Investment Analysts


Industrial Stocks: Buying Opportunity?     Fri, 16 Sep '11 | 11:22 AM ET

Industrial stocks have been lagging and are down 20 percent since early July. Discussing whether this is a good buying opportunity, with Shannon O'Callaghan, Nomura Securities senior U.S. analyst and Ben Elias, Sterne Agee and Leach senior research analyst.

Best Retail Plays     Thu, 15 Sep '11 | 5:40 PM ET

Charles Grom, Deutsche Bank retail equity analyst with a look at where he finds value in the retail space and how to play it.

RIMM Earnings Disappoint     Thu, 15 Sep '11 | 4:20 PM ET

CNBC's Jon Fortt breaks down the Q2 earning for RIM, and Alex Guana, JMP Securities analyst shares insight into the results.

Netflix: Reel Trouble Ahead?     Thu, 15 Sep '11 | 3:16 PM ET

Shares of Netflix are taking a beating, and video rental company, Starz ended their talks over pricing differences. Discussing what lies ahead for the company, with David Miller, Caris & Company media and entertainment analyst.

Blackberry: The Hidden Cool     Thu, 15 Sep '11 | 2:36 PM ET

Research In Motion is hoping late August Blackberry sales will boost trades, with Sascha Segan, PCMag Mobile lead analyst.

Netflix Revises Subscriber Estimates     Thu, 15 Sep '11 | 2:20 PM ET

Netflix has hit its 2011 low and revised its third quarter subscriber estimates, with Anthony DiClemente, Barclays analyst.

Best In Breed: Energy     Thu, 15 Sep '11 | 1:39 PM ET

With unpredictable oil prices, what is the best way to play the energy sector? Fadel Gheit, Oppenheimer senior energy analyst and Michael McAllister, Sterne Agee managing director weigh in.

Is The Blackberry Buried?     Thu, 15 Sep '11 | 1:26 PM ET

RIMM reports earnings have fallen over one million units since last quarter. Is there reason for investors to be concerned? Matthew Hoffman, Cowen & Company senior research analyst weighs in.

No Hollywood Ending for Netflix?     Thu, 15 Sep '11 | 12:14 PM ET

Weighing in on the drop in Netflix's subscription forecast for Q3, with Blake Bath, Bay Bridge Capital/former Lehman Brothers managing director/senior equity research analyst.

Best In Breed: Apple vs. Intel     Wed, 14 Sep '11 | 1:40 PM ET

Making a case for the best plays in the tech sector, with Roger Kay, Endpoint Technologies Associates, and Ashok Kumar, Rodman & Renshaw senior technology analyst.

Responding to Geithner On Europe     Wed, 14 Sep '11 | 1:11 PM ET

CNBC's Michelle Carusso-Cabrera reports the latest details on the conference call between the leaders of Greece, France and Germany, and discussing the fate of Europe and how to invest in this market, with Jeffrey Palma, Bankers Trust and Jerry Castellini, CastleArk Management.

Despite having been the lead underwriter in Dunkin' Donuts' IPO, a Goldman Sachs analyst on Tuesday advised clients to sell DNKN.

Although Goldman Sachs was Dunkin' Brands lead underwriter, the firm initiated coverage on DNKN with a 'sell' rating.

Road to Recovery     Fri, 2 Sep '11 | 1:15 PM ET

Joe Watkins, MSNBC political analyst; Marc Morial, National Urban League president/CEO, and CNBC's Steve Liesman discuss renewing fears of a recession under standstill unemployment rates.

Electronic Trading & Retail     Sun, 28 Aug '11 | 8:51 AM ET

Jim Iuorio, TJM Institutional Services, discusses the likelihood of trading tomorrow, and how the market is likely to react to Irene. Brian Sozzi, retail analyst with Wall Street Strategies, discusses the hurricane's impact on earnings.

Chinese Outbound M&A Booming     Tue, 23 Aug '11 | 6:30 PM ET

Telly Zachariades, Partner at Valence Group says he sees China driving investment interest in the region.

Dead Weight in Homebuilders     Tue, 23 Aug '11 | 5:16 PM ET

Stephen East, Ticonderoga Securities analyst, discusses the selloff in homebuilding stocks.

Getting Bullish on Banks: Analyst     Mon, 22 Aug '11 | 2:10 PM ET

Banks have been hammered lately, but one analyst is out with a slew of upgrades. Collyn Gilbert, sr. bank analyst at Stifel Nicolaus, explains why she is getting bullish on banks.

On Wall St., a Big Split on Outlook Mon, 22 Aug '11 | 9:45 AM ET
New York Stock Exchange Traders

Amid all the grim economic data and a chorus of warnings of a fresh recession, one group on Wall Street has remained remarkably optimistic despite the dangers that may lie ahead — the research analysts who track individual companies. The New York Times reports.

Return of the Rock Star Analyst     Mon, 22 Aug '11 | 8:36 AM ET

The new generation of rock star analysts has arrived. A look at some of the names, with Sue Craig, The New York Times.

"Cash has optionality. As the markets became more expensive, then the embedded optionality in cash becomes more valuable. If you have cash, you have fresh ammunition," Julian Pendock, partner at Senhouse Capital, told CNBC.

Bullish on Cisco: Analyst     Wed, 10 Aug '11 | 5:38 PM ET

Brian Marshall, Gleacher & Co., discusses Cisco's 3% uptick in revenue growth.

Goldman Ups Cisco Price Target; Sees EPS Growth Thu, 28 Jul '11 | 10:58 AM ET

Goldman Sachs raised its 12-month price target on Cisco Systems by 34 percent to $21 Thursday, and upgraded the network company to "buy" from "neutral," based on its expectations of higher earnings in coming quarters.

Netflix Sinks on Revenue Miss     Mon, 25 Jul '11 | 5:00 PM ET

What's behind Netflix's sinking stock, with CNBC's Herb Greenberg, the Fast Money traders, and Mike Olson, Piper Jaffray.

Will Netflix keep its momentum mojo after the company reports its quarterly earnings results after Monday's closing bell?

Buy MSFT on Earnings Results?     Thu, 21 Jul '11 | 4:10 PM ET

Insight on whether you should buy Microsoft on the heel of its last earnings results, with Neil Herman, Ticonderoga Securities, David Garrity, GVA Research, and CNBC's Jon Fortt. "We're still very upbeat on Microsoft," says Herman. "Don't give up on Microsoft."

Muddy Waters founder Carson Block

Carson Block, the founder of Muddy Waters, says he never knew anyone would be interested in his reports on U.S.-listed Chinese companies.

An Indian man checks a new mobile phone at a shop in New Delhi on May 12, 2010.

Vodafone, the UK-listed telecoms company, has warned it faces a doubling of the $2.5bn tax bill it is contesting in the India Supreme Court in July. The FT reports.

Distressed corporate debt represents an excellent opportunity for investors as political and economic uncertainty rattles global bond markets and small and medium sized businesses struggle to raise capital, Jon Macintosh, manager at closed-ended investment company Acencia Debt Strategies told CNBC.

A Lesson In Becoming a Better Investor Thu, 23 Jun '11 | 7:29 PM ET

Cramer explains one way analysts come up with price targets.