Investment Analysts


Munster: Apple has golden opportunity to continue growth rate

Gene Munster, Piper Jaffray analyst, outlines his new note on the average sales price of the Apple Watch.

Nasdaq 5,000: Back from the bubble   Mon, 2 Mar '15 | 12:12 PM ET
Nasdaq 5,000: Back from the bubble

The Nasdaq briefly hit 5,000, so is it time to worry about a bubble? Paul Meeks, Saturna senior analyst, Walter Piecyk, BTIG analyst; and Steve Milunovich, UBS analyst, provide perspective.

Travel high flyers   Mon, 2 Mar '15 | 10:47 AM ET
Travel high flyers

Michael Olson, Piper Jaffray analyst, shares his forecast for TripAdivsor and Priceline, and which kinds of stocks could fare best this year.

MCD's stock on the rise   Fri, 27 Feb '15 | 7:46 AM ET
MCD's stock on the rise

Morningstar's R.J. Hottovy provides insight on what's sending shares of McDonald's higher.

I like Michael Kors ... and Target: Retail pro

Oliver Chen, Retail Analyst, Cowen Group, discusses improvement in the retail sector and whether there's really reason for optimism.

Big day for Big Blue   Thu, 26 Feb '15 | 6:53 AM ET
Big day for Big Blue

Toni Sacconaghi, Bernstein senior analyst, discusses whether IBM will be able to stage a comeback and regain its status as a top tech grower.

What's really ailing BABA? Analyst's answer   Wed, 25 Feb '15 | 12:15 PM ET
What's really ailing BABA? Analyst's answer

Robert Peck, SunTrust Robinson Humphrey, Internet analyst, explains why he thinks Alibaba has been underperforming. He says U.S. investors just don't know Alibaba yet.

My big worries on Apple: Analyst   Wed, 25 Feb '15 | 10:23 AM ET
My big worries on Apple: Analyst

Colin Gillis, BGC Partners, discusses possible negatives for Apple. The overall growth in smartphone market is slowing down, cautions Gillis.

Analyst: Buy Lowe's & Dollar Tree   Wed, 25 Feb '15 | 10:16 AM ET
Analyst: Buy Lowe's & Dollar Tree

As the retail earnings parade wraps up, Michael Lasser, UBS, shares his investment strategy on Target, Dollar Tree and other retail stocks.

Target beats on top and bottom line   Wed, 25 Feb '15 | 8:44 AM ET
Target beats on top and bottom line

Paul Trussell, Deutsche Bank analyst breaks down the retailers quarterly numbers and weighs in on the impact of raising the minimum wage as Wal-mart did.

LOW beats estimates, comp sales up 7.3%   Wed, 25 Feb '15 | 6:23 AM ET
LOW beats estimates, comp sales up 7.3%

Brian Nagel, Oppenheimer & Co., breaks down Lowe's quarterly results and compares it to competitor Home Depot.

Analyst's top pick: FSLR   Tue, 24 Feb '15 | 5:33 PM ET
Analyst's top pick: FSLR

Discussing the benefit to solar stocks on news First Solar and SunPower are in talks to form a joint-venture yield co, with Ben Kallo, Robert W. Baird & Co. senior analyst.

Is Apple invincible?   Tue, 24 Feb '15 | 12:37 PM ET
Is Apple invincible?

Why Pacific Crest Research still remains a skeptic on Apple amid record highs, with Andy Hargreaves.

Mortgage meltdown brewing? Dick Bove   Tue, 24 Feb '15 | 6:49 AM ET
Mortgage meltdown brewing? Dick Bove

Dick Bove, Rafferty Capital Markets says banks are reluctant to lend under current rules and that could set the stage for another housing crisis.

TOL posts Q1 beat, raises profit forecast   Tue, 24 Feb '15 | 6:41 AM ET
TOL posts Q1 beat, raises profit forecast

Will Randow of Citi, breaks down Toll Brothers quarterly numbers and discusses the delay in home buying by millennials.

Home Depot beats on top and bottom line   Tue, 24 Feb '15 | 6:25 AM ET
Home Depot beats on top and bottom line

Brian Nagel, Oppenheimer senior retail analyst, breaks down the home retailer's quarterly results and weighs in on the company's announcement to increase the dividend by 26 percent to 59 cents.

Attractive stocks on port deal   Mon, 23 Feb '15 | 2:04 PM ET
Attractive stocks on port deal

Retailers are not yet in the clear, despite a West Coast port deal. Jack Atkins, Stephens analyst, and Brandon Oglenski, Barclays analyst, discuss which stocks could go higher as the crisis gets resolved.

Original programming pitfalls   Mon, 23 Feb '15 | 11:52 AM ET
Original programming pitfalls

Shares of Netflix are up 40 percent this year. Michael Pachter, Wedbush Securities analyst, has an underperform rating on the stock.

Apple Watch expectations little high: Analyst

Could anything stop Apple from going higher? Abhey Lamba, Mizuho Securities USA, discusses.

Biotech on the rise; Analyst likes Gilead   Mon, 23 Feb '15 | 11:17 AM ET
Biotech on the rise; Analyst likes Gilead

The biotech sector is growing faster than anywhere in the market. Jason Kolbert, Maxim biotech analyst, says the market is loving the certainty in the sector.

Seriously? Instagram's worth $33 billion   Fri, 20 Feb '15 | 11:51 AM ET
Seriously? Instagram's worth $33 billion

John Blackledge, sr. analyst, Cowen and Company, explains how the company came to a $33 billion valuation on Instagram, which would make it a bigger company than Twitter.

Analyst downgrades Wal-Mart after pay hike   Fri, 20 Feb '15 | 10:12 AM ET
Analyst downgrades Wal-Mart after pay hike

Barclays managing director Meredith Adler, discusses the downgrade by her firm of Wal-Mart shares.

Digging into Deere's beat   Fri, 20 Feb '15 | 8:02 AM ET
Digging into Deere's beat

Discussing Deere's fourth quarter earnings beat, and insight into the agriculture market, with Ann Duignan, JPMorgan machinery & multi-industry analyst. The company said it expected a 17 percent drop in equipment sales for 2015.

Apple Pay success solidifies Apple ecosystem: Analyst

Will Power, Robert Baird senior analyst, discusses the big bucks behind Apple Pay, and the outlook for the stock with the coming Apple Watch.

How much cash could Apple return to shareholders?

Discussing how much money could be on deck for Apple's next capital allocation program, with Amit Daryanani, RBC Capital Markets hardware analyst.

Wal-Mart to raise entry wage to at least $9/hour

Paul Trussell, Deutsche Bank analyst, looks at weak guidance, and the tick higher in U.S. same-store sales from Wal-Mart. The company says it will raise entry wages for hourly associates.

Analyst downgrades AmEx   Wed, 18 Feb '15 | 8:56 AM ET
Analyst downgrades AmEx

American Express is down nearly 20 percent year-to-date. Eric Wasserstrom, Guggenheim Partners analyst, explains his downgrade on the stock.

Bet on casino stocks: Pro   Tue, 17 Feb '15 | 2:15 PM ET
Bet on casino stocks: Pro

Joseph Greff, JPMorgan, looks at MGM and whether casino stocks are worth betting on.

Trading oil's ups & downs   Tue, 17 Feb '15 | 10:24 AM ET
Trading oil's ups & downs

Finding opportunities in the energy space given the volatility in the price of oil, with Chad Mabry, MLV Energy senior analyst.

Analyst predicts more Apple acquisitions   Tue, 17 Feb '15 | 10:17 AM ET
Analyst predicts more Apple acquisitions

Brian Blair, Rosenblatt Securities, makes his prediction for the tech giant.