Fast Money Stock Picks

Fast Money Stock Picks – February 26, 2009 – Metals and Financials

Finerman:
TBT – TBT – Buy
Bank preferred trades – Buy – Final Trade

Terranova:
FCX – Freeport McMoRan – Buy
SLV – Silver ETF – Buy
COP – Conoco Phillips – Buy – Final Trade

Seymour:
TCK – Teck Cominco – Buy

Macke:
MS – Morgan Stanley – Buy – Final Trade

Steve Cortes, President of Veracruz:
XLK – Tech – Sell
.SPX – S&P – Buy
GS – Goldman Sachs – Buy
MS – Morgan Stanley – Buy

Pops (stocks that jumped higher):
IBM – IBM (4%) – Macke: Compared to Dell they look great
FLS – Flowserve (12%) – Beat on 4Q earnings due to higher margins
RBS – Royal Bank of Scotland (17%) – Seymour: The UK toxic asset fund is starting to work
NDAQ – Nasdaq OMX Group (4%) – Beat on 4Q earnings despite a 53% drop in profits
YHOO – Yahoo (4%) – Macke: I wish they’d just disband quietly
AFL – Aflac (19%) – The UK guaranteed lenders in which it has investments
FLR – Fluor (6%) – Terranova: Engineering stocks have been relatively resilient
LVS – Las Vegas Sands (32%) – Macke: It was way oversold
BIDU – Baidu (2%) – Seymour: It’s on the tear and I still like it

Drops (stocks that slid lower):
GM – General Motors (7%) – CEO Rick Wagoner asked Washington for more government aid
LTD – Limited Brands (13%) – Finerman: Move along
MRK – Merck (7%) – Investors believe it’s in the same position as Eli Lilly, which said it will lose millions if Obama’s health care plan is approved

Fast Money Stock Picks – February 25, 2009 – Financials

Macke:
AAPL – Apple – Buy – Final Trade

Karabell:
SOHU – Sohu – Buy – Final Trade

Finerman:
WFC – Wells Fargo – Buy Wells Fargo preferred stock, short Wells Fargo common stock – Final Trade

Najarian:
V – Visa – Buy – Final Trade

Pops (stocks that jumped higher):
JPM – JP Morgan (3%) – Bernanke assured investors the government doesn’t plan to nationalize Citi and other banks
TBT – ProShares UltraShort Lehman 20 Yr ETF (3%) – US Treasuries fell after a record $32 billion sales of 5-yr notes
GM – General Motors (15%) – CEO Rick Wagner expected to request additional loans
DISCA – Discovery Communications (13%) – Beat on 4Q earnings
DIN – DineEquity (13%) – Finerman: There’s a big short interest in this stock

Drops (stocks that slid lower):
DE – Deere (5%) – Karabell: I think there are a lot of reasons to be positive on this stock longer term
.DJT – Transports (4%) – Najarian: When oil goes up you see a big move to the downside in transportation
ALL – Allstate (6%) – Finerman: Cutting the dividend was the right thing to do, but the rest of the business doesn’t look so hot
FSLR – First Solar (22%) – Predicted 2009 sales will be below estimates
BHP – BHP Billiton (4%) – Analysts believe prices for iron ore may fall as much as 30% due to decline in demand
DWA – DreamWorks (11%) – Missed on 4Q earnings due to lower DVD sales
SJM – JM Smucker (6%) – Forecast 2009 earnings below analysts’ expectations, hurt by the peanut recall even though Jif wasn’t among the tainted products

Fast Money Stock Picks – February 24, 2009 – Bottom Trades

Macke:
MS – Morgan Stanley – Buy for a momentum trade – Final Trade

Adami:
ABT – Abbott Labs – Buy – Final Trade

Seymour:
SSL – Sasol – Buy – Final Trade

Najarian:
HPQ – Hewlett Packard – Buy – Final Trade

John Malloy, Fast Money producer:
*Great long-term buying opportunities:
MO – Altria
IBM – IBM
LMT – Lockheed Martin
HPQ – Hewlett Packard
XTO – XTO Energy
XOM – Exxon Mobil

Jason Trennert, Strategas Research Partners cheif investment strategist:
Gold – Buy
XLE – Energy – Buy

Pops (stocks that jumped higher):
AAPL – Apple (4%) – Najarian: I like Apple
NTRS – Northern Trust (11%) – Popped despite reports that it spent millions on the Northern Trust Open, a PGA event
TM – Toyota Motor (8%) – Macke: I’m long a little
XHB – SPDR S&P Homebuilders ETF (7%) – A report said housing prices dropped at the fastest pace on record, possibly signalling a bottom
HNZ – H.J. Heinz (6%) – Najarian: Giddyup for this stock
RBS – Royal Bank of Scotland (17%) – Seymour: Take profits
MVL – Marvell Entertainment (15%) – Macke: I wouldn’t get involved
EEM – Emerging Markets ETF (6%) – Popped despite global economic concerns

Drops (stocks that slid lower):
FWLT – Foster Wheeler (20%) – Adami: Their backlog went down
ABX – Barrick Gold (11%) – Credit Suisse cut its price target from $45 to $41
DPZ – Domino’s Pizza (5%) – Said the dollar will have a negative impact on its international returns

Fast Money Stock Picks – February 23, 2009 – Gold and Energy

Seymour:
PZE – Petrobras Energia Participaciones – Buy – Rising Star Stock

Seymour:
RIO – Vale – Buy with a stop around $11.25 – Final trade

Adami:
AMGN – Amgen – Buy – Final Trade

Finerman:
DNA – Genentech – Look at call spreads – Final Trade

Najarian:
MYL – Mylan – Buy – Final Trade

Dennis Gartman:
FDO – Family Dollar – Buy
SPG – Simon Properties – Buy
GDX – GDX – Buy
GLD – GLD – Buy

Pops (stocks that jumped higher):
RMBS – Rambus (6%) – Najarian: I don’t like companies facing litigation
FITB – Fifth Third Bancorp (25%) – Finerman: I wouldn’t get excited
RBS – Royal Bank of Scotland (6%) – Seymour: I think there’s a piece worth saving
NCX – Nova Chemicals (284%) – A firm owned by Emerate of Abu Dhabi agreed to buy it in an all cash deal at 4 times the recent stock value
EXPE – Expedia (2%) – Bank of America upgraded it to ‘buy’, saying bookings could stabilize this year
MYL – Mylan (2%) – Barclays upgraded it from ‘equal weight’ to ‘overweight’

Drops (stocks that slid lower):
HUM – Humana (24%) – Adami: There seems to be a seasonality to this stock
RIO – Vale (12%) – Seymour: I think this is a good level to get in
NYX – NYSE Euronext (8%) – Finerman: Current valuations are attractive but i don’t own any
GT – Goodyear (12%) – Adami: They make tires, tires go on cars — not a good place to be
CPB – Campbell Soup (3%) – Earnings dropped 15% from last year due to a stronger dollar
ABX – Barrick Gold (4%) – Moved in the same direction as gold futures

Fast Money Stock Picks – February 18, 2009 – Metals

Seymour:
XME – SPDR S&P Metals and Mining ETF – Buy
DBB – PowerShares DB Base Metals Fund ETF – Buy
DBP – PowerShares DB Precious Metals ETF – Buy
SWC – Stillwater Mining – Buy – Final Trade

Najarian:
CRXL – Crucell – Could be an acquisition target, Rising Star Stock
DNA – Genentech – Buy – Final Trade

Terranova:
RHHBY – Roche – Buy – Final Trade

Adami:
CELG – Celgene – Buy – Final Trade

Pops (stocks that jumped higher):
WMT – Wal-Mart (4%) – Terranova: $46.80 is the stop
MBI – MBIA (30%) – Terranova: I think they will need more TARP money
CELG – Celgene (2%) – Oppenheimer initiated coverage with an ‘outperform’ rating and a $73 price target
VOLC – Volcano (12%) – Beat expectations
NLC – Nalco (5%) – Warren Buffett added it to his portfolio, and it plans to expand its water treatment business globally

Drops (stocks that slid lower):
X – US Steel (7%) – Seymour: I’d be cautious
CMCSA – Comcast (4%) – Adami: I think it goes lower from here
JACK – Jack In The Box (9%) – Najarian: Not so good
CEG – Constellation Energy (8%) – 4Q earnings were worse than expected due to its failed sale of MidAmerican Energy
XAL – Airlines (6%) – New report showed that travel is rapidly declining for both leisure and business
CHK – Chesapeake (4%) – 4Q earnings were below analysts’ estimates
GERN – Geron Corp (11%) – Announced it was selling over 7 million new shares

Fast Money Stock Picks – February 17, 2009 – Biotech and The Stimulus

Najarian:
XBI – SPDR S&P Biotech ETF – Buy
*For stimulus plays look at:
FSLR – First Solar
ENER – Energy Conversion Devices

Seymour:
Do nothing – Final Trade
*For stimulus plays look at:
PHO – PowerShares Water Resources

Adami:
CELG – Celgene – Buy
JNJ – Johnson & Johnson – Buy – Final Trade
*For stimulus plays look at:
URS – URS Corp

Finerman:
HPQ – Hewlett Packard – Final Trade
IBB – iShares NASDAQ Biotechnology Index ETF – Buy
*For stimulus plays look at:
UNG – Natural Gas
CPN – Calpine – Know that it’s levered

Terranova:
FXC – CurrencyShares Canadian Dollar Trust ETF – Buy

Deborah Weinswig, Citigroup analyst:
WMT – Wal-Mart – Buy

Fast Money Stock Picks – February 13, 2009 – Tech

Seymour:
MBT – Mobile TeleSystems – Buy – Final Trade

FL – Foot Locker – Buy a little – Final Trade

Terranova:
TM – Toyota – Watch – Final Trade

Karabell:
*Take a look at these stocks:
GOOG – Google
AMD – AMD
IBM – IBM
VMW – VMWare
JCI – Johnson Controls
MMM – 3M

Gartman:
FSLR – First Solar – Buy
Copper – Buy

Pops (stocks that jumped higher):
ANF – Abercrombie & Fitch (6%) – Finerman: I wouldn’t be a buyer
VIP – Vimpel-Comm (13%) – Associate Telenor reported stronger than expected earnings for the fourth quarter
CSTR – Coinstar (19%) – 4Q revenue beat estimates and they increased their 2009 revenue guidance
BWLD – Buffalo Wild Wings (32%) – Benefited from the trading down trade

Drops (stocks that slid lower):
WFC – Wells Fargo (18%) – Finerman: Not a good week to be a bank
USO – US Oil Fund ETF (9%) – Terranova: I still have no desire to buy the USO, it’s tethered to the front price in oil
RIMM – Research In Motion (18%) – Macke: I’d avoid this stock
RTP – Rio Tinto (6%) – Seymour: They look like they need more money than people thought
SIRI – Sirius-XM (19%) – May be forced into bankruptcy
BBT – BB&T Corp (20%) – The WSJ reported that their loan-loss reserves have dropped significantly and it has billions of loans to residential housing developers that could turn toxic
JPM – JP Morgan (7%) – Couldn’t overcome negative sentiment that surfaced after the Treasury’s latest plan lacked details

Fast Money Stock Picks – February 12, 2009 – Retail

Adami:
JEF – Jefferies – Buy
VIA – Viacom – Buy – Final Trade

Najarian:
AAPL – Apple – Buy
PFCB – PF Changs – Watch, could go up very quickly
FCX – Freeport McMoRan – Buy – Final Trade
*Watch the following, they have a lot of short interest:
CMG – Chipotle
ARO – Aeropostale
BKE – The Buckle

Macke:
HAS – Hasbro – Buy
RIMM – Research In Motion – Buy – Final Trade

Finerman:
DNA – Genentech – Buy – Final Trade

Ed Yardeni, market analyst:
Gold – Buy

Pops (stocks that jumped higher):
CAL – Continental Airlines (10%) – Adami: They have a $20 price target
VIA.B – Viacom (4%) – 4Q earnings weren’t as bad as expected
PFE – Pfizer (2%) – Leerink Swan upgraded it from ‘market perform’ to ‘outperform’

Drops (stocks that slid lower):
WFC – Wells Fargo (4%) – Said its 4Q loss was 7% larger than previously disclosed
BBT – BB&T Corp (6%) – Finerman: I’m skeptical, but I’ve covered half
WINN – Winn-Dixie Stores (11%) – Najarian: This should not have sold off
HOG – Harley Davidson (8%) – Downgraded by Fitch
COF – Capital One (9%) – An analyst at Fox Pitt Kelton said he expects data to show further deterioration in the sector, and he cut estimates
JASO – JA Solar (16%) – Lowered its sales forecast and revenue target for the year
GM – General Motors (4%)
KSS – Kohl’s (4%) – Goldman Sachs downgraded it from ‘neutral’ to ’sell’

Fast Money Stock Picks – February 11, 2009 – Metals and Biotech

Najarian:
GDX – Gold Miners ETF – Buy
FCX – Freeport McMoRan – Buy
XBI – SPDR S&P Biotech ETF – Buy – Final Trade

Adami:
Gold – Buy
AMGN – Amgen – Buy – Final Trade

Seymour:
Platinum – Buy
JNJ – Johnson & Johnson – Buy
TKC – Turkcell – Buy – Final Trade

Terranova:
WY – Weyerhaeuser – Buy
IBM – IBM – Buy – Final Trade

Pops (stocks that jumped higher):
STI – Suntrust Banks (11%) – Announced a quarterly dividend of 10 cents per share
IR – Ingersoll-Rand (14%) – Adami: I wouldn’t go running in
MT – ArcelorMittal (4%) – Seymour: I still like the steel play
ABX – Barrick Gold (4%) – Najarian: I think it still has room to go
XL – XL Capital (61%) – Announced it will cut 10% of its workforce and slash its dividend after a disappointing earnings report
CCE – Coca-Cola (10%) – Beat on 4Q earnings
RTP – Rio Tinto (5%) – Confirmed it is in talks with Cinalco
DF – Dean Foods (7%) – Reported 4Q profits surged due to low costs
YRCW – YRC Worldwide (18%) – Reassured investors it will be able to negotiate some of its debt covenants and will meet the mid-February deadline to announce new terms
PFCB – PF Chang’s China Bistro (2%) – 4Q earnings beat estimates due to cost controls, but cut its outlook for 2009

Drops (stocks that slid lower):
USO – US Oil Fund (3%) – Terranova: It’s tethered to the near-term price of oil
SIRI – Sirius XM (52%) – Speculation it will be filing for bankruptcy

Fast Money Stock Picks – February 10, 2009 – Energy

Pete Najarian:
ENER – Energy Conversion Devices – Buy – Rising Star Stock
MON – Monsanto – Buy – Final Trade

Jon Najarian:
.SPX – S&P – Buy low, sell high
VIX – VIX – Buy low, sell high
EXM – Excel Maritime – Buy at $6 and sell around $9
MT – ArcelorMittal – Buy around $22 and sell around $28

Adami:
INTC – Intel – Buy – Final Trade

Seymour:
PTM – Platinum Asset Management Limited – Buy – Final Trade

Macke:
*Settle up your shorts

Bill Greiner, CIO at UMB Asset Management:
XLF – Financials – Steer clear