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Analyst Interviews

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.

Consumers seeking a 'new hook': Analyst   Mon, 2 Dec '13 | 10:25 AM ET
Consumers seeking a 'new hook': Analyst

Discussing how to invest in retailers just after Black Friday, and how to interpret shopping data, with Laura Champine, Canaccord Genuity retail analyst, and Ed Yruma, KeyBanc Capital Markets retail analyst.

Amazon's Bezos is the new Steve Jobs: Analyst

Amazon is testing deliveries by drones. Victor Anthony, Topeka Capital Markets internet analyst, says he didn't see this coming, and weighs in on Bezos' leadership at Amazon.

eBay surprised me: Analyst   Mon, 2 Dec '13 | 6:45 AM ET
eBay surprised me: Analyst

Victor Anthony, Topeka Capital Markets internet analyst, explains why he thinks eBay is headed higher.

Deals to continue through Christmas: Pro   Fri, 29 Nov '13 | 12:14 PM ET
Deals to continue through Christmas: Pro

Patricia Edwards, U.S. Bank, says you will continue to see deals through Christmas. Eric Beder, Brean Capital, and Simeon Siegel Nomura Securities, weigh in.

Encouraged by overall consumer sentiment: Pro

How investors can play the holiday retail season, with Neely Tamminga, Piper Jaffray, and Patrick McKeever, MKM Partners.

Hewlett-Packard reports Q4   Wed, 27 Nov '13 | 6:35 AM ET
Hewlett-Packard reports Q4

Hewlett-Packard is reporting Q4 revenue of $29.13 billion. David Garrity, GVA Research, dissects the data.

Bond market in process of tapering for Fed: Boockvar

"The bond market is starting to taper for the Fed," explains Peter Boockvar, Lindsey Group chief market analyst. Also, when the Fed may taper, with David Berson, Nationwide senior vice president.

Retailers will 'dodge a bullet': Pro   Tue, 26 Nov '13 | 7:47 AM ET
Retailers will dodge bad weather: Pro

Looking ahead to Black Friday as a storm develops, with Paul Walsh, weather and business analyst for The Weather Channel.

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

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
Electronics big with holiday shoppers?

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

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
Gap: Buy, sell or hold?

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

Slight beat for Gap; gross margin pressure: Analyst

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.

Comcast seeks anti-trust advice over TWC deal: Sources

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
Gap illustrates great consistency: Analyst

"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
Make or break for Toys 'R' Us

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
Sticking with UnitedHealth, Aetna: Analyst

"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.

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