Fast Money Stock Picks

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%)