Investing Investment Analysts



The Federal Reserve’s latest round of monetary stimulus could be disastrous to the US economy, claimed Albert Edwards, strategist at Societe General, who also sees future US economic difficulties taking their toll on global equity markets.

RIM's Defensive Strategy Working: Fortt Thursday, 27 Sep 2012 | 4:23 PM ET
RIM's Defensive Strategy Working: Fortt

Shares of Research In Motion are soaring after its earnings announcement. CNBC's Jon Fortt says RIMM really needs to "wow" investors with its BlackBerry 10, and that its defensive strategy is working a lot better than people expected.

Climbing the Property Ladder Thursday, 27 Sep 2012 | 12:41 PM ET
Climbing the Property Ladder

CNBC's Bertha Coombs looks at pending home sales and a rally in homebuilders due to a shortage of homes at the lower end. Thomas Flexner, Citi Institutional Clients Group Management Committee member, says it's difficult for many to qualify for mortgages.

What's the Trade on Intel? Wednesday, 26 Sep 2012 | 12:51 PM ET
What's the Trade on Intel?

The FMHR crew weighs in on Pete Najarian's "buy" on Intel for the past three months.

Santander's Mexico Unit Raises $4 Billion in IPO: CEO Wednesday, 26 Sep 2012 | 12:05 PM ET
Shoppers pass a branch of the newly-branded Santander bank on Oxford Street, in central London, on January 11, 2010. Spanish banking giant Santander on Monday declared that it wants to become Britain's biggest bank, as it began rebranding its British operations with its own name. Chairman Emilio Botin said that the ambitious group "wants to be the number one bank in the UK" and may buy more assets from struggling rivals. Botin told a London press conference that the Madrid-based banking titan wo

It was the right time for Spain’s Banco Santander to list its Mexican unit in both the U.S. and Mexico, Santander Mexico chief Marcos Martinez told CNBC’s “Squawk on the Street” after the listing on Wednesday.

Can Mexico's Potential Finally Be Realized? Tuesday, 25 Sep 2012 | 5:30 PM ET

Mexico is not only in good shape to deal with a global downturn, but finally its growth prospects look bright.

Barclays Downgrades the Homebuilders Tuesday, 25 Sep 2012 | 12:30 PM ET
Barclays Downgrades the Homebuilders

The S&P Healthcare sector hits a new all-time high for the 6th consecutive session, with the Fast Money traders; and discussing whether the homebuilder stocks are "overheating," with Stephen Kim, Barclays analyst.

Why You Should Care About Containerboard Monday, 24 Sep 2012 | 12:41 PM ET
Why You Should Care About Containerboard

Credit Suisse has reiterated its outperform rating and increased its estimates to companies in the containerboard group following a successful price hike from producers, with the FMHR team. Meanwhile stocks are pulling back today following a 14 percent run since early June, with Jeffrey Saut, Raymond James.

iPhone 5 Potential '100% Greater': Marshall Monday, 24 Sep 2012 | 12:00 PM ET
iPhone 5 Potential '100% Greater': Marshall

Brian Marshall of ISI Group, says global growth potential of Apple's iPhone 5 could still double.

Lennar Beats Estimates, Hits 5-Year High Monday, 24 Sep 2012 | 10:33 AM ET
Lennar Beats Estimates, Hits 5-Year High

Discussing where to find value in the home builders space, with Buck Horne, Raymond James analyst, and Will Randow, Citi analyst.

Buy Gold or Silver? Friday, 21 Sep 2012 | 5:36 PM ET
Buy Gold or Silver?

As gold nears its year-to-date high, silver hits a six-month high. What the gold and silver rally mean to stocks, with Mike Dudas, Sterne Agee, CNBC's Melissa Lee and the Money In Motion traders.

UBS Downgrades Three Banks Thursday, 20 Sep 2012 | 10:36 AM ET
UBS Downgrades Three Banks

Despite the recent run up in big banks, Brennan Hawken, UBS equity analyst, explains why now is the time for investors to move to the sidelines.

Mexico City, Mexico

With daily news reports of drug-related violence on the U.S.-Mexico border, our neighbor to the South may not be the first place most wealth managers think of in search for returns on investment. But in recent years, Mexican businesses have grown at an impressive pace, making the country a new destination for venture capital firms in search of returns.

Zuckerberg in Over His Hoodie: Bibb Wednesday, 19 Sep 2012 | 12:41 PM ET
Zuckerberg in Over His Hoodie: Bibb

Two high profile social media companies are trading well below their IPO prices, with Groupon down 75 percent from its public debut. Porter Bibb, Media Tech Capital Partners, explains.

Turnaround for JC Penney? Wednesday, 19 Sep 2012 | 10:42 AM ET
Turnaround for JC Penney?

Will the retailer's new prototype store put the company on the rebound? Brian Nagel, Oppenheimer analyst, weighs in.

Stop Juggling That Handful of 401(k)s and IRAs Wednesday, 19 Sep 2012 | 9:26 AM ET

There’s yet another wrinkle in the new age of retirement and job insecurity — keeping track of all those company retirement savings plans you’ve racked up, along with that IRA you opened years ago, and creating a coherent investment strategy with them.

Venture Capital Is Taking Off in Mexico Tuesday, 18 Sep 2012 | 1:10 PM ET
Alvaro Rodriguez Arregui

Global investors are finally taking note of the attractive opportunities generated by Mexican entrepreneurs and startups.

Retailers: Canary in the Coal Mine? Tuesday, 18 Sep 2012 | 11:19 AM ET
Retailers: Canary in the Coal Mine?

David Abella, Rochdale Investment Management analyst, and Stacey Widlitz, S.W. Retail Advisors president, provide perspective on Europe's retail slowdown and its impact on U.S. retailers.

Apple Smashes Another Milestone Tuesday, 18 Sep 2012 | 11:00 AM ET
Apple Smashes Another Milestone

Can Apple chart its way beyond the $700 mark? Peter Misek, Jefferies analyst, explains why he has a "buy" rating on the stock and $900 price target.

Best Bet on Football Foods Tuesday, 18 Sep 2012 | 10:15 AM ET
Best Bet on Football Foods

A look at which snack and beverage companies are set to profit from this season's NFL games, with Bill Schmitz, Deutsche Bank senior analyst; and Jonathan Feeney Janney Montgomery Scott analyst.

FedEx Warns Economy is Worsening Tuesday, 18 Sep 2012 | 10:03 AM ET
FedEx Warns Economy is Worsening

Does the shipping giant's lower forecast indicate a worsening global economy? Brandon Oglenski, Barclays, and Jim Corridore, S&P Capital IQ, weigh in.

Mexico Economic Profile Tuesday, 18 Sep 2012 | 9:42 AM ET

A look at key facts and figures about the Mexican economy.

Mexico's Image Problem With Tourists Tuesday, 18 Sep 2012 | 9:42 AM ET
Mayan Riviera, Mexico

With competition from Latin American hot spots, a decline in visitors since the recession, and a drug war image problem, Mexico tourism has suffered lately.

Latin America's Export Engine and Stock Juggernaut Tuesday, 18 Sep 2012 | 9:42 AM ET
Stock Exchange Building, Mexico City

U.S. investors who've been cringing over the Chinese and Brazilian stock markets the past few years might have looked closer to home for an emerging market.

Puerto Aventuras Homes Villas, Casa Delfines

Mexico is doing its best to target investors for its real estate market. Even with drug violence, analysts say opportunities are good for foreign investment.

Mexico: Surprising Land Of Opportunity Tuesday, 18 Sep 2012 | 9:41 AM ET
Mexico City, Mexico

Long considered a second cousin to its northern neighbor — not to mention a source of illegal immigration and drug violence — Mexico is underrated in the global economy.

What's the Next Global Manufacturing Superpower? Tuesday, 18 Sep 2012 | 9:40 AM ET
A worker solders components at the Suntron de Mexico assembly plant in Tijuana, Mexico.

With lower shipping costs and competitive wages, Mexico is booming, attracting foreign investment from firms that supply North America — a concept known as nearshoring.

How to Get a Piece of Mexican Stocks Tuesday, 18 Sep 2012 | 9:40 AM ET
Mexican Pesos

Investors looking to sample Mexico will find a limited number of ADRs, but many open-ended mutual funds and exchange traded funds.

How Mexico's Oil Industry May Benefit US Investors Tuesday, 18 Sep 2012 | 9:39 AM ET
Incoming Mexican president, Enrique Pena Nieto.

The agenda of incoming Mexican president Enrique Pena Nieto has profound implications for Latin America’s second largest economy. But no industry stands to be potentially transformed the way energy does.

Crime Explodes — But an Economy Booms Tuesday, 18 Sep 2012 | 9:39 AM ET
Mexican marines present to the press the alleged member of Zetas drug cartel Eric Jovan Lozano Diaz (C), aka 'Cucho', and some money seized during his arrestation in Mexico city, on June 15, 2012.

In the border city of Nuevo Laredo, the bodies of nine people were found hanging from a bridge  —  the result of a turf war between drug cartels. It exposed the Mexican government’s inability to keep the country’s violence level low enough not to scare away tourists and investors.