Investment Analysts


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.

Yahoo Taps Paypall to Fill CEO Vacancy  Wed, 4 Jan '12 | 12:00 PM ET

Yahoo names Paypal's Scott Thompson as CEO. Ken Sena, analyst at Evercore Partners, discusses.

Charting the Market: Is the Rally for Real?  Tue, 3 Jan '12 | 5:08 PM ET

Charting the market outlook from a technical perspective, with Mary Ann Bartels, BofA Merrill Lynch Global Research head of technical & market analysis.

Groupon Under Pressure  Tue, 3 Jan '12 | 3:45 PM ET

Groupon stock is taking a hit after a survey by Susquehanna Financial Group and deal tracking firm Yipit found that over half of its nearly 400 merchants surveyed are not planning to feature deals in the next six months. Herman Leung, Susquehanna Financial Group, weighs in.

Google Wrapping Up 2011 High  Fri, 30 Dec '11 | 10:02 AM ET

Google hit a 52-week high two days ago at $645 a share and one analyst, Colin Sebastian, RW Baird, is raising his price target from $700 to $760, 18% higher than where the stock stands now.

Restaurant Deals and Discounts  Fri, 30 Dec '11 | 9:49 AM ET

If you enjoyed retail price promotions during the holiday season, you'll love what some casual dining restaurants are offering, says Stephen Anderson, Miller Tabak restaurant analyst.

Will Small Caps Gain Steam in January?  Wed, 28 Dec '11 | 5:08 PM ET

A look at what the charts indicate for gold, the .SPX, and the Russell 2K next year, with Jeff Weiss, Tejas Securities Group chief technical analyst.

Best Performing S&P Stock Number: 4  Wed, 28 Dec '11 | 12:52 PM ET

Sharing perspective on the best trades in 2011; including Visa and Mastercard, with Greg Smith, Sterne Agee analyst.

Semiconductor Stocks to Watch  Wed, 28 Dec '11 | 9:45 AM ET

Insight on whether the semiconductor group will turn around in 2012, with Craig Berger, FBR Capital Markets senior semiconductor analyst.

Transportation Stocks on a Tear in Q4  Tue, 27 Dec '11 | 5:39 PM ET

Discussing GE's move into online banking, and a look at transportation stocks, which are up 20% in Q4, nearly double the return in the S&P 500. So what's behind the surge and where are the opportunities? Arthur Hatfield, Morgan Keegan transportation analyst, discusses.

Why Buy Apple in 2012  Tue, 27 Dec '11 | 5:22 PM ET

Discussing the outlook for Apple and three reasons to buy the stock in 2012, including its new iPad & iPhones, and the new stream of earnings from iTV, with Mark McKechnie, telecom equipment analyst., and the Fast Money traders.

BAC's Dash for Cash?  Tue, 27 Dec '11 | 5:13 PM ET

Does Bank of America need to raise an addtional $45B? Marty Mosby, Guggenheim analyst, discusses how the big bank will raise cash.

Best Consumer Staple Stocks  Tue, 27 Dec '11 | 11:17 AM ET

A look at the winning stocks in consumer staples, with John Faucher, JP Morgan senior analyst.

Sears to Shut Down 120 Kmarts  Tue, 27 Dec '11 | 10:02 AM ET

Insight on what is next for Sears Holdings, as it plans to close down 120 Kmart stores, with Gary Balter, Credit Suisse retail analyst.

Netflix Outlook for 2012  Tue, 27 Dec '11 | 9:45 AM ET

Insight on whether Netflix will pull itself out of its decline, with Barton Crockett, Lazard Capital Markets director/senior media & entertainment analyst.

Why Are TV's So Cheap?  Fri, 23 Dec '11 | 2:51 PM ET

How can television retailers make any money since slower traffic has pressured them to lower prices? Dan Ackerman, CNET.com senior editor and Alan Rifkin, Barclays Capital U.S. retail hardlines analyst, weigh in.

The Risk Trade and Pops & Drops  Fri, 23 Dec '11 | 12:33 PM ET

Sharing insight into recent weakness in the Swiss franc and strength in commodity plays like the Australian dollar, with George David, RBC Capital Markets. Also, the FMHR traders report pops and drops in today's market.

Kraft Split a 'Value-Enhancing' Endeavor  Fri, 23 Dec '11 | 10:28 AM ET

Kraft is trading near a 52-week high and has outperformed the broader markets. Erin Lash, Morningstar sr. stock analyst, says that when the company announced it was going to split the snack and grocery businesses, that was a value-enhancing endeavor.

Avoid Specialty Retailers: Analyst  Fri, 23 Dec '11 | 9:16 AM ET

Except for specialty apparel, discounts at retail stores are normal, says Laura Champine, Collins Stewart. "We're not seeing a big pick up in big ticket spending," she adds.

Netflix Target Price Cut & Yahoo's Suitors  Thu, 22 Dec '11 | 5:28 PM ET

A new survey finds Netflix customers are very satisfied with its service, but Cit still cut the price target from $94 to $80, with with Mark Mahaney, Citigroup Investment Research internet analyst, and discussing whether there is a Yahoo deal in the works, and increase activity in Akamai, with the Fast Money traders.

Broadcast Fees Rise, Costing Consumer  Thu, 22 Dec '11 | 1:30 PM ET

CNBC's Darren Rovell reports cable consumers will be affected after December 31st, when MSG and Time Warner's contract ends. Also, weighing in on whether an 'a la carte' strategy for consumers to order only whichever networks they wanted, with David Joyce, Miller Tabak senior media analyst.

Financials Leading the Market  Thu, 22 Dec '11 | 12:00 PM ET

The FMHR traders break down today's headlines: the major indices are positive, the consumer sentiment, and jobless claims. Also, sharing perspective on JNPR, with Brian Marshall, ISI Group analyst.

Apple: A Top Pick for 2012  Wed, 21 Dec '11 | 5:12 PM ET

Making the case for Apple as a top stock pick in 2012, with Gene Munster, Piper Jaffray research analyst, who is looking for possible Apple TV next year,along with strong revenue and growth.

After Hours Action: Micron  Wed, 21 Dec '11 | 5:08 PM ET

Is Micron a "survivor" in a tough sector? Dan Berenbaum, MKM Partners semiconductor analyst, reiterates his "buy" rating and price target of $8, with the Fast Money traders.