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

Fast Money Stock Picks – March 19, 2008 – Financials and Commodities

Adami:
POT – Potash – Buy the dip
MON – Monsanto – Buy the dip
MS – Morgan Stanley – Buy
V – Visa – Sell
MS – MasterCard – Sell
SBUX – Starbucks – Buy with a stop out below $16.77 – “Final Trade”
JNPR – Juniper – Buy with a stop out at $24

Seymour:
POT – Potash – Worried
MON – Monsanto – Worried
TS – Tenaris – Buy
EEM – iShares MSCI Emerging Markets Index – Buy – “Final Trade”

Najarian:
MER – Merrill Lynch – Sell
SBUX – Starbucks – No need to be long
GS – Goldman Sachs – Buy
MS – Morgan Stanley – Buy
IDCC – InterDigital – Buy
CSCO – Cisco – Buy
JNPR – Juniper – Buy
AKAM – Akamai – Buy
MRK – Merck – Buy – “Final Trade”

Macke:
MS – Morgan Stanley – Sell
GLD – streetTRACKS Gold – Sell
USO – U.S. Oil Fund – Sell – “Final Trade”
NKE – Nike – Buy
VZ – Verizon – Buy
CHL – China Mobile – Buy
AMX – American Movil – Buy

Jeffery Harte, Managing Director at Sandler O’Neill:
USB – U.S. Bancorp – Buy
JPM – JP Morgan – Buy

Pops (stocks that jumped higher):
FNM – Fannie Mae (10%) – Seymour: I like it
FRE – Freddie Mac (10%) – Seymour: I like it, too
DRI – Darden Restaurants (7%) – Macke: interesting
LNN – Lindsay Corp. (18%) – Najarian: outstanding

Drops (stocks that slid lower):
DFS – Discover Financial Services (13%) – Adami: get rid of this stock
PTR – PetroChina (8%) – Seymour: I still like this stock
FCX – Freeport McMoRan (10%) – Adami: it’s a buying opportunity
ERIC – Ericsson (10%) – Macke: no need to get long
NOK – Nokia (10%) – Najarian: I own this stock, and it’s killing me
NVDA – Nvidia (7%) – Najarian: I think it has room on the downside
CSCO – Cisco (4%) – Najarian: I like this stock as an infrastructure play
MNST – Monster Worldwide (9%) – Macke: first quarter costs may exceed analyst estimates
PBR – Petrobras (9%)

Fast Money Stock Picks – March 18, 2008 – Financials, Credit Cards, and Nike

Macke:
LEH – Lehman – Take gains
*Buy financials on the dips
V – Visa – Buy
NKE – Nike – Buy; “You have to own this stock,” going into the Olympics
GLD – Gold – Sell; sell gold in general – “Final Trade”

Najarian:
*Buy puts along with stocks
MA – MasterCard – Sell
V – Visa – Buy
MS – Morgan Stanley – Sell; should beat others, but sell because of the overall tone of financials
NKE – Nike – Buy
DE – Deere – Buy
TSO – Tesoro – Buy – “Final Trade”

Adami:
MA – MasterCard – Buy
MS – Morgan Stanley – Buy
USB – US Bancorp – Buy
ORCL – Oracle – Buy – “Final Trade”

Seymour:
CHL – China Mobile – Buy
FXE – FXE – Short; which is a long play on the Euro – “Final Trade”

Dan Fitzpatrick, president of Stockmarketmentor.com:
GOOG – Google – Buy, on its way up

Pops (stocks that jumped higher):
TSN – Tyson Foods (6%) – Macke: buy food maker stocks like this
GM – General Motors (9%) – Seymour: good news that it’s not affected by Bear Sterns, but U.S. auto sales are still lagging
TMA – Thornburg Mortgage (27%) – Seymour: it has the continued cooperation of its lenders thanks to the Fed
NYX – NYSE Euronext (10%) – Adami: it’s about time! This stock is down 40% over the past year
MF – MF Global (35%) – Najarian: some potentially devastating rumors proved false and now MF gets a nice rally
SBUX – Starbucks (6%) – Adami: it deserves a $19-handle

Drops (stocks that slid lower):
SRZ – Sunrise Senior Living (15%) – Macke: assuming it files its report, it could be a dip worth buying
NEM – Newmont Mining (5%) – Adami: down 5% on an up 400 day? Not good; stay away from the miners
AMGN – Amgen (4%) – Najarian: nothing is working for Amgen

Fast Money Stock Picks – March 17, 2008 – Tech, Oil, and Banks

Macke:
GS – Goldman Sachs – Buy with a tight stop
GLD – streetTRACKS Gold – Buy on any dip
INTC – Intel – Buy
WMT – Wal-Mart – Buy
LEH – Lehman – Buy – “Final Trade”

Adami:
GS – Goldman Sachs – Buy if you’re ok with it taking a $3 billion write-down
USB – US Bancorp – Buy
APA – Apache – Buy
XTO – XTO Energy – Buy
CSX – CSX Corp. – Buy
MA – MasterCard – Buy
AAPL – Apple – Buy – “Final Trade”

Najarian:
IBM – IBM – Buy
AAPL – Apple – Buy
TSO – Tesoro – Buy – “Final Trade”
*Buy puts if you’re long stock

Joe Terranova:
LEH – Lehman – Buy
VLO – Valero – Buy – “Final Trade”

Dennis Gartman:
DBA – PowerShares DB Ag Fund – Sell
JPM – JP Morgan – Buy

Pops (stocks that jumped higher):
ELY – Callaway Golf (3%) – Adami: it could be attractive
CRME – Cardiome Pharma Corp. (31%) – Najarian: could be a takeover target
FCFS – First Cash Financial Services (13%) – Macke: take gains
BLOG – BladeLogic (16%) – Najarian: they got bought, end of story

Drops (stocks that slid lower):
NCC – National City Corp. (43%) – Terranova: looking at a potential deal with JP Morgan, but I don’t think NCC is the first thing on JP’s mind right now
PMI – PMI Group (10%) – Adami: I think it could go lower still
ETFC – E*Trade (9%) – Macke: it’s time to move along
JEF – Jeffries Group (8%) – Najarian: I think this stock is getting cheap
TSO – Tesoro (10%) – Terranova: I think refiners are about to turn higher
IRL – New Ireland Fund (3%) – Macke: I prefer American companies doing business over there
GOOG – Google (4%) – Adami: it could be interesting
FCX – Freeport McMoRan (7%) – Terranova: I like this stock

Fast Money Stock Picks – March 14, 2008 – Banks

Finerman:
YHOO – Yahoo – Buy
COF – Capital One – Short

Adami:
YHOO – Yahoo – Buy the dip
CAT – Caterpillar – Buy
MasterCard – Buy

Pete Najarian:
GS – Goldman Sachs – Buy under $160
LEH – Lehman – Options action is similar to action in Bear Stearns a few days ago
NOK – Nokia – Buy, long term

Jon Najarian:
BSC – Bear Stearns – Buy if it survives the week
MER – Merrill Lynch – 85% correlated to Bear, and seeing unusual put activity

Joe Terranova:
DNA – Genentech – Buy around $74

Pops (stocks that jumped higher):
CHK – Chesapeake Energy (7%) – Pete Najarian: great production numbers
AAPL – Apple (4%) – Terranova: I like it with a $132.50 stop
R – Ryder System (7%) – Positive sector comments out of Wachovia
TLB – The Talbots (29%) – The company said it intends to secure an increase in its credit line

Drops (stocks that slid lower):
RCL – Royal Caribbean (3%) – Terranova: not so good
GM – General Motors (10%) – Adami: speechless
VLO – Valero (7%) – Terranova: tough time for refiners
FXI – China ETF (5%) – Adami: it could be getting interesting
RHD – RH Donnelly (8%) – Finerman: I wouldn’t be short or long this stock
TGT – Target (4%)

Fast Money Stock Picks – March 13, 2008 – Energy and Agriculture

Adami:
GS – Goldman Sachs – Buy
GLD – Gold ETF – Buy
NUE – Nucor – Buy
X – U.S. Steel – Buy
FCX – Freeport McMoRan – Buy
BWA – Borg Warner – Buy
HD – Home Depot – Buy – “Final Trade”
DD – DuPont – Buy

Najarian:
CHK – Chesapeake Energy – Buy
AET – Aetna – Worth watching
GRMN – Garmin – Buy puts
DNA – Genentech – Buy – “Final Trade”

Finerman:
TIP – iShares Lehman TIPS Bond – Buy if you want to play inflation
GS – Goldman Sachs – Buy – “Final Trade”

Joe Terranova:
CPN – Calpine Corp. – Buy – “Final Trade”

Dennis Gartman:
MON – Monsanto – Buy
MOS – Mosaic – Buy
AGU – Agrium – Buy

Pops (stocks that jumped higher):
MA – MasterCard (3%) – Adami: I like it
CAL – Continental (5%) – Najarian: oil has to drop for this stock to really pop
BTU – Peabody Energy Corp. (7%) – Joe Terranova: I love the coal trade but I prefer the ETF
RIMM – Research In Motion (4%) – Revealed a new Wi-Fi device on Thursday
FNM – Fannie Mae (10%) – Finerman: it’s a little overdone
NEM – Newmont Mining (5%) – Joe Terranova: I don’t like this stock

Drops (stocks that slid lower):
YHOO – Yahoo (3%) – Finerman: I bought a little on Thursday
TWX – Time Warner (2%) – Adami: I’m not impressed
HANS – Hanson Natural Corp. (4%) – Adami: I’d consider it but only as a trade
AIG – American International Group (3%) – Finerman: I can’t figure it out