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Analyst Interviews

Sterne Agee's top pick     Tue, 2 Sep '14 | 10:44 AM ET

Discussing Sterne Agee's bullish call on Gap and the state of retail, with Ike Boruchow, Sterne Agee senior research analyst.

Apple issues ahead of big event     Tue, 2 Sep '14 | 10:14 AM ET

With Apple trading at record highs, Brian White, Cantor Fitzgerald managing director, discusses security threats and expectations for next week's Apple event.

Former pro tennis player and coach, and ESPN tennis analyst Brad Gilbert, weighs in on Andy Murray and Serena Williams' performances at the U.S. Open.

How to play social stocks     Fri, 29 Aug '14 | 11:16 AM ET

Discussing the outperformance of the tech sector, Scott Kessler, S&P Capital IQ lead tech analyst, explains how he assesses social stocks and provides his forecast for Twitter.

Discussing the earnings of retailer Big Lots and the state of the consumer, with Joe Feldman, Telsey Advisory Group analyst, and Patrick McKeever, MKM Partners analyst.

Teen retail story     Thu, 28 Aug '14 | 9:48 AM ET

Eric Beder, Wunderlich Securities analyst, discusses teen retail trends and the sales results of Abercrombie & Fitch.

Stock to watch: Williams-Sonoma     Thu, 28 Aug '14 | 8:54 AM ET

After disappointing guidance, Williams-Sonoma is trading lower, with David Magee, Suntrust Robinson Humphrey analyst.

Dollar General reported Q2 EPS of $0.83 ex-items on revenue of $4.72 billion. Anthony Chukumba, BB&T Capital Markets, shares his take on the bidding war for Family Dollar.

E-commerce no growth story?     Wed, 27 Aug '14 | 11:30 AM ET

Is e-commerce the growth story it's believed to be? Michael Stiller, Nasdaq Advisory Services tech analyst, discusses investing in pure e-commerce stocks like Amazon or eBay, versus brick and mortars adopting e-commerce strategies.

TIF momentum to continue: Analyst     Wed, 27 Aug '14 | 10:44 AM ET

Discussing the Tiffany brand and the state of retail, with Oliver Chen, Citigroup retail analyst, and James Fallon, Women's Wear Daily editor.

Paul Swinand, Morningstar retail analyst, and Edward Yruma, KeyBanc Capital Markets, weigh in on Tiffany's earnings in U.S. and Europe, and the management transition.

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.

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CEO Interviews

  • A new class of drugs which aim to lower levels of LDL are being pursued by multiple pharma companies and it could be a $10 billion market. Leonard Schleifer, Regeneron CEO, discusses what is known about bad cholesterol, and competition in the space.

  • Matthew Corrin, Freshii founder & CEO, discusses tax inversions and the fast casual food space. Corrin attributes their success to healthy eating trends which appeals to millennials.

  • Discussing the growing threat of terrorism in the U.K. and risks to the U.S. economy, with Jim McCaughan, Principal Global Investors CEO. McCaughan says the market is worried of open military conflict involving the U.S.