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Analyst Interviews

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.

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

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
Tesla rebounds despite fire probe

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
Home Depot earnings better-than-expected

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 raises year EPS guidance

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
Boeing orders make sense; emerging markets expanding: Analyst

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
Improving service at McDonald's

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

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: BofA needs more focused strategy

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
Macy's Q3 a 'low quality beat': Pro

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
Macy's Q3 results

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
Burger battle royale

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
3D printing stocks on fire

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 a defensive play?

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
Tesla to blame for flame?

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
Is Twitter really cheap?

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
Risky to chase Twitter mid-$40s: Analyst

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.

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