Fast Money Stock Picks

Fast Money Stock Picks – January 22, 2009 – Trading the New Administration

Adami:
USB – US Bancorp – Stock is cheap, but they’re caught up in the tsunami
LLL – L-3 Communications – Buy – Final Trade

Finerman:
TBT – ProShares UltraShort Lehman 20+ Yr ETF – Sell at least half
PMI – Philip Morris International – Take a closer look
CBS – CBS – Steer clear
IYR – iShares Dow Jones US Real Estate – Short after a bounce – Final Trade

Macke:
MSFT – Microsoft – Sell – Final Trade

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

Carter Worth:
*Expect these stocks to break lower:
PG – Proctor & Gamble
PEP – Pepsi
CL – Colgate
CLX – Clorox
XOM – Exxon – Sell

Pops (stocks that jumped higher):
HSY – Hershey (3%) – Citigroup upgraded them from ‘hold’ to ‘buy’ saying it will benefit from consumers trading down to less expensive chocolates
POT – Potash (5%) – Macke: I’m not sure they can hold the gains
LUV – Southwest Airlines (17%) – Adami: I love LUV just for CEO Herb Kelleher
UNH – UnitedHealth Group (9%) – Finerman: Their story is pretty good
EAT – Brinker International (32%) – Posted much better than expected quarterly results, due partly to their ability to control costs

Drops (stocks that slid lower):
SNE – Sony (14%) – Seymour: I think it could go lower
NOK – Nokia (10%) – Seymour: Not a lot of good things here
EBAY – eBay (12%) – Macke: I’ve been cautionary on this stock for some time
FCX – Freeport McMoRan (4%) – Adami: It’s a volatile space
BCS – Barclays (18%) – Concerns of nationalization in the UK
FITB – Fifth Third Bancorp (29%) – Posted quarterly loss of $2.2 billion, its third straight loss
JEC – Jacobs Engineering (12%) – One of its most important clients, Suncor, slashed its 2009 spending

Fast Money Stock Picks – January 21, 2009 – Tech and Financials

Najarian:
AAPL – Apple – Buy calls
GGB – Gerdau – Watch for recent options action – Final Trade

Macke:
TM – Toyota – Buy – Final Trade

Seymour:
BIDU – Baidu.com – Buy if Google shares pop on earnings – Final Trade

Finerman:
MA – Mastercard – Buy on a pullback – Final Trade

Pops (stocks that jumped higher):
TBT – ProShares UltraShort Lehman 20+ Treasury (6%) – Finerman: This ETF is up nicely
BLK – BlackRock (5%) – Rallied after dropping on 4Q results
MCD – McDonald’s (3%) – Goldman added it to its conviction buy list
USB – US Bancorp (5%) – Investors bid it higher even after 65% decline in 4Q income
PNC – PNC Financial (37%) – Said losses related to its acquisition of National City were less than previously estimated
CMCSA – Comcast (7%) – Made gains as Microsoft sold its entire stake in it
AXL – American Axle (13%) – Deutsch upgraded it from ’sell’ to ‘hold’, saying it’s approaching bottom valuations and may recover in 2010

Drops (stocks that slid lower):
COH – Coach (7%) – 2Q income fell 14% on weak sales
CSH – Cash America International (17%) – Predicted a decline in 4Q income and cut their 2009 earnings outlook
AMR – American Airlines (23%) – Parent corp AMR and United Airlines’ parent corp UAL posted wider than expected 4Q losses on higher fuel costs
UTX – United Technologies (1%) – Profit taking sent shares lower around lunchtime, but went higher into the close after they reported 4Q earnings rose 8% over last year

Fast Money Stock Picks – January 20, 2009 – Inauguration Day Trades

Najarian:
EBAY – eBay – Could have some upside
IYR – iShares Dow Jones US Real Estate – Buy puts – Final Trade

Adami:
USB – US Bancorp – Hoping to see a relief rally
JNJ – Johnson & Johnson – Buy – Final Trade

Macke:
C – Citigroup – Buy – Final Trade

Seymour:
MBT – Mobile TeleSystems – Buy – Final Trade

Karabell:
XLI – Industrials – Buy for longer term (approx. 6 months)
XLK – Technology – Buy for longer term (approx. 6 months)

Gene Munster, Piper Jaffray analyst:
AAPL – Apple – Buy

Pops (stocks that jumped higher):
NEM – Newmont Mining (4%) – Adami: I’d take profits
MO – Altria (2%) – Safe haven play

Drops (stocks that slid lower):
NYT – New York Times (8%) – Analysts predicted a continued slump in ad sales
PALM – Palm (3%) – Najarian: It’s up almost 100% in just a few weeks
BCS – Barclays (42%) – The UK government committed billions more for a bailout, suggesting another step toward nationalization
BBY – Best Buy (7%) – Macke: It’s Circuit City who’s liquidating
COP – ConocoPhilips (7%) – Cut 4% of its workforce
AMTD – TD Ameritrade (10%) – Said quarterly profit fell 23% and they reduced profit forecast for the year
JCP – JC Penney (10%) – Macke: Avoid retailers
CSX – CSX Corp (7%) – Goldman downgraded Canadian National Railway (a fellow rail company) from ‘buy’ to ‘neutral’
AA – Alcoa (11%) – Rival Rio Tinto announced plans to reduce production due to low demand
GRMN – Garmin (7%) – TomTom reduced its sales forecast due to a decline in the price of GPS units

Fast Money Stock Picks – January 19, 2009 – Obama Stocks

Obama Pop (stocks thought to go higher under Obama):
UNG – Natural Gas
CHK – Chesapeake Energy
APA – Apache – Terranova: I think nat gas is a great investment theme
EOG – EOG Resources
RIMM – Research In Motion – Seymour: I think it’s a difficult time for this stock
FLR – Fluor – Adami: I like it on a pullback
URS – URS Corp – Adami: I like it at current levels
TEVA – Teva
NVS – Novartis – Adami: I like it
MYL – Mylan – Adami: I like it
TM – Toyota – Terranova: Solar play; they’re working on a car that incorporates solar power
X – US Steel – Karabell: Could rise short-term
SPY – S&P 500 ETF
MO – Altria – Seymour: Could be some pressure on it, but it has outperformed this year
DYN – Dynegy

This week’s rising star stock:
BLUD – Immucor

Seymour:
COP – ConocoPhilips – Buy – Final Trade

Adami:
GPS – Gap – Buy – Final Trade

Karabell:
TC – Thompson Creek Metals – Buy – Final Trade

Terranova:
EOG – EOG Resources – Buy – Final Trade, part 1
HES – Hess – Buy – Final Trade, part 2

Fast Money Stock Picks – January 16, 2009 – Infrastructure

Seymour:
FCX – Freeport McMoRan – Buy
INTC – Intel – Buy
COP – ConocoPhilips – Buy – Final Trade

Macke:
TM – Toyota – Buy – Final Trade

Finerman:
BBT – BB&T – Cover if you’re short – Final Trade

Terranova:
Infrastructure names – Buy – Final Trade

Pops (stocks that jumped higher):
EXC – Exelon (4%) – Terranova: It’s more of a recovery than a pop
MCD – McDonald’s (3%) – Macke: It’s a buy under $50
TRA – Terra Industries (26%) – CF Industries announced plans to acquire it for about $2 billion
KMB – Kimberly-Clark (2%) – Investors put money into it as a safe-haven play, away from volatile financials
TROW – T Rowe Price (3%) – Bounced despite an analyst note which said that 4Q results could disappoint

Drops (stocks that jumped higher):
MS – Morgan Stanley (4%) – Seymour: Anybody taking money from the government is going to lose
JPM – JP Morgan (6%) – Terranova: Sometimes you’re just happy to brake even
WFC – Wells Fargo (7%) – Macke: A sinking tide sinks all banks
EL – Estee Lauder (10%) – Slowdown in consumer spending