Investment Analysts


Apple's All-Time Highs     Tue, 10 Jan '12 | 10:08 AM ET

Insight on whether Apple tuning into next generation TVs is boosting the stock, with Toni Sacconaghi, Sanford Bernstein analyst.

Tiffany Cuts Forecasts, Nike's New High     Tue, 10 Jan '12 | 10:00 AM ET

Insight on why Tiffany & Co. has reduced its full-year earnings forecast just as Nike nears a new all-time high, with Paul Swinand, Morningstar equity analyst.

Is Brent Crude in 'Strait' Jacket?     Mon, 9 Jan '12 | 5:30 PM ET

Discussing whether a shutdown of the Strait of Hormuz will send brent crude to $200, with Michael Wittener, SocGen, and the direction of oil, with the Fast Money traders.

A breakdown of Alcoa's Q4 numbers, with Bridget Freas, Morningstar, research analyst, who states this is actually a very good quarter for the company, and say the positive headline is really the revenue of $5.99 billion.

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.

Global Health Care Outlook     Fri, 6 Jan '12 | 4:43 PM ET

CNBC's Seema Mody with an early look at what to expect from next week's JP Morgan Health Care Conference, and which sectors offers the best investment opportunities, with Catherine Arnold, Credit Suisse, and Mike Weinstein, JP Morgan.

Buy BofA in 2012?     Fri, 6 Jan '12 | 12:14 PM ET

Citi Investment Research is putting out its "Top Picks" list for 2012. Should you buy Bank of America, for example? Jason Gursky, analyst at Citi, discusses.

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.

The Fast Money traders with the play on retail stocks, and reaction to Family Dollar earnings, and a look ahead to the best dollar store trades in 2012, with Scot Ciccarelli, RBC Capital Markets analyst.

Retail: Winners & Losers     Thu, 5 Jan '12 | 1:55 PM ET

Insight on the retail names that came out winners and losers from the holiday shopping season. Charles Grom, Deutsche Bank, and Stacey Widlitz, S.W. Retail Advisors, discuss.

Housing Recovery in Full Force?     Thu, 5 Jan '12 | 12:42 PM ET

Nishu Sood, homebuilding analyst at Deutsche Bank, discusses whether it's time to buy homebuilders.

Retail Margins Squeezed by Discounts?     Thu, 5 Jan '12 | 12:22 PM ET

Retailers posted solid holiday sales numbers despite a few misses, but are margins getting squeezed by discounts? Colin McGranahan, Sanford Bernstein analyst, weighs in.

Barnes & Noble Lowers Guidance     Thu, 5 Jan '12 | 10:50 AM ET

Barnes & Noble shares tumble this morning after the company lowered its fiscal 2012 forecast. 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.

Opportunities in Mosaic     Wed, 4 Jan '12 | 12:45 PM ET

Mark Gulley, Ticonderoga Securities, explains why he's bullish on Mosaic. He recently gave the stock a "buy" rating.

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 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.

Trading Nat Gas in 2012     Tue, 3 Jan '12 | 12:15 PM ET

Insight on the big names in natural gas for 2012, with Mark Fisher, MBF Index Holdings.

The euro remains on track for a 3% fall against the dollar this year. Sharing insight into the currency market on the final trading day of the year, with Warren Meyers, DME Securities vice president of floor operations.

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.

Is Amazon a 'Buy'?     Thu, 29 Dec '11 | 5:11 PM ET

Amazon shares got hit hard on Thursday, after Goldman's call for a Q4 miss, but is the call too conservative? Fred Moran, Benchmark analyst, weighs in, with the Fast Money traders.

Warm Weather Effecting Retail     Thu, 29 Dec '11 | 4:44 PM ET

CNBC's Courtney Reagan reports warm weather has delayed purchases of warmer clothing retail sales. Analyzing how these temperatures are impacting reatilers, with Paul Walsh, Weather Channel and Eric Beder, Brean, Murray, Carret and Company.

Trading Commodities in 2012     Thu, 29 Dec '11 | 4:38 PM ET

Weighing all the market factors impacting the commodity market and sharing investor advice for the new year, with Michael Dudas, Sterne Agee senior research analyst and Donald Carson, Susquehanna Financial Group senior analyst.

Battleground Stock: Cisco     Thu, 29 Dec '11 | 2:46 PM ET

Yesterday, Cisco was the most actively traded stock on the Nasdaq, losing more than 2%. Weighing in on the company's ups and downs in 2011 and making predictions for 2012, with Alex Henderson, Miller Tabak senior technology analyst.