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

Fast Money Stock Picks – March 23, 2009 – Tech

Najarian:
PALM – Palm – Buy – Rising Star Stock
AAPL – Apple – Buy
AGN – Allergan – Buy – Final Trade

Macke:
GS – Goldman Sachs – Take gains – Final Trade
MOS – Mosaic – Buy
POT – Potash – Buy
AAPL – Apple – Buy

Finerman:
AXYS – Axsys Technologies – Buy – Final Trade

Adami:
IBM – IBM – Buy
HPQ – Hewlett Packard – Buy
GLW – Corning – Buy – Final Trade

Jim Suva, Citi Investment Research analyst:
GLW – Corning – Buy
AAPL – Apple – Buy
PALM – Palm – Buy

Pops (stocks that jumped higher):
JPM – JP Morgan (25%) – This and other financials rallied on the government’s new plan to mop up toxic assets
CME – CME Group (15%) – Recently approved for guaranteeing credit-default swaps and could experience a volume increase on gov’t bailout plans
WFC – Wells Fargo (24%) – Macke: They also want to pay back TARP money
HPQ – Hewlett Packard (8%) – Adami: This stock could go to $34
LLY – Eli Lilly (5%) – Najarian: Even with the pop shares still look a little too cheap
COF – Capital One (20%) – Finerman: I would not be short anymore
INTC – Intel (6%) – Macke: I would not want to own this stock
AA – Alcoa (13%) – Adami: It should move higher from here
EEM – iShares MSCI Emerging Markets ETF (9%) – Soared with commodities and global stocks
PRU – Prudential (26%) – What’s good for banks appears to be just as good for insurance firms
BCS – Barclays (30%) – Investors believed the Geithner plan could spark growth worldwide
ING – ING Group (24%) – Asked over 1000 employees to return last year’s bonuses after it received $13.5 billion in gov’t aid last October

Drops (stocks that slid lower):
HRB – H&R Block (9%) – Investors didn’t like the way the numbers added up
HRS – Harris (9%) – Oppenheimer downgraded it from ‘outperform’ to ‘perform’ and slashed its price target to $65

Fast Money Stock Picks – March 20, 2009 – Pullbacks

Macke:
POT – Potash – Buy
.SPX – S&P – Get long at 740 – Final Trade

Seymour:
TTM – Tata Motors – Buy
TCK – Teck Cominco – Buy if it falls to $4, sell at $5

Najarian:
TEVA – Teva – Buy – Final Trade

Terranova:
JPM – JP Morgan – Buy if it pulls back to $20 – Final Trade

Pops (stocks that jumped higher):
HD – Home Depot (7%) – Terranova: I’d take some off the table
DRI – Darden Restaurants (19%) – Najarian: I like how these guys are running the ship
CHK – Chesapeake Energy (15%) – Terranvoa: I like EOG Resources better
MET – MetLife (17%) – Bank of America upgraded it to ‘buy’ due partly to a strong capital “cushion”
T – AT&T (4%) – Investors remained bullish despite a ratings downgrade from S&P from ’stable’ to ‘negative’
ORCL – Oracle (10%) – Beat on 3Q earnings and declared its first ever dividend
IYT – Dow Jones Transport ETF (2%) – Transports climbed as commodities rallied on the drop in the dollar

Drops (stocks that slid lower):
GE – General Electric (5%) – Gave back gains despite a positive update from its capital arm
COF – Capital One (10%) – Customers appear to be paying back less of their balances
MS – Morgan Stanley (22%) – Macke: I wouldn’t look at this stock until it falls back in the teens
FDX – FedEx (8%) – Seymour: I’m looking forward to see what they do
XRX – Xerox (17%) – Cut its outlook for 1Q earnings

Fast Money Stock Picks – March 19, 2009 – Financials and Fast Food

Najarian:
GS – Goldman Sachs – Buy
MS – Morgan Stanley – Buy
JPM – JP Morgan – Buy
DRI – Darden – Buy
MCD – McDonald’s – Buy – Final Trade

Macke:
MCD – McDonald’s – Buy
*Take profits and step back – Final Trade

Adami:
YUM – Yum! Brands – Buy
ORCL – Oracle – Sell, then buy back at $15.50 – Final Trade

Seymour:
MCD – McDonald’s – Buy
TS – Tenaris – Buy – Final Trade

Josh Rosner, managing director at Graham Fisher & Co:
TIP – iShares Barclays TIPS Bond Fund – Buy

Pops (stocks that jumped higher):
FDX – FedEx (5%) – Adami: I’d stay away
MT – Arcelor Mittal (7%) – Seymour: I think it has upside
CHK – Chesapeake Energy (3%) – Adami: I think it could go higher from here
DRYS – DryShips (28%) – Won a 3-year contract from Petrobras for exploration in the Black Sea
VLO – Valero Energy (5%) – Won a bid to buy ethanol plants from VeraSun
X – US Steel (9%) – Adami: The price action suggests to me it goes higher
VIP – Vimpel-Communications (13%) – Seymour: A stable ruble is good for this stock
BRCD – Brocade Communications (4%) – RBC Capital upgraded it from ’sector perform’ to ‘outperform’

Drops (stocks that slid lower):
MS – Morgan Stanely (13%) – Macke: I think investors wanted an excuse to take the stock lower
PRU – Prudential Financial (25%) – Moody’s downgraded its senior debt rating due to investment losses and further capital concerns
CHL – China Mobile (4%) – Seymour: I think this stock is good to own for the long term
EXPE – Expedia (6%) – JP Morgan downgraded it from ‘overweight’ to ‘neutral’

Fast Money Stock Picks – March 18, 2009 – Energy and Tech

Najarian:
SMH – Semiconductor ETF – Buy – Final Trade
*Keep an eye on energy, technology, and financials:
XOM – Exxon Mobil
AAPL – Apple
DELL – Dell
INTC – Intel
UTX – United Technologies

Adami:
GHL – Greenhill – Buy
LAZ – Lazard – Buy
COP – ConocoPhillips – Buy

Seymour:
PBR – Petrobras – Buy
*Final Trade:
IBN – ICICI Bank – Buy
BBD – Banco Bradesco – Buy
SAN – Banco Santander – Buy

Terranova:
Gold – Buy for long term only
XOM – Exxon Mobil – Buy

Gartman:
Commodities – Buy, especially copper

Pops (stocks that jumped higher):
WFC – Wells Fargo (16%) – Terranova: If you’re long, use a tight stop at $16.25 to get out
MET – MetLife (20%) – Seymour: Everything the Fed said on Wednesday is good for insurers
XLU – Utilities SPDR ETF (3%) – Adami: I wouldn’t race into this
DRI – Darden Restaurants (20%) – Najarian: Unbelievable performance here
FSLR – First Solar (2%) – Seymour: There were market rumors that it was going to be included in the S&P
SBUX – Starbucks (3%) – Najarian: It seems to me they’re getting it together
GES – Guess? (14%) – Beat on 4Q earnings
LLY – Eli Lilly (2%) – Citigroup upgraded it from ‘hold’ to ‘buy’ citing likely approval of its new blood thinner Effient

Drops (stocks that slid lower):
HPQ – Hewlett-Packard (3%) – Terranova: I think at these levels it’s an attractive buy
GIS – General Mills (11%) – Full year earnings forecast missed analysts’ estimates and 3Q profits fell by a third
HES – Hess (3%) – Crude inventories swelled to their highest levels in nearly two years

Fast Money Stock Picks – March 17, 2009 – Financials

Najarian:
NKE – Nike – Buy
XLI – Industrial Select Sector SPDR – Buy – Final Trade

Macke:
AAPL – Apple – Sell
GS – Goldman Sachs – Sell – Final Trade
MS – Morgan Stanley – Sell

Adami:
RJF – Raymond James – Buy
JEF – Jefferies – Buy
GILD – Gilead – Buy – Final Trade

Doug Cliggott, CIO of Dover Management:
TIP – iShares Barclays TIPS Bond Fund – Buy

Robert Cihra, Caris & Co computer analyst:
AAPL – Apple – Buy

Pops (stocks that jumped higher):
XOM – Exxon Mobil (3%) – Terranova: If you’re long oil futures, I’d move into the integrated names
HD – Home Depot (6%) – Adami: I wouldn’t chase this stock but I think it goes to $24
WMT – Wal-Mart (2%) – Macke: It’s the only retailer for me
T – AT&T (4%) – Najarian: It got swept along by sentiment
CME – CME Group (13%) – Terranova: I think this is a stock to be looking at
IP – International Paper (15%) – JP Morgan said it could benefit from alternative fuel tax credits
KSS – Kohl’s (6%) – Jeffries upgraded it from ‘hold’ to ‘buy’ and said it may report stronger than expected sales
STRA – Strayer Education (7%) – Piper Jaffray upgraded it, citing strong enrollment
AMD – Advanced Micro Devices (11%) – Completed a spin-off intended to transform it into a more nimble competitor

Drops (stocks that slid lower):
ENER – Energy Conversion Devices (23%) – Lowered its sale forecast due to waning demand and it also delayed plans for expansion
NUE – Nucor (9%) – Warned of a 1Q loss due to continued weak demand