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Analyst Interviews

Cruise sector: No pricing growth in 10 years   Thu, 26 Dec '13 | 10:37 AM ET
Cruise sector: No pricing growth in 10 years

Joel Simkins, Credit Suisse gaming, lodging, and leisure analyst, discusses the proposal to build a $1.3 billion stadium on the strip in Las Vegas and provides insight on leisure stocks.

Top retail holiday winners may surprise you

Pamela Quintiliano, SunTrust analyst, shares her thoughts on which retailers took the top spot in the holiday traffic shopping wars. Consumers were looking under the tree for electronic and high-end jewelry and luxury items this year, says Quintiliano.

UK's holiday frenzy beats US in spending   Tue, 24 Dec '13 | 10:32 AM ET
UK's holiday frenzy beats US in holiday spending

Bryan Roberts, analyst at Kantar Retail, details why the holiday shopping season is more critical in the United Kingdom than in the U.S.

Disney has a 'fat pipeline': Analyst   Tue, 24 Dec '13 | 7:23 AM ET
Disney has a 'fat pipeline': Analyst

"Wolf of Wall Street" and "Frozen" are among holiday movies in 2013. David Bank, analyst for RBC Capital, provides insight into which movies do well.

Amazon enters elite club   Mon, 23 Dec '13 | 10:13 AM ET
Amazon enters elite club

Amazon has crossed the $400 a share line for the first time. Channing Smith, Capital Advisors, and Michael Graham, Canaccord Genuity internet analyst, discuss Amazon's short and long-term profitability.

Investors give BlackBerry's Chen 'benefit of doubt': Pro

Discussing whether BlackBerry can remain competitive in 2014, with Mark Sue, RBC Capital Markets analyst.

Nike is a huge opportunity: Pro   Fri, 20 Dec '13 | 10:23 AM ET
Nike is a huge opportunity: Pro

Discussing Nike's high earnings expectations and if the stock is worth a buy rating, with Paul Swinand, Morningstar equity analyst, and Sam Poser, Sterne Agee senior research analyst. "Nike is showing how innovative it can be across numerous categories, Poser says.

UBS upgrades Carnival to buy   Fri, 20 Dec '13 | 10:22 AM ET
UBS upgrades Carnival to buy

Robin Farley, UBS leisure & gaming analyst, explains why UBS upgraded Carnival from neutral to buy and discusses the cruise line's pricing strategy and if they will be able to hold pricing through the holiday season.

Chipotle's pizza plan   Thu, 19 Dec '13 | 2:39 PM ET
Chipotle's pizza plan

Chipotle launched Pizzeria Locale in Denver hoping to take a bite out of the pizza industry. Stephen Anderson, Miller Tabak & Co. restaurant analyst, and Nicole Miller Regan, Piper Jaffray senior research analyst, share their opinions.

Playing the Bitcoin slide   Thu, 19 Dec '13 | 9:54 AM ET
Playing the Bitcoin slide

Darrin Peller, Barclays analyst, provides his thoughts on the digital currency, as it begins to lose momentum after hitting a record high two weeks ago.

AMC: Hot ticket IPO   Wed, 18 Dec '13 | 10:21 AM ET
AMC: Hot ticket IPO

Chad Benyon, Macquarie analyst, discusses AMC Entertainment's IPO and how movie theaters operate. Benyon also reveals his favorite picks in the entertainment space.

FedEx Q2 results shy of expectations   Wed, 18 Dec '13 | 7:54 AM ET
FedEx Q2 results shy of expectations

Scott Schneeberger, Oppenheimer senior analyst, breaks down the shipping company's second quarter results, and explains why he likes the long-term outlook on FedEx. The company is nicely on pace and presents a buying opportunity, says Schneeberger.

Facebook is running Google's playbook: Analyst

Brian Nowak, Susquehanna senior analyst, breaks down Facebook's new video advertising model and discusses how it compares to Google's online display player.

Power Lunch's top 5 stories: Best Buy   Mon, 16 Dec '13 | 1:43 PM ET
Power Lunch's top 5 stories: Best Buy

The "Power Lunch" crew looks back on its top 5 stories of the year, including a big year for Best Buy. Stacey Widlitz of SW Retail Advisors, says new management has helped turn around the retailer.

Amazon is taking over your wallet: Pro   Fri, 13 Dec '13 | 2:16 PM ET
Amazon is taking over your wallet: Pro

Gene Munster, Piper Jaffray managing director & senior research analyst, discusses Amazon's new pantry initiative and gives his investment recommendation.

Lululemon's weak guidance very disappointing: Analyst

Macquarie senior consumer analyst Liz Dunn questions whether Lululemon can come back from its PR issues.

Hilton did a great job marketing IPO: Pro   Thu, 12 Dec '13 | 10:04 AM ET
Hilton did a great job marketing IPO: Pro

Chad Mollman, Morningstar equity analyst, and Rod Petrik, Stifel Nicolaus research analyst, discuss "attractiveness" of the Hilton IPO and where the hotel generates its cash flow from.

Lululemon under pressure despite Q3 beat   Thu, 12 Dec '13 | 8:46 AM ET
Lululemon under pressure despite Q3 beat

Pam Quintiliano, SunTrust analyst, shares her thoughts on Lululemon's third quarter earnings beat and fourth quarter outlook.

Coach 'down,' will get better: Pro   Wed, 11 Dec '13 | 2:41 PM ET
Coach 'down,' will get better: Pro

It's Kors vs. Coach. Which is the better investment now, with Sapna Maheshwari, Buzzfeed; Stacey Widlitz, CNBC retail analyst; and Jan Kniffen, CNBC retail analyst.

Hilton set to launch huge IPO   Wed, 11 Dec '13 | 10:46 AM ET
Hilton set to launch huge IPO

Rachael Rothman, Susquehanna Financial Group analyst, and Jon Oh, CLSA research analyst, discuss the IPO and how Hilton's business model stacks up against its competitors.

Seeing through LULU's CEO changes   Tue, 10 Dec '13 | 8:31 AM ET
Seeing through LULU's CEO changes

Pam Quintiliano, SunTrust retail analyst, explains why investors are pleased Chip Wilson is stepping down as the non-executive chairman at Lululemon, and why she views the change as positive.

Laggard McDonald's disappoints in U.S.   Mon, 9 Dec '13 | 11:06 AM ET
Laggard McDonald's disappoints in US

Discussing the company's problems in the U.S. and success in Europe, with Andy Barish of Jefferies and Peter Saleh of Telsey Advisory Group.

The new American Airlines   Mon, 9 Dec '13 | 10:44 AM ET
The new American Airlines

Robert McAdoo, Imperial Capital airline analyst, discusses the integration of U.S. Air and American merger, and how it might impact ticket prices.

LinkedIn 'truly disruptive': Analyst   Fri, 6 Dec '13 | 12:38 PM ET
LinkedIn 'truly disruptive': Analyst

BMO analyst Dan Salmon upgraded LinkedIn to outperform, and raised his price target to $270. Salmon says the company is focusing on salespeople and mobile, and "disrupting" the way enterprises do business.

'Big beer' under pressure: Analyst   Thu, 5 Dec '13 | 2:49 PM ET
'Big beer' under pressure: Analyst

Discussing whether the "big guy" beer companies make a good bet for investors, with Tom Mullarkey, Morningstar analyst, and Caroline Levy, CLSA analyst.

Beer goggles, beer stocks?   Thu, 5 Dec '13 | 2:49 PM ET
Beer goggles, beer stocks?

Should investors stay away from "big guy" beer companies, with Tom Mullarkey, Morningstar analyst, and Caroline Levy, CLSA analyst.

JCP is a long way from profitability: Analyst

Rick Snyder, Maxim Group senior retail analyst, discusses the struggles for JC Penney, and what can be done to turn the department store around. "The JCP recovery cannot happen" without increased traffic, Snyder adds.

Ford November sales beat estimates   Tue, 3 Dec '13 | 11:44 AM ET
Ford November sales beat estimates

CNBC's Phil LeBeau talks with Erich Merkle, Ford U.S. sales analyst about why the automaker saw sales rise 7.2 percent last month versus an estimate of 3.0 percent.

UBS analyst upgrades Apple   Tue, 3 Dec '13 | 10:20 AM ET
UBS analyst upgrades Apple

Steve Milunovich, UBS technology strategist, upgraded Apple to "buy," and raised his price target on the stock. He explains his upgrade, and why concern about the cloud may keep cloud computing vendors under pressure.

Analyze the Analysts: Twitter   Mon, 2 Dec '13 | 1:31 PM ET
Analyze the Analysts: Twitter

Jeff Kilburg, KKM Financial, takes a look at the latest analyst call on Twitter, eBay, and American Eagle.

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CEO Interviews

  • Insurance giant's play on millennials

    Life insurance giant Northwestern Mutual has bought financial planning start-up LearnVest. LearnVest's founder and CEO Alexa von Tobel and Northwestern Mutual CEO John Schlifske, discuss the integration of the financial planning software.

  • March Madness ignites Madison Avenue bonanza

    Miles Nadal, MDC Partners chairman & CEO, explains how advertisers are reaping big profits from live sporting events, and provides insight to the big shift to online spending growth.

  • Red Hat's better cloud plan: CEO

    We aren't managing a legacy decline, says Jim Whitehurst, Red Hat CEO, discussing how the significant increase in cloud adoption is impacting the company's growth as companies move from older technology to open source software.