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Analyst Interviews

Dell, 'take the money and run': Analyst  Fri, 16 Aug '13 | 11:41 AM ET

Dell is reporting a 72 percent drop in profits as PC sales drag, Brian Marshal, ISI Group, provides analysis.

Consumer spending habits challenge retailers  Fri, 16 Aug '13 | 9:48 AM ET

Neely Tamminga, Piper Jaffray analyst, explains why she is suggesting investors add to their positions in Nordstrom and provides perspective on the retail sector, as the back-to-school season kicks off.

Carr Lanphier, Morningstar analyst, provides analysis of Dell's second quarter earnings and weighs in on how the company's plan to go private will likely impact shareholders and profits.

Weathering The Storm  Thu, 15 Aug '13 | 1:46 PM ET

The Weather Channel's Carl Parker is tracking the latest tropical storms; and discussing whether an increase in hurricanes is changing the insurance industry, with Ted Corless, Insurance Attorney at Corless Barfield Group, and Randy Binner, FBR Capital Markets.

Cracks in the consumer?  Thu, 15 Aug '13 | 12:15 PM ET

CNBC's Josh Lipton shares where the big names on the street are putting their money to work. And Wal-Mart reported disappointing sales this morning. Top retail analyst, Debbie Weinswig, Citigroup, joins to discuss the future of retail.

Chris Horvers, JPMorgan analyst, provides analysis of the retailers Q2 numbers and lowered guidance.

Although tech giant Cisco plans to cut 4,000 jobs and providing the Street with weaker-than-expected revenue guidance, Simon Leopold, managing director at Raymond James says the stock is still a buy and maintains a price target of $30.

Rare miss for Macy's  Wed, 14 Aug '13 | 10:01 AM ET

Macy's is trading lower after reporting Q2 earnings this morning. Retail analysts Matthew Boss, JPMorgan; and Richard Jaffe, Stifel, break down the report.

Cisco earnings preview  Wed, 14 Aug '13 | 8:40 AM ET

Michael Genovese, MKM Partners analyst, discusses his buy rating on the stock and shares his thoughts on the tech giant's quarterly numbers.

Shakeup at JC Penney  Tue, 13 Aug '13 | 8:01 AM ET

Matthew Boss, JPMorgan retail analyst, discusses how Bill Ackman's departure from JCP will likely impact the stock and company's business strategy.

What could hurt Apple's stock price: Analyst  Mon, 12 Aug '13 | 5:04 PM ET

Although shares of Apple are likely to head toward $500, formidable challenges await the company, Colin Gillis of BGC Financial says.

Analyze the Analysts!  Mon, 12 Aug '13 | 1:33 PM ET

JJ Burns, president of JJ Burns & Company, takes a look at the latest analyst calls. Janney Capital upgraded Krispy Kreme to buy from neutral.

Defense stocks on a roll  Mon, 12 Aug '13 | 8:22 AM ET

Despite sequestration concerns, the defense industry has developed strategies which are attracting some investors. Carter Copeland, Barclays analyst, has the plays.

Priceline priced right?  Fri, 9 Aug '13 | 2:20 PM ET

Priceline is hitting an all-time high today. Ronald Josey, JPM Securities, discusses whether the stock will break $1,000.

BlackBerry to go private?  Fri, 9 Aug '13 | 11:11 AM ET

BlackBerry is considering the possibility of going private? Could this help the tech giant's problems? Marshall Sonenshine, Sonenshine Partners, and Bill Menezes, Gartner, share their analysis.

JCP source says Ackman's facts are incorrect  Fri, 9 Aug '13 | 11:04 AM ET

Brian Nagel, Oppenheimer & Company, discusses his outlook and $15 price target on the retailer's stock. And CNBC's Scott Wapner has the latest in the JC Penney board saga.

Blackberry mulls privatization  Fri, 9 Aug '13 | 10:08 AM ET

Should Blackberry go private? Peter Misek, Jefferies analyst, explains why he thinks this is the right strategy for the smartphone maker.

Priceline.com raking in the profits  Fri, 9 Aug '13 | 6:41 AM ET

Shares of the online travel company are at 14-year highs, as second quarter earnings beat on both the top and bottom line. Scott Kessler, S&P Capital IQ analyst, explains why he put a price target of $1, 125 on the stock.

Colin Rusch, Northland Capital Markets, discusses Tesla's earnings beat and says the company's real issue is managing the supply chain. They could potentially be acquired, but I don't see it in the cards, he adds.

Lefkofsky and the future of Groupon  Thu, 8 Aug '13 | 9:07 AM ET

Aaron Kessler, Raymond James, discusses the naming of co-founder Eric Lefkofsky as Groupon CEO and what it means for the company's future.

Disney's Q3 results hurt by movie business  Wed, 7 Aug '13 | 7:32 AM ET

Despite a loss on its "Lone Ranger" movie, David Bank of RBC Capital Markets, explains why Disney is "best positioned" for the next three to five years of all the media conglomerates.

Disney posts mixed Q3 results  Wed, 7 Aug '13 | 6:11 AM ET

"This remains a best in class entertainment company," said Anthony DiClemente, Barclays analyst, breaking down the media company's earnings of $1.03 a share on revenues of $11.58 billion, which was a little light due to weakness amid its movie business.

Retail stars and duds  Tue, 6 Aug '13 | 2:05 PM ET

Nearly every retail stock is down today. CNBC's Courtney Reagan looks at winners and losers in the sector. Mary Epner, Mary Epner Retail Analysis; Corinna Freedman, Wedbush Securities; and Jan Kniffen, Worldwide Enterprises, weigh in.

Faye Landes, Cowen & Company analyst Michael Kors Holdings, breaks down the luxury retailers first quarter results and explains why she has an outperform rating on the stock and $71 price target.

Big changes ahead in media?  Tue, 6 Aug '13 | 7:17 AM ET

David Bank, RBC Capital Markets analyst, provides perspective on the changing media landscape, including the ongoing fee battle between CBS and Time Warner Cable, and an overview of earnings this week.

Washington Post stock tops $600  Mon, 5 Aug '13 | 5:30 PM ET

For the first time since 2008, the Washington Post stock is reaching $600 after hours on news Jeff Bezos is acquiring its publishing business. Bradley Safalow, PAA Research analyst, provides perspective.

Social Climbers: Facebook, LinkedIn, Yelp  Mon, 5 Aug '13 | 11:51 AM ET

Colin Sebastian, Robert W. Baird analyst, and Gene Munster, Piper Jaffray analyst, have the play on which social media stocks are trending and creating the biggest buzz.

Chuck Norris for Fed chairman?  Fri, 2 Aug '13 | 11:14 AM ET

Lars Christensen, Danske Bank analyst, explains why he thinks Ben Bernanke's replacement should have some of the attributes of fictional television character "Walker, Texas Ranger," such as structure and discipline.

Time to 'inflict pain' on CBS?  Fri, 2 Aug '13 | 7:41 AM ET

Richard Greenfield, BTIG analyst, explains why he thinks it's time for Time Warner Cable to "take a much harder line" on CBS as a deadline looms in its battle with the network over fees.

Ford posts best July since 2006  Thu, 1 Aug '13 | 1:03 PM ET

U.S. sales from the car makers are reporting double digit gains in July, reports CNBC's Phil LeBeau. And Erich Merkle, Ford Motor analyst, shares his trade.

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