Investment Analysts


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.

Build Up Your Fastenal Shares?     Wed, 21 Dec '11 | 2:33 PM ET

Fastenal, a building supplier is trading at its highest levels since it went public in 1987. A look at the outlook for the company, with Hamzah Mazari, Credit Suisse analyst.

Caffeinated Starbucks Stock     Wed, 21 Dec '11 | 1:55 PM ET

Shares of Starbucks are hitting an all-time high today rising more than 350% in the last three years. Discussing whether the stock can continue to stir up gains, with David Palmer, UBS senior restaurant analyst.

Fab Four: Biotech Stocks in 2012     Wed, 21 Dec '11 | 1:44 PM ET

The biotech sector has surged more than 9% in 2011, so what should investors expect for the new year? Chris Raymond, Robert W. Baird senior biotech analyst, and Karen Anderson, Morningstar senior equity analyst share insight into the sector.

Carmax Slides & AOL Catalyst     Wed, 21 Dec '11 | 12:52 PM ET

The Fast Money Halftime Report traders discuss the details of shares of Carmax getting hammered today after reporting the company's Q3 profit. Also, many investors fear AOL is undervalued. Laura Martin, Needham analyst agrees.

Bullish on Home Builders?     Wed, 21 Dec '11 | 12:40 PM ET

Is there light at the end of the tunnel for home builders? Sharing perspective on his bullish call to buy into home builders in 2012, with Nishu Sood, Deutsche Bank analyst.

Gartman on Backdoor Bazooka & Gold     Wed, 21 Dec '11 | 12:30 PM ET

Insight into the backdoor bazooka for Europe and his neutral call on gold, with Dennis Gartman, The Gartman Letter.

Oracle Drops on Earnings Miss     Wed, 21 Dec '11 | 11:44 AM ET

Oracle shares are getting a beating this morning after the tech powerhouse reported a shortfall in sales and profit. Adam Holt, software analyst with Morgan Stanley, discusses.

RIMM Upgraded to 'Buy' at ThinkEquity     Wed, 21 Dec '11 | 11:00 AM ET

Research in Motion stock moved higher on an upgrade from ThinkEquity. Mark McKechnie, ThinkEquity telecom equipment analyst, discusses.

Credit Cards Gain Favor Over Debit     Wed, 21 Dec '11 | 10:55 AM ET

Credit card use is now up 10.6% in the third quarter while debt card use has declined 5.9%, according to First Data. Greg Smith, a financial services analyst at Sterne Agee is bullish on credit card stocks now.

KB Homes Earnings Down     Wed, 21 Dec '11 | 10:18 AM ET

Sharing insight into yesterday's housing starts data and what's next for the homebuilders market, with Jack Micenko, Susquehanna Financial Group analyst.

Trading on AT&T's Failed T-Mobile Bid     Tue, 20 Dec '11 | 5:54 PM ET

Shares of Dish Network up 9% in the aftermath of AT&T's failed bid to acquire T-Mobile. Michael McCormack, Nomura telecom analyst, weighs in on whether Dish is the next target for AT&T.

Cashing in on Multi-Family Building     Tue, 20 Dec '11 | 5:49 PM ET

Trading the home builders space on better-than-expected housing starts, with Stephen East, Ticonderoga Securities home building analyst.

The Fast Money traders with the play on Nike's positive earnings, and Robert Samuels, WJB Capital, makes a case for the footwear maker, saying the company has a cash rich balance sheet and is taking shares from smaller competition.

Rare Miss: Oracle Shares Take a Hit     Tue, 20 Dec '11 | 5:05 PM ET

The Fast Money traders with the play on Oracle's earnings miss and making a case for a buy on ORCL, with Brent Thill, UBS software analyst, who says it was a rare miss for the tech giant.

The International Council of Shopping Centers and Goldman Sachs predict a December increase in shopping, up 4% over last year. CNBC's Courtney Reagan has the details of the luxury boom this season. Also, Edward Yruma, KeyBanc Capital Markets senior retail analyst takes a closer look at the current state of specialty retail.