Investment Analysts


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.

Biotech Analyst Bullish on BIIB     Mon, 20 Jun '11 | 5:41 PM ET

Mark Schoenebaum, ISI Group analyst, explains how BIIB can triple its dividend in three years. "This growth exists nowhere else in large cap pharma or biotech," he says.

Time to Bet Against Gaming Stocks?     Thu, 16 Jun '11 | 9:54 AM ET

A lot of investors are betting against smaller gaming companies, according to Will Duff Gordon, Data Explorers research director.

Are Target-Date Funds Really the Best Solution? Tue, 14 Jun '11 | 11:31 AM ET

Target-date and age-based funds, or TDFs, have become very popular over the last several years, especially in 401(k) and college 529 plans.  Although a TDF might be a good choice for some investors, in many cases, the “one size fits all approach” might not be appropriate.

Inside Herbalife's Weight Gains     Mon, 13 Jun '11 | 9:00 AM ET

Shares of weight-management and nutrition company Herbalife are up 18% in the last six weeks, with Tim Ramey, DA Davidson food analyst.

Top bank analyst and former Lehman CFO Brad Hintz reveals the financial firm he thinks is way too cheap. Is this stock on your radar?

Economy Gets Widespread Downgrade     Tue, 31 May '11 | 8:32 AM ET

If the US economy were a stock, it would be a big-time sell this morning after a widespread downgrade from Wall Street economists, reports CNBC's Steve Liesman. CNBC's Rick Santelli and Mario Gabelli, Gamco Investors, also weigh in.

Cramer's Calls on Hewlett-Packard, Dell Thu, 19 May '11 | 7:52 PM ET

The "Mad Money" host reveals which stock goes on the "Sell Block" while the other remains a "buy, buy, buy."

Halftime: Surprising Options Indicator Wed, 18 May '11 | 1:53 PM ET

The "Fast Money" traders forecast market direction with the put/call ratio.

From the options market, trader JJ Kinahan explains.

Raj Verdict: Reg FD Impact     Wed, 11 May '11 | 3:15 PM ET

Discussing the impact Rajaratnam's guilty verdict will have on hedge fund regulation and information flow from public companies, with Ron Geffner, Sadis & Goldberg; Brian Sozzi, Wall Street Strategies and CNBC's Bob Pisani

WSJ 2011     Tue, 10 May '11 | 9:52 AM ET

A look at how S&P received the "Best on the Street" honors from the Wall Street Journal, with Stephen Biggar, Standard & Poor's global director of equity research.

See what's happening, who's talking and what will be making headlines on Monday's "Squawk on the Street."

Halftime: Cisco May Be Grooming Exec for CEO Thu, 5 May '11 | 1:39 PM ET

With Cisco's stock lacking growth, some on Wall Street think CEO John Chambers needs to go. Is the company grooming an executive for the role?

The Dow Jones has tended to stay rather flat on the seven previous occasions when there have been royal weddings, Chris Zwermann’s, global strategist at Zwermann Financial, told CNBC Friday.

Ryder System CEO Gregory Swienton said his company's seeing more business signed, which he thinks is a positive reflection on the overall economy.

Common Investor Mistakes     Fri, 15 Apr '11 | 6:14 PM ET

It is entirely possible for the average person who's not a financier to beat the market. Cramer discusses some of the most common mistakes investors make.