Investment Analysts


Semiconductor Stocks to Watch     Wed, 28 Dec '11 | 9:45 AM ET

Insight on whether the semiconductor group will turn around in 2012, with Craig Berger, FBR Capital Markets senior semiconductor analyst.

2011: Year of the IP-NO?     Tue, 27 Dec '11 | 5:48 PM ET

A look at IPO winners and losers in 2011, and which high profile companies are likely to seek IPOs next year, with Nick Einhorn, Renaissance Capital analyst.

Transportation Stocks on a Tear in Q4     Tue, 27 Dec '11 | 5:39 PM ET

Discussing GE's move into online banking, and a look at transportation stocks, which are up 20% in Q4, nearly double the return in the S&P 500. So what's behind the surge and where are the opportunities? Arthur Hatfield, Morgan Keegan transportation analyst, discusses.

Why Buy Apple in 2012     Tue, 27 Dec '11 | 5:22 PM ET

Discussing the outlook for Apple and three reasons to buy the stock in 2012, including its new iPad & iPhones, and the new stream of earnings from iTV, with Mark McKechnie, telecom equipment analyst., and the Fast Money traders.

BAC's Dash for Cash?     Tue, 27 Dec '11 | 5:13 PM ET

Does Bank of America need to raise an addtional $45B? Marty Mosby, Guggenheim analyst, discusses how the big bank will raise cash.

Tuning In to TV Stocks     Tue, 27 Dec '11 | 3:15 PM ET

Sharing perspective on the winners and losers of the television industry, with David Garrity, GVA Research LLC and Andy Hargreaves, Pacific Crest Securities.

Most Shorted Stocks in 2011     Tue, 27 Dec '11 | 2:35 PM ET

Discussing the most shorted stocks of 2011, with, Gordon Johnson, Axiom Capital analyst.

Best Consumer Staple Stocks     Tue, 27 Dec '11 | 11:17 AM ET

A look at the winning stocks in consumer staples, with John Faucher, JP Morgan senior analyst.

Sears to Shut Down 120 Kmarts     Tue, 27 Dec '11 | 10:02 AM ET

Insight on what is next for Sears Holdings, as it plans to close down 120 Kmart stores, with Gary Balter, Credit Suisse retail analyst.

Netflix Outlook for 2012     Tue, 27 Dec '11 | 9:45 AM ET

Insight on whether Netflix will pull itself out of its decline, with Barton Crockett, Lazard Capital Markets director/senior media & entertainment analyst.

Why Are TV's So Cheap?     Fri, 23 Dec '11 | 2:51 PM ET

How can television retailers make any money since slower traffic has pressured them to lower prices? Dan Ackerman, CNET.com senior editor and Alan Rifkin, Barclays Capital U.S. retail hardlines analyst, weigh in.

Stealth Stock: Con Edison     Fri, 23 Dec '11 | 2:44 PM ET

Consolidated Edison is the longest continuously traded stock at the NYSE and is hitting all time highs right now. David Burks, Hillard Lyons vice president and senior analyst provides perspective on growth and yield prospects for the company.

Fab Four: Media Showdowns in 2012?     Fri, 23 Dec '11 | 1:44 PM ET

Insight into which technology headlines will dominate 2012, with Porter Bibb, Media Tech Capital Partners media analyst. 'Twitter is really the cornerstone of social media and it's going to change the world, but can they stay in business?' he asks.

The Risk Trade and Pops & Drops     Fri, 23 Dec '11 | 12:33 PM ET

Sharing insight into recent weakness in the Swiss franc and strength in commodity plays like the Australian dollar, with George David, RBC Capital Markets. Also, the FMHR traders report pops and drops in today's market.

UAL in Trouble?     Fri, 23 Dec '11 | 11:01 AM ET

United Continental expects passenger revenues for Q4 to increase 8.5%-9.5%. Hunter Keay, Wolfe Trahan senior airlines analyst weighs in.

Kraft Split a 'Value-Enhancing' Endeavor     Fri, 23 Dec '11 | 10:28 AM ET

Kraft is trading near a 52-week high and has outperformed the broader markets. Erin Lash, Morningstar sr. stock analyst, says that when the company announced it was going to split the snack and grocery businesses, that was a value-enhancing endeavor.

GE Leads Blue Chip Pack     Fri, 23 Dec '11 | 9:51 AM ET

Ben Elias, Sterne Agee industrials analyst, shares his view on GE's run in December and discusses other industrials, as well.

Avoid Specialty Retailers: Analyst     Fri, 23 Dec '11 | 9:16 AM ET

Except for specialty apparel, discounts at retail stores are normal, says Laura Champine, Collins Stewart. "We're not seeing a big pick up in big ticket spending," she adds.

A new survey finds Netflix customers are very satisfied with its service, but Cit still cut the price target from $94 to $80, with with Mark Mahaney, Citigroup Investment Research internet analyst, and discussing whether there is a Yahoo deal in the works, and increase activity in Akamai, with the Fast Money traders.

An oil spill off Brazil's coast last month has provoked indictments against Transocean and Chevron execs. 'To me, this is noise, and we're more believers in the sector and the operational turnover that Transocean has in front of it,' says Collin Gerry, Raymond James oil analyst.

Stealth Energy Stock: WEC     Thu, 22 Dec '11 | 2:40 PM ET

A number of utility stocks trading well above the market. Greg Gordon, ISI Group analyst discusses the winning streak for Wisconsin Energy, and it prospects for growth in 2012.

Dow Leader: Transportation Index     Thu, 22 Dec '11 | 2:28 PM ET

Riding the transports and sharing insight into train stocks, with Christian Wetherbee, Citi Investment Research transportation analyst.

Broadcast Fees Rise, Costing Consumer     Thu, 22 Dec '11 | 1:30 PM ET

CNBC's Darren Rovell reports cable consumers will be affected after December 31st, when MSG and Time Warner's contract ends. Also, weighing in on whether an 'a la carte' strategy for consumers to order only whichever networks they wanted, with David Joyce, Miller Tabak senior media analyst.

Financials Leading the Market     Thu, 22 Dec '11 | 12:00 PM ET

The FMHR traders break down today's headlines: the major indices are positive, the consumer sentiment, and jobless claims. Also, sharing perspective on JNPR, with Brian Marshall, ISI Group analyst.

Trading JP Morgan's Downgrade     Wed, 21 Dec '11 | 5:23 PM ET

Defending JPM's downgrade, Todd Hagerman, Sterne Agee financial services analyst, says the five largest broker-dealers are most vulnerable to new banking reform.

Apple: A Top Pick for 2012     Wed, 21 Dec '11 | 5:12 PM ET

Making the case for Apple as a top stock pick in 2012, with Gene Munster, Piper Jaffray research analyst, who is looking for possible Apple TV next year,along with strong revenue and growth.

After Hours Action: Micron     Wed, 21 Dec '11 | 5:08 PM ET

Is Micron a "survivor" in a tough sector? Dan Berenbaum, MKM Partners semiconductor analyst, reiterates his "buy" rating and price target of $8, with the Fast Money traders.

Holiday Central: Boom or Bust?     Wed, 21 Dec '11 | 3:21 PM ET

CNBC's Courtney Reagan reports how Macy's is faring this holiday shopping season. Also, retail analysts Eric Beder, Brean, Murray Carret & Co. and Patrick McKeever, MKM Partners, weigh in.

Discussing the current strategies for Dell, with Matthew Hoffman, Cowen senior research analyst.

America's Water Systems A Wash?     Wed, 21 Dec '11 | 2:53 PM ET

Discussing the current state of the private water sector with, Michael Gaugler, Breen Murray, Carret & Co. analyst.