for Apple's brighter than the stock today.
You don't worry about don't.
Mess up with Google Maps the way things went down in China production cut rumors you don't worry about.
The biggest concern is the decrease in margin so if you think about where they are today.
They're probably -- margins to the extent that they're going to have to come up at the I've had many equivalent for the iPhone.
But I think that it levels today margins are going to be better than the -- on the stock.
-- -- -- apple pie apple is definite -- today apple supplies and a free cash -- north of 10% dividend yield morn 2.5 percent.
And you have to believe that there's something there's more innovation coming from apple and then we're seeing right now.
One would hope.
-- it's not about Google yes we have Motorola mobility revenue finally -- them of their financials.
Crude thought Google would be a verb I mean my kids don't know what encyclopedia is big Google things and they had to do -- -- so where's -- we'll -- But so do look had a very good fourth quarter action in a couple things that are challenging the first quarter that could put pressure on stock when the report today.
One is they divested their set top box business last quarter and you had a consensus number those kind of a blind some people included in the numbers some people excluded it.
That added fifty basis points of their sequential revenue growth last quarter and a 130 basis points to margins sending Motorola mobility -- the biggest -- -- Google's armor.
There on eighteen month plan to about twelve months in.
Lets you know works out.
The glasses glasses are very cool and if you think about the rumors on the I watched.
Google basically overshadowed -- -- cold apple.
On the wonderful -- they have for Google glass it's not a -- mover 15100 dollars is a high price point for consumer product.
But there's certainly of one the coolness factor with the -- -- -- -- here today.
From the company the most interesting thing to me is what FaceBook -- -- took home.
Overlaying the android operating system and really doing what at what apple should have done with its IOS but in the consumer first the fronts first apps in the background.
So let's see if Google is happy with that.
Because it could -- -- android devices or is concerned it's going into earnings tonight are you by -- -- talent for Google on bearish I think that there's a -- potential that there cost per click their sequential cost per click.
Is weaker than it was last quarter that's primarily what the stock trades on some.
You don't even think Apple's bad Google's the next apple.
-- a tremendous.
Tech the company very innovative but I think apple sold a class by itself and it's apple the next Microsoft know.
You get -- -- come back.
I want it thank you Tom Forte -- All right.
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