July 2008


Fast Money Recaps27 Jul 2008 08:37 pm

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 Recaps24 Jul 2008 11:22 pm

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 Recaps23 Jul 2008 09:01 pm

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

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