Fast Money Stock Picks

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

Fast Money Stock Picks – April 14, 2008 – Oil Services, Railroads, and Financials

Adami:
WB – Wachovia – Get long with extremely tight stops to limit downside – “Final Trade”
BHI – Baker Hughes – Buy
SLB – Schlumberger – Buy
HAL – Halliburton – Buy
UTX – United Technologies – Buy
HON – Honeywell – Buy
RTN – Raytheon – Buy if Lockheed Martin has good earnings
AGU – Agrium – Buy
CSX – CSX Corp – Buy
BNI – Burlington Northern – Buy
UNP – Union Pacific – Buy
NEM – Newmont Mining – Buy if you want to play gold

Najarian:
XLF – XLF – Buy
DO – Diamond Offshore – Buy
RIG – Transocean – Buy
SU – Suncor – Buy
INTC – Intel – Buy for long term
BUCY – Bucyrus – Buy
JOYG – Joy Global – Buy
HAL – Halliburton – Buy – “Final Trade”

Macke:
CROX – Crocs – Nothing good
C – Citigroup – Buy – “Final Trade”

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

Jon Merriman of Merriman Curhan & Ford:
CMA – Comerica – Buy
GS – Goldman Sachs – Short

Pops (stocks that jumped higher):
PPC – Pilgrim’s Pride (4%) – High feed costs forced it to cut production by 5%
PBR – Petrobras (8%) – Adami: I think there’s something there
HAS – Hasbro (2%) – Macke: Toys seem recession proof
NTRI – NutriSystem (7%) – Adami: I wouldn’t go racing into this stock
GWW – W.W. Grainger (2%) – Finerman: Good to see some life out there
TSL – Trina Solar (16%) – Najarian: Good old fashioned giddyup
AZPN – Aspen Technology (14%) – Filed a delayed annual report

Drops (stocks that slid lower):
PHG – Phillips (3%) – Najarian: I think they’re facing the same issues as GE
ABK – Ambac (5%) – Finerman: That’s actually an up day for them *wink and nod*
NWS – News Corp (5%) – Najarian: It’s having a difficult time
WGO – Winnebago (5%) – Macke: Don’t buy this dip

Fast Money Stock Picks – April 11, 2008 – Tech, Retail, and Oil Services

Adami:
HAL – Halliburton – Stay long
HD – Home Depot – Buy with a 30-handle
AAPL – Apple – Buy – “Final Trade”

Jon Najarian:
BHI – Baker Hughes – Buy
SLB – Schlumberger – Buy
GOOG – Google – Buy after earnings
EBAY – eBay – Short – “Final Trade”

Macke:
USO – United States Oil Fund – Buy on the dips
WMT – Wal-Mart – Buy
INTC – Intel – Buy
CALM – Cal-Maine – Sell
* “Final Trade” is to make a list of names you like and buy the dips. He likes INTC – Intel and WMT – Wal-Mart

Seymour:
MTL – Mechel Steel – Short and buy back at $130
EEV – UltraShort MSCI Emerging Markets ProShares – Buy – “Final Trade”

Pops (stocks that jumped higher):
HAL – Halliburton (6%) – Adami: I like it into earnings, but then take profits
PDLI – PDL BioPharma (22%) – Jon Najarian: Looks good to me
BK – Bank of New York Mellon (5%) – The company said a $2 million money-laundering lawsuit brought by the Russian customs service was “unenforceable”
WM – Washington Mutual (7%) – Wild week; last Monday announced plans to sell a stake in itself in return for cash

Drops (stocks that slid lower):
AMR – American Airlines (10%) – Macke: Trim your position
GPS – The Gap (6%) – Macke: Stay away from specialty retail
BZH – Beazer Homes (7%) – Adami: I see room on the downside
ZRAN – Zoran (10%) – Jon Najarian: I think this stock could go a lot lower
HSY – Hershey (8%) – Received a downgrade from Sanford C. Bernstein & Co.
LEH – Lehman (10%) – Liquidated three funds worth a total of $1 billion, on “market disruptions”