Investing Investment Analysts


Markets React to Fed Rate Decision

A look at the impact of the Fed's rate decision on stock and bonds, with CNBC's Steve Liesman, Bob Pisani and Rick Santelli. Also, Bill Gross, PIMCO founder; Charles Reinhard, Morgan Stanley; and Susan Wachter, The Wharton School, weigh in.

Time to Bet Big on Big Box Stores?

Colin McGranahan, Sanford C. Bernstein senior retail analyst, discusses Costco's Q1 earnings beat and the best way to play the big box stores.

Analyze the Analysts!

Michael Yoshikami, Destination Wealth Management, takes a look at the latest analyst calls.

Limited Brands Declares Special Dividend

The FMHR traders offer 3 top trades, including Dollar General topping earnings expectations, and Limited Brands $3 per share special dividend; and also discuss which stocks are winners amid fiscal cliff negotiations.

Analyze the Analysts!

Michael Yoshikami, Destination Wealth Management, looks at the latest analyst calls, including Goldman's cut of the CME Group, Jefferies lowering its Apple price target, and JPMorgan remaining neutral on JC Penney.

Slower Consumer Spending a Red Flag?

The Wall Street Journal is reporting government data shows consumer spending is slower than previously believed, and Pope Benedict is launching a new application on Facebook called "Pope2You," with the FMHR traders.

Trading Commodities Ahead of 2013

How is China's growth story affecting the commodity trade? "If you look at China's imports, they are still very strong," explains Hussein Allidina, Morgan Stanley.

Apple Continues to Trade in Bear Market

Jefferies cut its price target on Apple from $900 to $800, which drives the stock even lower. Brian Marshall, ISI Group analyst, and Mark Newton, Greywolf Execution Partners, provide perspective.

McDonald's Cheddar Bacon Boost

McDonald's posted better-than-expected November same-store sales, and its global comp sales are up 2.4 percent, with Rachael Rothman, Susquehanna Financial Group analyst.

Shares of Apple Falling in Pre-Market

Shares of Apple are falling in pre-market after Jefferies reduced its price target on the stock from $900 to $800.

Tech Face-Off: Apple, Google & Microsoft

Anthony DiClemente, Barclays analyst, and Robert Cihra, Evercore Partners analyst, debate which one of the tech giants should be in your portfolio.

FMHR Final Trade

The FMHR crew share their final trades of the week.

Is China the Play For 2013?

Jing Ulrick, JPMorgan director and chairman of global markets, explains why she thinks investors should increase their exposure to China next year. Also, a fear trade on Apple, with the FMHR crew.

Big Opportunities in Small Caps

Mark Travis, Intrepid Capital Funds president, discusses companies he believes have a lot of room to grow, including World Wrestling Entertainment.

Apple: Buy, Sell or Hold?

CNBC's Jackie DeAngelis reports Apple's market cap has shrunk by $157 billion since its peak in September; and Mad Money's Jim Cramer; Toni Sacconaghi, Sanford C. Bernstein; and Josh Brown, Fusion Analytics.

Hold 'Em or Fold 'Em: Bank of America & Freeport-McMoran

The FMHR traders discuss how to play Bank of America and Freeport-McMoran now.

Year-End Portfolio Strategy

The FMHR traders discuss news that some fund managers are "portfolio pumping" by bidding up small-cap stocks ahead of the end of the quarter; and a look at where the S&P 500 could close at the end of the year, with Tom Lee, JPMorgan.

Apple's Rebound a Golden Opportunity?

Alex Gauna, JMP Securities analyst, weighs in with the trade on the tech giant, and why he maintains a "market perform" on the stock.

Zynga Places a Bet on Nevada

"This is a long shot," said Ken Sena, Evercore Partners analyst, in discussing Zynga filing for a gaming license, and explaining why he has an "underweight" rating on the stock and a $1.75 price target.

FMHR Final Trade

The FMHR traders reveal their final trades.

Falling Over the Cliff?

Larry McDonald, Newedge, offers his analysis of the fiscal cliff. "There is a higher chance we go off the cliff now," she says.

Does Apple Have Too Much Cash?

Colin Gillis, BGC Financial analyst, discusses his thoughts on what the tech giant should do with its hoard of cash.

Analyze the Analysts!

Jim Iuorio, TJM Institutional Services, takes a look at the latest analyst calls, including Longbow Research initiating coverage on coffee stocks.

What's Your Best Currency Play?

Kathy Lien, BK Asset Management, discusses how to play the euro rally amid EU finance ministers clashing over a banking supervision plan. Also, the FMHR traders provide their favorite plays today.

Bannister: Look for S&P to Hit 1,600 In Q1 of 2013

Barry Bannister, Stifel Nicolaus chief market strategist, makes a bullish case for the markets, regardless of whether a fiscal cliff deal comes from Washington.

Financials to Own Into Cliff: Analyst

Gerard Cassidy, RBC Capital Markets analyst, weighs in on which banks stand to benefit and which banks stand to get hurt by the "fiscal cliff."

Toll Brothers Building Profits

Robert Wetenhall, RBC Capital Markets analyst, breaks down the company's Q4 earnings beat, and discusses whether investors should take shelter in the luxury home builder.

Darden Drops on Q2 Warning

Rachael Rothman, Susquehanna Financial Group analyst, shares her outlook on the restaurant operator, and explains why she downgraded the stock to "neutral" and maintains a $58 price target.

HMA Down More Than 4%

Sheryl Skolnick, CRT Capital Group, put a sell on HMA after last night's "60 Minutes" report.

Will Best Buy be Taken Private?

Discussing the latest at Best Buy, with the FMHR traders. Meanwhile CNBC's Seema Mody says what people are discussing on Twitter.