Analyst Interviews

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.

Breaking down Yahoo and Intel  Tue, 15 Oct '13 | 4:09 PM ET

David Garrity, GVA Research, provides instant analysis into Yahoo and Intel's Q3 earnings.

Dick Bove, Rafferty Capital, says a "violent move in the Congress will get them to do something significant."

Sources say Netflix talks to offer service through its set top boxes is "on." Michael Pachter, analyst at Wedbush Securities, and CNBC's Julia Boorstin, discuss.

Analyze the Analysts!  Mon, 14 Oct '13 | 1:30 PM ET

Jim Iuorio of TJM Institutional Services, takes a look at the latest analyst calls. Iuorio says he disagrees with Merck's downgrade by Bernstein.

Outlook on bank earnings: Analyst  Mon, 14 Oct '13 | 10:24 AM ET

Gerard Cassidy, RBC Capital Markets analyst, weighs in on what he is expecting to see in the financial sector this week as refinancing activity weakens and interest rates rise.

Henrietta Treyz, Height Analytics Macro, and Brian Gardner, KBW, discuss how the markets would perceive a short-term extension deal in DC.

Clearly nervous about casual dining: Analyst  Fri, 11 Oct '13 | 2:47 PM ET

If the casual dining sector was already weak going into the government shutdown, what can we expect out of the sector ahead? Bob Derrington, Wunderlich Securities senior restaurant analyst, shares his picks.

Top analyst 'very positive on JPMorgan'  Fri, 11 Oct '13 | 1:20 PM ET

Institutional Investor rated Matt O'Connor of Deutsche Bank the "top U.S. banking analyst." O'Connor shares his top picks in banks right now.

Analyst Dick Bove tells Scott Wapner that the bank is highly diversified, so investors shouldn't be too concerned about its refinancing issues.

Bove: JPMorgan hampered by regulators  Fri, 11 Oct '13 | 10:34 AM ET

Analyst Dick Bove says investors' enthusiasm for JPMorgan was tempered when CEO Jamie Dimon said on its earnings conference call that it will have to exit some businesses due to regulatory costs.

Bove: 'Good news, bad news' for banks  Fri, 11 Oct '13 | 10:32 AM ET

Analyst Dick Bove says big banks have excellent balance sheets but are being hampered by government regulations that prevent them from participating in what should be profitable businesses.

JPM earnings: Dimon & litigation costs  Fri, 11 Oct '13 | 7:20 AM ET

Marty Mosby, banking analyst, Guggenheim Partners, looks at JPMorgan's earnings and explains the company's litigation costs, and whether Jamie Dimon's job is in jeopardy.

Senior bank analyst Charles Peabody, discusses what specifically he is looking for in bank earnings ahead.

Tiffany was upgraded by Sterne Agee to a "buy." Ike Boruchow, Sterne Agee senior research analyst, explains why this is a story of "margin inflection."

Oil analyst's top picks  Wed, 9 Oct '13 | 2:52 PM ET

Paul Sankey of Deutsche Bank was named the top integrated oil analyst by Institutional Investor for 3 consecutive years. He discusses Chevron's leverage over ExxonMobile and shares his best play, Hess.

Analyst sees Kors going higher  Wed, 9 Oct '13 | 12:19 PM ET

Piper Jaffray upgraded Kors to overweight. PJ analyst Erinn Murphy, says Michael Kors is the number two handbag brand, and expects to see growth in Europe ahead.

CVS is extremely well positioned: Analyst  Tue, 8 Oct '13 | 12:40 PM ET

Top food and drug store analyst, Meredith Adler, Barclays, shares why she thinks CVS is "properly valued" for any uncertainties that may be out there.

Shares of JCP surge on cash-on-hand report  Tue, 8 Oct '13 | 11:16 AM ET

Rick Snyder, Maxim Group analyst, explains his "hold" call on JC Penney, which he says is "a very risky stock."

Matthew Boss, JPMorgan analyst explains why he sees a turnaround at JC Penney, but that "there's still a long way to go."

2013 All-star bank plays  Tue, 8 Oct '13 | 8:16 AM ET

Howard Chen, Credit Suisse analyst, shares insight into the upcoming earnings season, and focuses in on Morgan Stanley.

Analyze the Analysts!  Mon, 7 Oct '13 | 1:10 PM ET

CNBC contributor Abigail Doolittle digs into some of the latest analyst calls on Wall Street. Jefferies upgraded Apple to buy from hold, and Raymond James downgraded Facebook.

Upping Apple to buy  Mon, 7 Oct '13 | 12:41 PM ET

Jefferies upgraded Apple to buy from hold with a price rating of $600 from $424. Peter Misek, senior tech analyst at Jefferies, breaks down the call.

Transports: Signals for earnings season  Mon, 7 Oct '13 | 7:16 AM ET

Christian Wetherbee, Citi analyst, provides an outlook on the transport sector, and explains why FedEx and Union Pacific are some of his top transport plays.

Tesla has to be perfect: Analyst  Fri, 4 Oct '13 | 3:29 PM ET

Jamie Albertine, Stifel, and Colin Rusch, Northland Capital Markets, discuss if Tesla's battery fire should be a major concern for investors.

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