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Analyst Interviews

NJ online gambling legal today  Tue, 26 Nov '13 | 6:44 AM ET

States will monitor tax revenues for online gambling, says Harry Curtis, gaming analyst of Nomura Securities. New Jersey becomes the 3rd state to permit online gambling today.

Electronics big with holiday shoppers?  Mon, 25 Nov '13 | 1:18 PM ET

With just 1 month left for holiday shopping, Stacey Widlitz, CNBC retail analyst; Neely Tamminga, Piper Jaffray; and Chris Horvers, JPMorgan retail-hardlines analyst, discuss what's hot with consumers.

Wal-Mart shakeup not totally unexpected: Pro  Mon, 25 Nov '13 | 1:03 PM ET

Stacey Widlitz, CNBC retail analyst, and Chris Horvers, JPMorgan retail-hardlines analyst, weigh in on Wal-Mart Mike Duke's successor Doug McMillon as new CEO.

Gap: Buy, sell or hold?  Fri, 22 Nov '13 | 1:40 PM ET

Betty Chen, Mizuho Securities, thinks Gap is well positioned. Steph Wissink, Piper Jaffray, debates the trade.

Gap is reporting Q3 EPS of $0.72 on revenue of $3.98 billion. Roxanne Meyer, UBS retail analyst, and Richard Jaffe, Stifel retail analyst, discuss whether it's time to gamble on this stock just ahead of the holiday season.

According to sources, Time Warner Cable has made it clear to Comcast that it is the preferred buyer for its cable television service. Craig Moffett, MoffettNathanson founder and senior analyst, provides perspective.

Gap illustrates great consistency: Analyst  Fri, 22 Nov '13 | 6:35 AM ET

"Shoppers are gravitating towards deals," says Oliver Chen of Citigroup. Gap reported Q3 revenue of $3.98 billion, and Chen discusses the quarter and recent trends in retail.

Make or break for Toys 'R' Us  Thu, 21 Nov '13 | 11:43 AM ET

Investors are "quite bearish" about the credit prospects for Toys "R" Us, explains Jerry Tempelman of Moody's Analytics.

Sticking with UnitedHealth, Aetna: Analyst  Thu, 21 Nov '13 | 7:19 AM ET

"Overtime, there is a chance you'll see migration from small group into the exchanges," explains Joshua Raskin, Barclays health care analyst. Raskin shares his top insurance picks.

Eyeing JC Penney into 2014: Analyst  Wed, 20 Nov '13 | 10:04 AM ET

What JC Penney can do to boost investor confidence in the stock, with JPMorgan senior retail analyst Matthew Boss.

Tesla rebounds despite fire probe  Tue, 19 Nov '13 | 12:35 PM ET

Discussing the risk of investing in Tesla, with Ben Kallo, RW Baird analyst. He says there's a question mark around Tesla's technology.

Home Depot earnings better-than-expected  Tue, 19 Nov '13 | 7:55 AM ET

Digging into Home Depot's strong earnings report, and looking ahead to Lowe's earnings, with Michael Lasser, UBS senior research analyst.

Home Depot raises year EPS guidance  Tue, 19 Nov '13 | 6:16 AM ET

Home Depot is reporting Q3 EPS of $0.95 on revenue of $19.470 billion. Brian Nagel, Oppenheimer & Co. hardlines analyst, digs into what he calls a "really good report."

Boeing orders logical: Analyst  Mon, 18 Nov '13 | 8:38 AM ET

Howard Rubel, aerospace and defense analyst at Jefferies & Co., weighs in on record orders for the 777 at the Dubai Airshow.

Improving service at McDonald's  Fri, 15 Nov '13 | 10:15 AM ET

Jim Yin of S&P Capital IQ discusses what McDonald's needs to do to improve its customer service.

Cisco having product transition issues: Pro  Thu, 14 Nov '13 | 6:45 AM ET

Digging into Cisco's earnings, with Jayson Noland, Robert W. Baird IT systems senior analyst.

CLSA analyst: BofA must focus  Wed, 13 Nov '13 | 11:10 AM ET

CLSA analyst Mike Mayo says companies need a strategy and metrics by which to judge it, which he doesn't see from Bank of America.

Macy's Q3 a 'low quality beat': Pro  Wed, 13 Nov '13 | 10:02 AM ET

Shares of Macy's soared after the company beat on both the top and bottom line for Q3. Rick Snyder, Maxim Group analyst, and Chuck Grom, Sterne Agee analyst, dig in to the data.

Macy's Q3 results  Wed, 13 Nov '13 | 8:29 AM ET

Matthew Boss, JPMorgan senior retail analyst, provides insight into Macy's Q3 earnings data. He says beauty, home and fine jewelry were strong in Macy's quarter.

Burger battle royale  Fri, 8 Nov '13 | 2:46 PM ET

Will Slabaugh, Stephens Inc, still likes McDonald's despite weak same-store sales. Robert Derrington, Wunderlich Securities, explains why he believes in Red Robin.

3-D printing stocks on fire  Fri, 8 Nov '13 | 2:41 PM ET

Andrea James of Dougherty & Co. and Daniel Holland of Morningstar Equity weigh in on whether 3-D printing stocks have more room to run.

McDonald's a defensive play?  Fri, 8 Nov '13 | 10:38 AM ET

McDonald's October sales numbers showed sluggish same-store sales growth. Jeffrey Bernstein, Barclays, explains his buy rating for the fast food restaurant.

Tesla to blame for flame?  Fri, 8 Nov '13 | 10:25 AM ET

Weighing on Tesla's Model S fire, Colin Rusch, Northland Capital analyst, says statistically Tesla cars are 8 times less likely to have a fire than gasoline-powered cars.

Is Twitter really cheap?  Fri, 8 Nov '13 | 10:13 AM ET

Victor Anthony, Topeka Capital Markets, does not think Twitter is overvalued and forecasts an 80 percent revenue growth over the next 3 years.

Risky to chase Twitter mid-$40s: Analyst  Thu, 7 Nov '13 | 10:24 AM ET

Discussing Twitter's indicated valuation, and when investors should buy in, with Mark Mahaney of RBC Capital Markets. "You have to have a very long-term time horizon to make money buying Twitter in the mid-$40s," he says.

Abercrombie poorly run: Analyst  Wed, 6 Nov '13 | 2:14 PM ET

Abercrombie & Fitch is "getting killed from all directions," explains Stacey Widlitz, SW Retail Advisors president. Widlitz says the company has to go towards the "fast fashion route."

Valuation issues at Tesla questionable: Pro  Wed, 6 Nov '13 | 11:03 AM ET

Does Tesla need a reboot? Drew Cupps, Cupps Capital Management and Tesla shareholder, and Efraim Levy, S&P Capital, weigh in.

Tesla lower ahead of earnings  Tue, 5 Nov '13 | 2:21 PM ET

What might Tesla CEO Elon Musk say about sales in China, or the third generation vehicle? CNBC's Phil LeBeau shares a preview of Tesla earnings expected Tuesday.

BlackBerry can't compete: Pro  Mon, 4 Nov '13 | 2:04 PM ET

John Chen will serve as the interim CEO at BlackBerry in the coming weeks. Ed Snyder, Charter Equity Research analyst, and Roger Cheng, CNET executive editor, discuss whether BlackBerry can turn itself around.

Pros highlight top solar-power plays  Fri, 1 Nov '13 | 5:00 PM ET

Opportunity remains in a few solar-energy stocks, Ben Kallo of R.W. Baird and Tim Seymour of EmergingMoney.com say.

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