Fast Money Stock Picks

Fast Money Stock Picks – September 11, 2008 – Oil and Retail

Terranova:
VLO – Valero – Buy

Macke:
WMT – Wal-Mart – Buy
TGT – Target – Buy
GPS – The Gap – Buy

Najarian:
SMH – Semiconductors ETF – Buy
IMCL – ImClone – Buy
BIIB – Biogen – Buy

Adami:
CELG – Celgene – Buy

Zach Karabell, River Twice Research president:
RIO – Vale – Buy
TIF – Tiffany – Buy

Gartman:
UUP – PowerShares DB Dollar Index – Buy at $24.10
US Dollar – Buy if the dollar goes back to 142 versus the euro

Doug Cliggott, Dover Management CIO:
XLF – Financials – Stay away
XLK – Technology – Avoid
XLV – Health care – Buy
XLY – Consumer staples – Buy

Pops (stocks that jumped higher):
WFC – Wells Fargo (7%) – Macke: I’d run away
SOV – Sovereign Bancorp (7%) – Najarian: It moved with the rest of the market
SUN – Sunoco (12%) – Terranova: I think this is a stock worth owning
LYV – Live Nation (6%) – Macke: I can’t see anything but this ending poorly
JOYG – Joy Global (12%) – Adami: I think it has room on the upside
AGN – Allergan (11%) – A study reconfirmed earlier reports that Botox could be effective in treating migraines
PBR – Petroleo Brasileiro (6%) – Terranova: Sell the 35-puts
LULU – Lululemon (14%) – Said second quarter profits rose due to lower taxes and more stores
CAL – Continental Airlines (15%) – Said it expects to see $100 million in revenue and cost savings related to a new $15 bag-check fee

Drops (stocks that slid lower):
LM – Legg Mason (3%) – Adami: I think it has more room on the upside
CHL – China Mobile (3%) – Uncertainty about a Chinese government led shake-up of the wireless industry

Fast Money Stock Picks – September 9, 2008 – Tech and Energy

Finerman:
C – Citigroup – Sell
MSFT – Microsoft – Buy for long term, but cut your losses at $25 – Final Trade

Najarian:
VIX – VIX – Buy the space when it hits 30
HPQ – Hewlett Packard – Buy, take profits at $53 or cut your losses at $44
CY – Cypress Semiconductor – Buy
ENER – Energy Conversion Devices – Buy
NVS – Novartis – Buy – Final Trade

Macke:
RIMM – Research In Motion – Buy, take profits at $110 or cut your losses at $95 – Final Trade
FDO – Family Dollar – Sell

Adami:
ORCL – Oracle – Buy, take profits at $22 or cut your losses at $18
MCD – McDonald’s – Buy – Final Trade

Pops (stocks that jumped higher):
SSCC – Smurfit-Stone Container (3%) – Ananlysts predicted paper producers will be able to raise prices
HPQ – Hewlett-Packard (1%) – Sanford Berstein raised it from “Market perform” to “Outperform”

Drops (stocks that slid lower):
AIG – AIG (20%) – Went down with the rest of the financials
CAL – Continental Airlines (6%) – Entire airlines sector closed down
EEM – MSCI Emerging Markets Index (6%) – Uncertainty about the global economic outlook
MA – Mastercard (6%) – Couldn’t buck the selling
DIN – Dineequity (26%) – Word got out that its CFO resigned
GT – Goodyear (12%) – Production in North America is down
SYT – Syngenta AG (8%) – Said sales growth should slow next year
AMTD – TD Ameritrade (9%) – A Credit Suisse analyst cut the rating saying the “shares are now fairly valued”
XHB – SPDR S&P Homebuilders (6%) – Number of signed contracts to buy previously owned homes fell more than expected
FSLR – First Solar (10%) – Oppenheimer analyst said that an oversupply of solar panels could hurt profits next year

Fast Money Stock Picks – September 8, 2008 – Fannie Mae and Freddie Mac Bailout

Najarian:
MS – Morgan Stanley – Buy
*If you get 5% to 10% profits in homebuilding, take profits
RIMM – Research In Motion – Buy puts and sell an upside call
*Watch the airlines
NVO – Novo Nordisk – Buy – Final Trade

Adami:
CHD – Church & Dwight – Buy
JNJ – Johnson & Johnson – Buy
HD – Home Depot – Buy
RIMM – Research In Motion – Be careful
GPS – Gap – Buy
URBN – Urban Outfitters – Buy – Final Trade

Macke:
XHB – Homebuilders ETF – Take profits
RIMM – Research In Motion – Buy if it hits $100, with a tight stop at $95 – Final Trade

Finerman:
*Sell retail stocks
GOOG – Google – Buy
GM – General Motors – Sell
FLS – Flowserve – Buy – Final Trade

Ben Reitzes, Lehman Apple analyst:
AAPL – Apple – Own through the years end

Pops (stocks that jumped higher):
C – Citigroup (6%) – Adami: I think it could pop for another day or two
DIS – Disney (5%) – Macke: I’m long
NVO – Novo Nordisk (3%) – Reported that a phase 3 clinical study of a new diabetes drug showed positive results

Drops (stocks that slid lower):
UAUA – United Airlines (11%) – Finerman: I’d stay away
X – U.S. Steel (5%) – Slower demand
London Stock Exchange – Halted trading for 7 hours Monday after a computer glitch prevented orders from being placed
ORCL – Oracle (4%) – Adami: Looks interesting on a valuation basis
GOOG – Google (5%) – The Association of National Advertisers rejected a proposed Internet search ad partnership between Yahoo and Google
HUN – Huntsman Corp (12%) – Financial advisors said its buyout by Hexion Specialty Chemicals could result in an insolvent company
YRCW – YRC Worldwide (7%) – Expects a loss in its third quarter due to low levels of shipments ahead of the holiday season
NOK – Nokia (4%) – Deutsche Bank cut it from “Buy” to “Hold” after Nokia warned that it would lose market share
SOV – Sovereign Bancorp (7%) – Holds $623 million worth of stock in Fannie and Freddie and now faces eliminated dividends
SNDK – Sandisk Corp (6%) – UBS cut its earnings estimates, citing an oversupply of flash memory

Fast Money Stock Picks – September 5, 2008 – Financials and Housing

Macke:
FNM – Fannie Mae – Sell on any rally
FRE – Freddie Mac – Sell on any rally
XLF – Financial Select Sector SPDR – Sell on any rally
SPY – SPDR – Sell on any rally
POT – Potash – Take off – Final Trade

Adami:
SLB – Schlumberger – Take a look if oil goes higher
HD – Home Depot – Buy – Final Trade

Najarian:
FTO – Frontier – Buy
TSO – Tesoro – Buy
IMCL – ImClone – Buy – Final Trade

Finerman:
MO – Altria – Buy and hold through the end of the year
IRF – International Rectifier Corporation – Buy – Final Trade

Ben Reitzes, Lehman Apple analyst:
AAPL – Apple – Buy

Pops (stocks that jumped higher):
HD – Home Depot (5%) – Adami: I think the Freddie/Fannie news should be positive for this stock
ADCT – ADC Telecommunications (3%) – Forecast 2008 sales that beat analysts’ estimates
PRU – Prudential (1%) – Barron’s recommended it as a good buy

Drops (stocks that slid lower):
GOOG – Google (7%) – Macke: They’re growth is slowing
AA – Alcoa (11%) – Najarian: The problem in commodities right now is bad
OIH – Oil Services Holdrs ETF (6%) – Finerman: I’d get long at this level
JNJ – Johnson & Johnson (2%) – Adami: I think the fundamentals are still intact
AMZN – Amazon.com (5%) – Was dragged down by both tech and retail
AMD – Advanced Micro Devices (8%) – Najarian: The whole space looks awful
HOV – Hovnanian (14%) – Finerman: They have a lot of debt
FCX – Freeport McMoRan (13%) – Adami: If the metals start to turn you might want to own this stock
SWY – Safeway (3%) – Downgraded by Morgan Stanley to “underweight”, citing high prices

Fast Money Stock Picks – September 4, 2008 – Football and Tech

Pete Najarian:
XLF – Financial Select Sector SPDR – Buy if it pulls back
BNI – Burlington Northern – Watch
CSX – CSX – Watch
CLX – Clorox – Buy
NKE – Nike – Buy
UA – Under Armour – Buy
INTC – Intel – Buy
MCD – McDonald’s – Buy – Final Trade

Jon Najarian:
TAP – Molson Coors – Buy
ERTS – Electronic Arts – Buy

Adami:
TGT – Target – Buy
WMT – Wal-Mart – Start paring back
CHD – Church & Dwight – Buy
JNJ – Johnson & Johnson – Buy
CSCO – Cisco – Buy

Macke:
TGT – Target – Short
WMT – Wal-Mart – Buy
KO – Coca-Cola – Buy
RIMM – Research In Motion – Buy around $100 with a tight stop at $95
POT – Potash – Buy with a tight stop at $145 – Final Trade

Finerman:
JNJ – Johnson & Johnson – Buy
IRF – International Rectifier Corporation – Buy calls – Final Trade

Seymour:
EEM – iShares MSCI Emerging Markets Index – Buy around $35 for long term
RSX – Russia – Buy for long term

Jim Iuorio, TJM Services trader:
XLF – Financials – Buy

Michael Kahn, Barron’s online technical columnist:
XLE – Energy Select Sector SPDR – Buy around $65 or so
DO – Diamond Offshore – Could be a buy sometime soon
SPWR – Sunpower – Could be a buy

Pops (stocks that jumped higher):
AEO – American Eagle (3%) – Reaffirmed its third quarter outlook
CHS – Chico’s FAS (3%) – Same-store sales declined at a rate that was slightly less than expected
PSS – Collective Brands (11%) -Finerman: I’d take a little profit

Drops (stocks that slid lower):
CAT – Caterpillar (6%) – Adami: I’d buy it around $61
AXP – American Express (5%) – Finerman: I’d like this stock 10% lower
HOV – Hovnanian (17%) – Najarian: This isn’t the bottom yet
LTD – Limited Brands (6%) – Macke: I can’t imagine why anyone would want to be long
YHOO – Yahoo (5%) – 5-year low, adding to dissatisfaction with CEO Jerry Yang
LMT – Lockheed Martin (2%) – Najarian: It’s just profit-taking off a 52-week high
GPS – Gap (4%) – Adami: Buy around $17.50
CIEN – Ciena Corp (4%) – Najarian: I’d stay away
ANF – Abercrombie & Fitch (7%) – Macke: It’s a tough market in a bad economy