Fast Money Stock Picks

Fast Money Stock Picks – March 28, 2008 – Financials and Refiners

Finerman:
JCP – J.C. Penney – Buy
XLF – Financial Select Sector SPDR – Buy
FNM – Fannie Mae – Buy
SUN – Sunoco – Buy
TSO – Tesoro – Buy
VLO – Valero – Buy

Jon Najarian:
JCP – J.C. Penney – Buy
OIH – Oil Services HLDRS – Sell over $180
MRO – Marathon – Sell the rips
HERO – Hercules – Sell the rips
BKC – Burger King – Buy or hold
AET – Aetna – Buy
WCG – Wellcare – Buy

Macke:
JCP – J.C. Penney – Wait until April 8th, two days before same-store sales reports
BKC – Burger King – Sell
RIMM – Research In Motion – Buy if it slides to $100
ORCL – Oracle – Sell

Pete Najarian:
ORCL – Oracle – Buy
BKC – Burger King – Buy or hold
DD – DuPont – Buy
AGU – Agrium – Buy
RIMM – Research In Motion – Buy on any pullback

Dennis Gartman:
*Get long corn and decrease positions in soybean and wheat

Pops (stocks that jumped higher):
MON – Monsanto (16%) – Pete: monitor the valuations closely
TIF – Tiffany & Co. (7%) – Finerman: I don’t think the high-end is dead
X – U.S. Steel (10%) – Rallied early in the week
DVN – Devon Energy (8%) – Followed an 8% increase in the price of natural gas
TSRA – Tessera Technologies (49%) – International Trade Commission is taking another look at its previously suspended patent infringement claims
NVDA – NVIDIA (6%) – Closed higher despite CFO stepping down
DVA – DaVita (6%) – Received an upgrade at UBS
NTRI – Nutrisystems (7%) – Trying to beef up

Drops (stocks that slid lower):
JPM – JPMorgan (7%) – Macke: it’s a buy on dips
C – Citigroup (7%) – Jon: I think it’s a buy at this level
CCU – Clear Channel (17%) – $19.5 billion deal is looking uncertain
LTD – The Limited (2%) – One of several specialty retail names dragged down this week

Fast Money Stock Picks – March 27, 2008 – Banks and Wholesale

Najarian:
BSC – Bear Stearns – Sell if you haven’t yet, it’s not going any higher
ORCL – Oracle – Buy
NVDA – NVIDIA – Buy, could be a takeover target
MRK – Merck – Buy
LLY – Eli Lilly’s – Buy
BK – Burger King – Buy – “Final Trade”

Seymour:
SYT – Syngenta – Buy
SQM – Sociedad Quimica y Minera – Buy
TKC – Turkcell – Buy
TS – Tenaris – Buy
CIG – CEMIG – Buy
COP – ConocoPhillips – Buy – “Final Trade”

Macke:
COST – Costco – Buy
WMT – Wal-Mart – Buy
BJ – BJ’s Wholesale Club – Buy
GLW – Corning – Buy
HPQ – Hewlett-Packard – Buy
WWE – World Wrestling Entertainment – Buy – “Final Trade”

Finerman:
MO – Altria – Buy – “Final Trade”

Ratigan:
LEH – Lehman – Sell
MER – Merrill Lynch – Sell
UBS – UBS – Sell

Pops (stocks that jumped higher):
SOLF – Solarfun (17%) – Finerman: I’m not getting in on the fun
CTRN – Citi Trends (24%) – Exceeded analyst estimates and forecast was above expectations

Drops (stocks that slid lower):
MOT – Motorola (5%) – Downgraded by Bank of America Corp, citing shrinking market share
XMSR – XM Satellite Radio (8%) – Macke: the deal with Sirius isn’t done yet
RIMM – Research in Motion (5%) – Najarian: take some profits
PDA – Perdigao (6%) – Seymour: an interesting ag story
NFLX – Netflix (4%) – Macke: I think this stock goes lower
TSM – Robbins & Myers (22%) – Seymour: I think it’s profit taking
DSW – DSW Inc (24%) – Announced profits were off 94%
SCHL – Scholastic Corp (14%) – Costs knocked profit
WDC – Western Digital (8%) – Rival Seagate suffered a downgrade

Fast Money Stock Picks – March 26, 2008 – Oil and Natural Gas

Najarian:
ORCL – Oracle – Buy
UNG – United States Natural Gas – Buy
APA – Apache – Buy
OIH – Oil Services HLDRS – Buy puts – “Final Trade”

Seymour:
ORCL – Oracle – Buy
RIG – Transocean – Buy
HAL – Halliburton – Buy
SLB – Schlumberger – Buy
CZZ – Cosan Limited – Buy – “Final Trade”

Finerman:
BJS – BJ Services – Buy
KALU – Kaiser Aluminum – Buy – “Final Trade”

Macke:
ATVI – Activision – Buy
HPQ – Hewlett-Packard – Buy
NTDOY – Nintendo – Buy
HD – Home Depot – Buy – “Final Trade”

Pops (stocks that jumped higher):
RIO – C.V.R.D. (5%) – The Brazilian miner abandoned its $90 billion bid for Xtrata
CNX – CONSOL Energy (3%) – Najarian: I think there’s more upside
WAT – Waters Corp (5%) – Raised to “overweight” from “neutral” by JP Morgan
DNDN – Dendreon (4%) – no news

Drops (stocks that slid lower):
.XAL – Airlines Index (6%) – Macke: if the market is open it’s a good time to sell airlines
JBL – Jabil Circuit (18%) – Najarian: missed its profits and sales estimates; awful
COF – Capital One (3%) – Finerman: I expect more downside
PFCB – P.F. Chang’s China Bistro (9%) – Macke: get out
XHB – Homebuilder ETF (6%) – Seymour: new home sales data was down; not so good
CHIC – Charlotte Russe (13%) – Finerman: stay away
AMN – Ameron (26%) – missed profit estimates by 17%
FCX – Freeport McMoRan (5%) – no news

Fast Money Stock Picks – March 25, 2008 – Tech and Energy

Macke:
X – U.S. Steel – Buy
ORCL – Oracle – Trim a little profit
SIRI – Sirius – Buy if you want to play the space
GLW – Corning Glassworks – Buy
INTC – Intel – Buy – “Final Trade”

Finerman:
CCU – Clear Channel – Sell
MO – Altria – Buy – “Final Trade”

Najarian:
CSX – CSX – Buy
FPL – FPL Group – Buy for a play in wind power
HON – Honeywell – Buy
OVTI – Omnivision Technologies – Buy, seeing serious options action
ORCL – Oracle – Buy – “Final Trade”

Seymour:
MON – Monsanto – Buy
RIO – CVRD – Buy
TSO – Tesoro – Buy – “Final Trade”

Pops (stocks that jumped higher):
NOK – Nokia (4%) – Najarian: I like this stock
HAL – Halliburton (2%) – Seymour: I recommend owning this stock at current levels
DVA – DaVita (5%) – Finerman: I’m happy that I own it
LFC – China Life (9%) – Seymour: not the right time to buy this stock
SCHW – Charles Schwab (2%) – Najarian: I think Schwab will benefit from E*Trade’s weakness
SOLF – Solarfun (21%) – Finerman: Solarfun is no fun
GGP – General Growth Properties (7%) – Macke: surprised
IBN – ICICI Bank (6%) – the India-based bank bought a stake in their country’s biggest dam builder
CNX – Consol Energy (5%) – this coal company abandoned plans to buy the portion of CNX Gas it doesn’t already own, calling the price “unreasonable”

Drops (stocks that slid lower):
COF – Capital One (2%) – Finerman: short this stock
GRMN – Garmin (4%) – Macke: don’t buy this dip
PSA – Public Storage (5%) – Macke: tough dip to buy

Fast Money Stock Picks – March 24, 2008 – Financials, Refiners, and Taiwan

Macke:
ORCL – Oracle – Buy
AAPL – Apple – Buy
GOOG – Google – Sell
X – U.S. Steel – Buy
VLO – Valero – Buy – “Final Trade”

Jon Najarian:
EK – Eastman Kodak – Look into it while it’s cheap
VLO – Valero – Buy on dips
ACI – Arch Coal – Buy
JPM – JPMorgan Chase – Buy – “Final Trade”

Finerman:
FNM – Fannie Mae – Sell
PM-WI – Philip Morris International – Buy – “Final Trade”

Seymour:
VLO – Valero – Buy
COP – ConocoPhillips – Buy
TSO – Tesoro – Buy
MT – Arcelor Mittal – Buy
KOL – Market Vectors Coal ETF – Buy
BHP – BHP Billiton – Buy
RIO – Vale – Buy
EWT – iShares Taiwan ETF – Buy
TSM – Taiwan Semiconductor – Buy
CHT – Chunghwa Telecom – Buy
AUO – AU Optronics – Buy
SPIL – Siliconware Precision Industries – Buy
ASX – Advanced Semiconductor Engineering – Buy
UNG – U.S. Natural Gas Fund – Buy – “Final Trade”

Addison Armstrong, CNBC Contributor:
VLO – Valero – Buy
FTO – Frontier – Buy

Carter Worth, Chart Expert:
ACI – Arch Coal – Buy

Pops (stocks that jumped higher):
CIT – CIT Group (34%) – Finerman: the company is hoping for a buyer to bail them out; don’t touch it
GM – General Motors (4%) – Seymour: this is massive short covering
PLCE – Children’s Place (12%) – Finerman: it’s rallying on last week’s news, which is still good for shareholders
PALM – Palm (8%) – Jon Najarian: not dead but not cool; stay away
WAG – Walgreen (5%) – Macke: WAG has been a long-time dog but it’s looking a little better
CC – Circuit City (3%) – Macke: maybe it isn’t the worst company in the world anymore but it’s certainly not a buy

Drops (stocks that slid lower):
BVF – BioVail (4%) – Jon Najarian: probably not the end of the line as there is a lot of put activity in the stock
V – Visa (8%) – Seymour: interesting that China Life LFC bought a big chunk of the IPO and is also trading at its all-time lows