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Analyst Interviews

Positive on JC Penney's home & kids: Analyst  Tue, 11 Mar '14 | 2:01 PM ET

Citi upgraded JC Penney to buy with a price target of $11. Analyst Oliver Chen explains why he boosted the stock to a buy.

Bright spots on horizon: Pro  Mon, 10 Mar '14 | 2:13 PM ET

How investors can make the most of their investments now, with Brian Peery, Hennessy Funds, and Mark Travis, Intrepid Capital Funds.

CNBC's Steve Liesman provides insight into data that could signal the market is not in a stock bubble yet. Robert Wetenhall, RBC Capital Markets, provides perspective on the housing market.

Upside earnings risk: Homebuilding analyst  Mon, 10 Mar '14 | 2:07 PM ET

Discussing expectations for the California housing market, with Robert Wetenhall, RBC Capital Markets.

McDonald's February comps down 0.3% (global)  Mon, 10 Mar '14 | 10:04 AM ET

Jeffrey Bernstein, Barclays analyst, provides insight on McDonald's global sales, where both the U.S. and Asia saw sales decline, whereas Europe provided the only bright spot.

McDonald's serving up sales data  Mon, 10 Mar '14 | 8:22 AM ET

R.J. Hottovy, Morningstar analyst, breaks down McDonald's same-store sales numbers. We are continuing to see weakness in the U.S., says Hottovy.

Allianz should reassure investors: Pro  Fri, 7 Mar '14 | 2:08 PM ET

Digging into the showdown at Pimco between Mohamed El-Erian and Bill Gross, with Peter Mirijanian, Peter Mirijanian Public Relations, and CNBC's Bill Griffeth.

A Reuters article is now saying Bill Gross is declaring Mohamed El-Erian is trying to undermine him. Eric Jacobson, Morningstar, and Gregory Zuckerman, Wall Street Journal, provide perspective.

Facebook business profitable: Analyst  Thu, 6 Mar '14 | 3:20 PM ET

Brian Evans, Bond Street Wealth Management, is cautious on Facebook, while Anthony DiClemente, Nomura senior analyst, expects more upside from the stock.

Pandora has a compelling service: Pro  Thu, 6 Mar '14 | 2:53 PM ET

Discussing Pandora's stock drop due to a slump in listener metrics and competition in the Internet radio space, with Michael Pachter, Wedbush Secuities senior analyst, and Peter Kafka, Re/code.

Tiffany will see beautiful returns: Analyst  Thu, 6 Mar '14 | 12:15 PM ET

Oliver Chen, Citi retailing analyst, explains what factors are going to take Tiffany shares higher. "The affluent consumer tended to do well in the S&P in 2013," he explains.

Topsy turvy tech: AAPL, NOK & BBRY  Mon, 3 Mar '14 | 2:52 PM ET

CNBC's Jon Fortt speaks to Sascha Segan, PCMag mobile lead analyst, about what the Street wants to see from Apple, the value of BlackBerry's patents, and Facebook's efforts with emerging market carriers.

Chicago vs. Detroit: Debt, pensions & more  Fri, 28 Feb '14 | 11:39 AM ET

CNBC's Rick Santelli and Jane Ridley, Standard & Poor's analyst, discuss differences and similarities between the finances of the "windy city," versus the "motor city."

Apple morphing into trading stock: Analyst  Fri, 28 Feb '14 | 11:35 AM ET

"Apple is a very, very different kind of company," says Sanford C. Bernstein analyst Toni Sacconaghi, discussing recent trading action amid anticipation of new products.

Anthony Chukumba, BB&T Capital Markets analyst, discusses the big box retailer's quarterly numbers and weighs in on the company's turnaround plan.

JC Penney got to get margin up: Analyst  Wed, 26 Feb '14 | 4:05 PM ET

JC Penney is reporting a Q4 loss of ($0.68) on revenue of $3.78 billion. Paul Swinand, Morningstar equity analyst, weighs in.

Stay away from Target for now: Analyst  Wed, 26 Feb '14 | 8:30 AM ET

Chris Horvers, JPMorgan analyst, digs deep into the retailers fourth quarter numbers, after last year's massive data breach helped push profits down. It's going to take time for Target to rebuild confidence with the consumer, says Horvers.

Lowe's Q4 results in line with expectations  Wed, 26 Feb '14 | 6:10 AM ET

Brian Nagel, Oppenheimer senior equity analyst, breaks down the fourth quarter numbers for the home improvement retailer, and explains why he would pick Home Depot over Lowe's. Both companies are positioned to profit from pent-up demand as the weather warms, says Nagel.

Ford to set up for 2015 success: Analyst  Tue, 25 Feb '14 | 1:06 PM ET

Discussing the data of Consumer Reports' top auto brands survey, including Ford's poor ranking, with Dave Whiston, Morningstar senior equity analyst.

Winter weather stalls Macy's earnings  Tue, 25 Feb '14 | 8:23 AM ET

Macy's beat is on the margins, says Matthew Boss, JPMorgan analyst, breaking down the retailer's Q4 results and explaining why investors should consider buying the stock on the dip.

Home Depot reports Q4 earnings beat  Tue, 25 Feb '14 | 6:07 AM ET

Brian Nagel, Oppenheimer senior equity analyst, breaks down the numbers on the home improvement retailer's quarterly results. This winter's harsh weather could turn into a positive for the company, says Nagel.

Ford picks BlackBerry for sync system  Mon, 24 Feb '14 | 2:14 PM ET

Why Ford is choosing BlackBerry over Microsoft to power its sync voice-activated system, with Daniel Ives, FBR Capital Markets senior analyst, and CNBC's Jon Fortt.

Cai Von Rumohr of Cowen and Co. discusses the likelihood Congress will support Defense Secretary Chuck Hagel's proposed defense cuts.

Netflix strikes deal with Comcast  Mon, 24 Feb '14 | 7:02 AM ET

Richard Greenfield, BTIG analyst, discusses whether Netflix's deal to pay Comcast for faster speeds for video services will interfere with Comcast's plans to acquire Time Warner.

Priceline delivers impressive report: Pro  Fri, 21 Feb '14 | 6:24 AM ET

I've been a bull on this stock for six years straight, says Mark Mahaney, RBC Capital Markets, explaining why he thinks the company is one of the "best assets in the Internet space."

We would not be buyers of Groupon today: Pro  Fri, 21 Feb '14 | 6:21 AM ET

Mark Mahaney, RBC Capital Markets, explains why he cut his rating on Groupon. I think they are getting away from the core of where their business should be, says Mahaney.

Analyst downgrades Apple after 10 years  Thu, 20 Feb '14 | 11:40 AM ET

Ben Reitzes, Barclays senior IT hardware analyst, has downgraded Apple from overweight to equal weight, saying that it remains too focused on hardware, specifically iPhones.

Facebook has bought messaging service WhatsApp for $16 billion. Both Arvind Bhatia, Sterne Agee senior research analyst, and Brian Nowak, Susquehanna senior analyst, are positive on the deal.

WhatsApp-ing with Facebook?  Thu, 20 Feb '14 | 7:06 AM ET

This really gives Facebook a tremendous share of time spent on mobile devices, says Rich Greenfield, BTIG analyst, sharing his thoughts on whether Facebook's $16 billion bet will pay off.

It all depends on when the weather cracks, says Brian Nagel, Oppenheimer & Co. analyst, providing perspective on how retailers like Home Depot and Lowe's will likely weather the harsh winter.

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