Investing Investment Analysts

FMHR Final Trade

The FMHR traders share their top trades of the day.

ETF Strategist

Our special report, "ETF Strategist," gives investors a better understanding of the wide world of exchange traded funds, providing the pros and cons of investing in various asset classes and sectors: fixed income, commodities, emerging markets, technology and currencies.

Greek Election Worries

CNBC's Steve Liesman discusses how the markets are faring ahead of this weekend's Greek election; and the FMHR traders discuss the state of Credit Suisse since the Swiss Central Bank said it needs a "marked increase" in capital ahead of a possible deepening financial crisis, with Dirk Becker, Kepler Capital Markets analyst.

How Low Will JC Penney Go?

One year ago, Ron Johnson was announced the new CEO of JC Penney, and the stock is down about 26% since. Deborah Weinswig, Citi retail analyst, says wait to see how the stock fares in August when 47% of their product will be new.


The key to a successful IPO is pricing the shares at a discount relative to their peers, Henry Dixon, fund manager at Matterley Asset Management, told CNBC on Wednesday

JPMorgan Analyst Upgrades J&J to 'Buy'

It's been three and a half years since JPMorgan analyst Mike Weinstein downgraded Johnson & Johnson and now he is here to explain his recent upgrade on the stock from a "neutral" to a "buy."

Dick Bove's Perspective on Dimon's Testimony

Dick Bove, Rochdale Securities analyst, explains why he thinks JPMorgan Dimon's testimony was an "episode more for the public use, as opposed to any real legislation coming out of it."

How to Build a 'Safe' Bank: Analyst

Mike Mayo, CLSA bank analyst, discusses JPM's trading losses; the best way to play the banking sector; and how to get banks strong again.

Trading European Worries

Todd Gordon, Aspen Trading Group, shares his best currency play.

Zynga Falls on New Concerns About Facebook Game Craze

"Facebook is just not a big gaming platform compared to mobile," says Doug Creutz, Cowen & Company analyst, discussing why shares of Zynga are down sharply.

Is the Facebook Brand Selling?

CNBC's Julia Boorstin reports the results of a study that shows brands can impact consumers without spending money, if "friends" like it. And Laura Martin, a Needham analyst, explains why she maintains a "buy" rating on the stock and a price target of $40 per share.

Rogers: World Running Out of Farmers

Jim Rogers, Rogers Holdings chairman, offers reasons to be bullish on agriculture. "The best way to invest in agriculture is to become a farmer," he tells the FMHR traders.

Trading the Dip in U.S. Steel

Stephen Weiss, Short Hills Capital, says U.S. Steel may report a loss this quarter. Meanwhile Jim Rogers, Rogers Holdings chairman, says the dollar is not a safe haven.

If you're bearish on the global economy, avoid ETFs built around currencies of countries rich in commodities and fall back on safe-haven ones.


The EU. debt crisis has been trouble for global stocks, but it's been terrific for the U.S. dollar, and the Japanese yen . Here's how to get in on the rally.

A model ETF currency portfolio for recovery bulls should focus on currencies in high-growth countries or those that depend heavily on exporting commodities — or both


Since the global economy is increasingly interconnected, that should be good news for growth-oriented currencies, and the exchange traded funds, ETFs, that trade on them.

The world of currency exchange traded funds, ETFs, is a small one, but it allows investors to bet on single currencies and baskets of curencies and choose the right tax structure.

Traders Long-Shot Picks

The VIX is falling to session lows, and the FMHR traders share their triple-digit stock bets, including Sprint Nextel, Clean Energy and Arena Pharmaceuticals.

McDonald's 'Super-Sized' Disappointment

Sara Senatore, Sanford Bernstein analyst, shares perspective on McDonald's weak May U.S. sales; and Jeff Kilburg, Kilburg Capital, breaks down his Treasury trade.

Supreme Court Decision: What's At Stake for Big Pharma?

Barbara Ryan, Deutsche Bank Securities senior pharmaceutical analyst, takes a look at the vital signs of big drug companies and weighs in on what to expect from the Supreme Court's ruling on President Obama's health care overhaul plan.

Worst Over for GE Capital?

Steven Winoker, Sanford C. Bernstein senior analyst, discusses whether the worst is over for GE Capital and thus, GE.

Money in Motion: Sell Aussie Dollar on China Rate Cut?

Willie Williams, Societe Generale, says investors should sell the Australian dollar now. "The move today by China indicates that they are concerned about growth," he says.

High-End Retail Cracking?

Lululemon's earnings beat Wall Street expectations. Liz Dunn, Macquairie analyst, weighs in on the results and the high-end retail sector overall.

How to Trade Bernanke's Testimony

Thomas Lee, chief U.S. equity strategist at JPMorgan, says Fed Chairman Ben Bernanke's testimony was not a huge surprise or a disappointment.

Trading Ahead of Bank of England Meeting

The FMHR traders share their favorite currency and stock trades ahead of the Bank of England's meeting.

Starbucks Buys Bakery

Starbucks has entered a deal to buy a San Francisco bakery. The FMHR traders discuss whether you should buy, sell or hold the stock. And Roxanne Meyer, UBS analyst, sees topline upside to Lululemon's Q1 results.

Starbucks' $100 Million Bet on Bay Bread

Keith Siegner, Credit Suisse restaurant analyst, weighs in on Starbucks' plans to expand its food business and the impact on rival Panera Bread.

Chesapeake Replaces 4 Board Members

With news that Chespeake Energy is replacing four board members, what does it mean for investors? Fadel Gheit, senior energy analyst at Oppenheimer, weighs in.

Gold Still a Hot Commodity

Gold is retreating this morning on speculation that the Fed could unveil a new round of monetary easing, with Suki Cooper, analyst at Barclays.