June 2008


Fast Money Recaps30 Jun 2008 09:06 pm

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 Recaps29 Jun 2008 06:22 pm

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 Recaps26 Jun 2008 09:52 pm

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

Next Page »

None of the information contained on this site or in any of the Fast Money TV shows, constitutes a recommendation by the Show Hosts, this site (fastmoneystockpicks.com) or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must always make your own decisions when decide to invest in any particular asset weather it is a stock, security or otherwise that may be mentioned on this site. Neither this site nor anyone in affiliation of this site guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any investments discussed on this site (fastmoneystockpicks.com). As with any stock the price will go up and down and it is possible for you to get back less than you invested. Please note this risk and that this site, its owner and affiliates recommend that you seek advice from your personal financial advisor. This site has no affiliation with CNBC, Fast Money TV Show, Fast Money Rapid Recap, Fast Money and is not liable for any of the reccomendations given on this site.