Fast Money Stock Picks

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