Fast Money Stock Picks

Fast Money Stock Picks – July 30, 2008 – Oil and Real Estate

Adami:
HAL – Halliburton – Buy
SLB – Schlumberger – Buy
USB – USB – Buy
HSC – Harsco – Buy – “Final Trade”
TGT – Target – Buy
CHL – China Mobile – Buy

Finerman:
RIG – Transocean – Buy – “Final Trade”
BBT – BB&T – Short
SPG – Simon Property Group – Short
KIM – Kimco Realty – Short
IYR – iShares Dow Jones US Real Estate – Short
SRS – UltraShort Real Estate ProShares – Buy
TGT – Target – Buy

Najarian:
SU – Suncor – Take some off the table
MT – ArcelorMittal – Watch
EMC – EMC Corp – Buy – “Final Trade”

Macke:
DIS – Disney – Sell
BGP – Borders – Buy
XLF – Financial Select Sector SPDR – Sell – “Final Trade”

Pops (stocks that jumped higher):
CMCSA – Comcast (5%) – Adami: I think valuations are too rich
HES – Hess (14%) – Finerman: It was a good day to be an oil stock
OC – Owens Corning (9%) – Najarian: Their ‘08 outlook was impressive
CMI – Cummins Inc (7%) – Adami: Made a 52-week high, I’d wait for a pullback
RAI – Reynolds American (7%) – Finerman: On a valuation basis I think it’s cheap
AVP – Avon Products (17%) – Adami: I think it goes lower before it goes higher
JNY – Jones Apparel Group Inc (12%) – Macke: High results met low expectations
IPG – Interpublic Group of Companies (7%) – Said it has attracted more clients and expanded its businesswith existing clients
VC – Visteon Corporation (19%) – Posted a 2nd quarter loss that wasn’t as bad as expected

Drops (stocks that slid lower):
HBI – Hanesbrands (18%) – Missed estimates for 2nd quarter earnings due to weak consumer spending
GRMN – Garmin (22%) – Macke: The stock will probably go lower still
DWA – Dreamworks (9%) – Said earnings dropped 55% from a year ago

Fast Money Stock Picks – July 29, 2008 – Coal, Biotech, and Financials

Adami:
MER – Merrill Lynch – Buy
X – US Steel – Buy
CELG – Celgene – Buy
USB – US Bancorp – Buy – “Final Trade”
GLW – Corning – Buy
MA – Mastercard – Buy
V – Visa – Sell

Finerman:
XLF – Financial Select Sector SPDR – Short
British Pound – Short
IYR – iShares Dow Jones US Real Estate – Short – “Final Trade”
SBUX – Starbucks – Sell

Najarian:
WYE – Wyeth – Buy if it pulls back to $30
ANR – Alpha Natural Resources – Buy
BUCY – Bucyrus – Buy
WLT – Walter Industries – Buy
XLY – Consumer Discretionary SPDR – Watch, it’s a great indicator of consumer discretionary space
GILD – Gilead – Buy
AAPL – Apple – Buy
WFC – Wells Fargo – Buy – “Final Trade”
Oil – Sell

Macke:
HAS – Hasbro – Buy
COST – Costco – Buy
WMT – Wal-Mart – Buy
XLF – Financial Select Sector SPDF – Take profits
CMCSA – Comcast – Short

Jeffrey Harte, Sandler O’Neill securities analyst:
MER – Merrill Lynch – Buy for short term, not long term

Dennis Gartman:
*Short crude oil a little, but not aggressively, and buy the US Dollar

Christopher Raymond, Robert W. Baird analyst:
GENZ – Genzyme – Buy

Pops (stocks that jumped higher):
CL – Colgate-Palmolive (8%) – Announced strong second quarter profit and higher prices
MAS – Masco (8%) – Adami: I’d sell any more upside
ENER – Energy Conversion Devices (5%) – Najarian: I like this stock
LEN – Lennar (11%) – Finerman: I think we have to wait and see
UA – Under Armour (7%) – Beat Street estimates due partly to the launch of their performance training footwear

Drops (stocks that slid lower):
SNE – Sony (6%) – Macke: Go away CEO Howard Stringer
FDP – Fresh Del Monte (14%) – Macke: They keep missing
MTW – Manitowoc (5%) – Dropped despite higher earnings on strong demand for cranes and shipbuilding equipment overseas
DIN – Dineequity (3%) – Finerman: Applebee’s is weighing them down
RCII – Rent-A-Center (8%) – Macke: It’s a bad business, I’d short it
CR – Crane (4%) – Warned of a lower full-year earnings despite higher second quarter profits

Fast Money Stock Picks – July 28, 2008 – Coal, Oil, and Financials

Najarian:
T – AT&T – Buy
WLT – Walter Industries – Buy
BUCY – Bucyrus – Buy
SLW – Silver Wheaton – Buy, could move up in September
XLF – Financial Select Sector SPDR – Buy under $17.50 – “Final Trade”
SKF – ProShares UltraShort Financials – Buy

Adami:
GLW – Corning – Buy
ACI – Arch Coal – Buy
JNJ – Johnson & Johnson – Buy
AA – Alcoa – Could be a takeover target
XOM – Exxon – Buy
BDX – Becton, Dickston – Buy – “Final Trade”

Ratigan:
AA – Alcoa – Buy

Finerman:
RIG – Transocean – Buy – “Final Trade”
PDE – Pride International – Buy

Macke:
XLF – Finanical Select Sector SPDR – Buy – “Final Trade”
*Stay out of oil

Zachary Karabell, president of Rivertwice Research:
AAPL – Apple – Buy
GLW – Corning – Buy
DIS – Disney – Buy
GOOG – Google – Buy
XRT – SPDR S&P Retail – Short, while buying a good consumer name

Charlie Gasparino:
MER – Merrill Lynch – Sell

Pops (stocks that jumped higher):
X – U.S. Steel (3%) – Investors have a good feeling about Tuesday’s earnings report from Letter X
OVEN – Turbochef Tech (15%) – Starbucks announced it will continue selling hot breakfast sandwiches in its shops
BUCY – Bucyrus (3%) – Strong earnings report on Friday
ACV – Alberto-Culver (9%) – Q3 profits climbed more than analysts estimated
CHK – Chesapeake Energy (1%) – China National Petroleum Corp may bid on some of Chesapeake’s shale gas assets

Drops (stocks that slid lower):
NYX – NYSE Euronext (5%) – No clear reason
HAS – Hasbro (6%) – Needham downgraded the stock from ‘Hold’ to ‘Buy’ on inflation concerns
ZQK – Quicksilver (7%) – One of its board members is stepping down
AIG – AIG (12%) – Investors fear big losses may be coming onto the balance sheet
RYAAY – Ryanair (25%) – Warned it may post its first ever annual loss
VNDA – Vanda Pharma (73%) – FDA rejected its schizophrenia drug

Fast Money Stock Picks – July 25, 2008 – Coal, Credit, and Emerging Markets

Seymour:
Gold – Sell
FXI – iShares China ETF – Buy
RDX – Russian Depository Index – Short – “Final Trade”

Najarian:
CSCO – Cisco – Buy – “Final Trade”
JNPR – Juniper – Buy
NVS – Novartis – Buy
AXP – American Express – Buy for a long term trade
ICO – International Coal Group – Buy
VZ – Verizon – Buy
T – AT&T – Buy

Terranova:
RIMM – RIM – Buy
V – Visa – Buy
MA – Mastercard – Buy
KOL – Market-Vectors Coal – Buy
SLB – Schlumberger – Buy – “Final Trade”

Quint Tatro:
IBM – IBM – Buy
EEM – iShares MSCI Emerging Markets Index – Sell
EEV – UltraShort MSCI Emerging Markets ProShares – Buy
ISRG – Intuitive Surgical – Buy
JNJ – Johnson & Johnson – Buy, but put a stop on
SBUX – Starbucks – Stay away

Steven Leer:
ACI – Arch Coal – Buy on any dip

Pops (stocks that jumped higher):
TROW – T. Rowe Price (4%) – Terranova: I think they benefited from investor interest in diversification products
HMC – Honda (4%) – Posted an unexpected 8.1% gain in 1st quarter profit
CME – CME Group (11%) – Terranova: I like this name in the space
QCOM – Qualcomm (20%) – Najarian: These guys are rockin’
GD – General Dynamics (7%) – Tatro: I’d sell into strength
NIHD – NII Holdings (20%) – Posted a better-than-expected quarterly profit showing that it’s not only Americans who like to talk
GRMN – Garmin (4%) – Tatro: I’m long Garmin into earnings and then I intend to peel off into their report

Drops (stocks that slid lower):
GM – General Motors (9%) – Seymour: I think GM will snap back and I’m a buyer
COST – Costco (15%) – Tatro: I’d stay away from it
ANF – Abercrombie & Fitch (6%) – Terranova: I’d avoid it
WDC – Western Digital (5%) – Profit missed estimates

Fast Money Stock Picks – July 24, 2008 – Oil and Financials

Finerman:
XLF – Financial Select SPDR – Don’t short anymore
BBT – BB&T Corp – Short – “Final Trade”
WM – Washington Mutual – Buy

Seymour:
F – Ford – Buy as an international play
RIO – Vale – Buy on the dips
Gazprom – Buy
RDX – Russian Depository Index – Buy – “Final Trade”

Macke:
WYNN – Wynn Resorts – Sell
NKE – Nike – Buy
SCHW – Charles Schwab
*Watch the stocks of companies with celebrity CEOs (e.g. – Steve Jobs, Bill Gates, Rupert Murdoch). When the CEOs go, the stocks will drop

Jon Najarian:
PRU – Prudential – Keep your eye on it, it has potential
TSO – Tesoro – Buy
VLO – Valero – Buy

Terranova:
BUCY – Bucyrus – Buy as a trade
JOYG – Joy Global – Buy as a trade
VLO – Valero – Buy
SLB – Schlumberger – Buy – “Final Trade”

Jeff Lindsay, Sanford Bernstein analyst:
AMZN – Amazon – Buy at $97

Pops (stocks that jumped higher):
OXY – Occidental Petroleum (2%) – Terranova: I like the oil services sector if oil goes higher
RSH – Radio Shack (14%) – Macke: This is a nice opportunity to trim your position in Radio Shack
SANM – Sanmina-SCI (18%) – Seymour: Stay away
AN – AutoNation (11%) – Macke: Expectations are low

Drops (stocks that slid lower):
LUV – Southwest Airlines (6%) – Macke: No matter how good a company they might be, they’re still in the airline business
PHM – Pulte Homes (13%) – Finerman: Housing sector equals bad
MTL – Mechel (38%) – Seymour: I think this company is worth a shot
CMG – Chipotle Mexican Grill (20%) – Finerman: They’re great operators but they can’t overcome commodity costs right now
XRX – Xerox (5%) – Terranova: I wouldn’t touch it
SCHL – Scholastic Corp (7%) – Finerman: Doesn’t sound so good
HOT – Starwood Hotels (11%) – Not a lot of people on vacation these days and that dragged down guidance

Fast Money Stock Picks – July 23, 2008 – Tech and Financials

Macke:
WYNN – Wynn – Sell

Terranova:
WYNN – Wynn – Sell between $105 and $110

Najarian:
LVS – Las Vegas Sands – There’s huge put trading, I think it’s investors seeking protection
INTC – Intel – Buy – “Green Trade”
AMAT – Applied Materials – Buy – “Green Trade”

Seymour:
TIP – TIPs – Watch

Katie Stockton, chief market technician at MKM Partners:
XLF – Financial Select Sector SPDR – Buy
WFC – Wells Fargo – Buy
RGLD – Royal Gold – Buy

Pops (stocks that jumped higher):
XMSR – XM Satellite Radio and SIRI – Sirius Satellite Radio (10%) – FCC supposedly close to approving Sirius’ purchase of XM
PEP – PepsiCo (2%) – Terranova: I’d get long using $58 as a stop
ISRG – Intuitive Surgical (18%) – Sales of its signature Da Vinci surgical system really took off
CEC – CEC Entertainment (24%) – Macke: There’s been a huge rally in pizza makers
HSY – Hershey (5%) – Terranova: I wouldn’t get involved
WHR – Whirlpool Corp (13%) – Finerman: I think it would be a relief rally
HTZ – Hertz Global Holdings (7%) – Macke: The stock has been beaten senseless
PHLY – Philadelphia Consolidated (64%) – Announced it will be bought by Tokio Marine Holdings

Drops (stocks that slid lower):
BA – Boeing (4%) – Finerman: They always cite the mix and this quarter it was bad
ZMH – Zimmer Holdings (7%) – Najarian: It seems unbelievable to me that sales in this boomer play are weaker
R – Ryder System (10%) – Terranova: This is a good reason to own the IYR, which is the transportation ETF; spread out your risk

Fast Money Stock Picks – July 22, 2008 – Financials and Tech

Finerman:
BBT – BB&T Corp – Short
XLF – Financial Select Sector SPDR – Quick short – “Final Trade”

Terranova:
XLF – Financial Select Sector SPDR – Sell
XBI – SPDR S&P Biotech ETF – Take a look if you don’t want to play stock picker in biotech
Gold Futures – Buy – “Final Trade”

Najarian:
ETFC – E*Trade – Take a look, could start to make gains in the future
MCD – McDonald’s – Buy
WMT – Wal-Mart – Buy – “Final Trade”

Macke:
AMZN – Amazon – Take a look
T – AT&T – Sell – “Final Trade”

Gene Munster, Piper Jaffray analyst:
YHOO – Yahoo – Buy
AAPL – Apple – Buy

Tony Butler, Lehman Brothers analyst:
BMY – Bristol – Buy

Pops (stocks that jumped higher):
UPS – United Parcel Service (4%) – Finerman: I think oil helped
DPZ – Domino’s Pizza (22%) – Announced strong profits in the face of rising cheese and grain prices
CME – CME Group (12%) – Terranova: It might be worth playing from the longside
SWK – The Stanley Works (7%) – Reported higher sales
RCL – Royal Caribbean Cruises (18%) – Terranova: I’m not a buyer
WCG – WellCare Health Plans (24%) – Will restate earnings from 2004-2007
BBI – Blockbuster (7%) – Macke: I’d sell the pop
LM – Legg Mason (14%) – Terranova: I’d be a buyer around $31
AMLN – Amylin Pharma (8%) – Najarian: They didn’t make a lot of money but they didn’t lose so much either

Drops (stocks that slid lower):
VOD – Vodafone and ERIC – Ericsson (10%) – Both dropped on fears that consumer spending will slow on wireless products
SNDK – SanDisk (24%) – Macke: It’s a tough time to be a tech company
BSX – Boston Scientific (11%) – Najarian: They’re starting to have problems

Fast Money Stock Picks – July 21, 2008 – Tech and Financials

Najarian:
AAPL – Apple – Buy
QCOM – Qualcomm – Worth a look
BRCM – Broadcom – Worth a look
ALTR – Altera – Worth a look

Finerman:
AXP – American Express – Buy if it drops to $35

Terranova:
COF – Capital One – Short
YHOO – Yahoo – Buy

Pops (stocks that jumped higher):
AIG – AIG (6%) – Bank of America upgraded it from ‘Neutral’ to ‘Buy’ saying the risk-to-reward ratio has become “very attractive”
WYNN – Wynn Resorts (6%) – Macke: Huge buy-back
BIIB – Biogen Idec (3%) – Najarian: Keep an eye on their earnings
VLO – Valero Energy (8%) – Terranova: Sideways oil allows the refiners to bide their time
TAC – Transalta Group (15%) – Najarian: That’s the end of this one; nice pop
TKR – Timken Co (22%) – Said it expects 2nd quarter profit to exeed expectations and boosted its full-year guidance

Drops (stocks that slid lower):
ARTC – ArthroCare (42%) – Announced plans to restate earnings for ‘06, ‘07, and the latest quarter
HAS – Hasbro (2%) – Macke: I’m sticking with this stock
CME – CME Group (2%) – Terranova: I expect CME to rally
WGO – Winnebago (5%) – Macke: They get about 3 miles per gallon, what did they expect
RCL – Royal Caribbean Cruise Lines (6%) – Terranova: I think the best they can do is flat earnings

Fast Money Stock Picks – July 18, 2008 – Financials and Oil

Finerman:
C – Citigroup – Buy
PDE – Pride International – Buy – “Final Trade”

Macke:
C – Citigroup – Trim some gains
ETFC – E*Trade – Buy for a trade
AMTD – Ameritrade – Buy for a trade
USO – USO – Sell
MCD – McDonald’s – Buy – “Final Trade”

Najarian:
IBM – IBM – Buy
SNDK – Sandisk – Buy at $17
HAL – Halliburton – Buy – “Final Trade”
COP – ConocoPhillips – Buy
BHI – Baker Hughes – Buy

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

Pops (stocks that jumped higher):
INTC – Intel (7%) – Macke: I don’t think Intel is much to look at going forward
XHB – Homebuilders (15%) – Terranova: Housing starts were lost in the shuffle this week
GM – General Motors (32%) – Finerman: They don’t seem to have products that consumers want; I’d stay away
NOK – Nokia (6%) – Najarian: I’m interested to see if they have follow through
MAT – Mattel (19%) – Macke: I like Hasbro better
M – Macy’s (17%) – Finerman: It’s a nice turnaround
WERN – Werner Enterprises (26%) – A JP Morgan analyst upgraded it from ‘Underweight’ to ‘Neutral’, citing improved fuel efficiency and capacity utilization
TPX – Tempur-Pedic (28%) – Strong sales
IMAX – IMAX Corp (19%) – Macke: It’s a little ahead of itself

Drops (stocks that slid lower):
COP – ConocoPhillips (5%) – Terranova: It was a liquidation trade, I think it’s going higher next
AMD – Advanced Micro Devices (4%) – Najarian: They just can’t get out of their own way
ESLR – Evergreen Solar (11%) – Initially popped after inking a $1.2 billion deal with IBC Solar, but then dropped after it guided lower

Fast Money Stock Picks – July 17, 2008 – Oil Drops

Macke:
POT – Potash – Sell
GM – General Motors – Sell – “Final Trade”
*Sell the rips, buy the dips
*Get out of oil

Adami:
XOM – Exxon – Buy
COP – ConocoPhillips – Buy
*Watch how Schlumberger (SLB) reports – that should tell you how to trade Baker Hughes (BHI) and Halliburton (HAL)

Najarian:
MER – Merrill Lynch – Sell
NOK – Nokia – Sell into the strength
APPL – Apple – Buy
CHK – Chesapeake – Buy – “Final Trade”

Finerman:
PM – Philip Morris Int’l – Buy – “Final Trade”

Pops (stocks that jumped higher):
UTX – United Technologies (6%) – Said demand was strong for its Otis elevator and fire and security equipment
BLK – Blackrock (16%) – Finerman: I think they’re best in breed
HOG – Harley-Davidson (7%) – Stood by its outlook for the year
COF – Capital One (14%) – Finerman: Earnings after hours weren’t terrible, I think that’s a huge victory for these guys
MTG – MGIC Investment Corp (35%) – Finerman: I think the pop is short covering

Drops (stocks that slid lower):
KO – Coca-cola (4%) – Najarian: They’re having a tough time
YUM – Yum! Brands (7%) – Macke: I like McDonald’s more
EBAY – eBay (14%) – Growing, but not as quickly as it once did
SWY – Safeway (11%) – Macke: The margin of error is very small in grocers
BK – Bank of New York Mellon (7%) – Najarian: That’s a big drop
NUE – Nucor Corp (11%) – Adami: I still like steel
IGT – International Game Tech (8%) – Cheif Executive T.J. Matthews called current weak market conditions ‘unprecedented’ citing a combo of increased casino competition, new smoking bans, and slower consumer spending