Investment Analysts


Taking a Swipe at Credit Cards     Wed, 26 Oct '11 | 3:15 PM ET

Chris Brendler, Stifel Nicolaus, and Moshe Orenbuch, Credit Suisse, discuss the surge in credit card stocks, those of both issuers and payment processors, this year. Do they have more room to run?

Bullish on Netflix Stock: Analyst     Wed, 26 Oct '11 | 2:40 PM ET

Daniel Ernst, Hudson Square Research, says he's surprised by the lack of direct competition for Netflix. "We have a buy rating on Netflix and a $110 price target," he adds.

Big Oil Earnings in Focus     Wed, 26 Oct '11 | 1:45 PM ET

Paul Sankey, Deutsche Bank Lead U.S. Integrated Oil and Refining analyst, discusses earnings results for Conoco Phillips, which beat Wall Street expectations in the third quarter.

Ford's Earnings Preview     Tue, 25 Oct '11 | 5:47 PM ET

Efraim Levy, Standard & Poor's senior automotive industry analyst, provides a preview of Ford's earnings, and sees a 12-month target price of $17/share, with Ron Insana, CNBC contributor. Also how to play the auto sector, with the Fast Money traders.

Amazon Earnings Drops Stock     Tue, 25 Oct '11 | 5:00 PM ET

The Fast Money traders weigh in on the play on Amazon's earnings, with Colin Gillis, BGC Financial senior technology analyst, who has a sell rating on Amazon, and expects the company to continue its declining operating margins. Also, are techs in trouble or is it a buying opportunity, with Ron Insana, CNBC contributor, and IBM selects a new CEO, Virginia Rometty.

Time to Buy Defense?     Tue, 25 Oct '11 | 1:33 PM ET

Peter Skibitski, SunTrust Robinson Humphrey analyst, discusses whether it's time to invest in defense stocks.

Inside the Netflix Trade     Tue, 25 Oct '11 | 12:48 PM ET

Mark Mahaney, Citi internet analyst, weighs in on whether Netflix stock can rebound. The stock is trading at its lowest levels in 18 months.

Retail Outlook for Holiday Sales     Mon, 24 Oct '11 | 5:39 PM ET

The Fast Money traders weigh in on hot retail plays, and Kimberly Greenberger, Morgan Stanley retail analyst, with an outook on holiday sales, and top stock picks.

Bullish on Leap Wireless: Analyst     Mon, 24 Oct '11 | 2:40 PM ET

Bruce Roberts, Brigantine Advisors analyst, discusses whether it's time to invest in Leap Wireless as the stock is down nearly 60% in the last three months.

Retailers Hit All-Time Highs     Mon, 24 Oct '11 | 2:33 PM ET

The retail sector is on a roll- but how long can the good times last? Peter Wahlstrom, Morningstar analyst, discusses.

State of Online Retail     Mon, 24 Oct '11 | 1:36 PM ET

Gene Munster, Piper Jaffray analyst, discusses Amazon expectations and the state of online retail shopping.

How Likely is Google Takeover of Yahoo?     Mon, 24 Oct '11 | 12:35 PM ET

Google is reportedly considering a bid for Yahoo, talking to a couple of PE firms about helping finance a deal, with Colin Gillis, sr. technology analyst at BGC Partners. He also weighs in on Apple stock.

Netflix on the Ropes?     Mon, 24 Oct '11 | 12:20 PM ET

Netflix is said to be adding 4.97 million subscribers in Q3. But why is there chatter that the company is on the ropes? Tony Wible, analyst at Janney Montgomery Scott, weighs in.

What Recession? Says Analyst     Mon, 24 Oct '11 | 12:11 PM ET

Caterpillar is showing signs that the global economy might not be headed into another recession. The company easily beat street expectations in its Q3 earnings report, with quarterly profits climbing to $1.14 billion. Stephen Volkmann, Jefferies machinery analyst, shares his thoughts.

Bullish on FedEx?     Mon, 24 Oct '11 | 12:11 PM ET

FedEx says it expects record shipping volumes between Thanksgiving and Christmas this year, estimating around 260 million packages, which is 12% more than 2010. So is now a good time to buy the stock? Urs Dur, Lazard analyst, upgraded Fedex Monday to buy from neutral.

Green Mountain: Top or Drop Stock?     Fri, 21 Oct '11 | 2:45 PM ET

William Chappell, SunTrust Robinson Humphrey provides insight on coffee company, Green Mountain Coffee Roasters.

Burrito Battle: YUM vs CMG     Fri, 21 Oct '11 | 2:34 PM ET

Discussing "food with integrity," with CNBC's Herb Greenberg and Jim Cramer, with Sara Senatore, Sanford C. Bernstein analyst, who provides insight on the two restaurant stocks.

Wal-Mart Headed for Record Highs?     Fri, 21 Oct '11 | 2:13 PM ET

Discussing renewed optimism for Walmart shares, with Patrick McKeever, MKM Partners analyst.

Is the Financial Rally for Real?     Fri, 21 Oct '11 | 12:22 PM ET

Financials are showing signs of life, with the banks up 3% this week. But as Europe heads for debt talks this week, is the rally sustainable? Dick Bove, of Rochdale Securities, weighs in.

Buy the Dip in Freeport?     Thu, 20 Oct '11 | 5:40 PM ET

Jorge Beristain, Deutsche Bank metals & mining analyst, with the play on Freeport-MorRan.

MSFT Earnings Trade     Thu, 20 Oct '11 | 5:04 PM ET

The Fast Money traders weigh in on Microsoft's earnings, and Brent Thill, UBS analyst, provides insight on the tech giant's earnings, growth and valuation.

Microsoft Q1 Results Released     Thu, 20 Oct '11 | 4:10 PM ET

Discussing Microsoft's earnings results, with David Garrity, GVA Research; Neil Herman, Ticonderoga Securities; and CNBC's Jon Fortt.

What's the Deal on Dell Stock?     Thu, 20 Oct '11 | 2:51 PM ET

Dell is getting crushed in today's session. Discussing whether it is an overreaction, with Rich Kugele, Needham & Co. analyst, and CNBC's Herb Greenberg.

Time to Buy McDonald's?     Thu, 20 Oct '11 | 1:30 PM ET

David Palmer, UBS senior restaurant analyst, explains why he has a buy on McDonald's.

Microsoft Ahead of the Numbers     Wed, 19 Oct '11 | 1:41 PM ET

Ed Maguire, CLSA analyst, discusses Microsoft earnings ahead of the company's release tomorrow.

Bullish Case for Intel: Analyst     Wed, 19 Oct '11 | 12:11 PM ET

Intel is posting record quarterly results, and a strong outlook for the fourth quarter. The chip-maker saw double-digit growth in notebook PCs, beating street expectations. Tristan Gerra, Baird analyst, weighs in.


Volatility in European equity markets and quarterly earnings reports out of the US are distorting the price of stocks and making it hard for investors to buy in the short term, Chris Tinker, equity strategist at Libra Investment Services told CNBC Wednesday.

Take Your Position: Morgan Stanley     Tue, 18 Oct '11 | 5:33 PM ET

Michael Wong, Morningstar equity analyst provides insight on Morgan Stanley and says it will probably outperform Goldman Sachs because it has more revenue tied to trading, and that has been profitable for the company. The Fast Money traders weigh in on the play on MS.

Sears Shares Feel Pressure     Tue, 18 Oct '11 | 2:15 PM ET

Sears shares are down more than 50% since October 2006 when the company was bought out by hedge fund manager Eddie Lampert. Paul Swinand, Morningstar analyst, discusses what's next for the company.

Apple: Ahead of the Earnings Numbers     Tue, 18 Oct '11 | 1:28 PM ET

Shaw Wu, Sterne Agee analyst, discusses what to expect from Apple's Q4 earnings.