Fast Money Stock Picks

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