Investment Analysts


Travel & leisure: Hot or not?  Mon, 29 Dec '14 | 10:40 AM ET

Rachael Rothman, Susquehanna Financial Group, provides her assessment of the restaurant, gaming and hotel industries for 2014, and what will work next year.

What matters for Apple in 2015  Mon, 29 Dec '14 | 9:47 AM ET

Discussing the outlook for Apple Pay and short interest in Apple stock, with Tavis McCourt, Raymond James.

Top retail picks for 2015  Mon, 29 Dec '14 | 6:35 AM ET

Matthew Boss, JPMorgan senior analyst, shares his outlook on the top retailers next year. Off-price is gaining share, says Boss.

Favorite retail stocks  Fri, 26 Dec '14 | 8:06 AM ET

Discussing the health of retail, with Joe Feldman, Telsey Advisory Group, and Paul Swinand, Morningstar equity analyst.

Big banks in era of regulations  Wed, 24 Dec '14 | 7:18 AM ET

David Hilder, Drexel Hamilton analyst, shares insight into the financial sector, and Sen. Elizabeth Warren. And CNBC's Kayla Tausche weigh in.

Alibaba could get to $130: Analyst  Tue, 23 Dec '14 | 5:07 PM ET

Alibaba has sat out of the market rally. Mark Mahaney, RBC Capital Markets analyst, shares his prediction for the stock.

Santa's retail nice list  Mon, 22 Dec '14 | 7:15 AM ET
Shoppers walk along Fifth Avenue on December 17, 2014 in New York City.

What's going on in the mall ahead of Christmas? Pam Quintiliano, SunTrust retail analyst, discusses which retailers are winning or struggling right now.

What happens with 'The Interview' now?  Mon, 22 Dec '14 | 6:28 AM ET

Discussing what could happen with the digital distribution for Sony's "The Interview" movie now after the hack, with David Bank, RBC media analyst, and CNBC's Julia Boorstin.

Media analyst: CBS wins content 2015  Mon, 22 Dec '14 | 6:25 AM ET

Looking ahead to 2015 for the best and worst positioned media players, with David Bank, RBC media analyst, and CNBC's Julia Boorstin.

Under Armour serious Nike threat: Analyst  Fri, 19 Dec '14 | 10:08 AM ET

Discussing Nike's quarterly earnings and their execution of new products and innovation, with Susan Anderson, FBR Capital Markets.

Analyst's top 2015 pick: Amazon  Thu, 18 Dec '14 | 12:45 PM ET

Top analyst Gene Munster names Amazon as a top pick for 2015.

Fluctuating fuel impacts FedEx: Analyst  Wed, 17 Dec '14 | 10:40 AM ET

Stifel analyst David Ross, provides his outlook for shipping outfits FedEx, and how fuel is impacting the shipper's bottom line.

Inside FedEx earnings miss  Wed, 17 Dec '14 | 9:21 AM ET

Discussing the FedEx earnings miss and how low fuel prices impacted their quarter, with Arthur Hatfield, Raymond James.

Citi most exposed to Russia: Mayo  Tue, 16 Dec '14 | 12:15 PM ET

What Russia's ruble problem and plunging oil mean for the banks, with Mike Mayo, CLSA bank analyst, who sees current conditions a buying opportunity at Citigroup.

Here's the scary thing about oil's decline  Tue, 16 Dec '14 | 8:08 AM ET

Pavel Molchanov, Raymond James, Stephen Schork, Schork Report editor talk about oil's impact on natural gas.

3 keys to US oil production  Mon, 15 Dec '14 | 12:18 PM ET

Providing his outlook on oil production and top energy plays right now, with Michael Kelly Global Hunter securities analyst.

Pam Quintiliano, SunTrust, breaks down the quarterly numbers on the struggling athletic apparel company.

American Eagle upgrade  Tue, 9 Dec '14 | 1:24 PM ET

Anna Andreeva, Oppenheimer, provides her thoughts on the exit of Abercrombie's CEO and explains the upgrade of the teen retailer to outperform.

What's driving Apple down?  Tue, 9 Dec '14 | 11:45 AM ET

Discussing Apple's rough week, Toni Sacconaghi, Sanford C. Bernstein senior research analyst, says investors taking profits and market jitters are impacting the tech giant's stock.

Bulls running with GoPro & Apple  Mon, 8 Dec '14 | 12:49 PM ET

Alex Gauna, JMP Securities senior research analyst, provides his optimistic outlook for GoPro and Apple.

Citi's Apple optimism  Mon, 8 Dec '14 | 11:35 AM ET

Citi upped its price targets on Apple. Jim Suva, Citi senior analyst, discusses Apple's gross margin trends and why he sees soft iPad sales in the coming quarters.

What McDonald's needs to do  Mon, 8 Dec '14 | 10:07 AM ET

Discussing McDonald's weak November sales and what the restaurant chain needs to do to accelerator U.S. sales, David Palmer, RBC Capital Markets analyst.

R.J. Hottovy, Morningstar analyst, breaks down the drop in McDonald's monthly sales numbers and provides his outlook on the stock. You need a long-term horizon, says Hottovy.

Tesla in category of its own: Analyst  Mon, 8 Dec '14 | 7:54 AM ET

Ben Kallo, R.W. Baird senior research analyst, explains why the drop in oil prices is not likely to impact Tesla sales.

Three pillars of TV ecosystem  Fri, 5 Dec '14 | 7:53 AM ET

Tony Wible, Janney Montgomery Scott, explains why he is cautious about the outlook on television stocks.

UBS downgrades Wal-Mart  Thu, 4 Dec '14 | 12:16 PM ET

Michael Lasser, UBS, explains why he downgraded Wal-Mart to neutral. The FMHR traders provide perspective.

Microsoft's next pressing issue  Thu, 4 Dec '14 | 10:37 AM ET

Discussing the composition of Microsoft's board, Rick Sherlund, Nomura Securities, explains why he raised his target for the stock and what Microsoft will do with its influx of cash.

Fierce battle brewing on net neutrality?  Thu, 4 Dec '14 | 6:27 AM ET

How will the FCC act on free and open Internet? Craig Moffett, MoffettNathanson, partner & senior research analyst, discusses the impact of price regulation on broadband.

New reign gives Microsoft a boost  Wed, 3 Dec '14 | 1:19 PM ET

Dissecting Microsoft's amazing run recently, with Colin Gillis, BGC Partners Inc. senior tech analyst.

iPhone 6 demand better-than-expected: Pro  Tue, 2 Dec '14 | 10:36 AM ET

Discussing Apple's stock and demand for the iPhone 6, with Michael Walkley, Canaccord Genuity.