Fast Money Stock Picks

Fast Money Stock Picks – April 29, 2008 – Oil, Coal, and Natural Gas

Adami:
BHI – Baker Hughes – Buy
DNA – Genentech – Has pulled back to attractive levels
GLW – Corning – Take profit
WFC – Wells Fargo – Buy
JNJ – Johnson & Johnson – Buy
APA – Apache – Buy
XTO – XTO Energy – Buy
DOG – Short Dow30 ProShares – Buy

Najarian:
MRK – Merck – Getting extremely cheap
AAPL – Apple – Buy
RIMM – Research In Motion – Buy
AXP – American Express – Buy
CHK – Chesapeake – Buy with a stop at $46
BIIB – Biogen – Buy on the dip

Macke:
MRK – Merck – Give it up
GLW – Corning – Buy
WMT – Wal-Mart – Buy
BRK – Berkshire Hathaway – Buy
C – Citigroup – Sell

Finerman:
BRK – Berkshire Hathaway – Buy
MO – Altria – Buy on the dip

Dennis Gartman:
DE – Deere – Short

Pops (stocks that jumped higher):
AMR – AMR Corp (10%) – Najarian: I think it’s a pop for the day only
DAL – Delta Airlines (10%) – Najarian: “ “ “
ODP – Office Depot (9%) – Macke: Walk away
RCII – Rent-A-Center (12%) – Macke: I don’t think it’s that exciting
WPI – Watson Pharmaceuticals (7%) – FDA permitted its Florida plant to resume production on certain drugs
FLS – Flowserve (8%) – Pumped up its forecast

Drops (stocks that slid lower):
MAS – Masco (5%) – Adami: Not so good
ENR – Energizer Holdings (12%) – Macke: I think they will continue to see margin pressure
MO – Altria (5%) – Finerman: It’s not priced for growth, it’s priced for cash-flow, and I’m staying long
GIL – Gildan Activewear (31%) – Adami: Awful
UA – Under Armour (11%) – Najarian: They’re doing everything wrong in their attack on Nike
SPG – Simon Property Group (2%) – Finerman: I’m short
X – U.S. Steel (1%) – Profits were off 14%

Fast Money Stock Picks – April 28, 2008 – Auto, Oil, and the Dollar

Macke:
F – Ford – Buy on any dip
VZ – Verizon – Buy on any dip
X – US Steel – Buy
USO – United States Oil Fund – Buy – “Final Trade”
*If you’re bullish the dollar and want to go short, bet against gold, not oil

Seymour:
GM – General Motors – Buy
AMX – America Movil – Buy
SOHU – Shohu.com – Worth a look
BIDU – Baidu – Worth a look
PKX – Posco – Buy
PBR – Petrobras – Short – “Final Trade”
*Trade if you believe the dollar is going up:
DCR – MACROshares Oil Down Tradeable Shares
DUG – UltraShort Oil & Gas ProShares

Adami:
BWA – Borg Warner – Buy
TR – Tootsie Roll – Avoid
GHL – Greenhill – Buy if you have a penchant for risk
MT – ArcelorMittal – Buy
DOG – Short Dow30 ProShares – Buy with a tight stop – “Final Trade”

Finerman:
WWY – Wm Wrigley Jr – Sell if you own it
FLS – Flowserve – I’ve like this stock for a while
FXB – CurrencyShares British Pound Ster. Trust – Short
KALU – Kaiser Aluminum – Buy – “Final Trade”

Jon Najarian:
TSO – Tesoro – I’m seeing heavy call buying, which suggests it could soon make a big move
MOT – Motorola – Options action suggests it could go higher
MAS – Masco – Options action suggests it could go higher

Dylan Ratigan:
BRK – Berkshire Hathaway – Buy

Dan Fitzpatrick, TheStreet.com contributor & technical analyst:
SPX – S&P 500 – I expect a “sell on the news” dip Wednesday
GOOG – Google – Buy, I think it could go to $630
RIMM – Research In Motion – Trends suggest it’s a buy

Pops (stocks that jumped higher):
SYY – Sysco (9%) – Macke: I like it
AAPL – Apple (2%) – Finerman: I feel bad that I sold the stock
HUM – Humana (3%) – Adami: Be careful
NMR – Nomura Holdings (12%) – Seymour: It’s ok to take a look
RFMD – RF Micro Devices (4%) – Adami: They say the Asian handset glut is over

Drops (stocks that slid lower):
GT – Goodyear Tire (6%) – Adami: It gave up all the gains from last week
ACV – Alberto-Culver (7%) – Revenue figures came up short of expectations
GMST – Gemstar-TV Guide (21%) – Macke: Don’t bother
BEBE – Bebe Stores (11%) – Finerman: Look elsewhere
ZZ – Sealy (6%) – Macke: Get out
SSCC – Smurfit-Stone Container Corp (7%) – Finerman: I don’t know why it came to roost today

Fast Money Stock Picks – April 25, 2008 – Tech and Oil Services

Adami:
MSFT – Microsoft – Buy
BNI – Burlington Northern – Take some money off the table
MA – MasterCard – American Express’ “very surprising” earnings bode well

Macke:
YHOO – Yahoo – Sell
MSFT – Microsoft – Buy
GS – Goldman Sachs – Looks like it has bottomed
SBUX – Starbucks – Sell

Najarian:
RIG – Transocean – Buy
PDE – Pride – Buy
NE – Noble – Buy
OIH – Oil Service ETF – Buy

Pops (stocks that jumped higher):
GT – Goodyear (4%) – Adami: This stock looks good to me
V – Visa (9%) – Finerman: This stock ain’t cheap
YRCW – YRC Worldwide (15%) – Adami: It’s worth a look
WEN – Wendy’s (10%) – Nelson Peltz’s Triarc group agreed to buy it for $2.34 billion
TRMB – Trimble (22%) – Finerman: Very nice
SGP – Schering Plough (11%) – Najarian: I think their pipeline looks good
FXI – China ETF (8%) – Finerman: That’s a big move
ERIC – Ericsson (23%) – Posted narrower than expected loss

Drops (stocks that slid lower):
DAL – Delta (21%) – Najarian: Oil at current levels is bad for the airlines
NEM – Newmont Mining (3%) – Adami: I think it has room on the downside
UNH – United Health (9%) – Macke: Move along
MAT – Mattel (12%) – Macke: I told you so

Fast Money Stock Picks – April 24, 2008 – Microsoft, Credit Cards, and Budget Shopping

Adami:
MSFT – Microsoft – Buy below $30 – “Final Trade”
AAPL – Apple – Setting up to run toward $200
X – US Steel – Buy
FCX – Freeport-McMoRan – Buy
V – Visa – Buy
MA – MasterCard – Buy

Macke:
MSFT – Microsoft – Buy below $30 – “Final Trade”
AAPL – Apple – Buy
HPQ – Hewlett Packard – Buy
WMT – Wal-Mart – Buy on any dip
COST – Costco – Buy on any dip

Pete Najarian:
AAPL – Apple – Still cheap
V – Visa – Buy
*Green plays:
MON – Monsanto – Buy, for genetically engineered seeds
EMN – Eastman Chemical – Buy, gasification (a way to turn coal into a liquid that burns more cleanly)
SSL – Sasol – Buy, gasification – “Final Trade”
BNI – Burlington Northern – Buy, they transport the commodities

Jon Najarian:
V – Visa – Buy

Seymour:
F – Ford – Buy
CHL – China Mobile – Buy
BIDU – Baidu.com – Buy
PTR – PetroChina – Sell

Finerman:
MSFT – Microsoft – Buy below $30 – “Final Trade”

Pops (stocks that jumped higher):
BMY – Bristol Myers Squibb (4%) – Pete: I like their pipeline
GR – Goodrich (10%) – Adami: I like it
EDS – Electronic Data Systems (8%) – Pete: It’s not trading anywhere near where it came from
WAB – Wabtec (6%) – First quarter results beat estimates; also raised full-year estimates
JCP – J.C. Penney (4%) – No clear reason
TASR – Taser (20%) – Sales and profits missed Wall Street estimates
SKX – Sketchers (20%) – International demand

Drops (stocks that slid lower):
MMM – 3M (2%) – Adami: I think it will become a “buy” but not yet
WHR – Whirlpool (10%) – Finerman: I was surprised
NWL – Newell Rubbermaid (11%) – Macke: They can’t get out of their own way; Stay away!
CMG – Chipotle Mexican Grill (9%) – Finerman: I wouldn’t own it here
RCL – Royal Caribbean (4%) – Fuel costs led it to cut its full-year profit estimate
ZMH – Zimmer Holdings (4%) – Reported disappointing sales growth, and noted that a December product recall was more extensive than originally announced

Fast Money Stock Picks – April 23, 2008 – Microsoft, Casual Dining, and Beer

Adami:
AAPL – Apple – Buy if you can get it at $155
SBUX – Starbucks – Buy with a firm stop at $16.75
ABK – Ambac – Might see a relief rally
BA – Boeing – Looks cheap on a valuation basis
BUD – Anheuser-Busch – Looks fairly priced
FCX – Freeport-McMoRan – Buy on the next dip
MSFT – Microsoft – Buy into earnings – “Final Trade”

Najarian:
AAPL – Apple – Buy
AMZN – Amazon – Sell
BEAV – BE Aerospace – Buy
MSFT – Microsoft – Buy into earnings, Sell if it makes a spike – “Final Trade”
*Green trades:
WMT – Wal-Mart – Buy, getting China to become more conscious of their carbon footprint
JCP – JC Penney – Buy, Simply Green label
IFSIA – Interface – Buy, makes recycled carpet
APOG – Apogee – Buy, makes energy efficient glass

Macke:
SBUX – Starbucks – Sell
TAP – Molson Coors – Buy if you want to get long the beers
DRI – Darden – Buy
CPKI – California Pizza Kitchen – Buy
EAT – Brinker – Buy
MSFT – Microsoft – Buy into earnings – “Final Trade”

Finerman:
PM – Philip Morris International – Buy
MSFT – Microsoft – Buy into earnings – “Final Trade”

Dennis Gartman:
OIH – Oil Services HLDRS – Buy, and short crude
*I wouldn’t be surprised to see gold go down another $40 from here

Zachary Karabell, President of River Twice Research:
*The following names are starting to experience strong demand in China:
YUM – Yum Brands (Parent of KFC)
AVP – Avon
PG – Proctor & Gamble (Especially their Oil of Olay line)

Pops (stocks that jumped higher):
SAF – SAFECO (46%) – Finerman: Wish I owned it
WLP – WellPoint (7%) – Macke: I don’t like this stock
RJF – Raymond James (20%) – Adami: It’s worth a look
BRCM – Broadcom (16%) – Najarian: Be careful in the chip space
MCO – Moody’s (3%) – Macke: I think it’s a sell
COH – Coach (6%) – Finerman: I’m not on board
TUP – Tupperware (12%) – Macke: You can’t fight it

Drops (stocks that slid lower):
GCI – Gannett (6%) – Finerman: This is a serious problem because there’s a monumental shift in the way news is being delivered
AMP – Ameriprise Financial (6%) – Adami: I liked this stock and I was dead wrong
XTO – XTO Energy (4%) – Najarian: I don’t think this story is over
ROK – Rockwell Automation (9%) – Adami: Don’t own this stock
MOS – Mosaic (5%) – Najarian: I’m all right with where the stock is right now

Fast Money Stock Picks – April 21, 2008 – Financials, Natural Gas, and Coal

Adami:
AMP – Ameriprise Financials – Watch
USB – US Bancorp – Watch
INTC – Intel – Buy – “Final Trade”
ACI – Arch Coal – Buy
BUCY – Bucyrus – Buy
JOYG – Joy Global – Buy
MSFT – Microsoft – Buy
HAS – Hasbro – Buy on a dip
GLW – Corning – Buy

Najarian:
V – Visa – Buy
NVS – Novartis – Buy
IMCL – Imclone – Watch
CELG – Cellgene – Watch
ICO – International Coal – Buy
RSH – Radio Shack – Buy
UA – UnderArmour – Watch
LULU – Lululemon – Action in this stock is similar to what we saw in UnderArmour and Crocs about 6 months ago
CHK – Chesapeake Energy – Buy
BJS – BJ Services – Buy
NBR – Nabors Industries – Buy

Macke:
UAUA – United Airlines – Short
DIS – Disney – Buy
MSFT – Microsoft – Buy
YHOO – Yahoo – Buy
RSH, UA, and LULU – Don’t chase them
HAS – Hasbro – Buy – “Final Trade”

Finerman:
FXB – CurrencyShares British Pound Ster. Trst – Short – “Final Trade”

Pops (stocks that jumped higher):
DGX – Quest Diagnostics (8%) – Najarian: I like the space
JEF – Jeffries Group (1%) – Finerman: They used the money to buy shares of Leucadia
WU – Western Union (3%) – Macke: Sell the news
HES – Hess (7%) – Najarian: They’re more than a refiner
PPC – Pilgrim’s Pride (9%) – Credit Suisse analysts said rising poultry prices should benefit the world’s largest chicken producer

Drops (stocks that slid lower):
NCC – National City Corp (28%) – Finerman: Stay away
SHLD – Sears Holding (7%) – Macke: Tough times for Sears
ETN – Eaton Corp (3%) – Adami: I like this stock as an early cycle name
AMLN – Amylin Pharmaceuticals (10%) – Najarian: I think it’s a buy on this pullback
CHL – China Mobile (2%) – Adami: I think it’s people taking profits
TMA – Thornburg Mortgage (3%) – Finerman: It was only a 4 cent move
CTX – Centex (4%) – Adami: If you want to play the space I prefer HD

Fast Money Stock Picks – April 18, 2008 – Financials and Tech

Adami:
CAT – Caterpillar – Take profits, then buy it back cheaper
HON – Honeywell – Buy for long term
MA – MasterCard – Buy
WAB – Wabtec – Stay long into earnings
WDC – Western Digital – Buy
AAPL – Apple – Buy into earnings
UPS – UPS – I like it for the second part of ‘08
CROX – Crocs – Buy with a stop at $10
WB – Wachovia – Buy – “Final Trade”

Najarian:
DD – DuPont – Buy
GOOG – Google – Wait for a dip
BNI – Burlington Northern – Buy with a stop at $78
EMC – EMC Corp – Buy ahead of earnings – “Final Trade”
AMLN – Amylin – Watch
BIIB – Biogen – Watch
NOK – Nokia – Buy around $30
MOS – Mosaic – Buy

Macke:
COST – Costco – Buy
MSFT – Microsoft – Buy – “Final Trade”

Finerman:
YHOO – Yahoo – Sell
MSFT – Microsoft – Buy – “Final Trade”

Dennis Gartman:
PBR – Petrobras – Buy
SJT – San Juan Basin – Buy

Pops (stocks that jumped higher):
VLO – Valero (10%) – Macke: Get out of this stock
BIDU – Baidu.com (20%) – Najarian: Stick with Google
LEH – Lehman Brothers (16%) – JPMorgan, Merrill, and Citigroup put up smaller than expected losses
FNM – Fannie Mae (9%) – Finerman: I like this trade
TSN – Tyson Foods (13%) – South Korea lifted a ban on imported meat from the U.S.
F – Ford (11%) – Adami: Things might be starting to turn up
TPX – Tempur-Pedic (8%) – Macke: It’s a nice relief rally, so get out
XHB – Homebuilder ETF (4%) – Adami: I’d rather see you own Home Depot
VCLK – Value Click (10%) – Finerman: I like this story and am long VLCK
DLTR – Dollar Tree Stores (7%) – Macke: They’re playing the weak consumer

Drops (stocks that slid lower):
FRX – Forest Labs (10%) – Najarian: They’re putting more money into R&D which isn’t good short term, but could be great long term
STT – State Street (13%) – Slumped on concerns over billions in potential subprime-related losses
WYNN – Wynn (5%) – Najarian: Wait a while on this stock
ISRG – Intuitive Surgical (13%) – Najarian: They’re having a little bit of a problem
BGG – Briggs & Stratton (17%) – Blew a gasket after warning a slow spring season would reduce its full year profit

Fast Money Stock Picks – April 17, 2008 – Investors, Tech, and News Media

Macke:
GOOG – Google – Take some off if you’re long
WMT – Wal-Mart – Buy
MSFT – Microsoft – Buy – “Final Trade”
*Don’t short any financials
*Buy crude on dips

Adami:
GLW – Corning – Buy
APOL – Apollo Group – Buy
HON – Honeywell – Buy on the dips
MSFT – Microsoft – Buy – “Final Trade”
*Own steel companies on dips

Najarian:
POT – Potash – Buy on pullbacks
AMTD – Ameritrade – Buy
NITE – Knight – Buy
SCHW – Schwab – Buy
ISRG – Intuitive Surgical – Buy for long term
YHOO – Yahoo – Buy – “Final Trade”
*Buy natural gas and coal on pullbacks

Finerman:
*Short the British pound – “Final Trade”

Anthony DiClemente, Lehman Bros. media analyst:
*Buy a basket of these companies with half a position instead of going all into them:
TWX – Time Warner
NWS – News Corp.
DIS – Disney
VIA – Viacom

Pops (stocks that jumped higher):
CCK – Crown Holdings (6%) – Macke: Looks good from here
SVU – Supervalu (6%) – Macke: Buying opportunity when they pull back
MTG – MGIC Investment (19%) – Finerman: This could be a very good sign; $34 million loss was far less damage than investors had anticipated
LEG – Leggett & Platt (15%) – Adami: The company guided higher which bodes well for the economy

Drops (stocks that slid lower):
IGT – International Game Technology (6%) – Najarian: Not surprising; all the big casinos have been essentially cut in half
WTS – Watts Water Technologies (18%) – Finerman: This company is not Flowserve; it’s big residential business is probably what hurt it
TXN – Texas Instruments (3%) – Adami: Since last summer the chart has looked absolutely lousy
EBAY – eBay (3%) – Najarian: Just a little pullback after a nice run
CHK – Chesapeake Energy (3%) – Adami: This will be a buy again

Fast Money Stock Picks – April 16, 2008 – Tech, Energy, Pharmaceuticals, and Colas

Adami:
MSFT – Microsoft – Buy – “Final Trade”
ETN – Easton Corp – Buy
ITW – Illinois Tool Works – Buy
GLW – Corning – Buy
IBM – IBM – Buy
HPQ – Hewlett Packard – Buy

Seymour:
IBM – IBM – Buy
XOM – Exxon – Buy
PBR – Petrobras – Short for the next 4 or 5 sessions – “Final Trade”

Najarian:
IBM – IBM – Take profits
XLF – Financials ETF – Buy at $24 and sell at $27
C – Citigroup – Long term, yes; short term, no
GOOG – Google – Expect big moves in either direction
PFE – Pfizer – Buy
ISIS – Isis Pharmaceuticals – Buy
AMLN – Amylin – Buy
HK – Petrohawk Energy – Buy – “Final Trade”

Carter Worth:
IBM – IBM – Buy
HPQ – Hewlett Packard – Short
KO – Coca-cola – Buy
PEP – Pepsi – Short
GOOG – Google – Don’t buy; too inconsistent
GLW – Corning – Buy
XOM – Exxon – Buy
APA – Apache – Sell
PG – P&G – Buy
CLX – Clorox – Short
ICO – International Coal Group – Buy – “Final Trade”

Adam Johnson, managing director of MLH Capital Managing:
GOOG – Google – Buy; yes it’s $450, but according to its forward P/E growth rate, it’s a “screaming buy”

Pops (stocks that jumped higher):
JCI – Johnson Controls (6%) – Adami: If you want to play auto look at BWA in this space
AMR – AMR Corp (4%) – Najarian: It doesn’t make up for the drop on Tuesday
CSX – CSX Corp (4%) – Adami: I think the rails have pricing power
BBD – Banco Brasdesco (5%) – UBS upgraded Brazilian stocks; Seymour: This is a $65 billion company
ELN – Elan (11%) – Najarian: I think ELN is going higher
NITE – Knight Capital (12%) – Adami: I think this company has one of the best CEOs that no one talks about
MOV – Movado (5%) – Carter Worth: Stay away
TIE – Titantium Metals (9%) – Seymour: I think it’s all about short covering going into options
SLM – Sallie Mae (7%) – Najarian: Morgan Stanley doesn’t like it, and neither do I
MBT – Mobile Telesystems (10%) – Seymour: I think it’s been overly beat up
SWY – Safeway (5%) – Carter Worth: Stay away
TLB – The Talbots (29%) – Carter Worth: Not good

Fast Money Stock Picks – April 15, 2008 – IBM and Miscellany

Najarian:
NSC – Norfolk Southern – Watch the rail space, NSC is cheaper than the others but enjoys the same benefits from transporting in-demand products
IBM – IBM – Buy into earnings
NE – Noble Corp – Buy – “Final Trade”

Adami:
JNJ – Johnson & Johnson – Buy
IBM – IBM – Sell into earnings, buy back on a dip
AAPL – Apple – Buy – “Final Trade”

Finerman:
VTR – Ventas – Don’t buy, it’s asset values are not going up
CROX – Crocs – Don’t buy, management has lost all credibility
MO – Altria – Buy
TAN – Claymore/MAC Global Solar Index – Buy puts
UFS – Domtar – Buy – “Final Trade”

Macke:
CROX – Crocs – Don’t buy
IBM – IBM – Sell into earnings, buy when it pulls back – “Final Trade”
WMT – Wal-Mart – Buy

Stevie Cohen, Ken Griffin, and John Paulson – the most-followed hedge funds:
MO – Altria – Buy on the suspicion management will load up more debt generating more cash for expansion and even more dividend increases

Pops (stocks that jumped higher):
STU – Student Loan Corporation (14%) – Finerman: I’m not buying it
SFD – Smithfield Foods (8%) – Macke: Move along
CPWR – Compuware (11%) – Najarian: Good enough
SCHW – Charles Schwab (9%) – Adami: Looks like good things are happening with Schwab
WLT – Walter Industries (3%) – Najarian: Coal the commodity moved higher and Walter got the pop
ZLC – Zale Corp (10%) – Finerman: It’s just curious

Drops (stocks that slid lower):
FRX – Forest Labs (9%) – Adami: I think this stock will become a value play
MTW – Manitowoc (9%) – Najarian: We’ll see
LVS – Las Vegas Sands (7%) – After MGM slashed jobs due to slowing revenues investors also cashed out of this competitor
COF – Capital One (2%) – Finerman: I’m short
ALK – Alaska Air (5%) – Higher oil prices took their toll on airlines both big and small
NOC – Northrop Grumman (7%) – Macke: Not interested