Analyst Interviews

Boss' long-term JC Penney play   Mon, 25 Aug '14 | 12:15 PM ET
Boss' long-term JC Penney play

Matt Boss, JPMorgan senior retail analyst, is encouraged by some of the recent strategies of JC Penney, and bankruptcy concerns are now "off the table."

Trading Apple's run   Mon, 25 Aug '14 | 10:22 AM ET
Tim Cook, CEO of Apple

With Apple closing a an all-time high Friday, Amit Daryanani, RBC Capital Markets analyst,and Stuart Jeffrey, Nomura executive director, provide clarity on just how high the stock can go.

Fast food space faces 'millennial' challenge

R.J. Hottovy, Morningstar, shares his thoughts on young consumers defecting to fast-casual restaurants like Chipotle, and Five Guys.

Gap beats by a penny   Fri, 22 Aug '14 | 9:49 AM ET
Gap beats by a penny

Shares of Gap are higher in early trading after Q2 earnings beat estimates. Ike Boruchow, Sterne Agee senior analyst, discusses how its Banana Republic, Athleta and Old Navy brands are faring, as well as the teen customer.

Oil price check up   Fri, 22 Aug '14 | 7:44 AM ET
Oil price check up

Tom Kloza, Gasbuddy.com chief oil analyst, shares his outlook on gas and oil prices.

Soaring airline stocks   Fri, 22 Aug '14 | 7:19 AM ET
Soaring airline stocks

Joseph DeNardi, Stifel Nicolaus analyst, checks out the high flying performers in the airline sector. My favorite stock is Delta right here, say DeNardi.

Boost coming to auto parts: Analyst   Thu, 21 Aug '14 | 2:49 PM ET
Boost coming to auto parts: Analyst

Michael Lasser, UBS, explains why the need for auto parts will increase, and which stocks will benefit.

Lowe's beats estimates   Wed, 20 Aug '14 | 6:38 AM ET
Lowe's beats estimates

Brian Nagel, Oppenheimer & Company analyst, breaks down Lowe's earnings and compares its results to Home Depot. It a positive Lowe's is not changing its outlook, says Nagel.

Analyst says Home Depot 'a top retail pick'

Home Depot reported same U.S. same store sales in Q2 were up 6.4 percent. Brian Nagel, Oppenheimer & Co.

Lower oil boosts airlines   Thu, 14 Aug '14 | 2:42 PM ET
Lower oil boosts airlines

Discussing the runway ahead for airlines and her favorite picks is Helane Becker, Cowen & Company airline analyst.

Consumers are online: Analyst   Wed, 13 Aug '14 | 1:07 PM ET
Consumers are online: Analyst

If customers aren't shopping at Macy's, where are they putting their money? Neely Tamminga, Piper Jaffray, thinks JC Penney is actually taking share away from Macy's.

Deere fighting commodity prices: Analyst   Wed, 13 Aug '14 | 10:33 AM ET
Deere fighting commodity prices: Analyst

Discussing the quarterly earnings of Deere & Company and the fundamentals of the farm sector, with Eli Lustgarten, Longbow Research senior analyst.

Retailers can't hide behind weather: Pro   Wed, 13 Aug '14 | 8:32 AM ET
Retailers can't hide behind weather: Pro

Consumers are really being cautious, says Paul Swinand, Morningstar equity analyst, weighing in on the latest retail data and Macy's earnings miss.

Williams-Sonoma back-to-school play?   Tue, 12 Aug '14 | 3:26 PM ET
Williams-Sonoma back-to-school play?

Discussing how Williams-Sonoma could benefit from back-to-school sales, with Anthony Chukumba, BB&T Capital Markets senior equity research analyst, and Jamie Katz, Morningstar equity analyst.

Return of roller coaster wars   Tue, 12 Aug '14 | 7:48 AM ET
Return of roller coaster wars

Ian Zaffino, Oppenheimer senior research analyst, discusses the race among theme parks to roll out new rides and increase attendance.

Tech roundup: King Digital, PCLN & more   Tue, 12 Aug '14 | 6:52 AM ET
Tech roundup: King Digital, PCLN & more

Mark Mahaney, RBC Capital Markets, provides his read on King Digital, and weighs in on the top tech and Internet plays.

UBS upgrades PepsiCo   Mon, 11 Aug '14 | 12:15 PM ET
UBS upgrades PepsiCo

Stephen Powers, UBS, thinks Coke has been playing the "same card for years," and makes his case for PepsiCo.

Downgrading Wal-Mart   Mon, 11 Aug '14 | 10:50 AM ET
Downgrading Wal-Mart

Daniel Binder, Jefferies senior research analyst, discusses his call to downgrade Wal-Mart over concerns about investment spending.

Downgrading McDonald's   Fri, 8 Aug '14 | 2:49 PM ET
Downgrading McDonald's

Discussing what's behind the sharp decline in McDonald's global sales, with Will Slabaugh, Stephens Inc. research analyst.

What's in Zynga's pipeline?   Fri, 8 Aug '14 | 11:16 AM ET
What's in Zynga's pipeline?

Discussing Zynga's quarterly earnings and the company's mobile and social game plan, with Colin Sebastian, R. W. Baird senior research analyst.

McDonald's sales fail to deliver   Fri, 8 Aug '14 | 10:25 AM ET
McDonald's sales fail to deliver

Discussing McDonald's "ugly" sales numbers in the U.S. and abroad, with Peter Saleh, Telsey Advisory Group senior research analyst.

Not a pretty picture for McDonald's: Pro   Fri, 8 Aug '14 | 8:14 AM ET

R.J. Hottovy, Morningstar senior analyst, breaks down the data on McDonald's worst-than-expected sales numbers, and its likely impact on earnings and possibly the CEO.

Buy Dish Networks?   Thu, 7 Aug '14 | 3:28 PM ET
Buy Dish Networks?

Some say Dish Network might be looked at as a buyer now that Sprint's not acquiring T-Mobile. Discussing the best scenario for Dish, with Jason Bazinet, Citigroup media analyst, and Matthew Harrigan, Wunderlich Securities senior analyst.

Russia issues imports ban   Thu, 7 Aug '14 | 2:03 PM ET
Russia issues imports ban

Russia has issued import bans on Western food. Lauren Goodrich, Stratfor senior Eurasia analyst, discusses what outcome Russian President Putin really wants to come from this.

Keurig falls after revenue, light guidance

Marc Riddick, Williams Capital senior analyst, provides insight from the Keurig Green Mountain's earnings call, and the company's pace of spending for brand partnerships, including Subway.

21st Century Fox's best businesses built, not bought: Analyst

21st Century Fox reported an earnings beat Wednesday. Tim Nollen, Macquarie, listened in on the earnings call, saying the company was quite clear it is walking away from Time Warner.

Why Sprint is waiting on Apple   Wed, 6 Aug '14 | 10:10 AM ET
Why Sprint is waiting on Apple

Jennifer Fritzsche, Wells Fargo analyst, weighs in on Sprint's decision to withdraw its bid and how they will reintroduce themselves as a standalone to consumers.

Bewkes has a lot to answer: Analyst   Wed, 6 Aug '14 | 7:51 AM ET
Bewkes has a lot to answer: Analyst

Rich Greenfield, BTIG analyst, provides his thoughts on the fallout from shareholders after Rupert Murdoch withdrew his bid for Time Warner.

Disney crushes Q3 estimates   Wed, 6 Aug '14 | 6:22 AM ET
Disney crushes Q3 estimates

Tony Wible, Janney Capital Markets, breaks down the numbers on Disney's blockbuster quarter. I think the biggest thing is they are building new franchises, says Wible, commenting on Disney's studios.

Could see gas below $3/gallon in Q4: Analyst

What can customers expect to pay at the pump for the rest of the year, with Gregg Laskoski, Gasbuddy.com senior analyst.

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CEO Interviews