Investment Analysts


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

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.

Apple: Buy or Sell?     Tue, 24 Jan '12 | 3:15 PM ET

Shaw Wu, Sterne Agee, and Harry Rady, Rady Asset Management, share their views on Apple.

Sand Shortage Hurting Baker Hughes     Tue, 24 Jan '12 | 2:33 PM ET

Philip Weiss, Argus Research Group, explains why he has a "hold" rating on Baker Hughes.

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.

Online Gambling Good for Zynga?     Tue, 24 Jan '12 | 12:59 PM ET

As Zynga flirts with the idea of tapping into the real-money online gambling market, some analysts say this is a green light to buy the stock. Colin Sebastian, Baird sr. research analyst, discusses.

ISI Initiates Coverage on Merck     Tue, 24 Jan '12 | 12:48 PM ET

Merck will report Q4 earnings next Thursday and the stock is getting a slight bid today after ISI Group initiated coverage of the stock with a "buy". Mark Schoenebaum, analyst at ISI Group, explains why he made the call.

MCD Pullback = Buying Opportunity?     Tue, 24 Jan '12 | 12:23 PM ET

McDonald's is one of the weak links in the Dow, with shares down nearly 2% even on better-than-expected earnings results. Sara Senatore, analyst at Sanford Bernstein, discusses whether you should buy McDonald's now.

Coal Stocks Decline     Tue, 24 Jan '12 | 12:21 PM ET

Coal stocks are getting hammered, particularly Peabody Energy whose shares are down 5% after missing analyst estimates, with the Fast Money traders.

Yahoo Primed for Turnaround?     Tue, 24 Jan '12 | 12:12 PM ET

Yahoo reports after the bell Tuesday, and though analysts aren't expecting a lot, investors will hear from new CEO Scott Thompson. Ben Shackter, analyst at Macquarie, discusses what investors can expect from the new chief.

Buy Apple Ahead of Earnings?     Tue, 24 Jan '12 | 12:00 PM ET

Peter Misek, sr. tech analyst at Jefferies, explains why he has a "buy" rating on Apple with a $550 price target, though he contends that Apple's size is a big obstacle to its share price.

Michael Kors IPO Growth Story     Tue, 24 Jan '12 | 10:45 AM ET

The details behind Michael Kors' growth since its IPO and why it has a $35 price targetm with Randy Konik, Jefferies & Co. retail analyst.

Coach Surges After Q2 Earnings Beat     Tue, 24 Jan '12 | 10:13 AM ET

Better than expected earnings from Coach is sending shares surging. Insight on why she changed her price target on the stock, with Laura Champine, Collins Stewart senior retail analyst.

Apple Ripe for a Correction?     Tue, 24 Jan '12 | 10:00 AM ET

Apple is out with earnings today after the bell on the same day in 1984 the very first Mac was introduced. Insight on whether the stock will see a correction, with Brian Marshall, ISI Group IT hardware/data networking analyst.

Charting the Market's Direction     Mon, 23 Jan '12 | 5:40 PM ET

Is the S&P primed for a selloff? Charting the direction of the market and where to find growth opportunites, with Mary Ann Bartels, BofA Merrill Lynch Global Research head of technical & market analysis.

Talking Numbers: The McDonald's Trade     Mon, 23 Jan '12 | 3:27 PM ET

Traders are keeping an eye on shares of McDonald's, with Carter Worth, Oppenheimer, and Nicole Miller Regan, Piper Jaffray.

Inside Groupon's Game-Changer     Mon, 23 Jan '12 | 2:15 PM ET

Groupon announced a deal to buy start-up firm Mertado, which sells everything from chocolates to chairs. Herman Leung, Susquehanna Financial Group analyst, discusses whether the deal signifies a big shift into retailing for Groupon.

Apple Earnings Preview     Mon, 23 Jan '12 | 1:46 PM ET

Apple will report earnings after tomorrow's closing bell. Andy Hargreaves, Pacific Crest Securities sr. analyst, weighs in on Tim Cook: "He's not Steve Jobs, but nobody is."

McDonald's Shares Hit 52-Week High     Mon, 23 Jan '12 | 1:45 PM ET

McDonald's stock is rising over 30% for the year. What's behind the surge? Keith Siegner, Credit Suisse restaurant analyst, explains.

Oil Heads Near $100     Mon, 23 Jan '12 | 12:21 PM ET

Michael Harris, Campbell & Co., explains why he remains "long" oil.

Analyst Maintains 'Neutral' on RIMM     Mon, 23 Jan '12 | 12:12 PM ET

Mike Genovese, analyst at MKM Partners, reiterates his "neutral" rating on Research in Motion with a $15 "fair value" estimate. "The only thing that is going to get this stock up is M&A speculation," he says.

RIMM Slides on CEO Reshuffle     Mon, 23 Jan '12 | 11:05 AM ET

Research in Motion stock is down on news that the company's co-CEOs are stepping down. Shaw Wu, Sterne Agee senior technology analyst, discusses the stock's movement.

RIMM's Big Management Shakeup     Mon, 23 Jan '12 | 10:09 AM ET

Insight on how to play Research in Motion now William Power, Robert W. Baird & Co. senior research analyst.

Google Q4 Results Disappoint     Fri, 20 Jan '12 | 6:16 AM ET

There are a lot of things that Google is doing behind the scenes in terms of tweaking the algorithm and high priced arbitrage spammers off the system is hurting revenue generating by Google, with Mark Mahaney, Citigroup Investment Research U.S. internet analyst, who also says the vast majority of its revenue is from PC search and more users are conducting mobile search.

Jason Helfstein, Oppenheimer & Co. analyst, discusses Google's earnings miss and the outlook for the tech giant. Also, the Fast Money traders weigh in on whether to buy Google on the dip.

Intel Shares Up After Q4 Earnings Beat     Thu, 19 Jan '12 | 5:22 PM ET

Dan Berenbaum, MKM Partners analyst, discusses gross margin guidance for Intel and the outlook for the tech giant on the heels of its Q4 beat. Also, the Fast Money traders with the play on the stock.

Is IBM Priced for 'Perfection'?     Thu, 19 Jan '12 | 5:10 PM ET

The trade on IBM's earnings and the best tech plays to make, with Brian Marshall, ISI Group analyst, and the Fast Money traders.

Alpha and Beta: CNBC Explains Thu, 19 Jan '12 | 4:16 PM ET

Alpha and beta are important tools for many investors when it comes to figuring out investment returns. So what are they exactly and how do they work? CNBC explains.

Insight on whether Apple's iBooks2 can change the business of textbooks, with Edward Atorino, Benchmark Co. analyst.

Dick Bove Remains Bullish on Banks     Thu, 19 Jan '12 | 10:15 AM ET

Financials will return to historical book value, says Richard Bove, Rochdale Securities. He has a "buy" on Bank of America.

SBUX vs. MCD: Which is Better Buy?     Thu, 19 Jan '12 | 9:50 AM ET

Heavyweights Starbucks and McDonald's are both trading near all-time highs. So which is the better buy? Matt Disfrisco, analyst at Lazard Capital Markets, has a "buy" rating on both stocks.