January 2008


Fast Money Recaps31 Jan 2008 08:30 am

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 Recaps30 Jan 2008 08:29 am

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 Recaps29 Jan 2008 08:34 am

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 Recaps28 Jan 2008 08:47 am

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 Recaps25 Jan 2008 08:39 am

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 Recaps24 Jan 2008 08:49 am

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 Recaps23 Jan 2008 08:36 am

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 Recaps21 Jan 2008 08:54 am

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 Recaps18 Jan 2008 08:49 am

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 Recaps17 Jan 2008 08:47 am

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

Next Page »

None of the information contained on this site or in any of the Fast Money TV shows, constitutes a recommendation by the Show Hosts, this site (fastmoneystockpicks.com) or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must always make your own decisions when decide to invest in any particular asset weather it is a stock, security or otherwise that may be mentioned on this site. Neither this site nor anyone in affiliation of this site guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any investments discussed on this site (fastmoneystockpicks.com). As with any stock the price will go up and down and it is possible for you to get back less than you invested. Please note this risk and that this site, its owner and affiliates recommend that you seek advice from your personal financial advisor. This site has no affiliation with CNBC, Fast Money TV Show, Fast Money Rapid Recap, Fast Money and is not liable for any of the reccomendations given on this site.