Analyst Interviews

Analyst calls out Yellen's biotech comments   Fri, 18 Jul '14 | 12:45 PM ET
Analyst calls out Yellen's biotech comments

Mark Schoenbaum, ISI Group, explains why his views differ from Janet Yellen on whether the biotech sector is forming a bubble.

Google still a core holding: Pro   Fri, 18 Jul '14 | 6:22 AM ET
Google still a core holding: Pro

Nomura's Anthony DiClemente, breaks down Google's second quarter earnings which missed expectations but revenues topped Wall Street estimates.

Good synergies between TWX & FOX: Analyst   Wed, 16 Jul '14 | 8:06 AM ET
Good synergies between TWX & FOX: Analyst

David Bank, RBC Capital Markets, and CNBC's Julia Boorstin, discusses why the combination of Time Warner and 21st Century Fox makes sense.

21st Century's bid way under paying: Analyst

I think you need to go to at least $100 per share, says Tony Wible, Janney Capital Markets analyst, explaining why he thinks 21st Century Fox needs to increase its offer for Time Warner.

US roads & private money   Tue, 15 Jul '14 | 2:46 PM ET
US roads & private money

Macquarie Bank and Cintra own a 75-year lease on the Indiana toll road. Baruch Feigenbaum, Reason Transportation analyst, explains why this is working, and the private sector's role in improving infrastructure in the U.S.

Momentum at GoPro's back: Analyst   Tue, 15 Jul '14 | 12:45 PM ET
Momentum at GoPro's back: Analyst

JMP Securities is the first Wall Street firm to initiate on GoPro. The analyst who made the call, Alex Guana, discusses the company's great success in its category already.

Citi by the numbers   Mon, 14 Jul '14 | 8:32 AM ET
Citi by the numbers

David Hilder, Drexel-Hamilton banking analyst, breaks down Citi's Q2 results, and weighs in on its $7 billion settlement with the U.S. government over shoddy mortgage-back securities.

WFC Q2 profits helped by housing   Fri, 11 Jul '14 | 8:16 AM ET
WFC Q2 profits helped by housing

The more I look into Wells Fargo's quarter, the more I like it, says Anthony Polini, Raymond James, breaking down the big bank's quarterly numbers.

Q2 top Internet performers: FB, PCLN &   Fri, 11 Jul '14 | 7:46 AM ET
Q2 top Internet performers: FB, PCLN & P

Mark Mahaney, RBC lead Internet analyst, shares his earnings outlook in the Internet and e-commerce space. Also Mahaney shares his thoughts on Amazon's foray into drones and where he sees the biggest growth areas for the e-commerce giant.

TGI Friday's bets on 'endless appetizer'   Thu, 10 Jul '14 | 2:48 PM ET
TGI Fridays' loaded potato skins, one of the choices for "Endless Appetizers for $10."

TGI Fridays is offering all-you-can-eat helpings of any one appetizer for just $10 per person on Mondays. Wunderlich Securities, Inc. restaurant analyst Bob Derrington, says this is a calculated risk by the restaurant.

Analyst spooked by Lumber Liquidators   Thu, 10 Jul '14 | 2:16 PM ET
Analyst spooked by Lumber Liquidators

Lumber Liquidators cut its Q2 and full-year guidance. Discussing whether the remodeling boom is over or not, with CNBC's Diana Olick, and Laura Champine, Canaccord Genuity.

Expect underwhelming earnings for big banks: Analyst

Bank of America is submitting its capital plan to the Federal Reserve for permission to pay a dividend of five cents per share. Eric Wasserstrom, SunTrust analyst, discusses the plan and earnings expectations for the big banks.

Analyst concerns for Tesla   Wed, 9 Jul '14 | 4:21 PM ET
Analyst concerns for Tesla

Discussing how Tesla crashes will impact the automaker, with Laruen Fix, The Car Coach, and Craig Irwin, Wedbush Securities.

Mike Mayo: Citi still a buy   Wed, 9 Jul '14 | 12:30 PM ET
Mike Mayo: Citi still a buy

Citigroup nears a potential $7 billion deal to settle a mortgage probe. Mike Mayo, CLSA bank analyst, thinks the company can handle the cost.

Future of restaurant chains   Wed, 9 Jul '14 | 10:46 AM ET
Future of restaurant chains

Discussing the state of the restaurant industry and consumer spending, with Nick Setyan, Wedbush Securities senior equity analyst.

Big opportunity to own momentums: Analyst   Wed, 9 Jul '14 | 10:16 AM ET
Big opportunity to own momentums: Analyst

Gene Munster, Piper Jaffray senior research analyst, looks at some high profile momentum stocks that could be in trouble, and explains why investors need to own quality tech stocks before the holidays.

Analyst says Tesla demand growing   Tue, 8 Jul '14 | 5:15 PM ET
Analyst says Tesla demand growing

Tesla faces a trademark lawsuit from a Chinese businessman who demands the electric car maker stops sales and marketing activities in the country. Colin Rusch, Northland Capital Markets senior research analyst, provides perspective.

Analyst: Why you should own Yahoo   Mon, 30 Jun '14 | 12:08 PM ET
Analyst: Why you should own Yahoo

Discussing the potential moves in Yahoo shares as Alibaba's IPO approaches, with Gene Munster, Piper Jaffray analyst. FMHR trader Josh Brown says Yahoo has not created value in a long time.

Analyst's painful Intel upgrade   Fri, 27 Jun '14 | 12:48 PM ET
Analyst's painful Intel upgrade

Sanford Bernstein analyst Stacy Rasgon admits he missed the trade on Intel, and is "painfully" upgrading the chip maker to market perform.

Best time to buy Celgene, Vertex & more   Fri, 27 Jun '14 | 12:17 PM ET
Best time to buy Celgene, Vertex & more

The biotech ETF soared 67 percent in 2013, but has since been bumpy. Discussing winning and losing stocks in the industry, with Mark Schoenebaum, ISI pharma/biotech analyst.

Where Nike is scoring   Fri, 27 Jun '14 | 9:02 AM ET
Where Nike is scoring

Discussing how Nike is growing their running sector and how much the World Cup is impacting sales, with Paul Swinand, Morningstar equity analyst.

Analyst positive on GoPro potential   Thu, 26 Jun '14 | 5:17 PM ET
Analyst positive on GoPro potential

Discussing sales expectations for GoPro for the rest of the year and beyond, and whether the fad will last, with Michael Pachter, Wedbush Securities analyst.

Realties of Aereo ruling   Wed, 25 Jun '14 | 10:14 AM ET
Realties of Aereo ruling

David Bank, RBC Capital Markets, weighs in on the Aereo decision. Bank says it's much more positive news for the pure play smaller broadcasters, than it is for the larger broadcasters. CNBC's David Faber provides insight.

Analyst says 'bankruptcy odds climbing' for RadioShack

Discussing the likelihood of bankruptcy for RadioShack, with Scott Tilghman, B.Riley senior retail analyst. He outlines two fundamental problems at the company: it hasn't evolved with the times, and traffic.

Airline ticket prices surge 97% in May   Tue, 24 Jun '14 | 2:26 PM ET
Airline ticket prices surge 97% in May

Joseph DeNardi, Stifel Nicolaus airlines analyst, says some airlines are more effective at generating ancillaries than other airline companies. His top stock pick is Delta.

What could get Darden cooking   Fri, 20 Jun '14 | 2:21 PM ET
What could get Darden cooking

Sales at Olive Garden continue to slow. Discussing the health of Darden Restaurant traffic, with Bob Derrington, Wunderlich Securities senior analyst.

Investor activism distracting Darden: Analyst

Discussing what's behind Darden's disappointing earnings and lackluster sales, with Rachael Rothman, Susquehanna Financial Group analyst.

Summer beverage stock plays   Thu, 19 Jun '14 | 2:51 PM ET

Discussing the best trades in the beverage industry right now, with Caroline Levy, CLSA beverage analyst.

Apple's ecosystem strategy   Tue, 3 Jun '14 | 10:16 AM ET
Apple's ecosystem strategy

Walter Piecyk, BTIG wireless research analyst, shares his thoughts on WWDC and explains which competitors will be impacted by Apple's software announcements.

Analyst says Beats deal 'low risk'   Thu, 29 May '14 | 12:17 PM ET
Analyst says Beats deal 'low risk'

Katy Huberty, Morgan Stanley analyst, discusses the potential value in Apple's acquisition of Beats Electronics and shares her thoughts on what to expect from the next iPhone and iWatch.

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