Fast Money Stock Picks

Fast Money Stock Picks – February 28, 2008 – Food & Natural Resources

Macke:
HPQ – Hewlett-Packard – Buy if you want to get long Dell
USO – U.S. Oil Fund – Buy
GLD – Gold – Buy
S – Sprint Nextel – Sell
INTC – Intel – Stay long
GPS – Gap – Buy
KSS – Kohl’s – It’s not a disaster, but it’s not great
BKC – Burger King – Buy
SBUX – Starbucks – Buy
HRL – Hormel – Buy
CPB – Campbell Soups – Buy
PEP – Pepsi – Buy
TAP – Molson Coors – Buy
DOG – Short Dow30 ProShares – Buy – “Final Trade”

Adami:
AIG – American International Group – Sell; if it breaks $44.50, it could drop all the way to $30
FCX – Freeport McMoRan – Buy
S – Sprint Nextel – Sell
T – AT&T – Buy
VZ – Verizon – Buy
MCD – McDonald’s – Buy
PEP – Pepsi – Buy
POT – Potash – Buy
DOG – Short Dow30 ProShares – Buy – “Final Trade”
*Buy natural gas stocks on a pullback, like when a warm front comes through

Najarian:
ACI – Arch Coal – Buy
ANR – Alpha Natural Resources – Buy
IVAN – Ivanhoe – Buy
S – Sprint – Sell
T – AT&T – Buy
VZ – Verizon – Buy
AAPL – Apple – More investors are jumping on the bandwagon; I sold some upside calls
WDC – Western Digital – Buy when it dips to $28.50
NVS – Novartis – Buy
PFE – Pfizer – Buy
BKC – Burger King – Buy
MCD – McDonald’s – Buy
CSCO – Cisco – Buy
AMAT – Applied Materials – Buy – “Final Trade”

Seymour:
MT – Mittal – Buy
EWZ – iShares MSCI Brazil Index ETF – Buy
PBR – Petrobras – Short – “Final Trade”

Jon Najarian:
*Watch these stocks – they could be bullish in the short term, but have long term weaknesses
GS – Goldman Sachs – Buy only if it dips to $160
UBS – U.S. Bancorp
CS – Credit Suisse
LEH – Lehman

Pops (stocks that jumped higher):
FLR – Fluor Corp. (8%) – Adami: it’s a buy on any dip
HAL – Halliburton (4%) – Seymour: I think this stock is cheap
HSP – Hospira (8%) – Najarian: I like their forecast
CRM – Salesforce.com (17%) – Adami: I wouldn’t race into this stock
DLM – Del Monte Foods (11%) – Check out Macke’s food trades instead
TSL – Trina Solar (4%)

Drops (stocks that slid lower):
RHD – R.H. Donnelly Corp. (48%)
NFLX – Netflix (3%) – Macke: I think it’s a buy under $30
MYL – Mylan Labs (9%) – Najarian: the forecast is a problem
XMSR – XM Satellite Radio (3%) – Macke: I like SIRI (Sirius) if the merger gets pulled off
JPM – JP Morgan (4%) – Najarian: be calm and wait to get into this name
ABH – AbitibiBowater (12%)

Fast Money Stock Picks – February 27, 2008 – Emerging Markets, Tech, & Home Entertainment

Finerman:
AAPL – Apple – Buy
FLS – Flowserve – Buy
JCP – JC Penney – Buy at $45
FNM – Fannie Mae – Buy – “Final Trade”

Najarian:
JEF – Jeffries Group – Buy
BIIB – Biogen – Buy
DELL – Dell – Buy
HPQ – Hewlett-Packard – Buy
IBM – IBM – Buy
XTO – XTO Energy – Buy
COP – ConocoPhillips – Buy
CSCO – Cisco – Buy – “Final Trade”

Macke:
SHLD – Sears – If you own it, trade it
USO – U.S. Oil Fund – Buy
DWA – Dreamworks – Buy
SNE – Sony – Buy
NFLX – Netflix – Buy on a pullback
NTDOY – Nintendo – Buy
DIS – Disney – Buy
COST – Costco – Buy
WMT – Wal-Mart – Buy – “Final Trade”

Seymour:
RIO – Vale – Buy
PBR – Petrobras – Buy
RIG – Transocean – Buy
EQT – Equitable Resources – Buy
EWT – iShares MSCI Taiwan Index – Buy
UMC – United Microelectronics Corp. – Buy
CHT – Chunghwa Telecom Co. – Buy
TSM – Taiwan Semiconductor – Buy
IBN – ICICI Bank – Buy
INFY – Infosys Technologies – Buy
*RDX – Russian Depository Index – Buy – “Final Trade”
*Note: this ETF trades in Vienna

Carter Worth, Oppenheimer’s Chief Market Technician:
MT – Mittal Steel – Buy
WFT – Weatherford – Buy

Pops (stocks that jumped higher):
TOL – Toll Brothers (3%) – Macke: wow
HXM – Homex Development Corp (4%) – Seymour: a great story
CSCO – Cisco (4%) – Najarian: I think the numbers look outstanding
IHP – IHOP (10%) – Finerman: I was surprised
THC – Tenet Healthcare (2%) – Najarian: it’s still getting it done
PZZA – Papa John’s (9%) – Seymour: they had strong guidance
BRP – Brazil Telecom (5%) – Seymour: I like this stock

Drops (stocks that slid lower):
COST – Costco (2%) – Macke: nothing to see here
SOLF – Solarfun (13%) – Finerman: not fun
NT – Nortel Networks (13%) – Najarian: they’re struggling
LAMR – Lamar (7%) – Macke: the ad dollars just aren’t flowing into these guys; right now I wouldn’t touch the stock
CRI – Carter’s (24%) – Finerman: stay away

Fast Money Stock Picks – February 26, 2008 – Tech & Commodities

Adami:
IBM – IBM – Buy
WDC – Western Digital – Buy
POT – Potash – Buy on any pullback
BHI – Baker Hughes – Buy – “Final Trade”
SLB – Schlumberger – Buy
HD – Home Depot – Buy on a pullback
GOOG – Google – Buy
GS – Goldman Sachs – Buy
RTN – Raytheon – Buy
VZ – Verizon – Buy with a stop-out at the 52-week low
DELL – Dell – Buy
APA – Apache – Buy

Macke:
INTC – Intel – Buy
USO – Oil ETF – Buy
GLD – Gold ETF – Buy
GS – Goldman Sachs – Buy like crazy at $160
MSFT – Microsoft – Go long
SBUX – Starbucks – Buy – “Final Trade”

Najarian:
XTO – XTO Energy – Buy – “Final Trade”
NITE – Knight – Buy
SCHW – Schwab – Buy
AMTD – TD Ameritrade – Buy
HRL – Hormel – Buy
HNZ – Heinz – Buy
DRYS – DryShips – Buy, but it’s a volatile sector
VZ – Verizon – Buy with a stop-out at the 52-week low
*Watch the following stocks for the long term, but don’t buy until we know who the next President is going to be…
PFE – Pfizer
LLY – Lilly
MRK – Merck
MYGN – Myriad Genetics
CPHD – Cepheid
ZMH – Zimmer
SYK – Stryker

Finerman:
FLS – Flowserve – She trimmed her position, saying it’s too high for the near term, but it’s still a value play on a long-term basis
TIP – iShares Lehman TIPS Bond – Buy
VZ – Verizon – Buy with a stop-out at the 52-week low
MSFT – Microsoft – Buy – “Final Trade”

Pops (stocks that jumped higher):
AZO – AutoZone (6%) – Najarian: margins were huge
FDP – Fresh Del Monte Produce (5%) – Macke: get long the food players
CBRL – CBRL Group (11%) – Macke: go figure
RAD – Rite Aid (7%) – Adami: I like their CEO
DPZ – Domino’s Pizza (6%) – Finerman: the stock’s up despite the high cost of cheese
BX – Blackstone (7%) – Macke: nothing here to see

Drops (stocks that slid lower):
KSWS – K-Swiss (9%) – Finerman: these were some really bad numbers
FWLT – Foster Wheeler (15%) – Adami: I want to hear what the CEO has to say about it (missing fourth quarter estimates)
KWK – Quicksilver Resources (5%) – Najarian: this could be a buying opportunity
ODP – Office Depot (6%) – Finerman: earnings were awful
USU – USEC Inc. (26%) – Najarian: could be an opportunity
CRDN – Ceradyne (24%) – Adami: this stock could be a buy on the dip

Fast Money Stock Picks – February 25, 2008 – Coal & Natural Gas

Adami:
SLB – Schlumberger – Buy
BHI – Baker Hughes – Buy
AA – Alcoa – Buy
HD – Home Depot – Buy
CREE – Cree – Buy now or on a breakout above $34

Najarian:
ACI – Arch Coal – Buy on any dip
MEE – Massey – Buy on any dip
BTU – Peabody Energy – Buy on any dip
ANR – Alpha Natural Resources – Keep your eye on it
MA – MasterCard – Buy on any dip
NTAP – Network Appliance – Call buying suggests it could go higher
CCOI – Cogent – Options trading suggests it could go higher; Buy the calls
CREE – Cree – Buy now or on a breakout above $34

Pops (stocks that jumped up):
XHB – Homebuilder ETF (4%) – Finerman: interesting
F – Ford (4%) – Adami: it’s been a widow-maker for me
WMG – Warner Music Group (13%) – Macke: it’s a sell
DNA – Genentech (9%) – Adami: take profits
PWRD – Perfect World Co. (12%) – Macke: get out of it
GRO – Agria Corporation (9%) – Najarian: stick with North American ag companies
DELL – Dell (3%) – Finerman: It’s hard to know if this is anything
ZBRA – Zebra Technologies (13%)

Drops (stocks that slid lower):
NWA – Northwest Airlines (3%) – Najarian: oil is killing this stock
FRE – Freddie Mac (2%) – Finerman: That’s Goldman just being mean
GOOG – Google (4%)
UA – Under Armour (2%)

Fast Money Stock Picks – February 22, 2008 – Oil & Home Improvement

Adami:
BHI – Baker Hughes – Buy
SLB – Schlumberger – Buy
T – AT&T – Buy
WB – Wachovia – Buy – “Final Trade”

Macke:
LEH – Lehman – Sell the rip
DIS – Disney – Buy – “Final Trade”

Finerman:
HD – Home Depot – Buy, but hold put options as downside protection
LOW – Lowe’s – Buy, but hold put options as downside protection
YHOO – Yahoo – Buy – “Final Trade”

Seymour:
HXM – Homex – Buy – “Final Trade”

Pops (stocks that jumped up):
NUE – Nucor (3%) – Adami: buy the dip
ACH – Chalco (8%) – Seymour: I think the stock goes down
FLI – CHC Helicopter (35%) – Adami: they’re being bought out
SID – Companhia Siderugica Nacional (6%) – Seymour: I like this story

Drops (stocks that slid lower):
Solar names: STP – Suntech Power, LDK – LDK Solar, TSL – Trina Solar, are all down more than 15% – Finerman: the valuations are too high
BBY – Best Buy (2%) – Macke: don’t know what to say
GRMN – Garmin (7%) – Finerman: don’t buy Garmin just because you love their Nuvi GPS; it’s not enough
INTU – Intuit (13%)
GM – General Motors (9%) – Seymour: I think GM’s future story comes from abroad
COMS – 3Com Corp (29%) – Adami: I would avoid this stock
YHOO – Yahoo (3%) – Finerman: I think it’s time for them to start negotiating
LTM – Life Time Fitness (16%) – Macke: it’s a sell

Fast Money Stock Picks – February 21, 2008 – Utilities & Retailers

Adami:
PEG – Public Service Enterprise Group – Buy
FLR – Fluor – Buy
JEC – Jacobs Engineering – Buy
SGR – Shaw Group – Buy
BWA – BorgWarner – Buy
FCX – Freeport-McMoRan – Buy
CSCO – Cisco – Buy
WMT – Wal-Mart – Buy
HD – Home Depot – Buy
MA – MasterCard – Buy
ARII – American Railcar – Sell
DNA – Genentech – Buy; decision pending on whether new drug, Avastin, can be used to improve quality of life in cancer patients. If it gets FDA approval (30-35% chance, according to Adami) stock could go up $7. If it doesn’t get approval, may only go down $2-3. Adami thinks it’s worth the risk – “Final Trade”

Macke:
RIMM – Research in Motion – Sell
TGT – Target – Buy
SBUX – Starbucks – Buy – “Final Trade”

Finerman:
AAPL – Apple – Buy
JCP – JC Penney – Buy
WMT – Wal-Mart – Buy
AEO – American Eagle – Buy if it dips below $20
MO – Altria – “Final Trade”

Seymour:
MT – ArcelorMittal – Buy
GAF – SDPR S&P Emerging Middle East & Africa ETF – Buy
XLU – Utility ETF – Buy
SWC – Stillwater Mining – Sell – “Final Trade”

Pops (stocks that jumped up):
LPX – Louisiana Pacific (3%) – Adami: a homebuilding nightmare; stay away
CPA – Copa Holdings (6%) – Seymour: beat earnings amid soaring jet fuel prices; good news, and gives exposure to commercial and cargo in Latin America

Drops (stocks that slid lower):
SWY – Safeway (7%) – Macke: said it would fire employees to keep up margins; that’s not good enough for this market
LEH – Lehman Brothers (3%) – Finerman: wouldn’t be surprised to see more write-downs in the future
IBN – ICICI Bank (3%) – Seymour: the Indian state bank is issuing new bonds that will cut into the margins of ICICI and others
LULU – Lululemon (11%) – Finerman: the COO leaving is bad news and the stock has a very rich multiple
GM – General Motors (5%) – Adami: extraordinarily wary
NVTL – Novatel Wireless (23%) – Macke: Sprint, the “lunatic” of the wireless industry, is undercutting Novatel by practically giving away wireless cards
APOL – Apollo Group (9%) – Adami: student loan concerns are hurting everyone in this space, but APOL is still better than the rest

Fast Money Stock Picks – February 20, 2008 – Defense, Video Games, and Pepsi

Macke:
USO – USO Oil ETF – Buy
HPQ – Hewlett-Packard – Sell
PEP – Pepsi – Buy
GLD – streetTRACKS Gold – Buy
USO – United States Oil Fund – Buy
NYX – New York Stock Exchange – Sell
NDAQ – Nasdaq – Sell
HAS – Hasbro – Buy – “Final Trade”
NTDOY – Nintendo – Buy
ERTS – Electronic Arts – Buy
ATVI – Activision – Buy

Adami:
XTO – XTO Energy – Buy
APA – Apache – Buy
CSCO – Cisco – Buy
INTC – Intel – Buy
MSFT – Microsoft – Buy
IBM – IBM – Buy
ESLR – Evergreen Solar – Buy on the dips
PEP – Pepsi – Buy
LMT – Lockheed Martin – Buy
GD – General Dynamics – Buy
RTN – Raytheon – Buy
LLL – L-3 Communications – Buy
POT – Potash – Buy
NYX – New York Stock Exchange – Buy
NDAQ – Nasdaq – Buy
GME – GameStop – Buy – “Final Trade”

Seymour:
Gazprom – Buy
STP – Suntech – Buy on dips
PEP – Pepsi – Buy
NIHD – NII Holdings – Buy
CHL – China Mobile – Buy
AMX – American Movil – Buy
ADM – Archer Daniels Midland – Buy
MON – Monsanto – Buy
EEM – iShares MSCI Emerging Markets Index – Buy – “Final Trade”

Finerman:
MSFT – Microsoft – Buy – “Final Trade”

Pops (stocks that jumped up):
JBX – Jack in the Box (8%) – Adami: it might still have room on the upside
CEC – CEC Entertainment (25%) – Macke: I wouldn’t short it
RIG – Transocean (7%) – Seymour: I think this stock will go higher
WINN – Winn-Dixie (12%) – Adami: I think this stock could go to $20.50
LZB – La-Z-Boy (5%) – Macke: I’m a seller
KALU – Kaiser Aluminum (4%) – Finerman: I think it’s early in the story
TJX – TJX Companies (5%) – Macke: Too late to short and too early to get long

Drops (stocks that slid lower):
CROX – Crocs (15%) – Finerman: it’s a case of misinterpreted data; I’m sticking with it
CHA – China Telecom (3%) – Seymour: the whole sector was downgraded in China
COMS – 3Com Corp (23%) – Finerman: I think it could be a case of cold feet
TXRH – Texas Roadhouse (7%) – Seymour: I don’t know what to make of it

Fast Money Stock Picks – February 19, 2008 – Aerospace

Adami:
PCP – Precision Castparts – Buy
COL – Rockwell Collins – Buy
HRL – Hormel – Buy, but stop out at $40
CHL – China Mobile – Buy
CSX – CSX – Buy around $45
XTO – XTO Energy – Buy – “Final Trade”
*If Hewlett-Packard opens at $46, buy the following:
INTC – Intel
CSCO – Cisco
DELL – Dell

Macke:
HPQ – Hewlett Packard – Sell the rips, buy the dips
HRL – Hormel – Buy
GIS – General Mills – Buy
CY – Cypress – Take a look
MSFT – Microsoft – Buy – “Final Trade”

Seymour:
RIO – Vale – Buy
CMC – Commercial Metals – Buy
X – U.S. Steel – Buy
NUE – Nucor – Buy
CZZ – Cosan Ltd – Buy
RIG – Transocean – Buy
TIE – Titanium Metals – Buy
RTI – RTI International – Buy
LMT – Lockheed Martin – Watch for new contract with India
ACH – Aluminum Corp of China (aka Chalco) – Buy
FMCN – Focus Media Holdings – Buy
FMX – Fomento Economico Mexicano – Sell down and buy it cheaper

Finerman:
LEH – Lehman – Sell
KALU – Kaiser – Buy – “Final Trade”
TDG – TransDigm – Buy
BA – Boeing – Buy

Pops (stocks that jumped up):
AIG – AIG (2%) – Finerman: I’m not onboard
IMCL – Imclone (3%) – Macke: not sure
TSO – Tesoro (5%) – Seymour: I think the next 6 weeks will bring another 15%
SHOO – Steve Madden (9%) – Finerman: interesting
OMX – Office Max (5%) – Macke: if the market is open sell this stock
HOC – Holly Corp (12%) – Adami: take a little off the table
BCS – Barclays (10%) – Finerman: all the UK banks got a lift Tuesday
COCO – Corinthian Colleges (14%) – Adami: it could be a $9 stock
CXP – Corporate Express (39%) – Macke: this was a big day for this company
HMY – Harmony Gold Mining (10%) – Seymour: looks good

Drops (stocks that slid lower):
CCU – Clear Channel Communications (4%) – Adami: I don’t like litigation, but it could be interesting at $30
STP – SunTech Power (5%) – Seymour: they report Wednesday; it’s worth watching
ONXX – Onyx Pharmaceuticals (26%) – Adami: I think it could drop again Wednesday

Fast Money Stock Picks – February 15, 2008 – Whole Food vs. Cheap Food

Finerman:
BSC – Bear Stearns – Do not buy; Citic rumors are false
GLW – Corning – Buy (see Adami)
KFT – Kraft – Buy
WMT – Wal-Mart – Buy
CROX – Crocs – Watch into earnings – “Final Trade”

Macke:
BSC – Bear Stearns – Walk away
WMT – Wal-Mart – Buy
HRL – Hormel – Buy
HNZ – Heinz – Buy
SNE – Sony – Start looking into it; Blu-Ray is making deals
MRK – Merck – Buy

Adami:
GLW – Corning – Buy if it “gets sold off on the backs of Best Buy and Circuit City”
AA – Alcoa – Buy; it looks cheap
LLY – Lilly – Cheap on valuation basis, but they need to get the Zyprexa problem out of the way
HD – Home Depot – Buy
GS – Goldman Sachs – Buy – “Final Trade”

Seymour:
MT – ArcelorMittal – Buy
X – US Steel – Buy
CPB – Campbell’s – Buy
GFI – Gold Fields International – Buy
FMCN – Focus Media – Buy – “Final Trade”

Pops (stocks that jumped up):
ERTS – Electronic Arts (9%) – Macke: I like other companies in this space better
CMCSA – Comcast (18%) – Finerman: look what happens when you take money away from executives and give it to shareholders
PCP – Precision Castparts (7%) – Adami: I think this stock is a buy
TKC – Turkcell (12%) – Seymour: I like this stock
M – Macy’s (5%) – Finerman: nice week
PCLN – Priceline.com (22%) – Adami: I wouldn’t race into this one
ACH – Aluminum Corp of China (aka Chalco) (15%) – Seymour: I think it’s a sell because they’re not producing the way they were

Drops (stocks that slid lower):
AIG – AIG (9%) – Adami: don’t know about this stock
TSO – Tesoro (3%) – Finerman: the demand for gas is probably going lower
UBS – UBS (10%)
CMG – Chipotle Mexican Grill (3%) – Macke: I think you can dip your toe
WFMI – Whole Foods Market (4%) – Macke: long spam and short Whole Foods

Fast Money Stock Picks – February 14, 2008 – Solar Power

Finerman:
GS – Goldman Sachs – Buy
EL – Estee Lauder – Buy
PG – Proctor & Gamble – Buy
AGN – Allergan – Buy
KALU – Kaiser Aluminum – Buy – “Final Trade”

Najarian:
GS – Goldman Sachs – Buy if it dips another $10
CSIQ – Canadian Solar – Buy
AMAT – Applied Materials – Buy
ENER – Energy Conversion Devices – Buy
BNI – Burlington Northern – Buy – “Final Trade’

Adami:
GS – Goldman Sachs – Wait until they report, then maybe you can buy
XTO – XTO Energy – If it secondary prices Thursday, buy on Friday  – “Final Trade”
SNA – Snap-on Inc – Buy on any dip
ESLR – Evergreen Solar – Buy

Macke:
C – Citigroup – Sell
CY – Cypress Semiconductor – Buy
DOG – Shrt Dow30 Proshares – Buy – “Final Trade”

Pops (stocks that jumped up):
VCLK – ValueClick (3%) – Najarian: interesting
GT – Goodyear Tire (7%) – Adami: take some money off the table
CAR – Avis Budget Group (10%) – Macke: avoid this company
WCG – WellCare Health Plans (5%)
NYT – New York Times (5%)
MAR – Marriott (1%)

Drops (stocks that slid lower):
LIZ – Liz Claiborne (18%) – Finerman: not yet
IR – Ingersoll Rand (1%) – Adami: wait until Q2 to buy
JNY – Jones Apparel (10%) – Macke: sell
NTGR – NetGear (20%) – Finerman: I expect more fallout
NVDA – Nvidia (16%)
NTAP – Network Appliance (6%)