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Analyst Interviews

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.

Abercrombie poorly run: Analyst   Wed, 6 Nov '13 | 2:14 PM ET
Abercrombie poorly run: Analyst

Abercrombie & Fitch is "getting killed from all directions," explains Stacey Widlitz, SW Retail Advisors president. Widlitz says the company has to go towards the "fast fashion route."

Valuation issues at Tesla questionable: Pro

Does Tesla need a reboot? Drew Cupps, Cupps Capital Management and Tesla shareholder, and Efraim Levy, S&P Capital, weigh in.

Tesla lower ahead of earnings   Tue, 5 Nov '13 | 2:21 PM ET
Tesla lower ahead of earnings

What might Tesla CEO Elon Musk say about sales in China, or the third generation vehicle? CNBC's Phil LeBeau shares a preview of Tesla earnings expected Tuesday.

BlackBerry can't compete: Pro   Mon, 4 Nov '13 | 2:04 PM ET
BlackBerry can't compete: Pro

John Chen will serve as the interim CEO at BlackBerry in the coming weeks. Ed Snyder, Charter Equity Research analyst, and Roger Cheng, CNET executive editor, discuss whether BlackBerry can turn itself around.

Pros highlight top solar-power plays   Fri, 1 Nov '13 | 5:00 PM ET
Pros highlight top solar-power plays

Opportunity remains in a few solar-energy stocks, Ben Kallo of R.W. Baird and Tim Seymour of EmergingMoney.com say.

Is Facebook losing its cool factor?   Thu, 31 Oct '13 | 6:34 AM ET
Is Facebook losing its cool factor?

"It's hard to stay cool," says Mark Mahaney, RBC Capital Markets analyst, taking a look at the drop in teenage user on the social network and its struggle to monetizing the mobile space.

Zuckerberg stresses mobile growth   Wed, 30 Oct '13 | 5:16 PM ET
Zuckerberg stresses mobile growth

Facebook CEO Mark Zuckerberg says 48 percent of users access the website via mobile devices only, reports CNBC's Julia Boorstin.

Seeing more profitable growth: Analyst on FB

What can take Facebook even higher? Bob Peck of SunTrust Robinson Humphrey, dissects the social media company's earnings data.

Street has high hopes for Facebook   Wed, 30 Oct '13 | 6:41 AM ET
Street has high hopes for Facebook

Scott Kessler, S&P Capital IQ analyst, provides a preview of the social media company's third quarter results, as experts keep a careful watch on mobile ads and competition with Twitter.

Wait & see with Tesla: Analyst   Tue, 29 Oct '13 | 5:31 PM ET
Wait & see with Tesla: Analyst

Since its all-time high, Tesla is down about 18 percent. Ben Kallo, R.W. Baird senior research analyst, discusses his downgrade on the stock.

IBM increases buyback; Analyst warns   Tue, 29 Oct '13 | 5:15 PM ET
IBM increases buyback; Analyst warns

IBM boosted the Dow on Tuesday after Big Blue announced a $15 billion increase to its buyback. Brian Marshall, ISI Group analyst, is seeing companies migrate to smaller platforms, and sees "material downside" in the stock.

Buy LinkedIn, not Yelp: Analyst   Tue, 29 Oct '13 | 5:00 PM ET
Buy LinkedIn, not Yelp: Analyst

If you're looking for an opportunity Monday morning, we'd buy LinkedIn, explains Gene Munster, analyst for Piper Jaffray.

Apple had a good quarter, not great: Pro   Tue, 29 Oct '13 | 12:19 PM ET
Apple had a good quarter, not great: Pro

Famed investors like Carl Icahn and Bill Miller consider Apple a "no-brainer." Toni Sacconaghi, Bernstein Research senior analyst, explains why Apple did not have a great quarter.

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