Investment Analysts


JPMorgan's Big Beat     Fri, 13 Apr '12 | 10:00 AM ET

Michael Scanlon, Manulife Asset Management, and Todd Hagerman, Sterne Agee, discuss JPMorgan's better-than-expected earnings this quarter.

Soft Patch in China Persists     Fri, 13 Apr '12 | 7:36 AM ET

China's economy grew at its slowest in nearly three years in the first three months of the year. Peter Navarro, "Death by China" author; John Rutledge, Rutledge Capital chairman; and Anne Mulcahy, former Xerox chairman & CEO, discuss what the data means for the global economy and markets.

JPMorgan Beats Street Expectations     Fri, 13 Apr '12 | 7:27 AM ET

Jeffery Harte, Sandler O'Neill, offers insight on JPMorgan's better-than-expected first quarter.

Google's Q1 Earnings & Stock Split     Thu, 12 Apr '12 | 5:00 PM ET

The Fast Money traders weigh in on Google's 2-for-1 stock split and its impact on shareholders. Also, breaking down the tech giant's Q1 numbers and click rate, with Colin Gillis, BGC Financial senior technology analyst, and CNBC's Jon Fortt. And the Fast Money crew discusses after-hours action in Coinstar and how to play it.

Breaking down the details of Google's earnings announcement and the board's decision to approve a 2-for-1 stock split, with Herman Leung, Susquehanna Financial group analyst; David Garrity, GVA Research principal; and CNBC's Maria Bartiromo and Jon Fortt.

Bullish Call on Google     Thu, 12 Apr '12 | 3:41 PM ET

Spencer Wang, Credit Suisse analyst, discusses his bullish call and 'outperform' rating on Google, ahead of the company's earnings announcement.

Mobile Winners & Losers     Thu, 12 Apr '12 | 2:53 PM ET

Shares of Nokia are plunging since the company lowered its Q1 earnings outlook, with Will Power, Robert W. Baird senior research analyst.

Manhattan Auto CEO: Sales Up     Thu, 12 Apr '12 | 2:14 PM ET

Sharing perspective on whether stellar auto sales in March can continue, with Gary Flom, Manhattan Automobile president & CEO; Jessica Caldwell, Edmunds.com senior analyst; and CNBC's Phil LeBeau.

Price Target Bumps: AAPL & QCOM     Thu, 12 Apr '12 | 12:41 PM ET

How to trade China's GDP number, with Andy Busch, BMO Capital Markets. Credit Suisse increased its price target for Apple from $700 to $750 and Qualcomm from $70 to $80, with Kulbinder Garcha, Credit Suisse managing director.

Time for Coal to Rebound?     Thu, 12 Apr '12 | 12:19 PM ET

Coal stocks are feeling pressure as power stations switch to cheaper natural gas. David Lipschitz, Metals & Mining analyst, weighs in on whether the worst could be over for coal stocks.

Google Earnings Tonight     Thu, 12 Apr '12 | 12:00 PM ET

Google announces its Q1 earnings report tonight and many investors are hoping the company will rebound from last quarter's huge miss. Ken Sena, Evercore Partners analyst, weighs in.

Sony's Turnaround Fight     Thu, 12 Apr '12 | 10:27 AM ET

Insight on Sony's latest turnaround efforts, with CNBC's Jon Fortt and Daniel Ernst, analyst at Hudson Square.

Gearing Up for Google's Earnings     Thu, 12 Apr '12 | 10:00 AM ET

Wall Street is anxiously awaiting Google's earnings report tonight after the bell, with Clayton Moran, The Benchmark Company senior internet analyst.

Pimco's Kashkari Talks Equities     Thu, 12 Apr '12 | 8:00 AM ET

Neel Kashkari, Pimco head of global equities, explains why he thinks corporate profits will be strong. He also shares his view on the markets and equities.

EuroVegas & the Best Retail Plays     Wed, 11 Apr '12 | 5:31 PM ET

Discussing whether Las Vegas Sands CEO Sheldon Adelson really plans to start a mini-Vegas in Spain. And Michael Binetti, UBS equity research analyst, has the play on premium store retailers and how to trade them, with the Fast Money traders.

Lenders Getting Risky Again?     Wed, 11 Apr '12 | 4:16 PM ET

Discussing the state of banks and their subprime customers, with Craig Maurer, CLSA equity analyst and Scott Valentin, FBR Capital Markets analyst.

The Traders Watch List     Wed, 11 Apr '12 | 4:04 PM ET

Discussing what the traders will be looking at tomorrow, with Warren Meyers, DME Securities analyst; Kevin Ferry, Cronus Futures Management; and Mihir Dange, Arbitrage LLC.

Betting on Las Vegas Sands Corp.     Wed, 11 Apr '12 | 3:46 PM ET

Today, Las Vegas Sands' newest casino, "The Sands Cotai Central," opened in Macau. Harry Curtis, Nomura Securities senior analyst and David Bain, Sterne Agee managing director, weigh in on how the expansion is impacting the stock.

CFO Leaves VMware     Wed, 11 Apr '12 | 12:20 PM ET

The Fast Money traders break down three hot trades, including Computer Sciences, Bank of America and Travelzoo. Daniel Ives, FBR Capital Markets senior analyst, also discusses the announcement made by VMware that CFO Mark Peek will be leaving the company.

ETF Strategist

For many investors, emerging markets offer above-average economic growth, low debt levels and positive trade balances — along with the usual risk.

Underwriters at Odds With Yelp?     Wed, 11 Apr '12 | 12:15 PM ET

Discussing Yelp's business model and the role advertisers play in the company, with Jason Helfstein, Oppenheimer senior analyst.

Alcoa Posts Surprise Profit     Wed, 11 Apr '12 | 11:17 AM ET

Alcoa kicked off the earnings season with a surprise Q1 profit on gains in its midstream and downstream businesses. Lloyd O'Carroll, analyst at Davenport, explains why he has a "buy" rating on Alcoa.

Bank of America Gets a Boost     Wed, 11 Apr '12 | 10:35 AM ET

Bank of America got an upgrade today from Guggenheim. Marty Mosby, analyst at Guggenheim, explains why he raised the bank to "buy" from "neutral."

The Fast Money traders weigh in on after hours action in Owens-Illinois, and making a case for three restaurant stocks based on strong fundamentals and firm earnings expectations, with Sara Senatore, Sanford Bernstein senior analyst.

Google's Price Target Raised, Analyst     Tue, 10 Apr '12 | 5:11 PM ET

Brian Pitz, UBS analyst, discusses raising Google's price target to $825 from $800, and the trade on the tech giant's social products and services, with the Fast Money traders.

Best Buy's CEO Resigns     Tue, 10 Apr '12 | 4:46 PM ET

CNBC's Tyler Mathisen has the details of why Best Buy's CEO Brian Dunn announced his resignation. Anthony Chukumba, BB&T senior equity research analyst and CNBC contributor Stacey Widlitz weigh in on whether the company can be turned around.

Reacting to Alcoa Earnings: Analyst     Tue, 10 Apr '12 | 4:12 PM ET

Alcoa Q1 revenues resulted in $6.0 billion. John Stephenson, First Asset Investment Mgmt. and Bridget Freas, Morningstar senior equity analyst offer insight into the company's announcement.

The Bull Case Tue, 10 Apr '12 | 1:16 PM ET

The long-term case for investing in emerging-markets is based on growing worldwide demand for commodities and the expansion of an enormous new middle class in those countries.

A Model Bull Portfolio Tue, 10 Apr '12 | 1:15 PM ET

Strong domestic fundamentals in the BRICs and other countries  are likely to drive equity prices.

A Model Bear Portfolio Tue, 10 Apr '12 | 1:14 PM ET

Investors fearful of a global recession and its ill effects on emerging markets should look for short funds to bet against stocks there.