Investment Analysts


Online Travel Stock Surge     Mon, 30 Apr '12 | 10:28 AM ET

Discussing whether online travel stocks have more room to run, with Mark Mahaney, U.S. internet analyst at Citigroup, and Jake Fuller, travel & lodging analyst at Lazard Capital Markets.

A Tale of Two Titans: BKS & MSFT     Mon, 30 Apr '12 | 10:00 AM ET

Insight on the $300 million partnership between Barnes & Noble and Microsoft. John Tinker, analyst at Maxim Group, and Peter Wahlstrom, analyst at Morningstar, weigh in.

Tapping Tech in Taiwan     Fri, 27 Apr '12 | 4:43 PM ET

Taiwanese semiconductor ADRs have rallied this year. Andy Ng, Morningstar senior analyst, offers insight into whether investors should be wary.

CNBC Stock Draft Class of 2012     Fri, 27 Apr '12 | 2:50 PM ET

Seven traders locked in seven stocks yesterday during CNBC's first annual CNBC Stock Draft. But, there were a few big names that were left on the table, including Priceline.com. Michael Olson, Piper Jaffray, and CNBC's Jon Fortt weigh in.

Willie Williams, Societe Generale discusses the best play on currencies right now since a weaker-than-expected US GDP report. The FMHR traders also discuss what's trending on twitter right now.

Dividend Investment Strategy     Fri, 27 Apr '12 | 12:41 PM ET

Grainger Industrial Supply raised its dividend on Thursday after a strong earnings report. Jim Iuorio, TJM Institutional Services, offers insight. Chris Konstantinos, Riverfront Investment Group, also shares his perspective on the best dividend plays right now.

Starbucks Down 6%, Buy Now?     Fri, 27 Apr '12 | 12:30 PM ET

The FMHR traders share their top three trades, including Intel moving higher as chip stocks perform well. Nicole Miller Regan, Piper Jaffray analyst, also explains why the dip in Starbuck's presents a buying opportunity.

Is Amazon the Best Cloud Play?     Fri, 27 Apr '12 | 12:00 PM ET

The FMHR traders discuss how to trade a 2% economy and whether to go for yield or go for growth. Herman Leung, Susquehanna senior analyst, also discusses the trade on Amazon since the company reported a blowout quarter.

Zynga Plays and Beats the Street     Fri, 27 Apr '12 | 11:03 AM ET

The game site company beat Street expectations but posted a net loss in the first quarter as costs jumped sharply. Mark May, Barclays Capital analyst and Ken Sena, Evercore Partners analyst, break down Zynga's numbers and the play on the stock.

Starbucks Earnings Beat the Street     Fri, 27 Apr '12 | 10:34 AM ET

Matthew DiFrisco, Lazard Capital Markets analyst and Keith Siegner, Credit Suisse analyst break down the coffee retailer's Q2 earnings and its prospects for growth amid growing competition.

Amazon Earnings Beat Estimates     Fri, 27 Apr '12 | 10:19 AM ET

Ken Sena, Evercore Partners analyst and Jason Helfstein, Oppenheimer analyst, break down the tech giant's blowout Q1 reporting EPS of $0.28 vs. $0.07 and revenues of $13.2B vs. $12.90B, and take a look at its outlook for growth.

Zynga's Game Face     Fri, 27 Apr '12 | 6:40 AM ET

Colin Sebastian, Robert W. Baird & Co. analyst breaks down the mobile media giant's earnings results and weighs in on the company's outlook and competition.

Whirlpool Q1 Earnings Fall 46%     Thu, 26 Apr '12 | 12:41 PM ET

Michael Murphy, CEO of Rosecliff Capital, offers insight on Whirlpool's earnings report. Meanwhile Paul Coster, JPMorgan analyst, discusses whether Coinstar can survive the drop in DVD sales.

Apple Holds Firm     Thu, 26 Apr '12 | 12:15 PM ET

Shares of Apple are holding firm today after a record day yesterday, with the FMHR traders. Meanwhile, Nuance pre-announced better than expected Q2 numbers. Brent Thill, analyst at UBS, discusses.

Markets Poised to Surge on Earnings?     Thu, 26 Apr '12 | 12:00 PM ET

Some 72% of companies have reported earnings above estimates. The FMHR traders weigh in with the play on the numbers. Also, Citigroup analyst, Mark Mahaney explains why he has a "sell" rating on Akamai and a "buy" rating on Amazon and a look at the mid-day market movers and how to trade them.

Starbucks: Breaking into Booze?     Thu, 26 Apr '12 | 11:03 AM ET

CNBC's Jane Wells reports on the coffee giant's earnings forecast and its attempt to perk up profits by venturing into wine and beer, with Keith Siegner, Credit Suisse restaurant analyst.

UPS Q1 Profit Misses Estimates     Thu, 26 Apr '12 | 10:10 AM ET

Donald Broughton, Avondale Partners transportation analyst, breaks down the numbers on UPS' earnings miss and discusses his price target of $85 on the stock.

Paul Sankey, Deutsche Bank analyst, breaks down the numbers on Exxon's big earnings miss.

Akamai Plunges Despite Earnings Beat     Wed, 25 Apr '12 | 5:00 PM ET

Akamai follows up blowout Q4 with another earnings beat today. Meanwhile Gene Munster, an analyst at Piper Jaffray, discusses whether you should buy Amazon ahead of its earnings announcement.

Long TBT on Fed Statement: Iuorio     Wed, 25 Apr '12 | 12:51 PM ET

The Federal Reserve leaves interest rates unchanged, so what's the trade? Jim Iuorio, TJM Institutional Services, weighs in. The FMHR traders also break down today's Pops and Drops, including GNC Holdings popping 11% after a better-than-expected earnings report.

Discussing how investors should trade the bond market on the heels of the Fed's statement on interest rates, with Bill Gross, PIMCO; Charles Reinhard, Morgan Stanley Smith Barney; Ken Volpert, Vanguard Funds; and CNBC's Brian Sullivan.

Apple now accounts for 36% of all profit growth for the S&P 500 this quarter, but Walter Piecyk, BTIG Research analyst explains why he downgraded the company ahead of its earnings. Stephen Volkmann, Jefferies analyst, also discusses his 'buy' rating on Caterpillar.

Eli Lustgarten, Longbow Research senior research analyst, breaks down the Q1 numbers on Caterpillar's earnings and the company's outlook on growth and global demand, with Mario Gabelli, GAMCO Investors chairman & CEO.

Apple's Earnings Blows Away the Street     Wed, 25 Apr '12 | 6:05 AM ET

Peter Misek, Jefferies & Company senior analyst and CNBC's Jon Fortt discuss the tech giant's blow out quarter, earning $12.30 per share on revenues of $39.2 billion. Shares of Apple are back over $600 a share in after-hours trading.

Apple Spikes 7% on Blowout Earnings     Tue, 24 Apr '12 | 5:00 PM ET

The Fast Money traders discuss whether you want to get in on Apple. Meanwhile Juniper Networks also spikes after topping Wall Street's estimates. Daniel Berenbaum, MKM Partners, semiconductor analyst, explains why semis are rising on Apple's blowout quarter.

Apple Surges After Earnings Beat     Tue, 24 Apr '12 | 5:00 PM ET

Dissecting the day's major business news, including Apple's upbeat earnings surprise, with the Fast Money traders and Brian White, analyst at Topeka Capital Markets.

CNBC's Maria Bartiromo and Jon Fortt report on Apple's Q2 earnings results. Larry Haverty, Gamco Investors; Alex Gauna, JMP Securities; and Shaw Wu, Sterne Agee, weigh in.

The Trade on Apple Earnings     Tue, 24 Apr '12 | 4:03 PM ET

CNBC's Jon Fortt reports the Street's EPS estimates for Apple earnings is $10.04. Shaw Wu, Sterne Agee and Alex Guana, JMP Securities, weigh in.

Money in Motion: European Bank Stocks     Tue, 24 Apr '12 | 12:54 PM ET

Breaking down the best currency play since European bank stocks hit 2011 lows, with MacNeil Curry, Bank of America Merrill Lynch.

Short Term Risks for Restaurant Stocks?     Tue, 24 Apr '12 | 12:49 PM ET

Discussing whether investors could see a pullback in Buffalo Wild Wings and Panera ahead of earnings, with Bryan Elliott, Raymond James analyst.