Investment Analysts


BofA Surges 43% Year-to-Date   Wed, 8 Feb '12 | 1:22 PM ET
BofA Surges 43% Year-to-Date

Bank of America is the hottest stock in the Dow this year, surging more than 43%, with Jeffrey Harte, Sandler O'Neill, and Maria Aspen, American Banker.

Sell Groupon Says Morningstar Analyst   Wed, 8 Feb '12 | 12:33 PM ET
Sell Groupon Says Morningstar Analyst

Groupon has an unproven business model and competitors have several advantages, cautions Rick Summer, analyst at Morningstar.

Can High End Consumer Fuel Luxury Boom?   Wed, 8 Feb '12 | 12:19 PM ET
Can High End Consumer Fuel Luxury Boom?

Ralph Lauren is gaining momentum in handbags and footwear, says Michael Binetti, UBS analyst.

Disney Earnings Beat Street, Revenue Short

Insight what caused revenue misses from Disney, with David Bank, RBC Capital Markets managing director, broadcasting & media analyst, who says the revenue miss is from the studio.

Is Caesar's IPO a Bad Bet?   Tue, 7 Feb '12 | 5:37 PM ET
Is Caesar's IPO a Bad Bet?

David Bain, Sterne Agee gaming analyst, provides insight on Caesar's initial public offering, warning investors to avoid it unless they expect a huge economic turnaround, with the Fast Money traders.

Will Glencore's Merger Prompt Other Takeover Bids?

Discussing Glencore's $41B acquisition of Xstrata and its impact on other commodity mergers, with Anthony Young, Dahlman Rose analyst.

Walt Disney Q1 Earnings Miss   Tue, 7 Feb '12 | 5:00 PM ET
Walt Disney Q1 Earnings Miss

The Fast Money traders break down Disney's Q1earnings miss and the play on the stock, with Tony Wible, Janney Montgomery Scott analyst, saying DIS is dealing with an uncertain advertising market.

Disney Shares Up Pre-Earnings   Tue, 7 Feb '12 | 12:21 PM ET
Disney Shares Up Pre-Earnings

Entertainment giant Disney reports earnings after the bell today following reports it's in talks with Univision for a 24-hour news channel, with Jason Baziney, analyst at Citigroup.

IBM the Apple of Corporates?   Tue, 7 Feb '12 | 12:11 PM ET
IBM the Apple of Corporates?

Is IBM the corporate equivalent of Apple with its triple play of software, services and hardware? Shaw Wu, analyst at Stern Agee, weighs in.

Epic Summer for Gasoline?   Mon, 6 Feb '12 | 5:10 PM ET
Epic Summer for Gasoline?

Is now the time to go long gasoline futures and short crude oil? Seth Kleinman, Citi global head of energy strategy, weighs in on the best energy plays, with the Fast Money traders.

Verizon and Redbox to Battle Netflix   Mon, 6 Feb '12 | 12:11 PM ET
Verizon and Redbox to Battle Netflix

Verizon and Redbox are teaming up to take on Netflix, offering a service that lets customers rent DVDs as well as download and stream video. Which names are best positioned to win the streaming wars? John Blackledge, analyst at Credit Suisse, explains.

Retailers Report Mixed Results   Thu, 2 Feb '12 | 9:45 AM ET
Retailers Report Mixed Results

January is an important cleanup month for retailers, says Adrianne Shapira, Goldman Sachs senior retail analyst, who takes a look at the retailers that lagged and the pent up demand for cold-weather goods.

Bullish on Yum! Brands: Analyst   Wed, 1 Feb '12 | 12:10 PM ET
Bullish on Yum! Brands: Analyst

Yum! Brands is on fire as the company continues to benefit from demand in China, with David Palmer, analyst at UBS. "For Yum there is evidence that their sales are accelerating and they are actually going to be okay in 2012," he says.

UPS 2012 Profit Forecast Tops Estimates   Tue, 31 Jan '12 | 10:16 AM ET
UPS 2012 Profit Forecast Tops Estimates

A breakdown of UPS earnings, with Jeff Kauffman, Sterne, Agee & Leach analyst.

UPS Earnings Show Economic Improvement   Tue, 31 Jan '12 | 8:00 AM ET
UPS Earnings Show Economic Improvement

UPS Q4 earnings shows revenues came in slightly lower than expected but because volume is better than expected it shows the economy is improving slightly, says Arthur Hatfield, Morgan Keegan transportation analyst.

Truth About the Big Banks   Mon, 30 Jan '12 | 1:27 PM ET
Truth About the Big Banks

David Trone, JMP Securities analyst, discusses how being the lead underwriter of Facebook's upcoming IPO will position Morgan Stanley. CNBC's Mary Thompson also weighs in on recent bank earnings.

Sell Apple Stock? Analyst Explains Why   Mon, 30 Jan '12 | 12:41 PM ET
Sell Apple Stock? Analyst Explains Why

Despite Apple's massive run, one analyst has a "sell" rating on the stock. Ed Zabitsky, analyst at ACI Research, explains why he is sticking to his $270 price target.

Facebook IPO's Impact on Other Tech Giants   Mon, 30 Jan '12 | 12:11 PM ET
Facebook IPO's  Impact on Other Tech Giants

When Facebook files for its IPO, the social networking company could be one of the largest companies in the world. What does that mean for other tech giants like Google? Colin Gillis, sr. tecnology analyst at BGC Financial, discusses.

Morgan Stanley Says Buy Ford on Weakness   Fri, 27 Jan '12 | 12:14 PM ET
Morgan Stanley Says Buy Ford on Weakness

Ford Q4 NA margines were lower than forecast, but Adam Jonas, analyst at Morgan Stanley, remains bullish.

Starbucks Trading Lower Following Earnings   Fri, 27 Jan '12 | 10:17 AM ET
Starbucks Trading Lower Following Earnings

A breakdown of Starbucks Q4 results and why the company raised its guidance, with Jeffrey Bernstein, Barclays Capital senior restaurant analyst.

Behind the Numbers: Starbucks Q1 Earnings   Thu, 26 Jan '12 | 5:12 PM ET
Behind the Numbers: Starbucks Q1 Earnings

The Fast Money traders with the play on Starbucks, and Marc Riddick, Williams analyst, breaks down the coffee maker's Q1 numbers and discusses his "outperform" rating on the stock. Also, the Fast Money traders weigh in on the play on Riverbed Tech, and Juniper's earnings and guidance.

Under Armour Cools Down   Thu, 26 Jan '12 | 2:15 PM ET
Under Armour Cools Down

Under Armour is cutting its 2012 outlook for sales growth, blaming the mild winter for melting demand for its winter products, with James Duffy, Stifel Nicolaus.

Caterpillar Surprises the Street   Thu, 26 Jan '12 | 12:51 PM ET
Caterpillar Surprises the Street

Caterpillar's stronger-than-expected earnings are pushing shares up more than 3%. Ann Duignan, analyst at JPMorgan, shares highlights from the company's conference call.

Caterpillar Surges After Q4 Results   Thu, 26 Jan '12 | 10:17 AM ET
Caterpillar Surges After Q4 Results

Caterpillar reports a 58 percent rise in profit, far exceeding the Street's expectations. Insight with Eli Lustgarten, Longbow Research senior research analyst.

Netflix Surprises the Street   Thu, 26 Jan '12 | 10:06 AM ET
Netflix Surprises the Street

Netflix reports a jump in subscriber base and forecasts improving margins for its streaming business. Insight on the Q4 results Barton Crockett, Lazard Capital Markets director/senior media & entertainment analyst.

Apple Stock in a Bubble?   Wed, 25 Jan '12 | 12:22 PM ET
Apple Stock in a Bubble?

Brian Marshall, analyst at ISI Group, explains why he upped his price target on Apple from $500 to $525 a share today. Mike Murphy, Rosecliff Capital, says Apple stock is in a bubble.

Can Apple Continue the Law of Large Numbers?

Apple smacked the cover off the ball, says Colin Gillis, BGC Financial senior technology analyst, but he still maintains a "hold" on the stock.

Picking Apart Apple's Blowout Numbers   Tue, 24 Jan '12 | 5:00 PM ET
Picking Apart Apple's Blowout Numbers

The Fast Money traders, weigh in on Apple's huge earnings numbers. And a look at second derivative plays on the tech giant, including Nuance Communications, and Cirrus Logic.

Inside Apple's 'Monster' Quarter   Tue, 24 Jan '12 | 4:33 PM ET
Inside Apple's 'Monster' Quarter

Apple posted blowout earnings numbers despite continued economic uncertainty around the globe. What's driving iPad and iPhone sales now? Gene Munster, Piper Jaffray, and CNBC's Jon Fortt, discuss. "Retail [is] up 59%," says Fortt.

Citi Upgrades Semis   Tue, 24 Jan '12 | 2:11 PM ET

Terence Whalen, Citi semiconductor analyst, discusses why he upgraded some semiconductor-related names, including Novellus and Lam Research.