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