Investment Analysts


Financials: Time to Buy-In?     Thu, 12 Jan '12 | 4:17 PM ET

Mary Jane Matts, Fifth Third Asset Management, explains why bank stocks are under-owned. And David Trone, JMP Securities, discusses his favorite picks in the sector.

Target's New Strategy     Thu, 12 Jan '12 | 3:11 PM ET

Target unveils new design program coined "the shops," with CNBC's Courtney Reagan. Patrick McKeever, MKM Partners, and Richard Hastings, Global Hunter Securities, also discuss whether Target's plan will work.

Disappointing Earnings for Banks?     Thu, 12 Jan '12 | 1:48 PM ET

Bank earnings kick off tomorrow with JP Morgan, but analysts say Q4 profits will be disappointing following a dismal year on Wall Street, with Jeffery Harte, Sandler O'Neill Principal, and Fred Cannon, Keefe, Bruyette & Woods.

SBUX Trades at Fresh All-Time High     Thu, 12 Jan '12 | 12:47 PM ET

UBS says coffee giant Starbucks still has room to run, upping its price target to $52 from $47. David Palmer, analyst at UBS, discusses.

Target's New High-End Strategy     Thu, 12 Jan '12 | 12:41 PM ET

Target plans to launch upscale shops within its stores. What does the high-end strategy mean for Target? Colin McGranahan, analyst at Sanford Bernstein, discusses.

Why is Google Trading so Poorly?     Thu, 12 Jan '12 | 12:33 PM ET

Ken Sena, Evercore internet analyst, discusses short and long-term challenges facing Google, though he maintains that he's not concerned about softer pricing for the stock.

Buy Urban on the Dip?     Thu, 12 Jan '12 | 10:52 AM ET

Why now is the time to buy Urban Outfitters, with Betty Chen, Wedbush Securities retail analyst.

Hope For Homebuilders?     Wed, 11 Jan '12 | 4:33 PM ET

Housing stocks didn't have a great 2011 overall, but something changed in the last three months, with Michael Rehaut, JP Morgan home builder analyst.

Steve Jobs, Comic Book Hero     Wed, 11 Jan '12 | 1:44 PM ET

C. W. Cooke, "Steve Jobs" comic book writer, has made legendary Apple CEO Steve Jobs a comic book hero.

Analyst Says 'Buy' Pandora Now     Wed, 11 Jan '12 | 12:55 PM ET

Laura Martin, analyst at Needham, discusses why she's bullish on Pandora, the personalized music service.

Homebuilders Hit New Highs     Wed, 11 Jan '12 | 12:45 PM ET

Lennar repoted a slip in Q4 profit but said they are encouraged by improvements in sales and new orders. The entire sector has been on fire, with the Fast Money team and Michael Widner, Stifel Nicolaus.

Coke, Pepsi Slide on UBS Downgrade     Wed, 11 Jan '12 | 12:11 PM ET

Coke and Pepsi stocks take a hit after UBS gave them a downgrade. Kaumil Gajrawala, analyst at UBS, explains why he made that call.

Lennar Earnings Lifts Homebuilders     Wed, 11 Jan '12 | 10:36 AM ET

A breakdown of Lennar earnings, with Robert Wetenhall, RBC Capital Markets homebuilding/building products analyst.

Gold Have Much Higher to Go?     Wed, 11 Jan '12 | 10:17 AM ET

Insight on why gold has more room to run, with Suki Cooper, Barclays Capital commodities analyst.

WebMD Takes a Beating     Tue, 10 Jan '12 | 1:30 PM ET

Shares of WebMD is taking a hit Tuesday as the company quits potential acquisition talks, warns of a 2012 profit shortfall, and announces its CEO is stepping down, with Kevin Kopelman, Cowen & Co. analyst.

Why Netflix is Poised for Losses     Tue, 10 Jan '12 | 12:11 PM ET

Michael Pachter, analyst at Wedbush, explains why he has an "underperform" rating on Netflix. He has a $45 price target on the stock.

Weakness in High End Consumer?     Tue, 10 Jan '12 | 12:00 PM ET

Deobrah Weinswig, retail analyst at Citigroup, assesses whether the high end consumer has taken a turn for the worse.

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.