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Analyst Interviews

Growth pockets to be found in Europe: Investor Tuesday, 25 Aug 2015 | 11:00 AM ET
Growth pockets to be found in Europe: Investor

Sonja Laud, investment director for the global multi-asset group at Baring Asset Management, discusses the economic situations in China and the West.

Biotechs rally back Monday, 24 Aug 2015 | 2:25 PM ET
Biotechs rally back

Discussing which biotechs may have been oversold in the selloff, with Michael Yee, RBC Capital biotech analyst.

Gold ISN'T the safe haven you thought it was Monday, 24 Aug 2015 | 1:30 PM ET
Gold ISN'T the safe haven you thought it was

When markets meltdown or uncertainty spikes, gold is traditionally considered one of the safer commodities to be invested in. But according to the stats, that status is overrated.

Bob Peck: BABA fantastic market leader Monday, 24 Aug 2015 | 11:51 AM ET
Bob Peck: BABA fantastic market leader

Discussing the buying opportunity in tech amid the selloff, with Robert Peck, SunTrust Robinson Humphrey Internet analyst.

HP a dinosaur tech story: Paul Meeks Friday, 21 Aug 2015 | 12:45 PM ET
HP a dinosaur tech story: Paul Meeks

Discussing tech picks that align with 21st Century tech themes, with Paul Meeks, Saturna senior analyst.

Analyst hopeful for iPhone 6S Friday, 21 Aug 2015 | 11:46 AM ET
Analyst hopeful for iPhone 6S

Discussing the potential for Apple's new iPhone in the face of competition from Samsung, with Will Power, R.W. Baird analyst.

Apple tips off tech tumble Friday, 21 Aug 2015 | 10:21 AM ET
Apple tips off tech tumble

Toni Sacconaghi, Bernstein analyst, provides his thoughts on what's causing tech stocks to struggle and whether Apple's September 9th event will help turn things around for the sector.

Media stocks pressure point? Ad sales: Analyst Friday, 21 Aug 2015 | 7:26 AM ET
Media stocks pressure point? Ad sales: Analyst

Barton Crockett, FBR Capital Markets, discusses the changing landscape in the media sector.

Bull vs. bear: Deere Thursday, 20 Aug 2015 | 1:56 PM ET
Bull vs. bear: Deere

Discussing the health of the farming sector, and the play on Deere, with Eli Lustgarten, Longbow Research, and Kwame Webb, Morningstar.

Tide of media goes out, ESPN not safe either: Analyst Thursday, 20 Aug 2015 | 12:45 PM ET
Tide of media goes out, ESPN not safe either: Analyst

Rich Greenfield, BTIG media analyst, explains why Disney is not safe from cord-cutting, and the biggest challenges for niche basic cable networks.

Cowen's top retail pick Wednesday, 19 Aug 2015 | 10:01 AM ET
Cowen's top retail pick

Oliver Chen, Cowen & Co. retail analyst, says Target CEO Brian Cornell has been very agile, and online has been a great focus.

Lowe's posts Q2 earnings miss, beats on revenue Wednesday, 19 Aug 2015 | 6:20 AM ET
Lowe's posts Q2 earnings miss, beats on revenue

We saw a little bit of weakness in the gross margin line, says Brian Nagel, Oppenheimer & Company senior equity analyst, breaking down Lowe's quarterly numbers.

Wal-Mart falls as costs rise Tuesday, 18 Aug 2015 | 10:01 AM ET
Wal-Mart falls as costs rise

Daniel Binder, Jefferies senior retail analyst, dissects Wal-Mart's downward earnings revisions.

Wal-Mart earnings pressured by expenses: Pro Tuesday, 18 Aug 2015 | 8:04 AM ET
Wal-Mart earnings pressured by expenses: Pro

Budd Bugatch, Raymond James, weighs in on Wal-Mart's quarterly results and shares his thoughts on competing "against everybody." We think the stock is very attractive here, says Bugatch.

Wal-Mart reports Q2 earnings miss, beats on revenue Tuesday, 18 Aug 2015 | 7:32 AM ET
Wal-Mart reports Q2 earnings miss, beats on revenue

The retail giant also cut its full-year guidance. Patrick McKeever, MKM Partners senior equity analyst, breaks down Wal-Mart's quarterly results.

Home Depot posts Q2 revenue beat, matches profits Tuesday, 18 Aug 2015 | 6:20 AM ET
Home Depot posts Q2 revenue beat, matches profits

Brian Nagel, Oppenheimer & Company senior equity research analyst, breaks down the home improvement retailer's quarterly results. Also Nagel provides his thoughts on Lowe's ahead of tomorrow's earnings report.

What matters most to Apple analyst Monday, 17 Aug 2015 | 10:51 AM ET
What matters most to Apple analyst

Shares of Apple are down 10 percent in the past month. Macquarie analyst Ben Schachter, shares his view of the stock, and weighs in on The Guardian report on self-driving cars at Apple.

Oil market physically oversupplied: Pro Friday, 14 Aug 2015 | 2:05 PM ET
Oil market physically oversupplied: Pro

As oil hits a 6-year low, a refinery spill outside Chicago has caused a price spike in the Midwest. Wells Fargo analyst Roger Read discusses.

RBC's new Internet picks Friday, 14 Aug 2015 | 11:34 AM ET
RBC's new Internet picks

Mark Mahaney, RBC Capital Markets analyst, is out with the quarterly review and is swapping Facebook out for Google.

The mobile upgrade cycle Friday, 14 Aug 2015 | 8:52 AM ET
The mobile upgrade cycle

Discussing the smartphone market, Colin Gillis, BGC Financial tech analyst.

Which US stocks are still attractive? Friday, 14 Aug 2015 | 2:50 AM ET
Which US stocks are still attractive?

Patrick Armstrong, CIO of Plurimi Investment Managers, discusses which U.S. companies still appeal to him, despite the market's high multiples.

Should you short oil? Friday, 14 Aug 2015 | 2:20 AM ET
Should you short oil?

Patrick Armstrong, CIO of Plurimi Investment Managers, talks about the movement in oil prices and how to profit from it..

How should you trade the euro? Friday, 14 Aug 2015 | 2:00 AM ET
How should you trade the euro?

Patrick Armstrong, CIO of Plurimi Investment Managers, discusses holding the euro short and predicts which the euro and dollar might move.

Calls of the day: GPRO, ABX, NEM & YHOO Thursday, 13 Aug 2015 | 12:33 PM ET
Calls of the day: GPRO, ABX, NEM & YHOO

Cowen put an outperform rating on GoPro and Deutsche Bank upgraded gold miners Barrick and Newmont. More on the calls of the day, with the FMHR traders.

The shift in retail Thursday, 13 Aug 2015 | 10:11 AM ET
The shift in retail

Kohl's missed on same-store sales estimates in its quarterly report. Oliver Chen, Cowen and Company senior retail analyst, provides perspective on the weak areas in retail, and a preview for Nordstrom.

Cisco strong points Thursday, 13 Aug 2015 | 6:22 AM ET
Cisco strong points

Discussing performance by Cisco Systems, and the shift to software, with Tim Long, BMO Capital Markets US.

Where to put your money Thursday, 13 Aug 2015 | 6:14 AM ET
Where to put your money

"Broad exposure to the euro zone will pay off," explains Stephen Freedman, UBS Wealth Management Research; and George Pearkes, Bespoke Investment Group analyst, shares his market view.

Analyst: Reasons not to panic about China Thursday, 13 Aug 2015 | 6:11 AM ET
Analyst: Reasons not to panic about China

Discussing the health of the Chinese economy, with George Pearkes, Bespoke Investment Group analyst.

Fund manager 'bearish' on commodity stocks Thursday, 13 Aug 2015 | 3:00 AM ET
Fund manager 'bearish' on commodity stocks

Barry Norris, fund manager and founder of Argonaut Capital, talks about opportunities for equity investors in Europe.

Look for yield to play deflation: strategist Thursday, 13 Aug 2015 | 2:50 AM ET
Look for yield to play deflation: strategist

Antonin Jullier, global head of equity trading strategy at Citi, suggests European investors should dust off their "deflation playbooks" in order to make money.

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