Fast Money Stock Picks

Fast Money Stock Picks – August 28, 2008 – Tech and Currency

Adami:
XTO – XTO Energy – Buy if it dips to $48
DELL – Dell – Buy
LMT – Lockheed Martin – Buy – “Final Trade”

Jon Najarian:
AFL – AFLAC – Buy – “Final Trade”
DELL – Dell – Buy
LNVGY – Lenovo – Buy if it gets dragged down on Dell’s numbers
HPQ – Hewlett-Packard – Buy if it gets dragged down on Dell’s numbers
NKE – Nike – Buy

Finerman:
FXB – British Pound – Short
GS – Goldman Sachs – Buy – “Final Trade”

Terranova:
Reformulated gasoline – Buy
EOG – EOG Resources – Buy
DKS – Dick’s – Buy
POT – Potash – Buy for long term
Australian Dollar – Buy for a trade
Canadian Dollar – Buy for a trade
AMZN – Amazon – Buy – “Final Trade”

Dennis Gartman:
FXE – Euro – Short
UUP – US Dollar – Buy

Pops (stocks that jumped higher):
AMLN – Amylin (6%) – Jon N.: At current levels I think it’s a steal
LVS – Las Vegas Sands (8%) – Terranova: I wouldn’t get involved
BA – Boeing (3%) – Adami: I would not buy it here, but if it gets down to $60 take a look
ZLC – Zale (20%) – Finerman: Could be short covering
WNR – Western Refining (5%) – Terranova: I’m not sure this is the refiner to buy
LAYN – Layne Christensen (13%) – Adami: I wouldn’t chase it
VIP – Vimpel-Communications (5%) – Jon N.: I say stay away
SEED – Origin Agritech Ltd (13%) – Terranova: I’d let the stock slide lower before getting in
JAS – Jo-Ann Stores (10%) – Adami: I think this stock still has room on the upside

Drops (stocks that slid lower):
WSM – Williams-Sonoma (8%) – Lowered its full-year outlook
DSW – DSW Inc (4%) – Finerman: I like it at current levels

Fast Money Stock Picks – August 27, 2008 – Oil, Tech, and Homebuilders

Adami:
Oil – Take profits ahead of the hurricane
XOM – Exxon Mobil – Sell and buy back at around $78
USB – USB – Take profits
BA – Boeing – Buy if it goes lower
ROC – Rockwell Collins – Buy
Airlines – Buy if you think oil is going lower
HD – Home Depot – Buy
EMC – EMC Corp – Buy – “Final Trade”

Terranova:
AAPL – Apple – Buy
RIMM – Research In Motion – Buy
POT – Potash – Short or Sell
MON – Monsanto – Short or Sell
MOS – Mosaic – Short or Sell
EXM – Excel Maritime – Buy – “Final Trade”

Jon Najarian:
AFL – AFLAC – Buy
NTAP – NetApp – Buy – “Final Trade”

Quint Tatro:
XLF – Financial Select Sector SPDR – Buy for a trade
POT – Potash – Short
MON – Monsanto  Short
MOS – Mosaic – Short
XHB – Homebuilders ETF – Buy with a stop below $17
THC – Tenet Healthcare – Buy with a stop below $5.25
SMN – UltraShort Basic Materials ProShares – Buy – “Final Trade”

Clay Sumner, FBR Research analyst:
DELL – Dell – Buy

David Schick, Stifel Nicolaus retail analyst:
BBY – Best Buy – Buy

Pops (stocks that jumped higher):
IKN – Ikon Office Solutions (9%) – Word that Ricoh agreed to buy it at an 11% premium
FXI – China ETF (3%) – Tatro: I’d take half off here
NUE – Nucor (3%) – Adami: I like it
VLO – Valero (4%) – Terranova: I’d take a look because of gasoline supplies
TLB – Talbots (29%) – Jon N.: Sell the rip
BGP – Borders (22%) – Terranova: I think you could get to double digits on this stock

Drops (stocks that slid lower):
MAT – Mattel (3%) – Adami: I like it at current levels
AMLN – Amylin (26%) – Terranova: Goldman maintains a $46 price target on it
SOLF – Solarfun (13%) – Tatro: I’m done with solars for a while
AXL – American Axle (2%) – Adami: I like Borg Werner better
DLTR – Dollar Tree (4%) – Jon N.: I think you can buy it on the dip
BWS – Brown Shoe (3%) – Tatro: It’s not for me

Fast Money Stock Picks – August 26, 2008 – Energy and Financials

Adami:
LMT – Lockheed Martin – Buy
RTN – Raytheon – Buy
COL – Rockwell Collins – Buy
NEM – Newmont Mining – Avoid
Gold – Sell
APA – Apache – Buy
XTO – XTO Energy – Buy
SLB – Schlumberger – Buy
HAL – Halliburton – Buy
LLY – Eli Lilly – Buy if it sells off down to $45
AVP – Avon – Buy
XOM – Exxon Mobil – Buy – “Final Trade”
Defense Stocks – Buy if they get sold off ahead of the election

Terranova:
GOOG – Google – Sell

Jon Najarian:
GOOG – Google – Buy if it pulls back to $460
ACV – Alberto Culver – Buy
Bio-fuels – Sell if they rally
MTG – MGIC Investment Corp – Buy
AXL – Anderson Energy – Buy – “Final Trade”

Quint Tatro:
IHI – iShares Dow Jones US Medical Dev – Buy
IYH – iShares Dow Jones US Healthcare – Buy
IBB – iShares NASDAQ Biotechnology Index – Buy
XHB – SPDR and S&P Homebuilders ETF – Buy
AVP – Avon – Buy with a stop below $41
FXI – iShares FTSE/Xinhua China 25 Index – Buy – “Final Trade”

Anton Schutz, Mendon Captital Advisors president and CIO:
TFSL – TFS Financial – Buy
AGNC – American Capital Agency – Buy
HCBK – Hudson City Bancorp – Buy
PBCT – People’s United Financial – Buy
NLY – Annaly Capital Management – Buy
FII – Federated Investors – Buy
JNS – Janus Capital Group – Buy
JPM – JP Morgan – Buy
NLR – Market Vectors-Nuclear Energy ETF – Buy if it looks like McCain is going to win

Pops (stocks that jumped higher):
COH – Coach Inc (7%) – Adami: Looks interesting on a valuation basis
CHS – Chico’s (2%) – Jon N.: I’d stay away
EOG – EOG Resources (5%) – Received an upgrade from a Sanford Bernstein

Drops (stocks that slid lower):
DAL – Delta Air Lines (5%) – Jon N.: They tapped a big line of credit
BIG – Big Lots (7%) – Tatro: I’d stay away
CME – CME Group (5%) – Terranova: I’d avoid it until the end of the year
SFD – Smithfield Foods (7%) – Tatro: I think it’s worth a look
SAFM – Sanderson Farms (11%) – CEO said the company will need “divine intervention” to make a profit in the current quarter
SOLF – Solarfun (5%) – Adami: There is a good chance they crush numbers
MRVL – Marvell Technology (7%) – Received a downgrade from “buy” to “hold” from Jeffries
COCO – Corinthian Colleges (19%) – Reported a loss and said it’s facing a challenging environment for students to get loans

Fast Money Stock Picks – August 25, 2008 – China and Oil

Adami:
LEH – Lehman – Don’t buy
USB – USB – Buy
AMD – AMD – Buy
HD – Home Depot – Buy
YUM – Yum Brands – Buy if you want to trade China
XTO – XTO Energy – Buy – “Final Trade”

Pete Najarian:
HPQ – Hewlett-Packard – Buy
VIX – VIX – Watch
TIE – Titanium Metals – Buy – “Final Trade”

Jon Najarian:
LEH – Lehman – Don’t buy
RMBS – Rambus – Buy
FXI – FTSE/Xinhua China 25 Index – Buy
UNG – United States Natural Gas – Buy – “Final Trade”

Terranova:
Oil – Stay out
EXM – Excel Maritime – Buy if you want to trade China
GNK – Genco – Buy if you want to trade China
NOV – National Oilwell Varco – Buy
FCX – Freeport McMoRan – Buy
KOL – Coal ETF – Buy
*Step back from the market – “Final Trade”

Pops (stocks that jumped higher):
TREE – Tree.com (3%) – Jon N.: I don’t really like the business
CPSL – China Precision Steel (10%) – Rest of the steel sector fell

Drops (stocks that slid lower):
LOW – Lowe’s (3%) – Jon N.: I’d stay away
GE – General Electric (3%) – Pete N.: I think traders were selling the rip
MGM – MGM Mirage (9%) – Adami: I’d stay away
SBUX – Starbucks (3%) – Terranova: I’d take some profits if you own it
HWAY – Healthways (22%) – Pete N.: I’d stay out
CVC – Cablevision (5%) – Adami: Might be worth a look
HGR – Hanger Orthopedic (10%) – Announced it may sell up to 13.6 million shares
LEG – Leggett & Platt (2%) – Received an upgrade from ‘hold’ to ‘buy’ due to decision to divest some of its less profitable business

Fast Money Stock Picks – August 22, 2008 – Tech and Energy

Adami:
AMAT – Applied Materials – Buy
DELL – Dell – Buy
MCD – McDonald’s – Buy – “Final Trade”

Terranova:
INTC – Intel – Sell
NVDA – NVIDIA – Buy – “Final Trade”
*Get out of the energy market

Quint Tatro:
ESLR – Evergreen Solar – Buy – “Final Trade”
ENER – Energy Conversion Devices – Buy

Zach Karabell:
WFR – MEMC Electronics – Buy
RIO – Vale – Buy – “Final Trade”

Pops (stocks that jumped higher):
MGM – MGM Mirage (20%) – Investors hoping that lower gas prices will lead to more travel
SLB – Schlumberger (6%) – Terranova: Stable oil prices would be good for it
FLR – Fluor Corp (10%) – Karabell: Buy if you believe in the global industrial buildout trade
NVDA – NVIDIA Corp (5%) – Adami: I think now you have a floor in this stock
CHK – Chesapeake Energy (4%) – Terranova: Nat gas can’t seem to find a bottom; Stay away
MEE – Massey Energy (11%) – Tatro: I’d stay away
LTD – Limited Brands (12%) – Delivered better-than-expected earnings

Drops (stocks that slid lower):
WB – Wachovia (8%) – Quatro: If you want to play financials, play the XLF
GM – General Motors (7%) – Tatro: Stay out of it
RIO – Vale (5%) – Slid along with metals and oil

Fast Money Stock Picks – August 21, 2008 – Oil Services

Najarian:
HAL – Halliburton – Buy
SLB – Schlumberger – Buy
DO – Diamond Offshore – Buy
AMLN – Amylin – Buy – “Final Trade”

Macke:
Oil services – Sell the rip

Terranova:
Crude oil – Buy – “Final Trade”

Adami:
CELG – Celgene – Buy – “Final Trade”

David Kelly, JP Morgan funds chief market strategist:
Gold – Sell

Will Landers, manager of BlackRock Latin America fund:
EWZ – Brazil ETF – Buy
or
PBR – Petrobras – Buy
RIO – Vale – Buy
BBD – Banco Bradesco – Buy
ABV – Companhia de Bebidas das Americas – Buy

Pops (stocks that jumped higher):
HD – Home Depot (2%) – More spring projects from do-it-yourselfers
ABX – Barrick Gold (7%) – Terranova: It’s a one day wonder
LTD – Limited Brands (13%) – Macke: I’d sell
STP – Suntch (7%) – Terranova: If you’re long I’d take off half
BYI – Bally Technologies (8%) – Adami: If it closes above $36 you might be looking at a breakout
THRM – Thermage (44%) – Pending merger agreement with Reliant Technologies was countered by a bid from an anonymous third party

Drops (stocks that slid lower):
UAUA – United Airlines (9%) – Terranova: Sell
CRM – Salesforce.com (18%) – Reported slow sales growth and projections fell below estimates
SVU – Supervalu (6%) – Adami: Jeffries gave it a $20 price target, and I think that’s where they’re going
JDSU – JDS Uniphase (12%) – Najarian: They missed on revenue, and that’s a problem
PVH – Phillips-Van Heusen (4%) – Missed earnings
BKS – Barnes & Noble (4%) – Weak sales forecast

Fast Money Stock Picks – August 20, 2008 – Financials, Tech, and Oil

Najarian:
LEH – Lehman – Short
MS – Morgan Stanley – Buy
BNI – Burlington Northern – Buy
DELL – Dell – Buy
IBM – IBM – Buy
AMAT – Applied Materials – Buy
CY – Cypress – Buy
USB – U.S. Bancorp – Buy – “Final Trade”

Adami:
USB – U.S. Bancorp – Buy
SLB – Schlumberger – Buy – “Final Trade”

Terranova:
XLF – Financial Select Sector SPDR – Sell some
HPQ – Hewlett-Packard – Buy if it gets in the $40s
VLO – Valero – Buy – “Final Trade”

Macke:
USO – United States Oil Fund – Buy with a tight stop, sell if it drops to $89.50
CY – Cypress – Buy

Larry Klatzkin, Jeffries senior gaming analyst:
WYNN – Wynn – Buy for short term
LVS – Las Vegas Sands – Buy for long term

Pops (stocks that jumped higher):
CNQ – Canadian Natural Resources (7%) – Terranova: I think Suncor is the play
PAY – VeriFone (32%) – Najarian: It’s a nice pop for now
TTWO – Take-Two Interactive (6%) – Macke: I’d sell
HANS – Hansen Natural (8%) – Adami: There’s something here, but I don’t know what
SJT – San Juan Basin Royalty (7%) – Terranova: Look elsewhere for a natural gas play
MENT – Mentor Graphics (10%) – Said it expects revenue this year to grow by 4%, to $915 million
CHL – China Mobile (5%) – Speculation that the Chinese government will introduce measures to spur economic growth

Drops (stocks that slid lower):
EBAY – eBay (2%) – Macke: It’s Amazon’s weak little sister
BJ – BJ’s Wholesale Club (7%) – Macke: It could be a buying opportunity
ADI – Analog Devices (9%) – Adami: Stay away
RBS – Royal Bank of Scotland (3%) – Terranova: Don’t touch it; the UK may have a worse housing crisis than the US
NVTL – Novatel Wireless (25%) – Analysts downgraded it from “buy” to “hold” and reduced estimates

Fast Money Stock Picks – August 19, 2008 – Oil, Tech, and Retail

Adami:
LEH – Lehman – Don’t jump in yet
Oil – Still room on the downside
HD – Home Depot – Buy on pullbacks
LMT – Lockheed Martin – Buy
TIF – Tiffany’s – Buy on a pullback
RTN – Raytheon – Buy – “Final Trade”

Najarian:
AAPL – Apple – Be careful, investors will need to take profits from somewhere
AMAT – Applied Materials – Buy
CY – Cypress – Buy
XLE – Energy Select Sector SPDR – Buy
HOG – Harley Davidson – Take a look
MER – Merrill Lynch – Buy puts – “Final Trade”

Macke:
Commodities – Get out
COST – Costco – Sell – “Final Trade”
TM – Toyota – Short

Finerman:
TIF – Tiffany’s – Buy on a pullback

Pops (stocks that jumped higher):
MDT – Medtronic (2%) – Najarian: Everything is going well for them right now
RS – Reliance Steel (5%) – Adami: I think it’s cheap on a valuation basis
MEE – Massey Energy (7%) – Najarian: These names have been beaten but be careful
WCG – Wellcare Health Plans (10%) – Adami: It’s a bounce
TASR – Tasr International (5%) – Finerman: The new manager is from Microsoft
FII – Federated Investors (4%) – Declared a special cash dividend of $2.76 a share

Drops (stocks that slid lower):
LVS – Las Vegas Sands (11%) – Macke: Casino stocks are a sinkhole
SBUX – Starbucks (3%) – Largest shareholder, Maverick Capital, is liquidating its position
CROX – Crocs (11%) – Macke: Why would you do anything but sell this stock
CNTF – China Techfaith Wireless (26%) – Macke: I wouldn’t invest in a communist nation
AMLN – Amylin (4%) – Najarian: At some point I think the stock will turn around
LULU – Lululemon (7%) – No apparent reason

Fast Money Stock Picks – August 18, 2008 – Home and Garden

Macke:
UUP – US Dollar – Buy
DE – Deere – If it pulls back to $63, buy with a tight stop
HD – Home Depot – Buy if it drops $1 or more after announced earnings – “Final Trade”

Adami:
HD – Home Depot – If it pulls back 5%, I think it’s a buying opportunity
HPQ – Hewlett-Packard – Take profits
JNJ – Johnson & Johnson – Buy – “Final Trade”

Finerman:
GLNG – Golar LNG – Buy – “Final Trade”

Brooke Crothers, computer chip blogger:
MRVL – Marvell Technologies – Buy

Pops (stocks that jumped higher):
UB – UnionBanCal (12%) – Japan’s MUFG said it will acquire the rest of the company for $3.5 billion, up 17% from previous bid
CROX – Crocs (14%) – Finerman: I can see no reason why this stock would go higher
RHD – R.H. Donnelley (16%) – Barron’s said the company may comeback this year if the directories remain popular

Drops (stocks that slid lower):
HSY – Hershey (9%) – Adami: Stifel Nicolaus came out with a sell rating
KR – Kroger (5%) – Macke: It’s just pain
SNDK – SanDisk (10%) – Adami: Be careful here
AMLN – Amylin (13%) – Najarian: Biotech is a tough space
DIN – DineEquity (11%) – Finerman: The market is getting spooked
BYD – Boyd Gaming (13%) – Adami: I think this is where this stock belongs
PWRD – Perfect World (9%) – Macke: I have no idea what to say
TSL – Trina Solar (3%) – Najarian: I guess everyone decided to get off the ship

Fast Money Stock Picks – August 15, 2008 – Tech and Retail

Adami:
GS – Goldman Sachs – Buy
COL – Rockwell Collins – Look at it as a “down the road” play
X – US Steel – Sell
LMT – Lockheed Martin – Buy
TGT – Target – Buy
WMT – Wal-Mart – Sell
HD – Home Depot – Take some profits

Terranova:
GM – General Motors – Avoid
NOV – National Oilwell Varco – Buy – “Final Trade”
TGT – Target – Buy

Najarian:
XAL – Airlines – Can be profitable with oil at $115
STZ – Constellation Brands – Buy – “Final Trade”
DELL – Dell – Buy

Finerman:
HPQ – Hewlett-Packard – Buy
LDK – LDK – Sell
GLNG – Golar LNG – Buy – “Final Trade”

Jeff Harte, Sandler O’Neill & Partners analyst:
LEH – Lehman – Buy in the teens for the long term

Clay Sumner, FBR analyst:
DELL – Dell – Buy
HPQ – Hewlett-Packard – Buy for long term

Pops (stocks that jumped higher):
AAPL – Apple (4%) – Najarian: I think this stock is going higher still
GPS – Gap (7%) – Finerman: Same store sales were way down; an example of the bar being low in retail
CHK – Chesapeake Energy (5%) – Najarian: I like this stock and I hope this is just the beginning
AMZN – Amazon (7%) – Terranova: Goldman said it could go to $96 and I think they’re right
BBY – Best Buy (9%) – Made a deal to sell iPhones next month
GM – General Motors (11%) – Adami: I think it’s a short covering rally; I wouldn’t touch it
NVDA – NVIDIA Corp (18%) – Najarian: I’m looking for better margins in the future
SBUX – Starbucks (10%) – Terranova: Get long if gets above $18.36
EL – Estee Lauder (12%) – Beat earnings expectations on higher sales abroad

Drops (stocks that slid lower):
UNP – Union Pacific (8%) – Adami: I think it’s gotten ahead of itself
RIMM – Research In Motion (4%) – Terranova: It’s not a drop, it’s an opportunity
X – US Steel (5%) – Adami: Good earnings and the stock went down, that’s bad