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