Fast Money Stock Picks

Fast Money Stock Picks – March 31, 2009 – Tech

Pete Najarian:
NTRS – Northern Trust – Watch
V – Visa – Watch
IBM – IBM – Buy
HPQ – Hewlett Packard – Buy
INTC – Intel – Buy
GOOG – Google – Buy
VCLK – ValueClick – Buy
CLF – Cliffs Natural Resources – Buy
MON – Monsanto – Buy on a pullback
DD – DuPont – Worth a look

Jon Najarian:
AEO – American Eagle – Buy
HOTT – Hot Topic – Buy
LULU – Lululemon Atheletica – Buy

Adami:
ORCL – Oracle – Buy on a dip

Seymour:
BG – Bunge – Buy
MO – Altria – Buy on a dip

Macke:
WMT – Wal-Mart – Buy

Pops (stocks that jumped higher):
AMLN – Amylin Pharmaceuticals (4%) – Pete: Sooner or later I think this company gets attractive to Lilly
BHP – BHP Billiton (4%) – Seymour: I don’t think it’s a great ride from here
TXT – Textron (4%) – Adami: I think it’s a little toxic here
PLD – Prologis (24%) – Investors seem to believe that the REIT has been unfairly punished
MT – ArcelorMittal (6%) – Seymour: I think you can take a shot but don’t rush in
SCHW – Charles Schwab (7%) – Adami: I think it’s probably time to take profits
SLW – Silver Wheaton (4%) – RBC Capital said it should outperform its peer group
ADSK – Autodesk (10%) – UBS upgraded it from ‘sell’ to ‘neutral’

Drops (stocks that slid lower):
GM – General Motors (28%) – Was a top drag on the Dow due to concerns over their sustainability
AMD – Advanced Micro Devices (28%) – Intel released a much-anticipated chip for server systems
IP – International Paper (5%) – Investors bid it lower ahead of earnings

Fast Money Stock Picks – March 30, 2009 – Financials

Adami:
BWA – Borg Warner – Buy
ABT – Abbott Labs – Buy – Final Trade

Finerman:
AXYS – Axsys – Buy – Rising Star Stock, Final Trade
*If you’re bullish that regulators will relax market-to-market rules:
BAC – Bank of America – Buy preferred shares, OR:
XLF – Financial Select Sector SPDR – Buy

Najarian:
IBB – iShares NASDAQ Biotechnology Index – Buy – Final Trade

Seymour:
BCS – Barclay’s – Buy

Pops (stocks that jumped higher):
AMZN – Amazon (2%) – Closed higher largely due to a favorable report in Barron’s
FITB – Fifth Third Bancorp (5%) – Announced it will sell a majority interest in its payment processing unit to Advent International in an effort to raise more cash
NFLX – Netflic (6%) – Announced it will raise prices of Blu-ray discs by about 20% in order to add to its selection of movies and keep up with costs
APOL – Apollo Group (3%) – Investors bid it higher ahead of earnings

Drops (stocks that slid lower):
AA – Alcoa (14%) – Posted a nearly 100% decline in 2008 profits and forecast further losses
BBT – BB&T Corp (8%) – Stifel Nicolaus downgraded it from ‘hold’ to ‘sell’ citing the need for more loan loss reserves
CBS – CBS (18%) – Adami: There could be further room to the downside
DRYS – DryShips (16%) – Seymour: As commodities go, so goes this stock
MTW – Manitowoc (33%) – 1Q earnings came in sharply below Wall St expectations
IYR – Dow Jones US Real Estate ETF (5%) – Najarian: I still think there’s lots of downside in commercial real estate
AMP – Ameriprise Financial (9%) – Fitch downgraded it from ‘stable’ to ‘negative’ partly due to ‘exposure’ to equities

Fast Money Stock Picks – March 27, 2009 – Financials

Macke:
Bank stocks – Take profit – Final Trade

Finerman:
BPO – Brookfield Properties – Short – Final Trade

Seymour:
TCK – Teck Cominco – Sell and buy it back lower – Final Trade

Jon Najarian:
WFR – MEMC Electronics Materials – Buy
AGN – Allergan – Buy

Carter Worth:
XLY – Consumer Discretionary ETF – Buy

Whitney Tilson, of T2 Partners:
AXP – American Express – Buy
WFC – Wells Fargo – Buy
WEN – Wendy’s – Buy
BKC – Burger King – Buy

Pops (stocks that jumped higher):
CAT – Caterpillar (8%) – Adami: I think it’s a buy, but not here
HPQ – Hewlett-Packard (13%) – Macke: I’d take some profits
BCS – Barclays (43%) – Credit Suisse said it may be in a better capital position than previously thought
CHL – China Mobile (7%) – Seymour: It’s a real bellwether for emerging market investors
DE – Deere (10%) – Caught a tailwind after the gov’t reported durable goods and new home sales unexpectedly rose in Feb
RTP – Rio Tinto (11%) – Climed in tandem with the spot price of copper and other metals
HD – Home Depot (4%) – Investors are betting that home improvement will be a priority as consumers begin to spend a little more
SHLD – Sears (20%) – Finerman: I wouldn’t own it

Drops (stocks that slid lower):
DYN – Dynegy (13%) – Macquarie Capital downgraded it on concerns rival LS Power Group won’t make a buyout offer
ACN – Accenture (10%) – Lowered its 2009 forecast and Stifel Nicolaus downgraded it due to deteriorating demand
GLD – SPDR Gold Trust ETF (3%) – Seymour: I think inflation is back in play and in the long term gold should run higher

Fast Money Stock Picks – March 25, 2009 – Housing and Rentals

Najarian:
XHB – XHB – Buy
BBBY – Bed Bath & Beyond – Buy
HD – Home Depot – Buy
SHW – Sherwin Williams – Buy
XLI – Industrials ETF – Buy – Final Trade

Macke:
WMT – Wal-Mart – Buy – Final Trade
*Buy the following on any pullback:
NFLX – Netflix
HD – Home Depot
AMZN – Amazon
TGT – Target

Adami:
KSU – Kansas City Southern – Buy – Final Trade

Seymour:
WBD – Wimm-Bill-Dann Foods – Buy – Final Trade

Heather Bellini, UBS analyst:
INTU – Intuit – Buy
ORCL – Oracle – Buy
SAP – SAP – Buy

Pops (stocks that jumped higher):
JPM – JP Morgan (8%) – Seymour: I think this stock could continue to run
WFR – MEMC Electronic Materials (7%) – Najarian: There’s a lot of speculation
CBG – CB Richard Ellis (64%) – Eased credit agreements with lenders and received upgrades from JP Morgan and JMP Securities
TM – Toyota (4%) – Announced the May launch of a more fuel-efficient Prius to take on Honda’s Insight
JBL – Jabil Circuit (36%) – 2Q loss was in line with previous forecasts and it gave a more stable outlook
SNP – China Petroleum & Chemical (6%) – Revised its full year profit forecast
GLD – SPDR Gold Trust ETF (1%) – Gold moved modestly higher

Drops (stocks that slid lower):
DELL – Dell (2%) – Macke: I just don’t think they’re that good a company
CAT – Caterpillar (2%) – Adami: There was a rumor that it might need to close a plant for a while
CRM – Salesforce.com (2%) – Morgan Stanley downgraded it from ‘equal weight’ to ‘underweight’
STZ – Constellation Brands (5%) – Lowered its fiscal year and 2009 earnings forecast

Fast Money Stock Picks – March 24, 2009 – Tech

Adami:
SYK – Stryker – Buy – Final Trade

Finerman:
AXYS – Axsys Technologies – Buy – Final Trade

Najarian:
AKAM – Akamai – Buy – Final Trade

Mark Mahaney, Citi analyst:
AKAM – Akamai – Buy

Pops (stocks that jumped higher):
MT – ArcelorMittal (5%) – Issued $1.5 billion in convertable bonds
SHLD – Sears (4%) – Finerman: I’d stay away
IP – International Paper (12%) – Said it has received over $70 million in alternative fuel tax credits and will continue to submit refund claims
BIDU – Baidu (3%) – Deutsche Bank initiated a ‘buy’ rating
PVH – Phillips-Van Heusen (13%) – Citi upgraded it to ‘buy’

Drops (stocks that slid lower):
NWL – Newell Rubbermaid (9%) – Adami: They could have a capitulation day as soon as Wednesday
UA – Under Armour (13%) – Morgan Stanley downgraded it from ‘equal weight’ to ‘underweight’ citing its weak shoe launch and high valuation
DAI – Daimler AG (8%) – Seymour: Their balance sheet looks to be in question
CME – CME Group (10%) – Finerman: Cutting fees in a business that’s mostly driven by fees is not good