Investing Investment Analysts

Reacting to Alcoa Earnings: Analyst

Alcoa Q1 revenues resulted in $6.0 billion. John Stephenson, First Asset Investment Mgmt. and Bridget Freas, Morningstar senior equity analyst offer insight into the company's announcement.


The long-term case for investing in emerging-markets is based on growing worldwide demand for commodities and the expansion of an enormous new middle class in those countries.

Strong domestic fundamentals in the BRICs and other countries  are likely to drive equity prices.

Investors fearful of a global recession and its ill effects on emerging markets should look for short funds to bet against stocks there.


Potential weakness in the materials and commodities sectors is likely to drag on equities prices.

New Fears in Europe?

Willie Williams, Societe Generale, discusses growing concerns that the ECB may become less proactive.

Apple Now a $600B Company

Insight on Apple breaking the $600 billion market cap milestone, with Andy Hargreaves, analyst at Pacific Crest.

Cramer: Forget Citigroup's Downgrades

Mad Money's Jim Cramer explains why investors should ignore Citigroup's industry wide downgrade in the media sector, and take a look at CBS.

Converting a Pickup to Run on Nat Gas

CNBC's Rick Santelli has been helping convert a pickup truck to run on natural gas.

Linn Energy CEO on Hedging Strategy

Mark Ellis, Linn Energy CEO, explains why he's hedged 100% through 2015 on nat gas with the average price above $5.

Bartley: Priceline is the Travel Stock to Buy

Chad Bartley, sr. research analyst at Pacific Crest, explains why he is so bullish on Priceline.

Analyst Reiterates 'Buy' on AOL

David Joyce, analyst at Miller Tabak, discusses how traders are responding to the AOL-Microsoft patent deal. He maintains a "buy" on AOL.

Constellation Brands Beats Estimates

Constellation Brands beat Wall Street's expectations when it reported Q4 results this morning. Timothy Ramey, D.A. Davidson & Co., weighs in.

Jefferies Ups Apple Target to $800

Peter Misek, Jefferies technology analyst, explains why he is raising his price target on Apple to $800 from $699.

Shoppers 'Hop' to Stores Before Easter

Retailers are mostly reporting solid gains in March as warm weather prompted consumers to buy seasonal merchandise sooner than normal. Adrianne Shapira, Goldman Sachs broadlines retail analyst, weighs in.

Avoid Bonds, Buy Stocks: Market Pro

Sharing perspective on the current state of the economy and reasons why investors should "go against the herd," with Marc Utay, Clarion Capital managing partner.

Money in Motion: Fed Minutes & the Euro

Discussing how the Fed minutes could affect the currency markets and making a trade on the euro, with MacNeil Curry, Bank of America.

Buy the Steel Dip?

Construction is starting to show signs of life and Sam Dubinsky, Wells Fargo senior analyst, suggests looking for a steel recovery in 2013.

Apple Hype Out of Control?

The Fast Money Halftime traders break down the day's major tech headlines, including Barclays placing a downgrade on Netflix and a valuation of $1 trillion for Apple by 2014, with Colin Gillis, BGC Financial analyst.

Gene Munster: RIM Will Be 'Out of Business'

In a discussion of his $1000 price target for Apple, Piper Jaffray's Gene Munster says he thinks Apple's iPhone and Samsung Android phones will eventually become the only smartphone competitors.

Apple's Road to $1,000

Gene Munster, Piper Jaffray, is raising his price target on Apple to $910 from $718.

Securing What's in Your Wallet

Kevin McVeigh, Macquarie senior analyst, discusses his "outperform" rating on Global Payments, despite its recent security breach, with the Fast Money crew.

Fast Food Stock Plays

Burger King is spending about $750 million over the next 12 months to introduce 10 new items across the country. R.J. Hottovy, Morningstar restaurant analyst and Nick Setyan, Wedbush Securities senior equity analyst, weigh in on how to play the fast food space.

Travel & Leisure Stocks

Weighing in on how travel and leisure stocks are faring around the world, with Jake Fuller, Lazard Capital Markets analyst. U.S. travel is strong and European travel is weakening, he says.

J.C. Penney vs. Kohls

JPMorgan is reducing J.C. Penney's F12 same-store sales estimates since sales trends appear softer than anticipated, with the Fast Money traders.

Downgrading Groupon to 'Sell'

Sharing investment advice since Groupon was forced to revise Q4 results, with Jordan Rohan, Stifel Nicolaus senior analyst.

Avon Rejects $10B Coty Bid... Analyst Weighs In

Avon products rejected a $10 billion takeover bid from Coty. Linda Bolton Weiser, analyst at Caris & Company, reiterated a "buy" on Avon this morning.

Groupon Rethinks Refund Policies

Sharing perspective on what Groupon's accounting mess means for investors, with Ken Sena, analyst at Evercore Partners analyst, who cut his price target for the company from $28 to $20 per share.

CFTC's Chilton on Political Event Derivatives Vote

Bart Chilton, commissioner of the Commodities Futures Trading Commission (CFTC), says the CFTC is poised to reject a Nadex political futures proposal. He also offers insight on the MF Global fallout.

How to Trade the Weakening Yen

Sharing his trade for the Japanese Yen, with Jens Nordvig, Normura, global head of G10 FX.