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Analyst Interviews

MS story stronger, longer-term: Pro   Thu, 17 Apr '14 | 11:30 AM ET
MS story stronger, longer-term: Pro

Brennan Hawken, UBS director of equity research, breaks down the quarterly earnings of Morgan Stanley and Goldman Sachs.

Yahoo improves display business   Wed, 16 Apr '14 | 2:16 PM ET
Yahoo improves display business

Neil Doshi, CRT Capital internet analyst, makes the bull case for Yahoo sans Alibaba.

Commercial loans key XLF growth: Analyst   Wed, 16 Apr '14 | 11:36 AM ET
Commercial loans key XLF growth: Analyst

Discussing loan growth in financials and the drag of litigation on Bank of America's earnings, with Gerard Cassidy, RBC Capital Markets lead banking analyst.

Santelli Exchange: State vs. local economic conditions

CNBC's Rick Santelli and Gabe Petek, S&P Ratings analyst, discuss the credit outlook for state and local governments.

Mike Mayo: 'Definite buyer of Citi here'   Tue, 15 Apr '14 | 12:51 PM ET
Mike Mayo: 'Definite buyer of Citi here'

CLSA analyst Mike Mayo discusses his remaining restructuring and regulator questions about Citigroup after the company's earnings beat, and why he is still a buyer.

Love biotech on correction: Trader   Tue, 15 Apr '14 | 12:40 PM ET
Love biotech on correction: Trader

The FMHR traders debate the play on large cap versus small cap biotech stocks.

Top biotech analyst forecasts bottom   Tue, 15 Apr '14 | 12:37 PM ET
Top biotech analyst forecasts bottom

Discussing large cap versus small cap biotech stocks, and the hottest picks in the space, with Yaron Werber of Citi.

Global consumer banking weak: Pro   Mon, 14 Apr '14 | 10:38 AM ET
Global consumer banking weak: Pro

Erik Oja, S&P Capital IQ U.S. banks equity analyst, explains what contributed to Citi's better-than-expected earnings and why he lowered his price target on the bank.

Citigroup's 'clean beat'   Mon, 14 Apr '14 | 8:13 AM ET
Citigroup's 'clean beat'

Citigroup reported Q1 EPS of $1.30 ex-items on revenue of $20.12 billion. David Hilder, Drexel Hamilton, says the company is fully capitalized.

GM not as forthcoming as could have been: Analyst

Alec Gutierrez, Kelley Blue Book senior market analyst, weighs in on the evidence that General Motors may have known of problems in models that were recalled in 2011.

Masters leader board   Fri, 11 Apr '14 | 12:57 PM ET
Masters leader board

Mark Rofling, golf analyst at The Golf Channel, says Adam Scott is the best player in the world right now.

FMHR traders compete for 'Masters' status   Fri, 11 Apr '14 | 12:55 PM ET
FMHR traders compete for 'Masters' status

The "Fast Money Halftime Report" traders compete at Liberty National Golf Course.

Banks trading off with drop in rates: Pro   Fri, 11 Apr '14 | 11:18 AM ET
Banks trading off with drop in rates:  Pro

Paul Miller, FBR Capital Markets managing director & head of financial institutions research, breaks down the mixed Q1 earnings results of JPMorgan and Wells Fargo.

Reasons to buy tech stocks   Fri, 11 Apr '14 | 9:45 AM ET
Reasons to buy tech stocks

A quick look at the day's top stories on "Squawk Box," including a Wall Street analyst who breaks down some interesting buying opportunities in the Internet space

Structural shift in hospital demand: Analyst

Intuitive Surgical dropped after the company's Q1 earnings showed a drop in revenue. Shagun Chadha, CRT Capital Group, thinks investors should sell the stock in April. CNBC's Herb Greenberg, weighs in.

Looking for 8-10% correction: Polcari   Mon, 7 Apr '14 | 1:02 PM ET
Looking for 8-10% correction: Polcari

As the market sell-off continues, Abigail Doolittle, Peak Theories founder & analyst, and Kenny Polcari, O'Neil Securities director, discuss what the technical break down in the market signals.

Time to believe in Zynga   Mon, 7 Apr '14 | 12:18 PM ET
Time to believe in Zynga

Discussing Zynga's performance, and the company's big bet on growth, with Michael Pachter, Wedbush Securities.

Three things to benefit Pandora   Mon, 7 Apr '14 | 12:15 PM ET
Three things to benefit Pandora

Why investors can expect profits from Pandora, and what consumers will think of increased advertising, with Michael Pachter, Wedbush Securities.

BlackBerry staying around to get bought: Pro

Discussing BlackBerry's turnaround and if the company has become an asset, with Avi Silver, CLSA analyst, and Larry Fishelson, DynaLink CEO.

Finding value in home builders   Fri, 28 Mar '14 | 2:17 PM ET
Finding value in home builders

Discussing the sentiment of home builder investors, and the health of the industry compared to last year, with Stephen Kim, Barclays homebuilding analyst.

JC Penney 'uninvestable': Pro   Fri, 28 Mar '14 | 2:00 PM ET
JC Penney 'uninvestable': Pro

Dissecting JC Penney's business, and who's stealing market share from the retailer, with Rick Snyder, Maxim Group senior retail analysts.

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

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
Mike Mayo selling Bank of America

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
Analyst likes Morgan Stanley best

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
Citigroup CFO needs to go: Analyst

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
'Why so many hate Wall St.': Mike Mayo

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

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
Store engagement hurting Lulu: Analyst

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
Fed rejects Citi's capital plan

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
Fed stressing Citigroup

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.

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