Fast Money Stock Picks

Fast Money Stock Picks – June 30, 2008 – Financials and Oil

Najarian:
WM – Washington Mutual – Watch
HBC – HSBC – Watch
DO – Diamond Offshore – Buy
MRK – Merck – Buy
TEVA – Teva – Buy
GOOG – Google – Buy
SCHN – Schnitzer – Take some off the table
ELN – Elan – Buy – “Final Trade”

Adami:
HAL – Halliburton – Buy
SLB – Schlumberger – Buy
CELG – Celgene – Buy
T – AT&T – Buy with a stop below $32.50 – “Final Trade”
GOOG – Google – Buy
UTX – United Technologies – Buy
GM – General Motors – Setting up for a long trade soon
APOL – Apollo – Buy

Terranova:
PBR – Petrobras – Buy
CVX – Chevron – Buy
GOOG – Google – Buy
JPM – JP Morgan – Buy
KOL – Coal – Buy
UNG – Natural Gas – Buy
GIS – General Mills – Buy – “Final Trade”

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

Mark Mahaney, analyst :
GOOG – Google – Buy

Jeff Harte, Sandler O’Neil analyst:
GS – Goldman Sachs – Buy
MS – Morgan Stanley – Buy
JPM – JP Morgan – Buy

Dan Fitzpatrick, technical analyst:
HES – Hess – Buy
ACM – Aecom Technology – Buy
PBR – Petrobras – Buy

Pops (stocks that jumped higher):
NOK – Nokia (2%) – Finerman: That’s a nice bounce
PBR – Petrobras (2%) – Terranova: I think integrated oil will become popular when investors move out of crude futures
HRB – H&R Block (3%) – Terranova: The beat is their first in two years
CPB – Campbell Soup Company (4%) – Adami: Soup is good food but I wouldn’t race into the stock
RBN – Robbins & Myers (21%) – Najarian: I think it’s working
HUN – Huntsman Corporation (7%) – Finerman: I own November out of the money options
HK – Petrohawk Energy (8%) – Terranova: I like it around $40, but don’t chase it

Drops (stocks that slid lower):
V – Visa (2%) – Adami: I think the drop is profit taking on a short week
WFMI – Whole Foods Market (4%) – Najarian: I don’t think shoppers will pay up for organic
FNM – Fannie Mae (6%) – Finerman: Stay away
DV – DeVry (12%) – Dropped with the rest of the education sector
SSCC – Smurfit-Stone Container Corp (6%) – Announced plans to shut down its containerboard machine operation

Fast Money Stock Picks – June 27, 2008 – Pharmaceuticals

Pete Najarian:
WLT – Walter Industry – Buy
MEE – Massey – Buy
HBC – HSBC – Short – “Final Trade”
MRK – Merck – Buy
BG – Bunge – Watch
RIMM – Research In Motion – Buy around $120

Jon Najarian:
ANR – Alpha Natural Resources – Watch
BTU – Peabody – Buy

Adami:
GM – General Motors – Watch
CELG – Celgene – Buy – “Final Trade”
AGU – Agrium – Buy
POT – Potash – Buy
ORCL – Oracle – Buy around $20.50

Finerman:
MRK – Merck – Buy – “Final Trade”
PPH – Pharmaceuticals HLDRS – Buy
C – Citigroup – Sell

Terranova:
MON – Monsanto – Buy
JPM – JP Morgan – Buy – “Final Trade”

Pops (stocks that jumped higher):
BUD – Anheuser-Busch (3%) – Pete Najarian: I’d keep an eye on it, they want $7 billion more than InBev’s current buyout offer
XOM – Exxon Mobile (2%) – Terranova: I think integrated oil could begin to perform
EK – Eastman Kodak (17%) – Pete Najarian: I don’t think it’s rolling any higher
SHLD – Sears (4%) – Finerman: I still wouldn’t own it
KR – Kroger (7%) – Terranova: I like it around $26

Drops (stocks that slid lower):
BA – Boeing (5%) – Goldman Sachs cut their rating due to slowing economic conditions and rising fuel costs
YHOO – Yahoo! (3%) – Finerman: Struggled to revive a deal with Microsoft
WYNN – Wynn Resorts (10%) – Adami: You can gamble on the market so why go to Vegas
NKE – Nike (10%) – Terranova: I think the stock is oversold
MU – Micron Technology (15%) – Missed third quarter earnings expectations
PALM – Palm (11%) – Najarian: Nobody seems to care about their devices
AEO – American Eagle Outfitters (16%) – Oppenheimer downgraded the company from ‘Outperform’ to ‘Perform’ after its president and CMO announced she will be leaving the company

Fast Money Stock Picks – June 26, 2008 – Oil and Tech

Adami:
HAL – Halliburton – Buy
LLL – L-3 Communication – Buy
ALL – Allstate – Buy – “Final Trade”

Najarian:
QID – UltraShort QQQ ProShares – Buy
ANR – Alpha Natural Resources – Buy
USO – United States Oil Fund – Buy
NKE – Nike – Buy
COP – ConocoPhillips – Buy
SMH – Semiconductor HLDR – Buy puts – “Final Trade”

Terranova:
UUP – PowerShares DB US Dollar Index – Buy if you want to play the dollar on the long side
NUE – Nucor – Buy if the sell-off takes it to the upper $60s or low $70s
SU – Suncor Energy – Buy – “Final Trade”

Finerman:
NKE – Nike – Worth a look
MRK – Merck – Buy – “Final Trade”

William Tanona, Goldman Sachs analyst:
C – Citigroup – Short
MS – Morgan Stanley – Buy

Bill Fleckenstein, celebrated bear investor:
TXN – Texas Instruments – Short
CSCO – Cisco – Short
JNPR – Juniper – Short

Pops (stocks that jumped higher):
BBBY – Bed Bath & Beyond (4%) – Adami: Take profits
DVA – DaVita Inc (2%) – Finerman: I think it’s a recession proof business
NVO – Novo Nordisk (3%) – Credit Suisse issued a report Thursday claiming obesity and related diseases are on the rise worldwide
PHTN – Photon Dynamics (31%) – Agreed to be bought by Orbotech
UGN – United Natural Gas Fund (3%) – Terranova: I think there could be a little pullback

Drops (stocks that slid lower):
CAG – ConAgra Foods (6%) – Terranova: They have higher commodity costs
MGM – MGM Mirage (6%) – Finerman: Not a great space
BC – Brunswick Corporation (4%) – Terranova: Bad environment for them
OSK – Oshkosk Corporation (33%) – Adami: I think there’s more room on the downside
DFS – Discover Financial Services (8%) – Finerman: If you want to be in the space Mastercard or Visa is the way to go
LEA – Lear Corporation (16%) – Adami: This stock looks interesting at current levels
MON – Monsanto (3%) – Investors expected a more ‘robust’ revision to their fiscal 2008 outlook

Fast Money Stock Picks – June 25, 2008 – Tech and the Election

Najarian:
RIMM – Research In Motion – Buy
MU – Micron – Watch
NOK – Nokia – Buy – “Final Trade”
*Trading the election:
MRK – Merck – Buy if McCain wins
NVS – Novartis – Buy if either candidate wins
CPHD – Cepheid – Buy if Obama wins
MYGN – Myriad Genetics – Buy if Obama wins
BLUD – Immucor – Buy if Obama wins

Adami:
ORCL – Oracle – Buy on a pullback
NKE – Nike – Buy at $62
KBH – K.B. Home – Buy for a trade
GHL – Greenhill – Buy (risky, but could have high reward)
MON – Monsanto – Expect continued pullback, but a good long-term buy
T – AT&T – Buy with a stop about 5% on the downside – “Final Trade”
BA – Boeing – Buy
LEN – Lennar – Stay away

Finerman:
MA – Mastercard – Worth a look
MSFT – Microsoft – Buy – “Final Trade”

Joe Terranova:
FCX – Freeport McMoRan – Buy – “Final Trade”

Pops (stocks that jumped higher):
BCS – Barclays PLC (4%) – Adami: I’d avoid this stock
PIR – Pier 1 Imports (6%) – Dropped its bid to buy rival Cost Plus
DRI – Darden Restaurants (7%) – Terranova: If it falls below $30, get out
ASH – Ashland Inc (9%) – JP Morgan upgraded it from ‘underweight’ to ‘neutral’, claiming it’s reasonably valued at current price
LUX – Luxottica Group (9%) – Finerman: It looks like a relief rally
NOK – Nokia (6%) – Key component supplier Jabil posted a strong quarterly report which suggests demand for Nokia’s products remains solid
WINN – Winn-Dixie Stores (13%) – Terranova: I think this stock has room on the upside
PZN – Pzena Investment Management (4%) – No clear reason
JBL – Jabil Circuit (16%) – Najarian: Just about anyone who provided anything to the wireless industry looked great today

Drops (stocks that slid lower):
MEE – Massey Energy Company (2%) – Najarian: I don’t think the pullback is that bad
XTO – XTO Energy (4%) – Terranova: I’d take a wait and see approach
ROK – Rockwell Automation (12%) – Lowered third quarter earnings guidance citing less favorable market conditions

Fast Money Stock Picks – June 24, 2008 – Retail and Tech

Adami:
POT – Potash – Take some profits
CELG – Celgene – Buy
GM – GM – I wouldn’t buy for long term, but I would trade it
RIO – CVRD – Check them out, I think they’re going to buy someone
HD – Home Depot – Buy – “Final Trade”

Macke:
IPI – Intrepid Potash – Watch
KR – Kroger – Buy
WMT – Wal-Mart – Buy
COST – Costco – Buy
BJ – BJ’s – Buy on the dip
RIMM – Research In Motion – Buy

Najarian:
CSX – CSX – Buy
ORCL – Oracle – Buy
MCD – McDonald’s – Buy – “Final Trade”

Finerman:
PPH – Pharmaceuticals HOLDRS – Buy – “Final Trade”

Jim Suva, Citi Investment Research analyst:
RIMM – Research In Motion – Buy

Tim Long, senior research analyst for Banc of America:
AAPL – Apple – Buy
NOK – Nokia – Buy

Pops (stocks that jumped higher):
RTN – Raytheon Company (3%) – Adami: I think it’s cheap
PHM – Pulte Homes (5%) – Finerman: Move on
UST – UST Inc (4%) – Najarian: Keep an eye on it
CAKE – The Cheesecake Factory (6%) – Macke: Eventually there’s a bottom
NVS – Novartis (3%) – Najarian: There’s some great stuff in their pipeline, but they need to do acquisitions too
PZN – Pzena Investment Mgmt (13%) – Finerman: I think Rich Pzena is one of ‘the’ names in money management for the financials
SBUX – Starbucks (2%) – Macke: I think the trend is down until they come up with a better business model

Drops (stocks that slid lower):
UPS – UPS (6%) – Macke: I don’t think things will change for them anytime soon
CTB – Cooper Tire & Rubber (4%) – Adami: I think it has further room on the downside
SCOR – comScore (23%) – Finerman: Stay away
SSCC – Smurfit-Stone Container Corp (11%) – Adami: Not so good

Fast Money Stock Picks – June 23, 2008 – Tech, Financials, and Emerging Money

Najarian:
SD – SandRidge – Buy
CHK – Chesapeake – Buy
BJS – BJ Services – Buy
LLL – L-3 Communications – Buy
RIMM – Research In Motion – Buy
EWW – iShares MSCI Mexico Index – Be careful, know what you’re buying
WM – Washington Mutual – Buy – “Final Trade”
CELG – Celgene – Watch
ONXX – Onyx – Watch
*Don’t bottom pick financials, they’re still going lower

Adami:
HAL – Halliburton – Buy
SLB – Schlumberger – Buy
DE – Deere – Buy
PIR – Pier 1 Imports – Buy – “Final Trade”

Macke:
CC – Circuit City – Buy – “Final Trade”

Finerman:
AOI – Alliance One – Buy – “Final Trade”

Seymour:
EWW – iShares MSCI Mexico Index – Buy
EWZ – iShares MSCI Brazil Index – Buy
CYB – Wisdomtree Trust – Buy

Pops (stocks that jumped higher):
CME – CME Group (2%) – Najarian: I like it
HAL – Halliburton (6%) – Walked away from buying Expro
CCJ – Cameco Corp (5%) – Macke: The energy sector is hot right now
ESLR – Evergreen Solar (4%) – Najarian: I think solar is the real deal

Drops (stocks that slid lower):
F – Ford (9%) – Adami: I’m not happy
UAUA – UAL Corp (15%) – Najarian: When oil is up the airlines go down
BIG – Big Lots (3%) – Bloomberg reported the company has the highest percentage of insiders selling it short
BWLD – Buffalo Wild Wings (11%) – Raymond James downgraded the stock to ‘underperform’ because of the recent flooding across the Midwest
CC – Circuit City (21%) – Adami: I think you should stay away
RHD – R.H. Donnelley (6%) – Announced the expiration of exchange offers for its senior notes, and the company’s president retired
MOT – Motorola (6%) – Macke: We need to do an intervention and get Carl Icahn out of this stock
PIR – Pier 1 Imports (17%) – Adami: I see no reason to own this stock except maybe you’ll see a bounce Tuesday

Fast Money Stock Picks – June 20, 2008 – Natural Gas and Integrated Oil

Najarian:
SD – SandRidge – Buy
CHK – Chesapeake – Buy
HK – Petrohawk – Buy
MYGN – Myriad Genetics – Buy
TEVA – Teva – Buy
TIE – Titanium Metals – Sell
RIMM – Research In Motion – Buy on a pullback
ISIS – Isis – Buy
CELG – Celgene – Buy
GENZ – Genzyme – Buy

Terranova:
USO – United States Oil Fund – Sell
SU – SunCor Energy – Buy

Adami:
MA – MasterCard – Buy on a dip
ESLR – Evergreen Solar – Sell
APOL – Apollo Group – Buy
GILD – Gilead – Buy

Macke:
NKE – Nike – Buy

Quint Tatro:
ESLR – Evergreen Solar – Buy
ASTI – Ascent Solar – Buy
ENER – Energy Conversion Devices – Buy
APOL – Apollo Group – Buy
DV – DeVry – Buy
BFB – Brown-Forman Corp – Buy
GLW – Corning – Buy with a stop at $24.50
MON – Monsanto – Sell

Zachary Karabell, River Twice research analyst:
CHL – China Mobile – Buy
TMX – Telefono de Mexico – Buy
MT – ArcelorMittal – Buy
Gazprom – Buy
AAPL – Apple – Buy

Pops (stocks that jumped higher):
GS – Goldman Sachs (3%) – Tatro: I’m long
WYE – Wyeth (10%) – Najarian: I think it’s awesome
WU – Western Union (4%) – Tatro: I think the company is firing on all cylinders. I’m a buyer with a stop at Friday’s low
CHK – Chesapeake Energy (8%) – Najarian: I like the insider buying. It gives me an idea of where nat gas is going
SLB – Schlumberger (4%) – Adami: I think it’s pricey on valuations but I still like the name
OZRK – Bank of the Ozarks (13%) – Macke: Don’t buy the regionals

Drops (stocks that slid lower):
HMOs, Coventry Health (25%), WellPoint (10%), Aetna (7%) – Macke: I think they’re going down faster than the SS Indianapolis
KO – Coca-Cola (3%) – Adami: I like Coke, but not at these levels
MCD – McDonald’s (4%) – Shares slimming down and closed lower on the week
DENN – Denny’s (13%) – Macke: Not good
SOHU – Sohu.com (9%) – Tatro: I’d stay away

Fast Money Stock Picks – June 19, 2008 – Tech

Adami:
WDC – Western Digital – Buy
AAPL – Apple – Buy – “Final Trade”
MSFT – Microsoft – Buy
JNPR – Juniper – Buy
CSCO – Cisco – Buy
FRO – Frontline – Buy on a pullback
*I think crude is going $10-$15 lower

Macke:
USO – United States Oil Fund – Buy with a $99 stop
R – Ryder – Buy
WMT – Wal-Mart – Buy
HAS – Hasbro – Buy
JAH – Jarden – Buy – “Final Trade”

Najarian:
QCOM – Qualcomm – Buy
BRCM – Broadcom – Buy
AAPL – Apple – Buy
RIMM – Research In Motion – Buy
SD – SandRidge Energy – Buy
JNPR – Juniper Networks – Buy – “Final Trade”
F – Ford – Buy
FPL – FPL Group – Buy
ED – Consolidated Edison – Buy

Terranova:
AAPL – Apple – Buy
IBM – IBM – Buy
HPQ – Hewlett Packard – Buy
KOL – KOL – Buy
IYT – iShares Dow Jones Transport Avg – Buy
SJT – San Juan Basin Trust – Buy
AMZN – Amazon.com – Buy – “Final Trade”

Stacey Gilbert, Susquehanna Market Strategist:
KGC – Kinross Gold – Buy
ABX – Barrick Gold – Buy

Pops (stocks that jumped higher):
PTR – Petrochina (5%) – Terranova: Kudos to the traders who bought PTR
AIG – AIG (5%) – Adami: I wouldn’t buy it
CCL – Carnival Cruise (5%) – Macke: But who can afford to fly to their ports to board their ships
CWST – Casella Waste Systems (12%) – Guided higher and received an upgrade from JP Morgan
GRB – Gerber Scientific (7%) – Profits jumped 10% thanks to strong demand at their specialty sign-making business

Drops (stocks that slid lower):
ANR – Alpha Natural Resources (6%) – Najarian: I still like this name
SIRI – Sirius (12%) – Goldman Sachs cut its target on the soon-to-be-wed satellite radio companies (Sirius and XM)
XMSR – XM Satellite Radio (12%) – See above
UBS – UBS (4%) – Goldman Sachs said it will likely face more writedowns in the second quarter
SJM – J.M. Smucker (8%) – Adami: Take the “m” out of Smucker and that’s what you are if you bought this stock
MOT – Motorola (4%) – Najarian: Stay away
NOK – Nokia (4%) – Najarian: Stay away
PIR – Pier 1 Imports (20%) – Posted a worse-than-expected quarterly loss
SMG – Scotts Miracle-Gro (9%) – Cut to “underperform” from “market perform” at BMO Capital Markets

Fast Money Stock Picks – June 18, 2008 – Energy, Financials, and Fast Food

Adami:
MS – Morgan Stanley – Buy with a stop at $37.50
FDX – FedEx – Could see a relief rally
XTO – XTO Energy – Buy
DE – Deere & Co – Buy
CHK – Chesapeake Energy – Buy – “Final Trade”

Pete Najarian:
BNI – Burlington Northern – Buy
CSX – CSX Corp – Buy
SNY – Sanofi Aventis – Buy
MYGN – Myriad – Buy
KOL – Market-Vector Coal ETF – Buy
NKE – Nike – Buy
WMT – Wal-Mart – Buy
XTO – XTO Energy – Buy – “Final Trade”

Macke:
C – Citigroup – Buy with a $19.50 stop
USO – United States Oil Fund – Buy with a stop at $100
NKE – Nike – Buy – “Final Trade”
MCD – McDonald’s – Buy
BKC – Burger King – Buy
DRI – Darden – Buy

Jon Najarian:
SLB – Schlumberger – Buy
BJS – BJ Services – Buy

Terranova:
XLF – Financial Select Sector ETF – Buy
IYT – iShares Dow Jones Transport ETF – Watch
WFC – Wells Fargo – Buy – “Final Trade”

Pops (stocks that jumped higher):
UNP – Union Pacific Corporation (5%) – Najarian: I like it
CNX – Consol Energy (7%) – Najarian: Coal just keep moving higher
GIS – General Mills (3%) – Macke: I think they are controlling their expenses better than anyone else in the space
PNRA – Panera Bread Company (6%) – Terranova: I don’t like this stock
LZB – La-Z-Boy (9%) – Najarian: If people are staying home this summer this stock could be going up
VPRT – VistaPrint Limited (5%) – Goldman added it to its Conviction Buy list, citing customer and operating profit growth

Drops (stocks that slid lower):
GM – General Motors (6%) – Adami: I don’t see this stock going higher any time soon
TSN – Tyson Foods (8%) – Macke: Maybe people are raising their own chickens at home
LNN – Lindsay Corporation (17%) – Third quarter earnings missed Wall Street estimates
MF – MF Global (41%) – Gloomy fiscal Q1 earnings outlook
RHIE – RHI Entertainment (4%) – Adami: Not so good
KMX – Carmax (11%) – Reported a 55% drop in first-quarter profit and stated it will temporarily suspend its forecast for the rest of the fiscal year

Fast Money Stock Picks – June 17, 2008 – Financials, Pharmaceuticals, and Beer

Adami:
MS – Morgan Stanley – Buy
WFR – Memc Electronics – Buy with a stop out at $63 – “Final Trade”
FDX – FedEx – Buy around $82
MSFT – Microsoft – Buy

Najarian:
MS – Morgan Stanley – Buy if it dips below $39
KEY – KeyCorp – Sell
V – Visa – Buy
MA – Mastercard – Buy
HAL – Halliburton – Buy
SLB – Schlumberger – Buy
FDX – FedEx – Don’t buy, it’s too early
MYGN – Myriad Genetic – Watch
TEVA – Teva Pharmaceutical – Buy
AGN – Allergan – Buy
ENER – Energy Conversion Devices – Buy at $70 – “Final Trade”

Macke:
USO – United States Oil Fund – Buy
WMT – Wal-Mart – Buy
FDX – FedEx – Don’t buy, it’s too early
STZ – Constellation Brands – Sell
SAM – Boston Beer Company – Buy
TAP – Molson Coors – Buy
BUD – Anheuser-Bush – Buy
KMX – Carmax – Sell
ATVI – Activision – Buy – “Final Trade”

Joe Terranova:
GS – Goldman Sachs – Buy below $160
BBY – Best Buy – Short if you like Wal-Mart
NMX – Nymex – Buy
NYX – NYSE – Buy
AMZN – Amazon.com – Buy
BNI – Burlington Northern – Buy – “Final Trade”

James Mitchell, analyst at Goldman Sachs:
AMZN – Amazon.com – Buy

Scott Hamann, KeyBanc analyst:
ELY – Callaway Gold – Buy

Pops (stocks that jumped higher):
AAPL – Apple (3%) – Piper Jaffray said they expect strong iPod sales in June
MON – Monsanto (5%) – Terranova: I think it could go to $150
ALU – Alcatel-Lucent (4%) – Macke: Looks like a selling opportunity to me
MENT – Mentor Graphics Corp (21%) – Cadence Design offered to buy it for $1.4 billion
DRYS – DryShips (7%) – Terranova: Don’t read too much into it
CSIQ – Canadian Solar (10%) – Raised its 2008 revenue and output outlook

Drops (stocks that slid lower):
AXP – American Express (4%) – Adami: There’s an insider selling. If this cat is selling I ain’t buying
WM – Washington Mutual (8%) – Adami: Wait for more capitulation; you don’t see it today
CNK – Cinemark Holdings (9%) – Macke: Tough business to be in
CTXS – Citrix Systems (5%) – Adami: Stay away