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Analyst Interviews

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.

Expect recovery in diamond, nickel and gold prices: analyst

Kieron Hodgson, commodity and mining analyst at Panmure Gordon, looks at the long-term trends in the mining sector and explains why it is so difficult to successfully invest in commodity stocks.

Where are the opportunities in mining stocks? Thursday, 13 Aug 2015 | 2:00 AM ET
Where are the opportunities in mining stocks?

Antonin Jullier, global head of equity trading strategy at Citi, talks about which mining stocks are attractive to investors and how commodities may be impacted by China's yuan devaluation.

The play on Alibaba Wednesday, 12 Aug 2015 | 8:33 AM ET
The play on Alibaba

Discussing the devaluation of the Chinese yuan, what it means for the consumer and his forecast for Alibaba's stock, with Rob Sanderson, MKM Partners.

This is paradise for stock pickers: Strategist Wednesday, 12 Aug 2015 | 3:00 AM ET
This is paradise for stock pickers: Strategist

Christian Gattiker, chief strategist and head of research at Julius Baer, discusses investment strategies and the Japanese stock market.

How to make money from the weaker yuan Wednesday, 12 Aug 2015 | 2:20 AM ET
How to make money from the weaker yuan

Chris Morrison, head of strategy at Omni Macro Fund, says there is more scope in the dollar/yuan trade for investors.

Opportunities in media stocks: Strategist Wednesday, 12 Aug 2015 | 2:00 AM ET
Opportunities in media stocks: Strategist

Bob Parker, senior investment, strategy and research adviser at Credit Suisse, talks about whether investors should re-enter the media sector following Pearson's decision to sell its stake in The Economist.

New Google a 'modest catalyst': Analyst Tuesday, 11 Aug 2015 | 10:12 AM ET
New Google a 'modest catalyst': Analyst

Investors like the greater transparency coming from Google, explains Mark Mahaney, RBC Capital Market Internet analyst.

Google search about 10% more profitable: Analyst Tuesday, 11 Aug 2015 | 7:03 AM ET
Google search about 10% more profitable: Analyst

Discussing Google's stock pop on news the company is reorganizing under Alphabet, with Gene Munster, Piper Jaffray.

What kinds of bonds should you invest? Tuesday, 11 Aug 2015 | 3:20 AM ET
What kinds of bonds should you invest?

Bryn Jones, head of fixed income at Rathbones, discusses the merits of investment grade over high-yield bonds.

Should you invest in Iran? Tuesday, 11 Aug 2015 | 2:15 AM ET
Should you invest in Iran?

Clemente Cappello, founder and CEO of Sturgeon Capital, says there are opportunities for investors in large-cap Iranian companies.

In defense of Apple Monday, 10 Aug 2015 | 12:15 PM ET
In defense of Apple

Have Apple iPhone sales stalled and is China to blame? Andrew Uerkwitz, Oppenheimer analyst, weighs in.

How low can oil go? Monday, 10 Aug 2015 | 7:43 AM ET
How low can oil go?

Eric Lee, Citi commodities analyst, shares his forecast for the price of oil and, discusses the factors impacting the energy market.

Will interest rates affect economic growth? Monday, 10 Aug 2015 | 3:00 AM ET
Will interest rates affect economic growth?

James Bevan, chief investment officer for CCLA Investment Management, discusses interest rate rises and the macroeconomic trends affecting global growth.

How should you invest in healthcare? Monday, 10 Aug 2015 | 2:40 AM ET
How should you invest in healthcare?

James West, senior healthcare analyst for Results Healthcare, discusses how to profit from the surge in healthcare mergers and acquisitions.

The US stock market is reaching a peak: economist Monday, 10 Aug 2015 | 2:00 AM ET
The US stock market is reaching a peak: economist

Simon Maughan, head of operations for OTAS Technologies, discusses what has driven market moves and if we are coming to the end of the investment cycle.

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