GO
Loading...

Analyst Interviews

Citi capital is there: Analyst  Thu, 27 Mar '14 | 2:16 PM ET

The Federal Reserve turned down Citigroup's capital plan. Discussing the potential risk/reward for shareholders right now, with David Konrad, Macquarie Securities.

Mike Mayo selling Bank of America  Thu, 27 Mar '14 | 12:18 PM ET

Discussing Bank of America's financial targets, and his outlook for the stock, with Mike Mayo, CLSA bank analyst.

Analyst likes Morgan Stanley best  Thu, 27 Mar '14 | 12:17 PM ET

Discussing Morgan Stanley's Fed-approved capital plan, with Mike Mayo, CLSA bank analyst.

Citigroup CFO needs to go: Analyst  Thu, 27 Mar '14 | 12:05 PM ET

The Federal Reserve turned down Citigroup's capital plan. Mike Mayo, CLSA bank analyst, thinks this is the "third strike" for the bank's CFO John Gerspach.

'Why so many hate Wall St.': Mike Mayo  Thu, 27 Mar '14 | 12:05 PM ET

Mike Mayo, CLSA bank analyst, shares his opinions on the Federal Reserve's decision to turn down Citigroup's capital plan. Mayo thinks Citigroup's CFO John Gerspach needs to go.

Microsoft shifting focus to services: Analyst  Thu, 27 Mar '14 | 10:21 AM ET

CNBC's Jon Fortt and Norman Young, Morningstar senior equity analyst, discuss the rumors Microsoft CEO Satya Nadella will announce the launch of its Office suite for iPad.

Store engagement hurting LULU: Analyst  Thu, 27 Mar '14 | 10:08 AM ET

Sam Poser, Sterne Agee senior research analyst, discusses Lululemon's earnings and his firms underperform rating on the athletic apparel company. Poser says he's concerned about the company's ability to bring new customers into the fold.

Fed rejects Citi's capital plan  Thu, 27 Mar '14 | 10:03 AM ET

Chris Kotowski, Oppenheimer & Co. senior research analyst, and Anna Krayn, Moody's Analytics director, discuss Citigroup's failure to get the Fed's approval to raise dividend payments and increase stock buybacks.

Fed stressing Citigroup  Thu, 27 Mar '14 | 8:03 AM ET

Marty Mosby, Guggenheim Partners analyst, provides perspective on the banking sector after Citigroup failed the Fed's stress test and was barred from raising its dividend and boosting its stock buybacks.

Citi's wakeup call from the Fed  Thu, 27 Mar '14 | 6:07 AM ET

The Fed announced Citi is one of five banks to fail its stress test. Anthony Polini, Raymond James analyst, discusses what the big bank can do now. This seems to be more of a bump in the road for Citi rather than a critical shortfall, says Polini.

Strategies for momentum stock players  Tue, 25 Mar '14 | 1:09 PM ET

CNBC's Dominic Chu reports on risks with momentum stocks.

Reasons to stick with biotech  Tue, 25 Mar '14 | 1:07 PM ET

CNBC's Sheila Dharmarajan reports why analysts think investors should stick with the biotech sector.

Cool Apple innovation to come: Analyst  Mon, 24 Mar '14 | 12:13 PM ET

Discussing what new products are going to set up Apple for the next quarter, with Steve Milunovich, UBS analyst.

Darden Restaurants' earnings matched lowered estimates. Stephen Anderson, Miller Tabak senior restaurant analyst, discusses what might happen with its weak Red Lobster business.

Apple bulls vs. bears  Fri, 21 Mar '14 | 1:08 PM ET

Shares of Apple have been trading between $500 and $550 for months, bringing some analysts concerns. CNBC's Josh Lipton reports on Apple bulls versus its bears.

Tiffany solid in tough environment: Analyst  Fri, 21 Mar '14 | 10:02 AM ET

Breaking down Tiffany's quarterly earnings and the state of the luxury consumer, with Edward Yruma, KeyBanc Capital Markets Retail analyst.

Netflix CEO changes view on net neutrality  Fri, 21 Mar '14 | 7:42 AM ET

Is Netflix's call for stronger net neutrality a way to gain concessions from Comcast? Richard Greenfield, BTIG analyst, shares his thoughts and weighs in on the issues between "peering" and "interconnection."

I'd choose Facebook over Twitter: Mahaney  Fri, 21 Mar '14 | 6:38 AM ET

Mark Mahaney, RBC Capital Markets lead internet analyst, says Facebook's management team is more proven and the valuations are a lot easier, although Twitter's business margins are already proven.

A growing number of Internet companies are set to raise prices to help offset rising costs. Mark Mahaney, RBC Capital Markets analyst, provides analysis on pricing power within the industry.

Morningstar reaffirmed its gold rating on Pimco's total return fund. Eric Jacobson, Morningstar senior fund analyst, provides perspective on that rating.

Good stuff coming from Apple: Analyst  Thu, 20 Mar '14 | 11:15 AM ET

Discussing analyst expectations for Apple, with Gene Munster, Piper Jaffray managing director & senior research analyst. CNBC's Jon Fortt weighs in.

Disney has good fundamental story: Pro  Tue, 18 Mar '14 | 3:16 PM ET

How to play Disney, with Tim Nollen, Macquarie, who says the stock will continue to climb higher due to its strong film run and parks. Abigail Doolittle, Peak Theories founder & analyst, says the stock is well ahead of itself and is ready for a fall.

Michael Morris, Guggenheim analyst, shares his thoughts on who will likely succeed Disney's current CEO Bob Iger. Most people I've talked to say it comes down to two candidates; Thomas Staggs, Chairman of Disney's parks and resorts or Jay Rasulo, Disney's CFO. Morris also weighs in on the high price of admission at Disney's theme parks.

Will Disney keep its magic touch?  Tue, 18 Mar '14 | 6:14 AM ET

Tony Wible, Janney Montgomery Scott analyst, provides his thoughts on the future of Disney's brand ahead of today's annual shareholder meeting and the likely 2016 retirement of CEO Bob Iger. While Disney is an investing class franchise, we tend to prefer Viacom, says Wible.

Stocks are the best place to be: Pro  Mon, 17 Mar '14 | 6:24 PM ET

Erik Ristuben, Chief Investment Strategist at Russell Investments, explains why he still favors equities over bonds or cash.

Could Google find value in buying both eBay and PayPal? Colin Sebastian, Robert W. Baird & Co. senior research analyst, thinks this could be a "power house combination" for Google.

Analyst maintains 'buy' on GM  Thu, 13 Mar '14 | 1:12 PM ET

Just how much does "headline risk" impact the company's fundamentals? Efraim Levy, S&P Capital IQ senior automotive industry analyst, is positive on the stock's future.

Boeing weighs on Dow  Wed, 12 Mar '14 | 2:18 PM ET

Carter Copeland, Barclays equity research analyst, will look for demonstrative progress from Boeing before advising investors to buy the stock.

New Jersey Tesla ban  Wed, 12 Mar '14 | 2:16 PM ET

How big a difference a direct auto sales ban in New Jersey will make to Tesla's bottom line, with Craig Irwin, Wedbush Securities clean tech analyst.

Risks for General Motors mount  Wed, 12 Mar '14 | 2:15 PM ET

Discussing the potential legal risk for General Motors as multiple investigations prepare to find out more about the company's handling of its ignition switch recall, with Dave Whiston, Morningstar.

Contact Analyst Interviews

  • CNBC NEWSLETTERS

    Get the best of CNBC in your inbox

    To learn more about how we use your information,
    please read our Privacy Policy.
    › Learn More

CEO Interviews