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Analyst Interviews

American uncoupling from Orbitz     Wed, 27 Aug '14 | 7:17 AM ET

This is a huge loss for Orbitz, says Henry Harteveldt, Atmosphere Research, sharing his thoughts on American Airlines pulling its airfare listings from the travel site.

Best Buy Q2 tops expectations     Tue, 26 Aug '14 | 7:32 AM ET

The quarter was pretty strong, says Alan Rifkin, Barclays Capital analyst, breaking down the numbers on the retailers second quarter beat. It appears the cost-cutting program which attributed to earnings in past quarters seems to be coming to an end, Rifkin cautions.

Is a potential deal between Burger King and Tim Hortons a smart tax play? Will Slabaugh, Stephens analyst, provides perspective.

Boss' long-term JC Penney play     Mon, 25 Aug '14 | 12:15 PM ET

Matt Boss, JPMorgan senior retail analyst, is encouraged by some of the recent strategies of JC Penney, and bankruptcy concerns are now "off the table."

Trading Apple's run     Mon, 25 Aug '14 | 10:22 AM ET
Tim Cook, CEO of Apple

With Apple closing a an all-time high Friday, Amit Daryanani, RBC Capital Markets analyst,and Stuart Jeffrey, Nomura executive director, provide clarity on just how high the stock can go.

R.J. Hottovy, Morningstar, shares his thoughts on young consumers defecting to fast-casual restaurants like Chipotle, and Five Guys.

Gap beats by a penny     Fri, 22 Aug '14 | 9:49 AM ET

Shares of Gap are higher in early trading after Q2 earnings beat estimates. Ike Boruchow, Sterne Agee senior analyst, discusses how its Banana Republic, Athleta and Old Navy brands are faring, as well as the teen customer.

Oil price check up     Fri, 22 Aug '14 | 7:44 AM ET

Tom Kloza, Gasbuddy.com chief oil analyst, shares his outlook on gas and oil prices.

Soaring airline stocks     Fri, 22 Aug '14 | 7:19 AM ET

Joseph DeNardi, Stifel Nicolaus analyst, checks out the high flying performers in the airline sector. My favorite stock is Delta right here, say DeNardi.

Boost coming to auto parts: Analyst     Thu, 21 Aug '14 | 2:49 PM ET

Michael Lasser, UBS, explains why the need for auto parts will increase, and which stocks will benefit.

Lowe's beats estimates     Wed, 20 Aug '14 | 6:38 AM ET

Brian Nagel, Oppenheimer & Company analyst, breaks down Lowe's earnings and compares its results to Home Depot. It a positive Lowe's is not changing its outlook, says Nagel.

Home Depot reported same U.S. same store sales in Q2 were up 6.4 percent. Brian Nagel, Oppenheimer & Co.

Lower oil boosts airlines     Thu, 14 Aug '14 | 2:42 PM ET

Discussing the runway ahead for airlines and her favorite picks is Helane Becker, Cowen & Company airline analyst.

Consumers are online: Analyst     Wed, 13 Aug '14 | 1:07 PM ET

If customers aren't shopping at Macy's, where are they putting their money? Neely Tamminga, Piper Jaffray, thinks JC Penney is actually taking share away from Macy's.

Deere fighting commodity prices: Analyst     Wed, 13 Aug '14 | 10:33 AM ET

Discussing the quarterly earnings of Deere & Company and the fundamentals of the farm sector, with Eli Lustgarten, Longbow Research senior analyst.

Consumers are really being cautious, says Paul Swinand, Morningstar equity analyst, weighing in on the latest retail data and Macy's earnings miss.

Williams-Sonoma back-to-school play?     Tue, 12 Aug '14 | 3:26 PM ET

Discussing how Williams-Sonoma could benefit from back-to-school sales, with Anthony Chukumba, BB&T Capital Markets senior equity research analyst, and Jamie Katz, Morningstar equity analyst.

Return of roller coaster wars     Tue, 12 Aug '14 | 7:48 AM ET

Ian Zaffino, Oppenheimer senior research analyst, discusses the race among theme parks to roll out new rides and increase attendance.

Mark Mahaney, RBC Capital Markets, provides his read on King Digital, and weighs in on the top tech and Internet plays.

UBS upgrades PepsiCo     Mon, 11 Aug '14 | 12:15 PM ET

Stephen Powers, UBS, thinks Coke has been playing the "same card for years," and makes his case for PepsiCo.

Downgrading Wal-Mart     Mon, 11 Aug '14 | 10:50 AM ET

Daniel Binder, Jefferies senior research analyst, discusses his call to downgrade Wal-Mart over concerns about investment spending.

Downgrading McDonald's     Fri, 8 Aug '14 | 2:49 PM ET

Discussing what's behind the sharp decline in McDonald's global sales, with Will Slabaugh, Stephens Inc. research analyst.

What's in Zynga's pipeline?     Fri, 8 Aug '14 | 11:16 AM ET

Discussing Zynga's quarterly earnings and the company's mobile and social game plan, with Colin Sebastian, R. W. Baird senior research analyst.

McDonald's sales fail to deliver     Fri, 8 Aug '14 | 10:25 AM ET

Discussing McDonald's "ugly" sales numbers in the U.S. and abroad, with Peter Saleh, Telsey Advisory Group senior research analyst.

R.J. Hottovy, Morningstar senior analyst, breaks down the data on McDonald's worst-than-expected sales numbers, and its likely impact on earnings and possibly the CEO.

Buy Dish Networks?     Thu, 7 Aug '14 | 3:28 PM ET

Some say Dish Network might be looked at as a buyer now that Sprint's not acquiring T-Mobile. Discussing the best scenario for Dish, with Jason Bazinet, Citigroup media analyst, and Matthew Harrigan, Wunderlich Securities senior analyst.

Russia issues imports ban     Thu, 7 Aug '14 | 2:03 PM ET

Russia has issued import bans on Western food. Lauren Goodrich, Stratfor senior Eurasia analyst, discusses what outcome Russian President Putin really wants to come from this.

Marc Riddick, Williams Capital senior analyst, provides insight from the Keurig Green Mountain's earnings call, and the company's pace of spending for brand partnerships, including Subway.

21st Century Fox reported an earnings beat Wednesday. Tim Nollen, Macquarie, listened in on the earnings call, saying the company was quite clear it is walking away from Time Warner.

Why Sprint is waiting on Apple     Wed, 6 Aug '14 | 10:10 AM ET

Jennifer Fritzsche, Wells Fargo analyst, weighs in on Sprint's decision to withdraw its bid and how they will reintroduce themselves as a standalone to consumers.

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CEO Interviews

  • The first CEO of Obamacare Kevin Counihan discusses his new job to run Healthcare.gov, and what he learned from the private sector.

  • Buffalo Wild Wings President & CEO Sally Smith discusses the company's stake in Rusty Taco and strategy of investing in small emerging brands. Also Smith shares her thoughts on Burger King's merger and commodity prices.

  • Boyd Gaming president & CEO Keith Smith, discusses the problems facing Atlantic City casinos and where the gambling industry is headed. Smith says while the industry has seen a tremendous amount of growth it's not over saturated yet.