Investing Investment Analysts

Bank Stocks in Bullish Mood?

"The housing market is going to continue to grow and that's going to be a real driver to the success of the banks this year," said Gerard Cassidy, RBC Capital Markets analyst, explaining how economic optimism and more regulatory transparency are fueling the bull market in financial stocks.

Alcoa Kicks Earnings Off on Strong Note

Dissecting the day's major business news, including Alcoa earnings, with the Fast Money traders. Meanwhile Carter Leake, senior equity research analyst at BB&T Capital Markets, says you should buy Boeing on current weakness.

Fuel Leak on Dreamliner At Boston Airport

A Japan Airlines flight scheduled to fly to Tokyo suffered a fuel leak at Boston's Logan Airport, reports CNBC's Phil LeBeau. Cai Von Rumohr, Cowen & Co., discusses his play on Boeing now.

TD Ameritrade Releases New Sentiment Index

What individual investors might really be thinking about the market, with Fred Tomczyk, TD Ameritrade president & CEO, who discusses investors' recent behavior.

Yum Brands Shares Slump on Chicken Product Warning

Rachael Rothman, Susquehanna Financial Group analyst, discusses whether food safety concerns in China will impact shares of Yum! Brands.

Chipotle Climbs 6% in Three Months

Stephen Anderson, Miller Tabak & Co. restaurant analyst, weighs in on Chipotle's steady 6 percent climb in three months.

Top Tech Trends & Stocks in 2013

Will Power, Robert W. Baird analyst, explains why mobile platforms and Apple stock will be among the top tech performers this year.

Amazon Reaches All-Time High

Benjamin Schachter, Macquarie Securities analyst, explains why he increased the price target on the internet retailer to $305 a share and maintains an "outperform" rating on the stock.

Hold 'Em or Fold 'Em: Delta, CVS & Greenbrier

Shares of Greenbrier have dropped about 21 percent since trader Mike Murphy jumped on the stock; and how to play CVS and Delta, with the FMHR traders.

M&A Boom on the Way?

Why an M&A boom is necessary for the bull market, with Mike Santoli, Yahoo! Finance. The FMHR traders, weigh in.

End of 'Cheap Money' in 2013?

Greg McBride, Bankrate.com analyst, discusses how the permanent tax cuts will impact bond rates and equities, and why the Fed needs to continue its bond-buying program.

The Next Fiscal Threat: Debt

"The word nobody uses in Washington is austerity," said Benjamin Salisbury, FBR Capital Markets analyst, discussing what Congress is missing about fixing the nation's raising debt. Also, Dick Hoey, BNY Mellon chief economist, and Bob Brusca, FAO Economics chief economist, weigh in.

Is the Consumer Tapped Out?

The Fast Money traders discuss the market's reaction to the FOMC minutes; and chain stores posted their December sales today, revealing a mixed bag of hits and misses. Deborah Weinswig, Citi retail analyst, discusses her pick list.

Buy Banks on Dips, Accumulate Positions: Analyst

Todd Hagerman, Sterne Agee analyst, explains why he upgraded Citi and JPMorgan from "neutral" to "buy."

Mixed Bag For Retail Sector

Edward Yruma, KeyBanc Capital Markets analyst; and Brian Tunick, JPMorgan analyst, discuss the winners and losers of retail now.

Tech Pipeline Plays For 2013

Will Apple remain at the top of the tech heap this year? Gene Munster, Piper Jaffray analyst; and Sascha Segan, PC Magazine analyst, weigh in on likely winners in the growing competition among tech companies.

Top Financial Plays of 2013: Analyst

Will low interest rates and tough regulations put pressure on the big banks? Betsy Graseck, Morgan Stanley bank analyst, reveals her three top bank picks for the year.

'Fiscal Cliff' 2.0?

Dissecting the day's major business news, with the Fast Money traders; and Chris Krueger, Guggenheim Securities, explains why he increased the probability of a U.S. downgrade.

2012 Tech Movers

Technology was the best performing sector in 2012, with CNBC's Courtney Reagan; Larry Fishelson, Dynalink; and Max Wolff, Greencrest Capital.

'Fiscal' Nightmare For Big Banks?

Brad Hintz, Sanford C. Bernstein analyst, weighs in on how changing regulations and the looming "fiscal cliff" will impact financials next year.

Insta-Troubles on the New Policy Front

Richard Greenfield, BTIG analyst, discusses the impact of users leaving Instagram in an uproar over privacy issues, and its implication for other social network sites.

Best Trades in Airlines

CNBC's Phil LeBeau reports air fares are projected to move slightly higher in 2013; and Basili Alukos, Morningstar, says investors will dismiss euphoria surrounding airline mergers.

FMHR Final Trade

The FMHR traders reveal their final trades.

Winning Picks From the Retail Ranks

Patrick McKeever, MKM Partners analyst, and Howard Tubin, RBC Capital Markets, sort through the retail rack to find this season's winning picks.

Top Media Picks in 2013

Anthony DiClemente, Barclays analyst, provides his top media plays for next year.

How the 'Cliff' Affects Consumers

Marshal Cohen, The NPD Group, explains how "fiscal cliff" uncertainty impacted the way consumers shopped this holiday season.

Turning Around J.C. Penney

J.C. Penney experienced a tough year, but Oppenheimer says the retailer's aggressive promotions are helping holiday season sales. Brian Nagel, Oppenheimer & Co., weighs in.

Holiday Sales Head For Home Stretch

Matthew Boss, JPMorgan analyst, provides a look at this season's retail winners and losers.

Will BB10 Save RIM?

Brian Modoff, Deutsche Bank analyst, breaks down the BlackBerry maker's better-than-expected Q3 earnings, and discusses the outlook for the company's newest device, the BB10.

Making the Case for Herbalife

Tim Ramey, senior research analyst at D.A. Davidson, explains why he has a buy on Herbalife. CNBC's Herb Greenberg, weighs in.

Markets  Moving Higher

Jeff Kilburg, Killir Kapital Management, discusses the slight pop in the markets.