Fast Money Stock Picks

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