Investing Investment Analysts

What Investors Can Expect From Dell's Deal

Carr Lanphier, Morningstar analyst, provides a preview of Dell's earnings and what investors can expect if the company proceeds with its plans to go private.

Icahn: Ackman Unfair to Herbalife Shareholders

Billionaire investor Carl Icahn says he only buys stocks he believes are undervalued, like Herbalife. He says Ackman's paper on Herbalife contains no expert opinion and the exposure has given him a great opportunity to buy. The interview is followed by a discussion with the FMHR traders.

Searching for Decent Munis

Matt Fabian, sr. analyst, Municipal Market Advisors, talks about the risk of a state like Illinois defaulting and the benefits of the muni trades.

Managing a Losing Trade

The FMHR traders discuss how to play LinkedIn, Lockheed Martin and other stocks requested on Twitter.

This App for Your Apple TV?

Peter Misek, Jefferies & Company, says Apple will introduce a program that allows developers to write apps for Apple TV.

You Tweet It, We Trade It

How to play Wal-Mart, Nvidia, Hess and IBM, with the FMHR traders

 The 'Lew Effect' on Big Banks

Mike Mayo, CLSA analyst, weighs in on the impact of shareholder activism on the banking industry. Also, CNBC's Steve Liesman reports it's likely Jack Lew will be approved as the next Treasury Secretary.

Comcast to Buy Remaining NBCUniversal Stake

Todd Rethemeier, Hudson Square Research analyst, breaks down Comcast's fourth quarter earnings results, and weighs in on the news the company will be acquiring GE's remaining 49% stake in NBCUniversal for $16.7 billion, saying it's a "pretty good diversification strategy."

You Tweet It, We Trade It

How to play Regions Financial, Deckers and TBT, with the FMHR traders; and Bill Gurley, Benchmark, says the "monetization on Twitter is going extremely well," in discussing the company's progression. Dan Niles, AlphaOne Capital Partners, weighs in.

Two New Things From Apple: Analyst

Expect a dividend hike and a cheaper smartphone, said Gene Munster, Piper Jaffray, after Tim Cook's keynote speech today at the Goldman conference.

Michael Kors Beats the Street

Michael Kors' earnings surpassed Wall Street's estimates, with a 70 percent increase in total revenue. Corinna Freedman, Wedbush Securities analyst, offers insight.

Pimco Launches Currency ETF

Pimco wants to make it easier for you to be in the currency market -- without being glued to your computer like a typical FX trader. Scott Mather, head of global portfolio management at Pimco, weighs in.

Analyze the Analysts!

Stifel upgrades Wells Fargo to buy from hold, with Jeff Kilburg, Killir Kapital Management, takes a look at the latest analyst calls.

Apple Up 9% in Past Week

ISI says Apple will increase its capital allocation plan soon. Meanwhile stocks are lower, but par early losses. Adam Parker, Morgan Stanley, says it will not be easy for the Fed to turn off the QE program.

Herb Greenberg: Top 1% Most Viewed LinkedIn Profiles

CNBC's Herb Greenberg gets a big honor. His LinkedIn profile is among the top 1 percent most viewed on the web. Meanwhile, LinkedIn shares are soaring. Tim McHugh, William Blair & Co., offers insight.

Managing a Losing Trade: Intel

Intel is down 7 percent since Jon Najarian's call on Jan. 18, 2013. So should you buy, sell or hold? The FMHR team discusses.

Junk Selloff, Stocks Next?

Mike Santoli, Yahoo! Finance, explains why once a red-hot trade is now rolling over. Also, the FMHR traders chat about Goldman Sachs' big run this year.

LinkedIn Hits New Highs

Tom White, Macquarie Research analyst, shares his view on LinkedIn now.

McDonald's Sales Down 1.9% in January

Andy Barish, Jefferies analyst, weighs in on McDonald's lower-than-expected sales numbers last month.

Analyst: Outperform Rating on Apple

Hedge fund manager and Apple investor David Einhorn defended his decision to sue Apple over its plan to eliminate preferred stock. Tavis McCourt, Raymond James, explains his outperform rating on the stock, with a $600 price target.

You Tweet It, We Trade It

LinkedIn is set to report earnings tonight after the closing bell. How to play it, with the FMHR traders; and also strategies for playing AT&T, Texas Instruments, and other stocks viewers inquired about on Twitter.

Apple's Cash Problem

Hedge fund manager and Apple investor David Einhorn is urging shareholders to vote against a proxy proposal that would limit Apple's ability to issue preferred stock. Walter Piecyk, BTIG and the FMHR traders, discuss.

Is a Dividend in the Works at Apple?

Gene Munster, Piper Jaffray analyst, discusses his outlook on Apple's strategy and explains why the company has to do more to unlock value for shareholders.

January Retail Sales Beat Estimates

Brian Tunick, JP Morgan analyst, takes a look at last month's retail winners and losers, and how taxes, weather, and rising gas prices will impact the sector.

Does Apple Needs to Put Cash to Work?

CNBC's Andrew Ross Sorkin discusses David Einhorn's views of Apple's stock and strategies; and Toni Sacconaghi, Sanford C. Bernstein analyst, weighs in on Apple's capital allocation policy.

All Aboard the Market Train!

Donald Broughton, Avondale Partners analyst, discusses why bulls are very excited to be riding the Dow Transports rally.

What Is Ocwen Financial?

Ocwen Financial is a servicer of high-risk mortgages. Henry Coffey, Sterne Agee senior research analyst, explains why he believes in this stock.

Japan: Hottest Trade on the Planet?

Glen Yeung, Citigroup analyst, weighs in on how to play Apple and discusses whether the company is prepared to pay a dividend. Also, Dennis Gartman has the play on Japan's Nikkei hitting new levels.

Should You Bet on Zynga?

Ben Schachter, Macquarie Research analyst, discusses why the online gaming company reported an unexpected quarterly profit, as well as how to play the stock.

Disney Beats Q1 Expectations on Top & Bottom Line

Anthony DiClemente, Barclays analyst, breaks down the media company's first quarter earnings, and provides an outlook on future growth prospects, by taking its intellectual property and pushing it through the Disney machine.

Homebuilders Take a Hit

Home prices jumped in December, but home builders aren't feeling the same high. Stephen Kim, Barclays homebuilding analyst, offers insight.