Investment Analysts


Scott Kessler, S&P Capital IQ, discusses his downdgrade of CRM, saying the company faces greater competitive challenges, and trades at nearly a 20% premium to its peers. Despite the downgrade, Salesforce shares are up 30% year-to-date.

Ann Duignan, JP Morgan analyst breaks down Deere's Q1earnings, and places a $100 price target on the company. The Fast Money crew weighs in on the trade.

Dell Downgrade: Time to Reboot?     Wed, 15 Feb '12 | 12:11 PM ET

Shaw Wu, Stern Agee defends his downgrade on Dell to "underperform" on limited upside potential, and overexposure in the PC market, explaining the company is "fundamentally challenged," with the Fast Money traders.

Kellogg's Plan to Buy Pringles     Wed, 15 Feb '12 | 10:45 AM ET

Insight on Kellogg's plans to snap up Pringles, with David Palmer, UBS senior restaurant/packaged food analyst.

Zynga Barely Beats Street     Wed, 15 Feb '12 | 10:09 AM ET

The online game-maker reports a Q4 net loss but tops Street expectations in its first ever quarterly report, with Mark May, Barclays Capital Equity Research internet analyst.

iPhone Novelty Wearing Off?     Wed, 15 Feb '12 | 10:05 AM ET

A new Gartner report reveals Apple's iPhone market share is slipping within the next few quarters as the initial 4S appeal slows down. Insight with Roberta Cozza, Gartner Research analyst.

BofA Whacked by Citi Downgrade     Tue, 14 Feb '12 | 1:05 PM ET

Citi cut its rating on Bank of America from "buy" to "neutral." Paul Miller, FBR head of financial institutions research, puts it in perspective.

Apple Hits Another All-Time High     Tue, 14 Feb '12 | 12:57 PM ET

Discussing whether Apple can maintain higher margins for longer than what's currently anticipated, with Peter Misek, sr. tech analyst at Jefferies.

Zynga Delivers First Earnings Ever     Tue, 14 Feb '12 | 12:45 PM ET

Zynga is set to post its first-ever earnings results; shares have risen 35% since its Decemeber IPO, with Ken Sena, analyst at Evercore.

Michael Kors Surges     Tue, 14 Feb '12 | 11:51 AM ET

A check on Michael Kors' shares as its Q3 profit and revenue beat Street estimates, with Jeff Klinefelter, Piper Jaffray Senior research analyst.

The Greek parliament’s approval of fresh austerity measures despite violent protests in Athens opened the door for a brighter disposition in markets and this could push stocks upwards, according to analysts.

Trading Nvidia Ahead of Earnings?     Mon, 13 Feb '12 | 12:40 PM ET

Craig Berger, FBR Capital Markets semiconductor analyst/managing director, shares his view on Nvidia ahead of the company's earnings.

The Sideways Play Mon, 13 Feb '12 | 10:58 AM ET

ETFs broadly covering bonds in the major taxable and tax-exempt asset classes, plus exposure to convertible bonds that feature some of the upside of stocks, are an investor’s best option to deal with uncertainty.

A Model Bull Portfolio Mon, 13 Feb '12 | 10:55 AM ET

Though diversity is important, seek an overweighting in corporate, municipal and emerging market bond funds.

The Bear Case Mon, 13 Feb '12 | 10:55 AM ET

It's only a matter of time before the central bank's easy-money policy affects inflation expectations and inflation itself, spooking investors.

A Model Bear Portfolio Mon, 13 Feb '12 | 10:54 AM ET

U.S. Treasuries should bear the brunt of rising interest rates, so think TIPS and ultra-short funds.

Apple's Rapid Rally to $500     Mon, 13 Feb '12 | 10:41 AM ET

Apple is hanging tough right under that key $500 mark. Scott Sutherland, analyst at Wedbush Securities, weighs in.

Dendreon: Too Far Too Fast?     Fri, 10 Feb '12 | 3:15 PM ET

Dendreon stock has been on a meteoric rise, with Douglas Dieter, Imperial Capital, and George Farmer, Canaccord Adams.

Google the Laggard?     Fri, 10 Feb '12 | 12:44 PM ET

Apple has been on fire with the stock nearing $500, but on the other hand, there is Google, with Gene Munster, analyst at Piper Jaffray.

Trading High Fliers     Fri, 10 Feb '12 | 12:00 PM ET

Tony Sacconaghi, Sanford Bernstein, sheds insight on Apple stock as it gets closer to $500.

Avis Zooms Ahead     Fri, 10 Feb '12 | 10:16 AM ET

Insight on why shares of Avis have been rallying, with Fred Lowrance, Avondale Partners.

Cramer: Analysts Today Are So Negative Thu, 9 Feb '12 | 7:33 PM ET

In this 32 years of investing experience, Cramer has never seen a gloomier group of analysts.

Diamond Foods: Where Was Wall Street?     Thu, 9 Feb '12 | 5:21 PM ET

The Fast Money crew traders weigh in on Diamond Foods, and Timothy Ramey, D. A. Davidson & Co. analyst, defends his "buy" rating on DMND, despite its accounting scandal. Also, Jon Najarian, Fast Money trader, discusses what the options are saying about where the stock is headed.

Markets Setting Up for a Pullback?     Thu, 9 Feb '12 | 4:10 PM ET

Not much enthusiasm from investors today after Greece's political leaders reached an agreement on austerity measures, with Ben Pace, Deutsche Bank Private Wealth Management, and Jeffrey Palma, UBS.

Manitowoc Craning Forward     Thu, 9 Feb '12 | 2:55 PM ET

Charles Brady, BMO Capital Markets analyst, explains why Manitowoc is up about 78% year-to-date.

True Religion Apparel Hits Fresh High     Thu, 9 Feb '12 | 1:37 PM ET

True Religion Apparel shares hit a fresh 52-week high just yesterday, surging 70% during that time, with Christine Chen, Needham & Company, and CNBC's Courtney Reagan.

Mark Mahaney, analyst at Citi, explains why he gave a "neutral" rating on Groupon. He also shares his view on Yahoo! and LinkedIn.

Apple Hits Another All-Time High     Thu, 9 Feb '12 | 12:00 PM ET

Apple is set to unveil the iPad3 in March. Michael Walkley, Canaccord Genuity, weighs in.

Pepsi For Your Portfolio?     Thu, 9 Feb '12 | 10:23 AM ET

Insight on whether PepsiCo earnings show strength in consumer spending and how to trade the stock, with John Faucher, JP Morgan senior analyst, U.S. beverages/household/personal care.

Groupon's Miss on Earnings     Thu, 9 Feb '12 | 10:15 AM ET

Groupon's first earnings report Mark May, Barclays Capital Equity Research internet analyst.