May 2008


Fast Money Recaps30 May 2008 08:21 am

Fast Money Stock Picks – May 29, 2008 – Oil and Tech

Najarian:
*If oil breaks below $120, get out
V – Visa – Buy
JOYG – Joy Global – Buy on a pullback
BUCY – Bucyrus – Buy on a pullback
BOBE – Bob Evans – Short
BWLD – Buffalo Wild Wings – Short
AMLN – Amylin – Go out to July and buy the 35 strike calls
CHK – Chesapeake Energy – Buy – “Final Trade”

Macke:
*Buy oil back if it slides another $5
MSFT – Microsoft – Buy
JCG – J. Crew – Buy – “Final Trade”

Adami:
DELL – Dell – Take profits
INTC – Intel – Buy, for long term
MA – Mastercard – Don’t stay in for short term
JOYG – Joy Global – Buy on a pullback
BUCY – Bucyrus – Buy on a pullback
TSO – Tesoro – Buy – “Final Trade”
MSFT – Microsoft – Buy

Finerman:
BSX – Boston Scientific – Buy
C – Citigroup – Buy – “Final Trade”

Joe Terranova, independent oil trader:
HES – Hess – Short
LUV – Southwest Airlines – Buy
*Go long the Canadian dollar

Pops (stocks that jumped higher):
HNZ – Heinz (3%) – Macke: They’re a good operator
BIG – Big Lots (8%) – Finerman: I’m short this stock
UA – Under Armour (2%) – Closed higher after Credit Suisse raised their price target for competitor Nike
TRMP – Trump Entertainment Resorts (23%) – Macke: I’m not playing
GCO – Genesco (6%) – Finerman: Not so bad
EXPE – Expedia (6%) – Continued speculation of privatization
KOSN – Kosan Biosciences (229%) – Bristol Myers agreed to pay $190 million to gain control of Kosan’s experimental cancer treatments
AMLN – Amylin (5%) – Advanced ahead of ASCO this weekend
CWTR – Coldwater Creek (7%) – Loss this quarter was smaller than expected and the retailer said it might post a profit for full-year 2008

Drops (stocks that slid lower):
MAR – Marriott (2%) – Najarian: Business travel is getting squeezed
GLD – Gold ETF (3%) – Strengthening dollar
MW – Men’s Warehouse (10%) – First quarter profits were below estimates, and they lowered their full year outlook

Fast Money Recaps28 May 2008 08:08 pm

Fast Money Stock Picks – May 28, 2008 – Pharmaceuticals, Chemical, and Brazil

Adami:
AMR – American Airlines – Buy
DD – DuPont – Buy with a stop out at $46.75
HD – Home Depot – Buy
USB – US Bancorp – Buy
JEC – Jacobs Engineering – Buy
CELG – Celgene – Buy – “Final Trade”

Najarian:
EMN – Eastman Chemical – Buy
SSL – Sasol – Buy
DD – DuPont – Buy
OSIP – OSI Pharmaceuticals – Watch
BIIB – Biogen – Watch
ELN – Elan – Watch
BHI – Baker Hughes – Buy
HAL – Halliburton – Buy
AMLN – Amylin – Buy – “Final Trade”

Finerman:
XLF – Financial Select SPDR – Buy
USO – US Oil Fund – Buy puts if you play oil services
WLP – WellPoint – Buy – “Final Trade”

Macke:
RL – Ralph Lauren – Buy
USO – US Oil Fund – Buy
YHOO – Yahoo – Buy – “Final Trade”

Seymour:
UBB – Unibanco – Buy
PDA – Perdigao – Buy
SDA – Sadia – Buy
SBS – Companhia de Saneamento Basico – Buy

Stacey Gilbert, Susquehanna Financial Market Strategist:
DELL – Dell – Buy
GLW – Corning – Buy
AAPL – Apple – Buy

Mike Huckman, CNBC Pharmaceuticals Reporter:
*Watch the following pharmaceuticals:
IMCL – ImClone
LLY – Lilly
DNA – Genentech
CELG – Celgene

Pops (stocks that jumped higher):
EXPE – Expedia (5%) – Najarian: Options action suggests this stock could move higher
SGR – Shaw Group (6%) – Adami: The new nuclear power plants won’t be completed until 2016
CFC – Countrywide Financial (9%) – Finerman: Not interested
AKAM – Akamai (5%) – Najarian: This could be interesting
DAR – Darling International (5%) – Macke: I think it’s a sell
DAKT – Daktronics (12%) – Adami: Take profits
SSCC – Smurfit-Stone Container Corp (10%) – Finerman: I think it’s because a competitor is rumored to be raising prices
DRYS – DryShips (10%) – Gained back some ground after losing more than 20% in two weeks
CHS – Chico’s (14%) – Beat estimates on revenue and EPS

Drops (stocks that slide lower):
BUD – Anheuser Busch (3%) – Finerman: I think the excitement has died down
BGP – Border’s Group (7%) – Macke: I said this was a “sell” last week

Fast Money Recaps28 May 2008 08:29 am

Fast Money Stock Picks – May 27, 2008 – Energy, Credit, and Staying Home

Najarian:
BHI – Baker Hughes – Buy
CSCO – Cisco – Buy
JNPR – Juniper – Buy
AXP – American Express – Buy
V – Visa – Buy
MA – Mastercard – Buy
GBX – Greenbriar – Buy
HD – Home Depot – Buy
WM – Washington Mutual – Buy – “Final Trade”
*Look at wind power, natural gas, and solar

Adami:
DUG – UltraShort Oil & Gas ProShares – Closed higher, could signal a top for oil
XOM – Exxon Mobil – Buy with an $86 handle
BWA – Borg Warner – Buy
AXL – American Axel – Buy
SIX – Six Flags – Buy
CLNE – Clean Energy Fuels – Buy
MDU – MDU Resources – Buy on a pullback
CHTR – Charter Communications – Buy – “Final Trade”

Macke:
WMT – Wal-Mart – Buy
PEP – Pepsi – Buy
TAP – Molson Coors – Buy
BGP – Border’s Group – Buy – “Final Trade”

Finerman:
TSN – Tyson – Buy
AOI – Alliance One – Buy, but it comes with “tons of risk” – “Final Trade”
*Look at the cable companies
*Look at wind power

Steve Cortes, CEO of Veracruz:
FXI – iShares FTSE/Xinhua China 25 Index – Short
SPY – SPDR Trust – Buy
HUM – Humana – Buy
WMT – Wal-Mart – Buy
COST – Costco – Buy

Gene Munster, senior research analyst at Piper Jaffray:
GOOG – Google – Buy
ADBE – Adobe – Buy

Pops (stocks that jumped higher):
HSY – Hershey (9%) – Najarian: Be careful with this trade
DRI – Darden Restaurants (5%) – Macke: I think it’s too early to go into casual dining
FLS – Flowserve (4%) – Finerman: I think it’s a fantastic company
PLCE – Children’s Place (4%) – Macke: I think it goes higher
PII – Polaris Industries (10%) – Finerman: There’s a lot of short interest in this stock
LRCX – LAM Research (7%) – Upgraded at Merrill Lynch with a $47 price target
JPM – J.P. Morgan (2%) – Withstood comments from a Goldman Sachs analyst who said he expected the Bear Stearns acquisition to result in weaker results going forward

Drops (stocks that slid lower):
GLD – Gold ETF (2%) – Adami: I’d be scared to be long gold
CHL – China Mobile (6%) – Najarian: I think this stock could be near its bottom
ADM – Archer Daniels Midland (3%) – Adami: I would avoid this stock for the time being
DRYS – DryShips (3%) – Najarian: It’s very volatile, but interesting at current levels

Fast Money Recaps27 May 2008 09:52 am

Fast Money Stock Picks – May 23, 2008 – Memorial Day Weekend Trades

Macke:
TAP – Molson Coors – Buy
*Buy crude on a dip, and don’t short it

Adami:
BWA – Borg Warner – Buy
MGM – MGM – Watch
INTC – Intel – Buy on a dip
SAM – Boston Beer – Buy

Jon Najarian:
AAPL – Apple – Buy
XLF – Financial Select Sector SPDR – Sell
MAS – Masco – Sell
ESLR – Evergreen Solar – Buy on dips

Seymour:
ABV – Companhia de Bebidas das Americas – Buy
GNK – Gecno – Buy on the dip

Pops (stocks that jumped higher):
FL – Foot Locker (13%) – CEO said he expects improving profitability over the year
KO – Coca-Cola (3%) – Seymour: I like it as a Memorial Day weekend play
EXC – Excelon (4%) – Got a pair of upgrades from Credit Suisse & Deutsche Bank

Drops (stocks that slid lower):
.XAL – Airlines (20%) – Jon Najarian: You could buy it for a quick play on oil, but then get out
HD – Home Depot (8%) – Adami: I like it on a dip
MCO – Moody’s (24%) – Macke: I think they need to justify their existence
CHL – China Mobile (9%) – A restructuring company forced it to take over a slow-growing fixed-line carrier
CHK – Chesapeake (11%) – Jon Najarian: They’re diluting the stock with some debt they’re putting out there
JPM – J.P. Morgan (9%) – Adami: I like this stock around $41
PSUN – Pacific Sunwear (18%) – Posted a loss of $37 million and a same store sales drop of 1% for the quarter
DKS – Dick’s Sporting Goods (23%) – Had its biggest drop ever after a disappointing profit forecast

Fast Money Recaps22 May 2008 10:40 pm

Fast Money Stock Picks – May 22, 2008 – Shipping and Travel

Adami:
F – Ford – Sell
MRT – Morton’s – Sell
RUTH – Ruth’s Chris – Sell
PCLN – Priceline – Buy

Macke:
F – Ford – Sell
AMR – American Airlines – Buy with a tight stop below any close under $6
NRG – NRG Energy – Buy
GME – GameStop – Sell and buy back later when it’s lower
HTZ – Hertz – Sell
DIS – Disney – Buy
WMT – Wal-Mart – Buy

Jon Najarian:
NRG – NRG Energy – Buy
CPN – Calpine – Buy
DRYS – DryShips – Buy
AMR – American Airlines – Buy
UAUA – United – Buy

Seymour:
PTR – PetroChina – Sell
GWR – Genesee & Wyoming – Buy
MAR – Marriott – Buy

Pops (stocks that jumped higher):
WEN – Wendy’s (6%) – Macke: I’d stay away
WLP – WellPoint (3%) – Jon Najarian: I expect it to go higher and I’m long
CRM – Salesforce.com (6%) – Jon Najarian: Some analysts have targets in the $80s
TASR – Taser (1%) – Said it received orders from 4 agencies in Australia, Hawaii, Kentucky, and Texas
PLCE – Children’s Place (16%) – Earnings showed that shedding the Disney Store franchise  this quarter had a positive impact on the bottom line
TX – Ternium (6%) – Seymour: I think it looks like a buy

Drops (stocks that slid lower):
JTX – Jackson Hewett Tax Services (10%) – Reported a lower annual profit because of fewer handled returns
MCO – Moody’s (7%) – See yesterday’s news
BCE – BCE (13%) – Concerns that a court decision could put an end to its buyout
UA – Under Armour (9%) – Thomas Weisel Partners analyst Jim Duffy said the weak sporting goods environment could make it difficult to reach its guidance
AKAM – Akamai (7%) – Goldman Sachs downgraded it from “neutral” to “sell”
RAD – Rite Aid (12%) – Issued $150 million in convertible bonds

Fast Money Recaps21 May 2008 09:53 pm

Fast Money Stock Picks – May 21, 2008 – Financials, Oil Services, and Tech

Finerman:
C – Citigroup – Buy
OIH – Oil Services HLDRS – Buy
USO – U.S. Oil Fund – Buy puts while buying OIH – “Final Trade”

Najarian:
FRO – Frontline – Buy
AMR – AMR – Buy
DIS – Disney – Buy – “Final Trade”

Macke:
WMT – Wal-Mart – Buy
USO – US Oil Fund – Buy with a $105 stop – “Final Trade”

Adami:
COST – Costco – Buy
FLR – Fluor – Buy
JEC – Jacobs Engineering – Buy
AMR – AMR Corp – Buy – “Final Trade”

Dick Bove, of Ladenburg:
LEH – Lehman Bros – Sell
MS – Morgan Stanley – Sell
MER – Merrill Lynch – Sell
GS – Goldmas Sachs – Sell
JPM – JP Morgan – Sell

Joe Clark, Financial Enhancement Group Founder & CIO:
IBM – IBM – Buy
MSFT – Microsoft – Buy
HPQ – Hewlett-Packard – Buy

Pops (stocks that jumped higher):
TWC – Time Warner Cable (4%) – Adami: Play at your own risk
BGP – Borders Group (9%) – Macke: Sell the news
MDT – Medtronic (3%) – Goldman Sachs recommended it and said shares would hit $57 within 6 months
MU – Micron (2%) – A Deutsche Bank analyst upgraded it, citing continued demand for “D-RAM” (dynamic random access memory) chips
INTU – Intuit (3%) – The maker of TurboTax software said profits were up 21%
SLM – Sallie Mae (6%) – Bloomberg reported that it’s on the cusp of winning favorable terms from the Dept of Education on loans they cannot pass on to investors

Drops (stocks that slid lower):
AIG – AIG (3%) – Finerman: Considering Wednesday’s market, not so bad
BA – Boeing (5%) – Adami: I think it’s a dip to buy
MCO – Moody’s (16%) – Investigating whether a computer glitch mistakenly assigned AAA ratings to securities that later lost value
PVH – Phillips-Van Heusen (6%) – Posted a second quarter shy of estimates
MOT – Motorola (4%) – No news

Fast Money Recaps20 May 2008 10:22 pm

Fast Money Stock Picks – May 20, 2008 – Energy and Tech

Najarian:
APPL – Apple – Buy
RIMM – Research In Motion – Buy
GOOG – Google – Buy
INCT – Intel – Buy
HNT – Health Net – Buy
XLF – Financial Select Sector SPDR – Buy puts
GS – Goldman Sachs – Buy
DD – DuPont – Buy
APU – AmeriGas Partners – Buy
CLX – Clorox – Buy
EXM – Excel Maritime – Buy – “Final Trade”

Adami:
TRN – Trinity Industries – Buy
X – US Steel – Buy
FCX – Freeport McMoRan – Buy
NUE – Nucor – Buy
TRN – Trinity – Buy
HXL – Hexcel – Buy
HAL – Halliburton – Buy
DD – DuPont – Buy
SPH – Suburban Propane – Buy
PEG – Public Service Enterprise Group – Buy – “Final Trade”

Macke:
ATVI – Activision – Buy
DISH – Dish Network – Buy
SPY – SPDR Trust – Buy with a 139 stop – “Final Trade”

Joe Terranova:
RIG – Transocean – Buy
GOOG – Google – Buy
GS – Goldman Sachs – Buy
HES – Hess – Short – “Final Trade”

Zach Karabel, president of River Twice Research:
RIO – Vale – Buy
TIF – Tiffany – Buy
LVMUY – LVMH Moet Hennessy Louis Vuitton – Buy

Pops (stocks that jumped higher):
HUM – Humana (7%) – Adami: This stock was a widow-maker for me; I avoid it
MDT – Medtronic (2%) – Najarian: Impressive
UNG – Natural Gas ETF (4%) – Terranova: I expect nat gas to spike further
PEIX – Pacific Ethanol (10%) – Macke: I’m not an ethanol fan

Drops (stocks that slid lower):
DRYS – DryShips (5%) – Najarian: It’s a buy on the pullback
JCP – JC Penney (4%) – Macke: Avoid this stock
UAUA – UAL Corp (7%) – Oil prices, plus it was second-lowest ranked company in the American Customer Satisfaction Index released Tuesday
DELL – Dell (3%) – Macke: I’m not looking for any trends to reverse
GM – General Motors (5%) – A KeyBanc analyst cut his earnings estimate just as GM announced it will increase production capacity at other plants to pick up slack caused by a Kansas factory strike
MF – MF Global (6%) – Najarian: They’re probably just happy to get through the quarter
SKS – Saks (7%) – CEO said customers were acting as if they were in a recession whether there is one technically or not

Fast Money Recaps19 May 2008 10:14 pm

Fast Money Stock Picks – May 19, 2008 – Video Games and Shipping

Najarian:
BNI – Burlington Northern – Buy, with puts
NSC – Norfolk Southern – Buy, with puts
DRYS – DryShips – Buy
EXM – Excel Maritime – Buy
EMC – EMC Corp – Buy
MSFT – Microsoft – Buy
GME – GameStop – If you buy, buy puts too
POOL – Pool Corp – Buy if you think real estate troubles are starting to crest
DD – DuPont – Buy – “Final Trade”

Adami:
DRYS – DryShips – Buy on a dip
HD – Home Depot – Buy on a dip
WDC – Western Digital – Sell
INTC – Intel – Buy on a dip
GLW – Corning – Buy on a pullback
ZQK – Quicksilver – Buy on any dip
BA – Boeing – Buy – “Final Trade”

Finerman:
CSTR – Coinstar – Careful, there’s a proxy war going on
AGN – Allergan – Buy
FXB – CurrencyShares British Pound Ster. Trust – Short – “Final Trade”

Macke:
ERTS – Electronic Arts – Short – “Final Trade”
TTWO – Take Two – Sell
NTDOY – Nintendo – Sell
WMT – Wal-Mart – Buy
COST – Costco – Buy

Seymour:
CX – Cemex – Buy, with puts
PKX – Posco – Buy, with puts
OGZPF – Gazprom – Buy, with puts
MBT – Mobile Telesystems – Buy

Richard Greenfield, Pali Media Analyst:
DIS – Disney – Take profits now and get back in at a better level

Quint Tatro, founder of Tatro Capital:
GLW – Corning – Buy with a stop at $22
TNH – Terra Nitrogen – Buy with a stop at $140
CSTR – Coinstar – Buy with a stop at $28

Pops (stocks that jumped higher):
AMZN – Amazon.com (8%) – Finerman: At 50 times earnings I’m not sure
GLNG – Golar LNG (4%) – Finerman: I couldn’t tell you why it was up Monday but I’m long
DISH – DISH Network (3%) – Showed off a new device, the SlingModem, which allows subscribers to watch pay-cable programming from anywhere they have an internet connection
PEIX – Pacific Ethanol (61%) – Posted a smaller than expected loss; had been down more than 60% year to date
STI – SunTrust Banks (1%) – Najarian: Options investors are gobbling up the June 65 calls

Drops (stocks that slid lower):
CPB – Campbell Soup Company (6%) – Macke: Once market share is lost it’s hard to get back
BCE – BCE Corp (6%) – Najarian: I think it will keep falling
MTW – Manitowoc (4%) – Adami: Wait for the saga to play itself out
PWRD – Perfect World Co (13%) – Said it expected second-quarter revenue to be impacted by the suspension of its game services during China’s 3-day earthquake mourning period
AAPL – Apple (2%) – Finerman: That’s hardly a drop
RBS – Royal Bank of Scotland (5%) – Warren Buffett said he was no longer interested in bidding for its insurance arm
DV – DeVry (4%) – Received an inquiry from the Justice Department over its recruiting methods

Fast Money Recaps18 May 2008 11:26 pm

Fast Money Stock Picks – May 16, 2008 – “Trading Chicago Hope”

Adami:
*Chart the trend and buy oil on pullbacks
BHI – Baker Hughes – Buy
HAL – Halliburton – Buy
GOOG – Google – Buy
WDC – Western Digital – Take profits if you’re in it, buy on a pullback if you’re not
RTN – Raytheon – Buy
LMT – Lockheed  Martin – Buy
C – Citigroup – Buy now and sell if it goes below $22.50 – “Final Trade”
CME – CME Group – Buy
DD – DuPont – Buy
MCD – McDonald’s – Buy

Najarian:
CSCO – Cisco – Buy
JNPR – Juniper – Buy
RTN – Raytheon – Buy
CME – CME Group – Buy
DRYS – DryShips – Buy
DSX – Diana Shipping – Buy
MCD – McDonald’s – Buy
BKC – Burger King – Buy
FSLR – First Solar – Watch
ENER – Energy Conversion Devices – Watch
CSIQ – Canadian Solar – Watch
PDE – Pride Int’l – Buy – “Final Trade”

Macke:
BKC – Burger King – Buy
MSFT – Microsoft – Buy – “Final Trade”

Finerman:
GLNG – Golar – Buy – “Final Trade”

Suze Orman:
MXI – iShares S&P Global Mat. Sector Index – Buy
XME – SPDR S&P Metals and Mining – Buy

Pops (stocks that jumped higher):
ABT – Abbott Labs (6%) – Najarian: I think it could continue higher, but remember there’s a lot of risk in this trade
SBUX – Starbucks (7%) – Macke: Don’t bother
AAP – Advanced Auto Parts (15%) – Adami: I think the play is Borg Warner
MO – Altria (7%) – Finerman: It’s working nicely
DNA – Genentech (2%) – Najarian: Good for them
MOT – Motorola (3%) – Adami: I think it’s expensive, stay away
OMX – Office Max (8%) – Najarian: I’m not expecting much more
SOLF – Solar Fun (45%) – Oil is heading for $130

Drops (stocks that slid lower):
CBS – CBS (4%) – Macke: I’m not a fan
DDS – Dillard’s (4%) – Finerman: We warned you
ERTS – Electronic Arts (6%) – Deadline approaching for Take Two’s buyout offer
CSH – Cash America International (10%) – New legislation will change the terms of its loans

Fast Money Recaps15 May 2008 11:58 pm

Fast Money Stock Picks – May 15, 2008 – Oil Services, Biotech, and Retail

Adami:
BNI – Burlington Northern – Buy
HANS – Hansen – Buy
FCX – Freeport McMoRan – Buy
C – Citigroup – Buy – “Final Trade”

Najarian:
YHOO – Yahoo – Sell
CSCO – Cisco – Buy
T – AT&T – Buy
CVS – CVS – Buy
TIN – Temple-Inland – Buy
CELG – Celgene – Watch
MEDX – Medarex – Watch
DNA – Genentech – Watch
SSL – Sasol – Buy – “Final Trade”

Macke:
JCP – JC Penney – Sell
JWN – Nordstrom – Sell
KSS – Kohl’s – Sell
TAP – Molson Coors – Buy
DOG – Short Dow30 ProShares – Buy – “Final Trade”

Seymour:
BUD – Anheuser-Busch – Buy
FMX – Fomento Economico – Buy
NIHD – NII Holdings – Buy – “Final Trade”

Carl Icahn, billionaire investor:
AMLN – Amylin Pharmaceuticals – Buy
M – Macy’s – Sell
CSX – CSX – Sell

David Anderson, UBS Securities LLC Oilfield Services and Equipment Analyst:
RIG – Transocean – Buy

Donnie Deutsch, host of “The Big Idea”:
KO – Coke – If Vitamin Water starts to feel generic, get out

Zachary Karabell, President of River Twice Research:
GLW – Corning – Buy
DIS – Disney – Buy
NKE – Nike – Buy

Pops (stocks that jumped higher):
EMC – EMC (9%) – Adami: I like this stock
NVDA – NVIDIA (8%) – Macke: I also like this stock for PC sales
BID – Sotheby’s (8%) – Had a successful contemporary art auction selling works by Warhol, Koons, and Damien Hirst
BTU – Peabody Energy (8%) – Najarian: It got a nice upgrade on Thursday
KNOT – The Knot (7%) – Macke: I think it’s a sell
PKX – Posco (7%) – Adami: South Korea hasn’t been the greatest place to invest lately
SKS – Saks (9%) – High end retailers benefited after Macy’s surprise earnings
HPQ – Hewlett-Packard (2%) – Najarian: I think the EDS acquisition was terrific

Drops (stocks that slid lower):
CTRP – Ctrip.com (9%) – Seymour: It’s getting beat up here
STV – China Digital TV Holding (11%) – Seymour: It’s down about 80% from its IPO
ZZ – Sealy (2%) – Added to its 40% decline year to date
MPEL – Melco PBL (5%) – Despite swinging to a profit this quarter investors sold-off shares of the Macau-based casino

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