Investing Investment Analysts

JC Penney's Big Q1 Earnings Miss

Shares of JC Penney getting hammered this morning after missing on both the top and bottom line and suspending its dividend. Charles Grom, Deutsche Bank senior retail analyst, discusses his thoughts on CEO Ron Johnson, his $38 price target on the stock, and the outlook on Target.

Reacting to JCPenney's Earnings

JCPenney reports a loss of $0.25 versus an estimate of $0.11 in Q1's earnings. Paul Swinand, Morningstar analyst and David Abella, Rochdale Investment Management, offer insight.

Disaster du Jour & Sunshine Stocks: Coal & Colgate Palmolive

Shares of Colgate Palmolive are up more than 10% this year, but coal stocks are sharply lower today, with Shneur Gershuni, UBS analyst; and CNBC's Brian Sullivan and Amanda Drury.

Nomura's Bank Outlook

Glenn Schorr, Nomura banking analyst, discusses investing strategies for the financial sector.

Ahead of Retail Earnings: JCP, SKS & & More

Breaking down Saks earnings data and forecasting JCPenney's earnings, with Deborah Weinswig, Citigroup analyst and the FMHR traders.

Trading Groupon's Comeback

Groupon might be up 17% today, but there are a lot of skeptics on the stock, reports CNBC's Seema Mody. Aaron Kessler, Raymond James senior internet analyst, also offers insight on the trending stock; and the FMHR crew share their trades on Amazon after Credit Suisse upgraded the stock to "outperform."

Groupon Shares Up on Solid Earnings

Mark May, Barclays Capital Equity Research analyst, breaks down Groupon's Q1 earnings beat of $0.02 EPS vs. $0.01 estimate, and explains why he has an overweight rating on the stock.

Depositor Money for Risky Bank Bets?

Discussing whether big banks are too big to manage, with Dick Bove, Rochdale Securities banking analyst; Bill Isaac, Fifth Third Bancorp; and Peter Wallison, American Enterprise Institute.

Investor Sunshine or Pain?

Discussing the markets negativity and how to trade stocks right now, with Dan Greenhaus, BTIG chief global strategist and David Sowerby, Loomis Sayles chief market analyst.

Retail Earnings Preview: JCP, SKS & More

Discussing a slew of retail earnings this week, including JCPenney and Saks on Tuesday. The FMHR traders discuss their trades ahead of the data.

The Facebook Ecosystem

Which stocks are getting "twitter" chatter? CNBC's Seema Mody reports shares of Zynga are up 5% ahead of Facebook's IPO. John Frankel, ff Venture Capital, also discusses what investors could miss if they don't pay attention to the firm's initial public offering, calling it the "content revolution."

Apple's Dip:  Buying Opportunity?

Should investors be buying Apple ahead of its new iPhone and Apple television? Shares of the tech giant are down 7% in the past few months. Colin Gillis, BGC Financial senior technology analyst, and Toni Sacconaghi, Sanford Bernstein analyst, weigh in on the stock's valuation and growth potential.

Scott Thompson Out as Yahoo CEO

Jordan Rohan, Stifel Nicolaus internet services analyst, discusses the exit of Yahoo's CEO amid controversy over his academic record and a bitter proxy fight with activist hedge fund manager, Dan Loeb.

Making Dollars & 'Cents' of Global News

CNBC's Scott Wapner reports shares of Chesapeake Energy are down about 2%. Todd Gordon, Aspen Trading Group, also discusses Spain's debt and the currency trade.

JPMorgan's 'Egregious' Mistake

The FMHR traders share their top trades of the hour. Jonathan Chaplin, Credit Suisse analyst, explains why his firm upgraded AT&T and Verizon. Glen Schorr, Nomura Equity Research analyst, also discusses his "buy' rating on JPMorgan.

Is the High-End Consumer Cracking?

The FMHR traders discuss Senator Carl Levin's remarks on JPMorgan's losses and whether investors should buy Las Vegas Sands on its dip. Michael Binetti, UBS analyst, also weighs in on which retail stocks are a 'buy' or a 'sell.'

JPMorgan Analyst Reacts

Jeff Harte, Sandler O'Neill, offers insight on JPMorgan after its surprise announcement yesterday.

Ways to Play Mobile Theme

Forecasting the health of the tech sector over the next year and discussing which mobile stocks to buy, with Dan Niles, AlphaOne Capital Partners; Pete Najarian,; Anthony Scaramucci, SkyBridge Capital; and CNBC's Scott Wapner.

In the investing world, it's easy to think of companies — or individual stocks — rather than businesses as game changers, but a company's proprietary technology casts a big shadow, whether it is the number of outright imitators or the various subcontractors and/or partners.

Funds that own a mix of old and new tech names will allow you to stay well-positioned for the ups and downs of an uncertain economy.


A nearly insatiable appetite for the latest personal electronic devices should enable the information technology sector to maintain its positive momentum for the next year.

It's all about new tech. Though not easily categorized, the group  generally consists of stocks involved in cloud computing, smartphones and software designed to enhance productivity.


Since the bursting of the Internet bubble over a decade ago, technology stocks have been a relatively safe bet compared to the more volatile financial and energy sectors.

If you believe that valuations are stretched, that innovation will not be the productivity-generating cure-all or that consumer demand for high-priced tablets and smartphones will wane, bet against the entire sector by shorting these funds.

Roubini: Europe a 'Slow Motion Train Wreck'

Discussing how low Treasury yields can go and sharing perspective on the euro zone crisis, with Rick Reider, BlackRock CIO of fixed income; Pierre Lagrange, GLG Partners co-founder; Nouriel Roubini, Roubini Economic Research founder; and CNBC's Scott Wapner.

Cisco Dip: Buying Opportunity?

Cisco is trading at its lowest level in close to four months. Is this dip a buying opportunity? Nikos Theodosopoulos, analyst at UBS, weighs in.

Macy's Falls in Pre-Market

Macy's reported Q1 profits at $0.43 per share versus a $0.40 estimate, but guidance is below Wall Street forecasts. Charles Grom, Deutsche Bank senior analyst and Liz Dunn, Macquarie Group analyst, share perspective.

Cable Networks Drive Disney's Earnings, Analyst

Barton Crockett, Lazard Capital Markets, discusses Disney's Q2 numbers and his "buy" rating and $53 price target on the stock, with CNBC's Julia Boorstin and the Fast Money traders.

Superheroes of the Box Office

Discussing how to play the Volatility Index when fear in the markets is so high, with the FMHR traders. Tony Wible, Janney Capital Markets analyst, also discusses "The Avengers" and its positive opening weekend ahead of Disney's earnings report.

Discovery's Oprah Effect?

Discovery Communications reported a lower quarterly profit as costs and expenses rose nearly 49%. The media company was hurt by losses at the Oprah Winfrey Network. David Joyce, senior analyst at Miller Tabak, offers insight.