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%)

Fast Money Stock Picks – January 23, 2008 – Trading the Market Surge

Finerman:
MO – Altria – Buy
FLS – Flowserve – Buy
SPG – Simon Properties – Sell – “Final Trade”
*Sell positions in retail

Najarian:
AAPL – Apple – Buy – “The reversal you’ve been looking for”
PFE – Pfizer – Buy
MSFT – Microsoft – Buy, then sell at $35
YRCW – YRC Worldwide – Buy – “Final Trade”
*Sell retail now

Adami:
GOOG – Google – Buy – “No-brainer”
HD – Home Depot – Sell
PFE – Pfizer – Buy
AAPL – Apple – Buy – “Final Trade”

Macke:
WMT – Wal-Mart – Buy
MSFT – Microsoft – Buy – “The ultimate defensive play”
XLF – Financial Select SPDR – Buy – “Final Trade”

Tim Seymour:
*If the ECB (European Central Bank) cuts interest rates:
TKF – Turkish Investment Fund – Buy
TKC – Turkcell Iletisim Hizmetler – Buy

Mike Dudas – Metals, Mining, and Construction Analyst at Bear Stearns:
NEM – Newmont Mining – Buy
FCX – Freeport McMoRan – Buy
XLB – Materials SPDR – Buy, but could be volatile

Pops (stocks that jumped up):
USB – US Bancorp (7%) – Adami: will probably keep popping
COH – Coach (6%) – Finerman: part of the retail melt-up
EAT – Brinker International (22%) – Macke: way oversold
IWM – Small Cap ETF (3%) – Adami: might see some uptick over the next few days
T – AT&T (2%) – Najarian: I think the iPhone will do better
SBUX – Starbucks (8%) – experimenting with $1 small cups of coffee and free refills in Seattle
ETH – Ethan Allen (26%)

Drops (stocks that slid lower):
MOT – Motorola (19%) – Najarian: stay away
PETM – Petsmart (1%) – Macke: stay out
FLS – Flowserve (1%) – Finerman: I think it’s a buy
PX – Praxair (3%)
FCFS – First Cash Financial Services (34%) – “Jefferies cut this pawn shop operator to ‘hold’ from ‘buy.’”

Finerman’s good companies vs. not good companies:
“I think investors should select companies that have the financial strength not only to survive but thrive in this tough environment.”
ODP – Office Depot – Good
OMX – Office Max – Not good
MDC – MDC Holdings – Good
LEN – Lennar – Not good
AEO – American Eagle – Really good
BRK – Berkshire Hathaway – Really good

Fast Money Stock Picks – January 21, 2008 – Financials and Consumer Staples

Finerman:
MO – Altria – Buy
CROX – Crocs – Buy
M – Macy’s – Buy – “Final Trade”

Najarian:
AAPL – Apple – Buy
FRE – Freddie Mac – Buy
FNM – Fannie Mae – Buy
BNI – Burlington Northern – Buy
DD – DuPont – Buy
COP – Conoco Phillips – Buy
NDAQ – NASDAQ – Buy
EWG Feb 30 – Buy puts – “Final Trade”

Adami:
AAPL – Apple – Buy
CSX – CSX Corp – Buy
JNJ – Johnson & Johnson – Buy
CTX – Centex – Buy
HD – Home Depot – Buy
MSFT – Microsoft – Buy
NYX – NYSE/Euronext – Buy
WB – Wachovia – Buy – “Final Trade”

Macke:
WMT – Wal-Mart – Buy
PG – Proctor & Gamble – Buy (safe play)
MCD – McDonald’s – Buy (safe play)
XLF – Financial Select Sector SPDR – Buy – “Final Trade”

Dennis Gartman:
POT – Potash – Buy
SDS – UltraShort S&P 500 – Buy
DOG – Short Dow30 ProShares – Buy
JPM – JP Morgan – Buy

Tim Seymour:
EEM – iShares MSCI Emerging Markets ETF – Buy
TTM – Tata Motors – Buy
RIO – CVRD – Buy
PBR – Petrobras – Buy
Gazprom (not on American markets) – Buy
FXI – iShares FTSE/Xinhua China 25 Index – Buy (hold for 6-12 months)

Pops (stocks that jumped up):
CC – Circuit City (21%)
MS – Morgan Stanley (8%)
WB – Wachovia (4%)
JWN – Nordstrom (9%)
WM – Washington Mutual (9%) – Finerman: benefitting from Fed rate cut
JEC – Jacobs Engineering (5%) – Adami: remains strong
WSM – Williams-Sonoma (12%) – Finerman: another retailer that was oversold

Drops (stocks that slid lower):
MOT – Motorola (8%) – Najarian: not looking good
YHOO – Yahoo (4%) – Macke: sell what you have left
XOM – Exxon Mobile (3%) – Adami: starting to become compelling
CSCO – Cisco (6%) – Najarian: best in breed, but maybe it’s early
COCO – Corinthian Colleges (31%) – Macke: problematic

Fast Money Rapid Recap – January 18, 2008 – Cell phones, Tech, and the “Worst Company On Earth”

Finerman:
LEH – Lehman – “I bought back a portion… because so much has come down so fast.”
SPG – Simon Properties – ditto
MER – Merrill – Starting to look attractive
DSW – DSW Inc – Buy
RVI – Retailer Ventures – Sell
SOLF – Solarfun – “Worst Company On Earth”

Najarian:
USB – US Bancorp – Buy (if you feel like you have to be in banking)
XLE – Energy Select Sector SPDR – Sell
XLB – Materials SPDW – Sell
MRK – Merck – Sell
SGP – Schering Plough – Sell
AAPL – Apple – Buy
S – Sprint Nextel – “Worst Company On Earth”

Adami:
GS – Goldman Sachs – Buy
INTC – Intel – Buy the dip
NEM – Newmont – Sell
HUM – Humana – Buy
MSFT – Microsoft – Buy
AMD – Advanced Micro Devices – “Worst Company On Earth”

Macke:
MSFT – Microsoft – Buy
M – Macy’s – Buy
JWN – Nordstrom – Buy
WMT – Wal-Mart – Buy
UA – Under Armour – Sell
MCO – Moody’s – “Worst Company On Earth”

Pops (stocks that jumped up):
XHB – Homebuilders ETF (2%) – Adami: I wouldn’t race in
HD – Home Depot (7%) – Finerman: retail is oversold
AMD – Advanced Micro Devices (13%) – Macke: low expectations
AEO – American Eagle Outfitters (11%) – Finerman: I own it

Drops (stocks that slid lower):
GOOG – Google (6%) – Najarian: this is a good name
SLB – Schlumberger (15%) – Adami: look at it next week
S – Sprint Nextel (28%)
MOT – Motorola (9%) – Najarian: this is the Sprint of cellphone makers
SHLD – Sears (7%) – Macke: I don’t like this stock
EEM – Emerging Market ETF (8%) – Adami: it has more room lower
IWM – Russell 2000 ETF (4%)

Fast Money Rapid Recap – January 17, 2008 – Big Pharma, Resorts, & Online Traders
Pete Najarian:
TSO – Tesoro – Buy after it goes down a little more
VLO – Valero – Buy after it goes down a little more
SCHW – Charles Schwab – Buy
AMTD – Ameritrade – Buy
NITE – Knight Capital – Buy
MGM – MGM – Buy

Adami:
GS – Goldman Sachs – Don’t sell
BWA – BorgWarner – Buy
DHR – Danaher – Buy
HON – Honeywell – Buy
BX – Blackstone – Buy

Jon Najarian:
SGP – Schering-Plough – Sell or buy puts
MRK – Merck – Sell or buy puts

Macke:
PFE – Pfizer – Buy on the dip
WYE – Wyeth – Buy on the dip

Finerman:
HOT – Starwood – Sell
WYN – Wyndham – Sell
LVS – Las Vegas Sands – Sell
WYNN – Wynn Resorts – Sell

Pops (stocks that jumped up):
EBAY – eBay (1%) – Macke: interesting
BLK – BlackRock (1%) – Finerman: nice earnings
BSX – Boston Scientific (2%) – Najarian: looks okay
AAPL – Apple (1%)
URBN – Urban Outfitters (1%)
LDK – LDK Solar (4%) – Najarian: impressive

Drops (stocks that slid lower):
FCX – Freeport McMoRan (8%) – Adami: Buy on Friday
AIG – AIG (6%) – Finerman: insurance is out of favor right now
HOG – Harley Davidson (7%)
PCR – Perini Corp (27%) – Najarian: this company has issues
ADS – Alliance Data Systems (16%) – Finerman: wait
PNC – PNC Financial (7%) – Adami: I think it will drop down to $49

Fast Money Stock Picks – January 16, 2008 – Agriculture & Defensive Plays

Finerman:
TSO – Tesoro – Buy
MVRX – Morgan Stanley Retail Index – Buy
CROX – Crocs – Buy
LEH – Lehman – Sell – “Final Trade”

Adami:
X – US Steel – Buy for long term
DD – Dupont – Buy
JNJ – Johnson & Johnson – Buy as a defensive play – “Final Trade”

Macke:
MON – Monsanto – Sell
DRI – Darden Restaurants – Buy
PFE – Pfizer – Buy on a dip – “Final Trade”

Najarian:
ANDE – Anderson Inc – Buy
MOS – Mosaic – Buy
MON – Monsanto – Sell
TIBX – Tibco – Buy – “Final Trade”

Whitney Tilson (Founder & Managing Partner of T2 Partners):
*3 Defensive Picks
BRK – Berkshire Hathaway – “If you’re worried about Armageddon this could be the world’s strongest balance sheet run by the world’s greatest capital allocator.”
FFH – Fairfax Financial Holdings – “They should make a fortune if subprime goes in the tank.”
MCD – McDonald’s – “People will trade down to cheap food, and the company has good international growth.”

Pops (stocks that jumped up):
MAT – Mattel (8%) – Macke: stay away
BA – Boeing (3%) – Adami likes for valuation
WMT – Walmart (1%) – Finerman: has done well
JAVA – Sun Microsystems (4%) – Macke: hit the exit ramp
LLTC – Linear Technology Corp (4%) – Najarian: sell the pop
SBUX – Starbucks (2%) – Macke likes

Drops (stocks that slid lower):
ZQK – Quicksilver (5%) – Najarian: retail is having a hard time
CPKI – California Pizza Kitchen (18%)
SGMS – Scientific Games Corp (31%) – Adami: walk away
AAPL – Apple (6%) – Najarian: if you want to play Apple, put on a call spread
GOOG – Google (3%) – Adami: “Earnings are probably the next catalyst for this stock”
COP – Conoco Phillips (4%) – Finerman: take a look, could be worth buying