Investment Analysts


Analyst: Google's Future 'Click' Trends  Thu, 19 Jan '12 | 5:45 PM ET

Jason Helfstein, Oppenheimer & Co. analyst, discusses Google's earnings miss and the outlook for the tech giant. Also, the Fast Money traders weigh in on whether to buy Google on the dip.

Is IBM Priced for 'Perfection'?  Thu, 19 Jan '12 | 5:10 PM ET

The trade on IBM's earnings and the best tech plays to make, with Brian Marshall, ISI Group analyst, and the Fast Money traders.

Alpha and Beta: CNBC Explains Thu, 19 Jan '12 | 4:16 PM ET

Alpha and beta are important tools for many investors when it comes to figuring out investment returns. So what are they exactly and how do they work? CNBC explains.

Dick Bove Remains Bullish on Banks  Thu, 19 Jan '12 | 10:15 AM ET

Financials will return to historical book value, says Richard Bove, Rochdale Securities. He has a "buy" on Bank of America.

SBUX vs. MCD: Which is Better Buy?  Thu, 19 Jan '12 | 9:50 AM ET

Heavyweights Starbucks and McDonald's are both trading near all-time highs. So which is the better buy? Matt Disfrisco, analyst at Lazard Capital Markets, has a "buy" rating on both stocks.

Breaking Down BofA Earnings  Thu, 19 Jan '12 | 7:22 AM ET

Bank of America did a great job filling their capital hole, says Anthony Polini, Raymond James bank analyst.

The Keystone Pipeline Play  Wed, 18 Jan '12 | 5:32 PM ET

Carl Kirst, BMO Capital Markets analyst, discusses where to find trading opportunities now that the Keystone pipeline project is stalled. Also, Carl Icahn increases his position in WebMD, with the Fast Money traders.

Trading eBay's Earnings & Semiconductors  Wed, 18 Jan '12 | 5:07 PM ET

Discussing the trade on eBay's better-than-expected Q4 earnings, with the Fast Money traders, and Frederick Moran, Benchmark Company analyst, weighs in with the outlook for the internet company. Also the after hours trade on Xilinx, and Linear Tech.

Income-Generating Ideas for Seniors Wed, 18 Jan '12 | 9:51 AM ET
retired couple paperwork

In the low-interest rate environment of today, new strategies are needed to make the most of your savings and avoid the inevitable bite of inflation.

Cruise Disaster Hits Carnival  Tue, 17 Jan '12 | 2:50 PM ET

Will passenger confidence and investor confidence in the cruise industry ever be the same? Joel Simkins, Credit Suisse analyst, discusses the recent downgrades for Carnival and the outlook for industry, in the wake of the Italian cruise ship disaster.

JPMorgan Downgrades Intel  Tue, 17 Jan '12 | 12:41 PM ET

JPMorgan downgraded Intel to neutral from overweight, saying Street estimates are too high. Christopher Danely, analyst at JPMorgan, discusses why he made the call.

Shares of Sears Jump  Tue, 17 Jan '12 | 10:45 AM ET

Shares of Sears climb higher, with Mary Ross-Gilbert, Imperial Capital.

Carnival shares continue to slide after this weekend's Costa Concordia accident off the coast of Italy. The Street responded by downgrading shares across the board. Susquehanna's Rachael Rothman weighs in.

SBUX Trades at Fresh All-Time High  Thu, 12 Jan '12 | 12:47 PM ET

UBS says coffee giant Starbucks still has room to run, upping its price target to $52 from $47. David Palmer, analyst at UBS, discusses.

Target's New High-End Strategy  Thu, 12 Jan '12 | 12:41 PM ET

Target plans to launch upscale shops within its stores. What does the high-end strategy mean for Target? Colin McGranahan, analyst at Sanford Bernstein, discusses.

Why is Google Trading so Poorly?  Thu, 12 Jan '12 | 12:33 PM ET

Ken Sena, Evercore internet analyst, discusses short and long-term challenges facing Google, though he maintains that he's not concerned about softer pricing for the stock.

Buy Urban on the Dip?  Thu, 12 Jan '12 | 10:52 AM ET

Why now is the time to buy Urban Outfitters, with Betty Chen, Wedbush Securities retail analyst.

Coke, Pepsi Slide on UBS Downgrade  Wed, 11 Jan '12 | 12:11 PM ET

Coke and Pepsi stocks take a hit after UBS gave them a downgrade. Kaumil Gajrawala, analyst at UBS, explains why he made that call.

Lennar Earnings Lifts Homebuilders  Wed, 11 Jan '12 | 10:36 AM ET

A breakdown of Lennar earnings, with Robert Wetenhall, RBC Capital Markets homebuilding/building products analyst.

WebMD Takes a Beating  Tue, 10 Jan '12 | 1:30 PM ET

Shares of WebMD is taking a hit Tuesday as the company quits potential acquisition talks, warns of a 2012 profit shortfall, and announces its CEO is stepping down, with Kevin Kopelman, Cowen & Co. analyst.

Weakness in High End Consumer?  Tue, 10 Jan '12 | 12:00 PM ET

Deobrah Weinswig, retail analyst at Citigroup, assesses whether the high end consumer has taken a turn for the worse.

Tiffany Cuts Forecasts, Nike's New High  Tue, 10 Jan '12 | 10:00 AM ET

Insight on why Tiffany & Co. has reduced its full-year earnings forecast just as Nike nears a new all-time high, with Paul Swinand, Morningstar equity analyst.

Is Brent Crude in 'Strait' Jacket?  Mon, 9 Jan '12 | 5:30 PM ET

Discussing whether a shutdown of the Strait of Hormuz will send brent crude to $200, with Michael Wittener, SocGen, and the direction of oil, with the Fast Money traders.

The Race to Compete With Apple  Mon, 9 Jan '12 | 12:30 PM ET

Are the major themes in the upcoming consumer electronics show a way for other tech companies to compete with Apple? Insight with Shaw Wu, Sterne Agee senior technology analyst.

Street Gangs Up on Goldman  Fri, 6 Jan '12 | 12:00 PM ET

The Street's piling on the banks Friday, particularly Goldman Sachs. Douglas Sipkin, analyst at Ticonderoga Securities, offers his contrarian view, and why he is "neutral."

Can Barnes & Noble Turn Around?  Fri, 6 Jan '12 | 10:45 AM ET

As Barnes & Noble defends its investment strategy, will it be successful in continuing to push its digital business? Insight with Alan Rifkin, Barclays Capital U.S. retail hardlines analyst.

Retailers Share Mixed Sales Results  Thu, 5 Jan '12 | 10:30 AM ET

A look at Macy's raising its full year guidance and Target lowering its earnings expectations, with Adrianne Shapira, Goldman Sachs analyst.

Retail Sales Outlook in 2012  Wed, 4 Jan '12 | 5:17 PM ET

A short play on retail, with Steve Cortes, Veracruz Research, and a look ahead to chain store sales and the expected winners and losers, with Deborah Weinswig, Citi Investment Research retail analyst.

Is Netflix a Takeover Target?  Wed, 4 Jan '12 | 5:00 PM ET

Is Netflix a possible takeover candidate by Yahoo? Gene Munster, Piper Jaffray, and the Fast Money traders, weigh in on the rumor, and the possible play on the stocks, and options activity. Also a paid to wait options strategy on Yahoo, with Pete Najarian, Fast Money trader.

Bull Case for Drug Stocks  Wed, 4 Jan '12 | 12:20 PM ET

Barbara Ryan, analyst at Deutsche Bank, explains why she has a "buy" rating on Bristol Myers Squibb, Pfizer and Merk with a $43 price target. "Bristol Myers is clearly the growth name in the group," she adds.