Fast Money Stock Picks

Fast Money Stock Picks – February 9, 2009 – Tech and Media

Macke:
AAPL – Apple – Take profits – Final Trade part 1
MS – Morgan Stanley – Take profits – Final Trade part 2

Seymour:
BIDU – Baidu – Buy – Final Trade part 1
SOHU – Sohu – Buy – Final Trade part 2

Finerman:
PM – Philip Morris – Buy
DEO – Diageo – Buy
CBS – CBS – Avoid
NYT – N.Y. Times – Avoid
DNA – Genentech – Buy – Final Trade

Najarian:
AKAM – Akamai – Buy – Final Trade

Terranova:
AAPL – Apple – Buy
IBM – IBM – Buy
GOOG – Google – Buy
XBI – SPDR S&P Biotech – Buy
AMGN – Amgen – Buy

Mark Mahaney, Citigroup analyst:
NFLX – Netflix – Buy
AKAM – Akamai – Buy
GOOG – Google – Buy
PCLN – Priceline – Buy

Pops (stocks that jumped higher):
AAPL – Apple (3%) – Najarian: If you buy this stock, also buy some puts to protect yourself
WHR – Whirlpool (2%) – Investors shrugged off news that 4Q profits missed estimates
BCS – Barclays (11%) – Seymour: I think it could be an impressive story
TXT – Textron (8%) – Najarian: I think they have some issues
HAS – Hasbro (7%) – Macke: Looking good

Drops (stocks that slid lower):
NYX – NYSE Euronext (5%) – Finerman: It looks attractive here
RTP – Rio Tinto (7%) – Said it’s searching for a new chairman following the resignation of Jim Leng, who left less than a month into the position

Fast Money Stock Picks – February 5, 2009 – Financials

Najarian:
NTRS – Northern Trust – Buy
PALM – Palm – Buy – Final Trade
*These stocks are giving back TARP money as fast as they can; watch them:
MS – Morgan Stanley
GS – Goldman Sachs

Seymour:
POT – Potash – Buy – Final Trade

Adami:
HPQ – Hewlett-Packard – Buy – Final Trade

Finerman:
OIH – Oil Services HLDRs – Buy – Final Trade

David Trone, Fox-Pitt Kelton analyst:
GS – Goldman Sachs – Short-term buy
MS – Morgan Stanley – Short-term buy
JPM – JP Morgan – Medium-term buy

Pops (stocks that jumped higher):
V – Visa (9%) – Earnings beat estimates
STT – State Street (14%) – Announced cost cutting measures
AKAM – Akamai Technologies (18%) – 4Q results beat analaysts estimates and demand rose for its web traffic management service
CAT – Caterpillar (3%) – Investors bet on a bottom in the global economy
PRU – Prudential (7%) – Finerman: I think there’s trouble to come in their real estate exposure
BHP – BHP Billiton (6%) – Seymour: I think the stock chart looks fantastic
ANF – Abercrombie & Fitch (10%) – January same store sales beat expectations

Drops (stocks that slid lower):
GE – General Electric (4%) – Adami: It’s caught in a spiral right now
DLTR – Dollar Tree (17%) – Adami: I think this is the entry point
EQR – Equity Residential (8%) – Finerman: Across the board there’s trouble here
UL – Unilever PLC (2%) – Seymour: They don’t want to compete against their own estimates

Fast Money Stock Picks – February 4, 2009 – Tech

Macke:
AAPL – Apple – Buy – Final Trade

Adami:
LLL – L3 Communications – Buy – Final Trade

Finerman:
TIP – iShares Barclays TIPS Bond Fund ETF – Buy – Final Trade

Najarian:
GDX – Market Vectors Gold Miners ETF – Buy – Final Trade

Pops (stocks that jumped higher):
TKTM – Ticketmaster (13%) – In merger talks with Live Nation
ERTS – Electronic Arts (11%) – Missed on 3Q earnings but announced extensive cost cutting measures
MET – Metlife (4%) – Finerman: I’m concerned about their commercial real estate exposure
RVBD – Riverbed Technology (7%) – 4Q results beat estimates

Drops (stocks that slid lower):
WMT – Wal-Mart (3%) – Macke: Retailers are dead to me
TXT – Textron (22%) – Said it has drawn the balance of a $3 million committed credit line
RMBS – Rambus (15%) – Patent infringement lawsuit against Micron and Samsung delayed
ADM – Archer Daniels Midland (8%) – Adami: It’s interesting around $24
MEE – Massey Energy (12%) – Najarian: When demand comes back, so should these guys
WYNN – Wynn Resorts (10%) – Macke: I’d avoid it
PM – Philip Morris Int’l (4%) – Finerman: I like it
R – Ryder System (13%) – 4Q earnings fell 85% due to slow down in demand, and it reduced its 2009 outlook

Fast Money Stock Picks – February 3, 2009 – Tech

Macke:
ERTS – Electronic Arts – Trim calls – Final Trade

Adami:
LLL – L-3 Communications – Buy – Final Trade

Finerman:
OIH – Oil Service HLDRS – Buy – Final Trade

Jon Najarian:
CSCO – Cisco – Buy around $15, or sell puts to buy it lower – Final Trade

Jeff Saut, Raymond James investment strategist:
SPY – SPDRs – Buy
SSO – Ultra S&P500 ProShares – Buy

Brent Bracelin, Pacific Crest analyst:
CSCO – Cisco – Buy if it dips below $15
EMC – EMC Corporation – Buy
FFIV – F5 Network – Buy

Pops (stocks that jumped higher):
UPS – UPS (6%) – Analysts believe it’s well positioned to weather the downturn, despite reporting lower than expected profits
HOG – Harley-Davidson (16%) – Berkshire Hathaway has agreed to buy $300 million of debt for 15% return on the notes
TBT – ProShares UltraShort Lehman 20+ Yr ETF (5%) – Finerman: I sold a little
CME – CME Group (2%) – Reported higher than expected 4Q profit
EMR – Emerson Electric (6%) – Reported higher than expected quarterly profit
NOC – Northrup Grunman (4%) – Quarterly profit grew 15%
AVP – Avon Products (9%) – Raised its dividend
TYC – Tyco International (19%) – Reported better than expected profit

Drops (stocks that slid lower):
MOT – Motorola (11%) – Najarian: I don’t like this stock
MGM – MGM Mirage (15%) – Citigroup said it might have to sell at least one of its properties to raise cash for its CityCenter project
QCOM – Qualcomm (3%) – Goldman downgraded it from ‘buy’ to ‘neutral’
COF – Capital One Financial (11%) – Goldman Sachs cut its price target from $42 to $18

Fast Money Stock Picks – February 2, 2009 – Biotech and Oil

Macke:
MCD – McDonald’s – Trim your position – Final Trade

Finerman:
XBI – SPDR S&P Biotech – Buy – Final Trade

Najarian:
V – Visa – Buy ahead of earnings Wednesday – Final Trade

Seymour:
MELI – MercadoLibre – Buy
PBR – Petrobras – Buy – Final Trade

Doug Cliggott, Dover Management CIO:
Biotech – Buy
Healthcare – Buy

Rich Greenfield, Pali Capital analyst:
CVC – Cablevision – Buy
VIA – Viacom – Take a look
CBS – CBS – Short
NWS – News Corp – Short

Pops (stocks that jumped higher):
HUM – Humana (6%) – Backed its 2009 forecast for strong profit growth
HIG – Hartford Financial (15%) – If you’re looking for volatility this is the place
AMZN – Amazon.com (4%) – Investors still impressed with their recent earnings report
ME – Mariner Energy (9%) – Announced success at 3 exploration wells in the Gulf of Mexico

Drops (stocks that slid lower):
MAT – Mattel (16%) – Quarterly profit far below Wall St estimates
HIT – Hitachi (10%) – Seymour: Japan’s in trouble
NYX – NYSE Euronext (12%) – Analysts cut ratings and price targets citing the potential impact of dropping European currencies
DRYS – DryShips (26%) – Said it’s likely saddled with $650 million in debt for the building of an offshort oil drilling business it wants to spin off
ADCT – ADC Telecommunications (35%) – Lowered its first quarter outlook
VIP – Vimpel Communications (10%) – Weakness in Russia’s currency
LVS – Las Vegas Sands (15%) – Expanded its management team and appointed new execs for its Asia operations, which investors interpreted as more money being spent on Macao
FXB – CurrencyShares British Pound Ster. Trst (2%) – Speculation that the Bank of England will cut rates