Investment 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.

Is Whole Foods Priced for Perfection?     Wed, 8 Feb '12 | 5:20 PM ET

Whole Foods reports better-than-expected earnings in Q1, including a 28% increase in EPS. Does the company have any competition on the horizon? Karen Short, BMO Capital Markets analyst, weighs in.

Cisco Shares Up on Earnings Beat     Wed, 8 Feb '12 | 5:00 PM ET

The Fast Money traders with the play on Cisco's earnings beat, and Brian Marshall, ISI Group analyst, discusses his "buy" rating on the tech giant, and the upside potential in the stock. Also, a look at the risk/reward profile of Juniper versus Cisco.

Cisco & News Corp Report Earnings     Wed, 8 Feb '12 | 4:00 PM ET

CNBC's Jon Fortt; Shaw Wu, Sterne Agee; and Mark Sue, RBC Capital Markets, discuss Cisco's latest earnings. Also, the update on News Corp's earnings, with CNBC's Julia Boorstin.

Buy Homebuilders Now?     Wed, 8 Feb '12 | 2:00 PM ET

The NAHB reported today that 98 metro areas are now improving. So is it time to get bullish on homebuilders? David Goldberg, UBS building products analyst, and Robert Wetenhall, RBC Capital Markets, debate.

Bullish on Tobacco Stocks: Analyst     Wed, 8 Feb '12 | 1:39 PM ET

Tobacco stocks are seeing considerable strength on the day, with Bonnie Herzog, Wells Fargo Tobacco analyst.

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

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.

Colin Gillis, analyst at BGC Financial, explains why he's lifting his Cisco price target ahead of today's earnings results.

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

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

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

Sell Morgan Stanley Now?     Wed, 8 Feb '12 | 12:15 PM ET

Morgan Stanley is soaring about 60 percent since the end of November, but one analyst says it's time for the stock to cool off. Matthew Czepliewicz, analyst at Collin Stewart, made the call and joins the Fast Money traders to discuss.

Goldman to VZ: Drop the iPhone?     Wed, 8 Feb '12 | 10:00 AM ET

William Power, Robert W. Baird & Co. senior research analyst.

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

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.

Deborah Weinswig, Citi analyst, defends her downgrade of WAG, on the heels of its big fight with Express Scripts, with the Fast Money traders.

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

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.

Martha & Staples a Good Thing?     Tue, 7 Feb '12 | 2:33 PM ET

Staples partnered with Martha Stewart Living Omnimedia to offer a line of home office items to appeal more to women customers. Alan Rifkin, Barclays Capital sr. analyst, sheds insight.

ISI Upgrades Schwab     Tue, 7 Feb '12 | 12:22 PM ET

If you're betting on rates going up this year, your best bet may be to buy Schwab. Brian Bedell, analyst at ISI Group, explains the call.

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

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

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

Coinstar Will Go to $72, Analyst     Mon, 6 Feb '12 | 5:53 PM ET

Breaking down Coinstar's earnings beat, and the headwinds facing the company as it prepares to enter the video streaming business with its acquisition of NCR, with Michael Pachter, Wedbush analyst.

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

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.