Analyst Interviews

McDonald's 'Mighty Wings' fail to lift stock  Mon, 21 Oct '13 | 8:22 AM ET

Peter Saleh, Telsey Advisory Group analyst, says despite menu innovations and a big advertising push, McDonald's is still struggling to attract customers to its doors.

Eric Wasserstrom, SunTrust Robinson Humphrey analyst, provides insight on the future of the big bank's stock, despite pending litigation.

Mall retailers will be challenged: Analyst  Fri, 18 Oct '13 | 12:40 PM ET

Michael Binetti and Michael Lasser of UBS share their top retail picks.

JPMorgan 'dead money'?  Fri, 18 Oct '13 | 12:08 PM ET

"I see it as dead money," says Mike Mayo, analyst at CLSA, about JPMorgan. FMHR trader Pete Najarian says he totally disagrees.

Mike Mayo, analyst at CLSA, says the pick-up in benefits from the joint venture with Smith Barney is just beginning.

YouTube helping Google growth overall: Pro  Fri, 18 Oct '13 | 10:05 AM ET

How important is YouTube to Google's business? Ken Sena, Evercore, and Aaron Kessler, Raymond James, weigh in.

Google closes in on $1,000  Fri, 18 Oct '13 | 10:01 AM ET

Google shares hit a new high after its Q3 earnings data beat estimates. Ken Sena, Evercore, makes the case for his "buy" rating on the stock, and Aaron Kessler, Raymond James, weighs in.

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.

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CEO Interviews

  • Dan Rosensweig, Chegg CEO, discusses market levels today versus the dot-com bubble, and which of its products are performing the best.

  • People are still treating themselves, says Kat Cole, Focus Brands Group CEO, sharing her story of building a billion dollar brand and forming food partnerships.

  • Continental Resources CEO Harold Hamm discusses the ripple effect of falling oil prices. And former Honeywell CEO Larry Bossidy, weighs in.