Fast Money Stock Picks

Fast Money Stock Picks – December 22, 2008 – Getting Ready for 2009

Seymour:
DXO – PowerShares DB Crude Oil Double – Buy – Final Trade

Adami:
TGT – Target – Buy – Final Trade

Finerman:
RTH – Retail – Buy – Final Trade

Gartman:
Gold – Bear market, until the trend line breaks
Steel – Buy, especially Nucorhe – Final Trade

Pops (stocks that jumped higher):
DYS – Distribucion Y Servicio D&S SA (25%) – Wal-Mart made a $2.7 billion bid for it
SPF – Standard Pacific Corp (9%) – Confirmed that it’s in preliminary talks with Tousa Inc.
NMR – Nomura Holdings (5%) – Barron’s said it could be worth as much as 30% more than current levels if the Lehman purchase boosts return on equity
PALM – Palm (22%) – Received a capital infusion of $100 million from Elevation Partners LP

Drops (stocks that slid lower):
SPG – Simon Property Group (5%) – Gartman: Not a good time to be in the business of shopping malls
IWN – iShares Russell 2000 Index ETF (3%) – Finerman: When the market is down, these things tend to underperform
WAG – Walgreens (5%) – Adami: They’re opening too many stores
WYNN – Wynn Resorts (2%) – Gartman: No one can afford to gamble with their money
MU – Micron (12%) – Adami: This stock isn’t relevant anymore
WOR – Worthington Industries (14%) – Finerman: Autos are not the place to be
POT – Potash (9%) – Goldman downgraded it from ‘buy’ to ‘neutral’ after it reduced its full year earnings forecast
BHP – BHP Billiton (4%) – Seymour: The price of iron ore is coming down

Fast Money Stock Picks – December 19, 2008 – Energy and the Dollar

Najarian:
RIMM – Research In Motion – Buy
Airlines – If you have some, take a little off the table; if you have none, buy a little
IFN – The India Fund – Buy – Final Trade

Seymour:
FXE – CurrencyShares Euro Trust – Sell
TSO – Tesoro – Buy
VLO – Valero – Buy
SNP – China Petroleum – Buy
PTR – PetroChina – Buy
DXO – PowerShares DB Crude Oil Double Long – Buy – Final Trade
*Buy gold if you think many other nations will follow the US and devalue their currency

Terranova:
UNG – Natural Gas – Buy
UUP – PowerShares DB US Dollar Index Bullish – Take profits – Final Trade

Karabell:
XSD – SPDR S&P Semiconductor – Buy – Final Trade

Gartman:
Wheat – Buy

John Roque, Natixis Bleichroeder technical analyst:
Gold – Long term trend is up
CEPH – Cephalon – Buy, price target is $100 in 2009
DLTR – Dollar Tree – Buy, “I wouldn’t be surprised if there’s a 15% higher target in 2008″

Pops (stocks that jumped higher):
CELG – Celgene (8%) – Najarian: Biotech is going higher and should do the same in 2009
GS – Goldman Sachs (18%) – Najarian: I think it could go higher still
HON – Honeywell (13%) – Terranova: they’re going to focus on paying down debt
SI – Siemens (12%) – CEO said they’re in a strong financial position and their industrial sector is on track to reach its 2008-09 targets
BBY – Best Buy (15%) – Reported better than expected earnings
POT – Potash (7%) – Made gains after originally cut its profit forecast

Drops (stocks that slid lower):
AAPL – Apple (9%) – Steve Jobs won’t speak at Macworld Expo
CVX – Chevron (10%) – Terranova: Buy with a $68 stop
RSX – Russia ETF (7%) – Unemployment rate hit a 7-month high and retail sales fell for the first time since January
GE – General Electric (4%) – S&P cut its outlook citing concern over cash flow and funding for the finance unit
HBC – HSBC Holdings (17%) – Seymour: They outperform the rest of the sector
WY – Weyerhaeuser (7%) – 4th quarter earnings will be lower then expected; cut its dividend by over half

Fast Money Stock Picks – December 18, 2008 – Weak Dollar

Najarian:
SI – Siemens – Buy
PCLN – Priceline.com – Buy as a weak dollar trade
JOYG – Joy Global – Buy
BUCY – Bucyrus – Buy
RIMM – Research In Motion – If it can break above $40 it should have some upside
PFE – Pfizer – Buy – Final Trade

Adami:
CELG – Celgene – Buy
HON – Honeywell – Buy – Final Trade

Finerman:
SDS – UltraShort S&P 500 – I’d sell half
UNH – UnitedHealth – Buy
ROH – Rohm & Hass – Buy – Final Trade

Terranova:
UUP – PowerShares DB US Dollar Index Bullish ETF – Buy – Final Trade

Karabell:
CSCO – Cisco – Could be a winner
*Trade the trend with a basket of industrial and commodity stocks or buying ETFs like:
EXI – iShares S&P Global Industries Sector ETF
MXI – iShares S&P Global Materials Sector Index ETF
XSD – SPDR S&P Semiconductor ETF
IEZ – iShares Dow Jones US Oil Equip ETF
FXE – CurrencyShares Euro Trust ETF

Pops (stocks that slid lower):
DFS – Discover Financial Services (8%) – Posted a higher than expected quarterly profit and applied to become a bank holding company in order to receive TARP funds
CCE – Coca-cola Enterprises (8%) – Boosted its full year profit forecast on increased sales volume
PRU – Prudential Financial (5%) – Renewed optimism that gov’t programs will provide a solid backstop

Drops (stocks that slid lower):
INTC – Intel (7%) – Jefferies cut it from “buy” to “underperform”
X – US Steel (12%) – Goldmand downgraded it from “buy” to “neutral”
CAT – Caterpillar (5%) – Najarian: Morgan has a $31 price target
JOYG – Joy Global (10%) – Adami: Looks cheap to me
XOM – Exxon Mobil (6%) – Terranova: I took my position off [Thursday]
WFR – MEMC Electronic (13%) – Najarian: Stay away for now
SCHL – Scholastic Corp (13%) – Reported that full year profits will come in below expectations
TTWO – Take-Two Interactive (26%) – Projected a loss for the quarter and fell short on 2009 profit expectations

Fast Money Stock Picks – December 17, 2008 – Energy and Infrastructure

Adami:
NVS – Novartis – Buy – Final Trade

Finerman:
IYR – iShares Dow Jones US Real Estate ETF – Sell – Final Trade

Najarian:
IGF – iShares S&P Global Infrastructure Index ETF – Buy as an infrastructure play
FLM – First Trust ISE Glbl Eng. & Const. Index ETF – Buy as an infrastructure play
ENER – Energy Conversion Devices – Buy – Final Trade

Terranova:
XOM – Exxon Mobil – Buy if you’re looking to play the energy complex
EOG – EOG Resources – Buy if you’re looking to play the energy complex

Pops (stocks that jumped higher):
M – Macy’s (18%) – Finerman: I would not be long
IYT – iShares Dow Jones Transport Avg. (3%) – Macke: Take profits
SLW – Silver Wheaton (4%) – Najarian: Be careful
JOYG – Joy Global (13%) – Adami: I think it’s cheap
CAG – ConAgra Foods (8%) – Beat estimates and assured investors that a turnaround was coming for its consumer foods business
HD – Home Depot (2%) – Lower mortgage rates should be a benefit

Drops (stocks that slid lower):
NWL – Newell Rubbermaid (27%) – Najarian: Maybe it’s oversold
HOV – Hovnanian (14%) – Adami: If you’re short, cover soon
GE – General Electric (3%) – Reported that they will no longer provide per-share forecasts
ADBE – Adobe Systems (3%) – Reported 4th quarter earnings of 60 cents a share, beating estimates, so investors took profits
HMC – Honda Motor (7%) – Investors worried that sales will decline as the yen gains against the dollar

Fast Money Stock Picks – December 16, 2008 – Commodities

Macke:
ACI – Arch Coal – Buy
MCD – McDonald’s – Sell some
*Final Trade – Take gains

Adami:
AYI – Acuity Brands – Short
BA – Boeing – Buy – Final Trade

Najarian:
SPX – S&P – Buy
*Stocks to watch:
GG – Goldcorp
GFI – Gold Fields
SLW – Silver Wheaton
TRA – Terra Industries
AGU – Agrium

Seymour:
RKH – Regional Banks HLDRs – Buy
AEM – Agnico-Eagle Mines Limited – Short
GFI – Gold Fields – Short
GOLD – Rangold Resources – Short
SSL – Sasol – Buy
PBR – Petrobras – Buy
PTR – PetroChina – Buy
BIDU – Baidu – Buy – Final Trade
*If you want to play housing , check out emerging markets firms:
HXM – Homex – Buy
GFA – Gafisa – Buy
ICA – Empresas ICA – Buy

Finerman:
SRS – ProShares UltraShort Real Estate – Buy below $60 – Final Trade

Pops (stocks that jumped higher):
IYR – iShares Dow Jones US Real Estate ETF (12%) – Finerman: I’d short into that
GE – General Electric (6%) – Adami: I like Honeywell
EEM – iShares MSCI Emerging Markets ETF (8%) – Seymour: If commodities go higher, emerging markets should go higher
C – Citigroup (11%) – Entire financials services sector went up
BBY – Best Buy (18%) – Said it will offer voluntary severence packages to almost all its corporate workers and slash capital spending
INTC – Intel (7%) – Report suggested that global semiconductor sales will drop 16% next year, but worse news was already baked in
CHL – China Mobile Limited (7%) – Seymour: CHL is a great way to play emerging markets
GILD – Gilead Sciences (8%) – Merrill Lynch upgraded it from “neutral” to “buy”
BIDU – Baidu.com (12%) – Goldman upgraded it from “neutral” to “conviction”

Drops (stocks that slid lower):
UUP – PowerShares DB US Dollar Index (2%) – Macke: For now the dollar is busted
PM – Phillip Morris (1%) – US Supreme Court ruled that smokers can sue over the marketing of “light” cigarettes
SWHC – Smith & Wesson (13%) – Reported earnings for the 2nd quarter were worse than expected