Fast Money Stock Picks

Fast Money Stock Picks – January 30, 2008 – The Dow Loses a Rally

Adami:
WB – Wachovia – Buy
PEG – Public Service Enterprises – Buy – “Final Trade”

Macke:
SBUX – Starbucks – Buy at $18
RTH – Retail ETF – Sell – “Final Trade”

Finerman:
LEH – Lehman – Sell
MO – Altria – Buy – “Final Trade”

Najarian:
ETFC – E*TRADE – Buy – “Final Trade”

Dennis Gartman:
JPM – JP Morgan – Buy

Pops (stocks that have jumped up):
CROX – Crocs (6%) – Finerman: still like it and hanging on through earnings
HMC – Honda Motor (4%) – Najarian: a big pop on strong U.S. sales
PEIX – Pacific Ethanol (12%) – Macke: take profits; ethanol was last year’s fad
DIS – Disney (2%) – Macke: sticking with it even though a recession is a bad time to own Disney
BA – Boeing (2%) – Adami: BA is now a long-term stock to own
ETFC – E*TRADE (10%) – Finerman: an empathetic “eh”

Drops (stocks that have slid lower):
AGN – Align Technology (15%) – Najarian: this kind of thing is the first expense people cut back on in a tough economy
EK – Eastman Kodak (3%) – Adami: missed EPS but beat revenues? Stay away
TSO – Tesoro (2%) – Finerman: a little profit-taking was inevitable
VLO – Valero (2%) – ditto

Fast Money Stock Picks – January 29, 2008 – Refiners, Wal-Mart’s Own Stimulus Package

Najarian:
MRO – Marathon – Buy
CROX – Crocs – Buy, hoping for a squeeze to get out – “Final Trade”

Adami:
TSO – Tesoro – Buy
MRK – Merck – Buy – “Final Trade”

Macke:
LXK – Lexmark – Sell
WMT – Wal-Mart – Buy – Offering their own “stimulus package,” lowering prices ahead of Super Bowl Sunday
MRK – Merck – Buy
XLF – XLF – Sell – “Final Trade”

Finerman:
IHP – IHOP – Sell
WMT – Wal-Mart – Buy
TIPS (Treasury-Inflation Protected Securities) – Buy – “Final Trade”

Pops (stocks that jumped up):
ZMH – Zimmer Holdings (13%) – Najarian: this stock was oversold, Morgan Stanley just set an $86 price target
SEPR – Sepracor (3%) – Najarian: it just bought two drugs that could balance some of its write-offs
CAH – Cardinal Health (5%) – Adami: purely a relief rally, buy MCK (McKesson) instead
SSCC – Smurfit-Stone Container (13%) – Finerman: could be a good sign for UPS (UPS) and FDX (FedEx)
QMAR – Quintana Marine (30%) – Najarian: this whole industry is booming

Drops (stocks that slid lower):
EMC – EMC (6%) – Adami: own it for a trade
CCU – Clear Channel (7%) – Finerman: stay away
AMZN – Amazon (3%) – Najarian: no love for tech this year, but this is still a great merchant
DIS – Disney (2%) – Macke: still a buy

Fast Money Stock Picks – January 28, 2008 – Commodities

Najarian:
XLF – Financial Select Sector – Sell
ADM – Archer Daniels Midland – Buy
NDAQ – Nasdaq – Buy
*Don’t buy gold, buy miners instead

Adami:
MA – MasterCard – Buy on the dip
NYX – NYSE Euronext – Buy – “Final Trade”
POT – Potash – Buy
EMC – EMC – Buy the dip
DD – DuPont – Buy
EMN – Eastman Chemical – Buy
MRK – Merck – Buy
*Buy financials on the dip

Macke:
MA – MasterCard – Buy
GLD – streetTRACKS Gold – Buy
SBUX – Starbucks – Buy

Finerman:
GS – Goldman Sachs – Buy – “Final Trade”

Pops (stocks that jumped up):
NYT – New York Times (10%) – Finerman: I’m skeptical
TSN – Tyson Foods (6%) – Macke: take your gains
SIRI – Sirius Satellite Radio (7%) – Macke: if you can get in under $3, I like it
AEO – American Eagle Outfitters (8%) – Finerman: there’s nothing I like better than tons of cash
WYNN – Wynn (6%) – Najarian: I think the numbers look good
GLNG – Golar LNG (10%) – Finerman: I like this company
POT – Potash (5%) – Najarian: as long as the global economy is okay these names should perform

Drops (stocks that slid lower):
ADS – Alliance Data Systems (35%) – Adami: stay away
YRCW – YRC Worldwide  (15%) – Najarian: related to an anticipated slowdown in the economy
PCP – Precision Castparts (6%)

Fast Money Stock Picks – January 25, 2008 – Mining and Chemical

Najarian:
XLF – Financial Select Sector SPDR – Buy at $25, sell at $28
JOYG – Joy Global – Buy
DOW – Dow Chemical – Buy
DPTR – Delta Petroleum – Buy
MRO – Marathon – If refiners are beat up, buy on the dip
BNI – Burlington Northern – Buy – “Final Trade”
*Watch YRC Worldwide – a year ago they signaled a slowdown
*Stay away from tech (Microsoft, Apple, etc) for a while

Adami:
WB – Wachovia – Sell
MSFT – Microsoft – Buy at $32
FCX – Freeport McMoRan – Buy
BTU – Peabody (coal) – Buy
HON – Honeywell – Buy, but watch out for housing weakness spilling over into non-residential
BNI – Burlington Northern – Watch
GOOG – Google – Buy (bit risky though)
UTX – United Technologies – Buy – “Final Trade”

Finerman:
HD – Home Depot – Buy
MO – Altrai – Buy
GLNG – Golar – Buy – “Final Trade”

Seymour:
CAT – Caterillar – Buy (cheap to Deere)
SSL – Sasol – Buy for short term – “Final Trade”
*Short gold and buy…
GFI – Gold Fields Limited
HMY – Harmony Gold Mining

Pops (stocks that jumped up):
DD – DuPont (7%) – Finerman: it’s the flight to ag
XHB – Homebuilders ETF (20%) – Seymour: I think it’s a little overdone
YHOO – Yahoo (9%) – Adami: if you’re buying Yahoo, you’re buying hope
M – Macy’s (9%) – Finerman: oversold
AMGN – Amgen (5%) – Najarian: had great guidance at the JP Morgan Conference
SWC – Stillwater Mining Company (40%) – Seymour: buy it lower
NUE – Nucor (13%) – Adami: I think steel could outperform
RAIL – FreightCar America (23%) – Finerman: I’m interested in their balance sheet
DAL – Delta (12%) – Seymour: questions remain about possible merger
UTX – United Technology (10%) – Adami: I like this stock

Drops (stocks that slid lower):
SGP – Schering Plough (8%) – Najarian: I think they have issues
MRK – Merck (8%) – Najarian: They have issues, too
TPX – Tempur-Pedic (8%) – Najarian: if housing slows, so do mattresses

Fast Money Stock Picks – January 24, 2008 – Global Titans

Finerman:
TOL – Toll Brothers – Buy
MO – Altria – Buy
GS – Goldman Sachs – Buy – “Final Trade”

Adami:
MON – Monsanto – Buy
FCX – Freeport McMoRan – Buy
POT – Potash – Buy
CAT – Caterpillar – Buy in the low $60s
CSCO – Cisco – Buy – “Final Trade”
*Buy and hold through the year:
UTX – United Technologies
HPQ – Hewlett-Packard
MSFT – Microsoft
MCD – McDonald’s
BA – Boeing
HON – Honeywell

Najarian:
COP – Conoco Philips – Buy – “Final Trade”
MRK – Merck – Buy
DOW – Dow Chemical – Buy
MON – Monsanto – Buy
PG – Procter & Gamble – Buy
*If you don’t think the U.S. slowdown will hurt China:
MOS – Mosaic – Buy
MON – Monsanto – Buy
DD – DuPont – Buy

Seymour:
TSO – Tesoro – Buy – “Final Trade”
*Buy and hold through the year:
AA – Alcoa
INTC – Intel
LMT – Lockheed Martin
FCX – Freeport McMoRan

Pops (stocks that jumped up):
COF – Capital One (8%)
POT – Potash (8%) – Adami: unbelievable company
RIO – C.V.R.D. (7%)
WDC – Western Digital (8%) – Adami: a lot of good things happening here
TRMB – Trimble (25%)
TTWO – Take Two Interactive (11%) – Grand Theft Auto IV to be released in April

Drops (stocks that slid lower):
EBAY – eBay (6%) – Najarian: losing a great business leader
WMT – Wal-Mart (3%) – Finerman: I still like this stock
SPWR – Sunpower (7%) – Seymour: starting to look interesting
SOLF – Solarfun (4%) – Finerman: still not fun
THQI – THQ Inc (22%)
TXT – Textron (6%)