Analyst Interviews

Discussing Apple's growth, with Ross Gerber, Gerber Kawasaki CEO; David Pearl, Epoch Investment Partners executive vp; and Alex Gauna, JMP Securities senior research analyst.

5c and 5s 'good news for Apple': Analyst  Mon, 28 Oct '13 | 7:19 AM ET

Ben Reitzes, Barclays analyst, provides a preview of the tech giant's quarterly numbers and weighs in on whether Carl Icahn is good or bad for the stock.

First Solar up on Chinese rally: Pro  Fri, 25 Oct '13 | 2:39 PM ET

Solar companies are losing money, says Gordon Johnson of Axiom Capital. Ben Kallo, Robert W. Baird, thinks you should still invest in these names.

P&G results pretty solid: Analyst  Fri, 25 Oct '13 | 11:34 AM ET

John Faucher, JPMorgan, says P&G results were generally pretty solid. Investors are focused on organic revenue growth, he adds.

Still in love with Amazon?  Fri, 25 Oct '13 | 8:16 AM ET

Mark Mahaney, RBC Capital Markets analyst, has the play on the tech giant's outlook, as the company grows despite being unprofitable.

Stock picks amid Obamacare flaws  Thu, 24 Oct '13 | 2:44 PM ET

Finding investment opportunities as problems continue for Healthcare.gov, with Sheryl Skolnick, CRT Capital hospital and health care analyst, and Sarah James, Wedbush Securities health care analyst.

Should you add to your Apple position?  Thu, 24 Oct '13 | 1:04 PM ET

Apple analyst, Chris Caso, Susquehanna Financial Group, and Andrew Slimmon, Morgan Stanley, react to Carl Icahn's move on Apple and the tech giant's future products.

Owens Corning plunges on Q3 data  Wed, 23 Oct '13 | 5:22 PM ET

Discussing whether Owens Corning is ripe for a takeover, with Bob Wetenhall, analyst for RBC Capital Markets. "In the right hands, this could warrant a takeover at a satisfiable premium," he says.

Greater free cash flow ahead: Analyst on XOM  Wed, 23 Oct '13 | 2:50 PM ET

Allen Good, senior analyst for Morningstar, sees Exxon Mobil having great free cash flow over the next few years; while William Featherston of UBS, is concerned about declining production growth.

Panera needs to hire more people: Pro  Wed, 23 Oct '13 | 6:42 AM ET

Stephen Anderson, Miller Tabak analyst, provides his play on the casual dining space, as shares of Panera Bread trade lower on missed sales expectations and warnings of lower fourth quarter results.

What's driving Apple's stock, with Tavis McCourt of Raymond James.

Netflix blows past Q3 expectations  Tue, 22 Oct '13 | 7:16 AM ET

Richard Greenfield, BTIG analyst, provides perspective on the high-flying stock and the company's plans to expand overseas and provide domestic set-top boxes.

Mark Gulley, BGC Financial analyst, breaks down the industrial company's quarterly earnings and weighs in on whether the company is targeted for a break up.

Chipotle due for modest pullback: Analyst  Mon, 21 Oct '13 | 5:09 PM ET

Stephen Anderson, Miller Tabak analyst, explains why he downgraded Chipotle to "hold" from "buy." He also discusses whether a price increase for its products would impact the traffic.

Should McDonald's ditch healthy items?  Mon, 21 Oct '13 | 2:42 PM ET

Will Slabaugh, Stephens Inc., research analyst says consumers clearly want indulgent options, but keeping healthy products are key. David Freedman, The Atlantic contributor, says McDonald's needs to come out with a healthier Big Mac.

MCD misses on revenue  Mon, 21 Oct '13 | 10:09 AM ET

McDonald's is blaming missed revenues on the global economy. Jeffrey Bernstein, Barclays, and R.J. Hottovy, MorningStar, weigh in.

Brett Harriss, Gabelli & Company analyst, provides his outlook on the streaming media company's chances of being included in a premium package, like HBO.

McDonald's 'Mighty Wings' fail to lift stock  Mon, 21 Oct '13 | 8:22 AM ET

Peter Saleh, Telsey Advisory Group analyst, says despite menu innovations and a big advertising push, McDonald's is still struggling to attract customers to its doors.

Eric Wasserstrom, SunTrust Robinson Humphrey analyst, provides insight on the future of the big bank's stock, despite pending litigation.

Mall retailers will be challenged: Analyst  Fri, 18 Oct '13 | 12:40 PM ET

Michael Binetti and Michael Lasser of UBS share their top retail picks.

JPMorgan 'dead money'?  Fri, 18 Oct '13 | 12:08 PM ET

"I see it as dead money," says Mike Mayo, analyst at CLSA, about JPMorgan. FMHR trader Pete Najarian says he totally disagrees.

Mike Mayo, analyst at CLSA, says the pick-up in benefits from the joint venture with Smith Barney is just beginning.

YouTube helping Google growth overall: Pro  Fri, 18 Oct '13 | 10:05 AM ET

How important is YouTube to Google's business? Ken Sena, Evercore, and Aaron Kessler, Raymond James, weigh in.

Google closes in on $1,000  Fri, 18 Oct '13 | 10:01 AM ET

Google shares hit a new high after its Q3 earnings data beat estimates. Ken Sena, Evercore, makes the case for his "buy" rating on the stock, and Aaron Kessler, Raymond James, weighs in.

IBM: Bull vs. bear  Thu, 17 Oct '13 | 3:30 PM ET

To debate IBM's stock drop as a buying opportunity, is Joseph Foresi, Janney Capital Markets, and Jason Rotman, Lido Isle Advisors.

Discussing the "side effects" of the medical device tax, with Mike Weinstein, JPMorgan. He says investors should look for health-care companies with improving fundamentals.

Dan Morgan, Synovus Trust, provides instant analysis to eBay's earnings.

After IBM earnings, hold on to shares: Pro  Wed, 16 Oct '13 | 4:08 PM ET

Dan Morgan, Synovus Trust, provides instant analysis to IBM's earnings. "The stock is cheap compared to historical standards," he says.

Be neutral on Intel at this level: Trader  Tue, 15 Oct '13 | 5:13 PM ET

CNBC's Jon Fortt reports Intel is seeing an increase in inventories, but still below historical levels. The "Fast Money" traders take their positions.

FBR Capital's Ed Mills says a government shutdown would actually be good for the markets. Mills says if the House vote fails Tuesday night, we will have deal Wednesday morning.

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