Fast Money Stock Picks

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