May 2008


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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