Fast Money Stock Picks

Fast Money Stock Picks – July 29, 2009 – Bulls and Bears

Najarian:
FXP – UltraShort FTSE/Xinhua China25 ProShares – Buy if you think there’s more room in the China pullback
BAC – Bank of America – Buy
DOW – Dow Chemical – Buy on a pullback but don’t chase it
MET – MetLife – Buy if it breaks above $35 – Final Trade

Adami:
X – US Steel – Buy at $35
JEF – Jefferies – Buy on a pullback to $19
EMN – Eastman Chemical – Buy
HIG – The Hartford – Buy – Final Trade

Seymour:
MS – Morgan Stanley – Buy
DOW – Dow Chemical – Buy on a pullback but don’t chase it
BASFY – BASF – Buy
PBR – Petrobras – Short – Final Trade

Terranova:
NKE – Nike – Buy – Final Trade

Dennis Gartman:
FCX – Freeport McMoran – Buy on a pullback to $2

David Bank, RBC:
DIS – Disney – Buy for long-term

Pops (stocks that jumped higher):
MEE – Massey Energy (7%) – Najarian: If you’re long, I’d take some off the table
CCE – Coca-Cola Enterprises (3%) – Beat on 2Q earnings due to cost cutting and price increases
LAZ – Lazard (13%) – Reported higher than expected 2Q earnings on Wednesday, helped by strength in its restructuring business
DAI – Daimler (3%) – Reported a loss that wasn’t as bad as predicted, and said they expect gradual improvement in profitibility

Drops (stocks that slid lower):
MT – ArcelorMittal (7%) – Seymour: Demand is recovering; I’d keep an eye on it
RCL – Royal Caribbean (15%) – Adami: I think it could go to $11
S – Sprint Nextel (12%) – Posted a larger than expected loss, citing a decline in subscribers
MCO – Moody’s (8%) – Said 2Q profit fell 19% as weak economies and tight credit markets curbed demand for credit ratings

Fast Money Stock Picks – July 27, 2009 – Credit and Healthcare

Finerman:
CTX – Centex – Interesting
RIG – Transocean – Sell a little – Final Trade

Seymour:
CX – Cemex – Buy
POT – Potash – Buy – Final Trade

Terranova:
AXP – American Express – Buy
GSK – GlaxoSmithKline – Get out until August 13
MA – MasterCard – Buy for long term
V – Visa – Buy for long term
MCD – McDonald’s – Buy – Final Trade

Najarian:
FCX – Freeport McMoRan – Buy
WDC – Western Digital – Buy
UNH – UnitedHealth – Buy – Final Trade

Mark Mahaney, Citi analyst:
AMZN – Amazon – Buy on the dip, buy big if it drops below $80
AKAM – Akamai – Buy if the business stabilizes and price drops below $18

Pops (stocks that jumped higher):
HOV – Hovnanian (9%) – Terranova: I wouldn’t touch this space
VARI – Varian (29%) – Najarian: It’s worth watching

Drops (stocks that slid lower):
RSH – RadioShack (7%) – Finerman: I’m not a fan of this stock anymore
ANR – Alpha Natural Resources (6%) – Seymour: I wouldn’t rush in
COH – Coach (3%) – Lazard downgraded it from ‘buy’ to ‘hold’ saying fundamentals haven’t stabilized
LOW – Lowe’s (4%) – Goldman removed it from its ‘conviction buy’ list
SPWR – SunPower (4%) – Investors took profits after it gained more than 30% last week
MYL – Mylan (13%) – Questions about quality control at its West Virginia plant dragged down shares

Fast Money Stock Picks – July 24, 2009 – Credit and Healthcare

Terranova:
AXP – American Express – Buy
KR – Kroger – Buy – Final Trade

Najarian:
V – Visa – Buy
JNPR – Juniper – Buy if it sells off
BP – BP – Buy – Final Trade

Seymour:
TOT – Total – Buy – Final Trade

Grasso:
XLV – Healthcare – Buy
CVX – Chevron – Buy – Final Trade

Christopher Zook, CAZ:
OSX – PHLX Oil Service Sector – Buy

Scott Nations, NationShares:
PFE – Pfizer – Buy the $15 call

Pops (stocks that slid lower):
CAT – Caterpillar (2%) – Terranova: They have too much exposure to non-residential construction
MRK – Merck (12%) – Grasso: I’m a buyer
EBAY – eBay (15%) – Offered investors a better-than-expected third quarter forecast
ISRG – Intuitive Surgical (43%) – Reported numbers that blew past Wall Street expectations as instrument and accessory revenues jumped

Drops (stocks that slid lower):
RF – Regions Financial (9%) – Posted a worse-than-expected loss due to rising loan delinquincies
MCD – McDonald’s (3%) – Najarian: I like it on a pullback, but it’s been hitting resistance at $60
ERIC – Ericsson (4%) – Said the economic downturn is taking a larger toll on its mobile network than they had previously thought

Fast Money Stock Picks – July 23, 2009 – Ready for the Weekend

Terranova:
ABT – Abbott Labs – Buy – Final Trade

Finerman:
WFMI – Whole Foods – Buy – Final Trade

Najarian:
BUCY – Bucyrus – Buy on a pullback – Final Trade

Steve Grasso:
GR – Goodrich – Buy
APC – Anadarko – Buy

Fast Money Stock Picks – July 22, 2009 – Tech

Terranova:
AMZN – Amazon – Buy ahead of earnings
QCOM – Qualcomm – Buy on a dip
MCD – McDonald’s – Buy – Final Trade

Seymour:
AAPL – Apple – Buy
UNG – US Natural Gas – Buy – Final Trade

Finerman:
MCO – Moody’s – Short – Final Tarde

Steve Grasso:
AAPL – Apple – Buy
AMZN – Amazon – Buy – Final Trade

Danielle Park, Venable Park Investment Counsel:
QQQQ – PowerShares QQQ – Buy
SMH – Semiconductor HLDRs – Buy
SPY – SPDRs – Buy
XCB – iShares Canada – Buy

Brendan Barnicle, Pacific Crest Securities:
MSFT – Microsoft – Buy going into earnings

Deane Dray, FBR:
MMM – 3M – Buy

Patty Edwards, Storehouse:
NFLX – Netflix – Buy

Pops (stocks that jumped higher):
USB – US Bancorp (4%) – Terranova: I like this stock
SNP – China Petroleum (6%) – Seymour: It’s a very interesting stock
WYNN – Wynn Resorts (6%) – Terranova: It’s a classic short squeeze
KEY – Keycorp (6%) – Posted a narrower 2Q loss but still missed Street expectations as it continued to build up cash reserves and cover bad loans

Drops (stocks that slid lower):
WHR – Whirlpool (10%) – Beat expectations but warned of reduced demand in key markets
AMD – Avanced Micro Devices (13%) – Grasso: I’d stay away
CAT – Caterpillar (2%) – Seymour: I’m bullish
MHP – McGraw-Hill (2%) – Grasso: There are too many unknowns in this space for me

Fast Money Stock Picks – July 21, 2009 – Caterpillar and Friends

Najarian:
YHOO – Yahoo – The pullback may be an opportunity
BUCY – Bucyrus – Buy
JOYG – Joy Global – Buy – Final Trade
MS – Morgan Stanley – Average into it on pullbacks for long-term

Seymour:
CAT – Caterpillar – Stick with it
UNG – US Natural Gas – Buy – Final Trade

Finerman:
BGP – Borders – Short
BWA – Borg-Warner – Short – Final Trade

Steve Grasso:
CAT – Caterpillar – Take some profits
UNH – UnitedHealth – Buy – Final Trade

Chris Mutascio, Stifel Nicolaus:
WFC – Wells Fargo – Buy
BAC – Bank of America – Buy

Pops (stocks that jumped higher):
DE – Deere (2%) – Rival Caterpillar beat on earnings and increased its full year outlook
UNH – UnitedHealth (3%) – Reported 2 quarter earnings more than doubled, topping estimates
BA – Boeing (2%) – Investors bid it higher ahead of earnings

Drops (stocks that slid lower):
LMT – Lockheed Martin (8%) – Seymour: I’m a buyer on a dip
MCO – Moody’s (6%) – The Treasury Dept announced plans for tougher regulations surrounding ratings firms
LUV – Southwest Airlines (6%) – Steve Grasso: I don’t like airlines
KO – Coca-Cola (1%) – Missed on earnings largely due to a stronger dollar
BTU – Peabody Energy (5%) – 2 quarter earnings tumbled by 2/3, falling well short of Street expectations

Fast Money Stock Picks – July 20, 2009 – Energy and Mobile

Terranova:
HES – Hess – Buy
PBR – Petrobras – Buy
SU – Suncor – Buy
RIMM – Research In Motion – Buy
AMZN – Amazon – Buy – Final Trade

Seymour:
FCX – Freeport McMoRan – Buy
NOK – Nokia – Buy – Final Trade

Najarian:
TEVA – Teva – Buy
AAPL – Apple – Buy on a pullback
DOW – Dow Chemical – Buy – Final Trade

Steve Grasso:
XLK – Tech – Watch
XLV – Pharma – Watch
OXY – Occidental Petroleum – Buy – Final Trade

Youssef Squali, Jeffries analyst:
YHOO – Yahoo – Buy

Pops (stocks that jumped higher):
DOW – Dow Chemical (5%) – Goldman Sachs upgraded it from ‘neutral’ to ‘conviction buy’ citing its ability to cost cut
CBS – CBS (10%) – Terranova: I think it could bode well for Scripps
LVS – Las Vegas Sands (15%) – Steve Grasso: I’d hold back on casino names
Russian Ruble – Seymour: I’d play the ruble with MBT and VIP
HGSI – Human Genome Sciences (269%) – Said its drug Benlysta proved successful in late-stage studies; and Citi analysts said it may be a takeover target of GlaxoSmithKline
GS – Goldman Sachs (2%) – Moved higher as other banks slid
HOG – Harley-Davidson (6%) – Goldman Sachs upgraded it from ’sell’ to ‘neutral’ and increased its price target from $11 to $20

Drops (stocks that slid lower):
HAR – Harman International (18%) – Management denied receiving a buyout offer, becoming the latest US company to be targeted by questionable bids purportedly from the Middle East
TSN – Tyson (9%) – Downgraded on value and pricing concerns

Fast Money Stock Picks – July 17, 2009 – Financials and Mobile

Finerman:
BAC – Bank of America – It’s interesting
JPM – JP Morgan – Buy
MSFT – Microsoft – Buy
APC – Anadarko Petroleum – Buy – Final Trade

Terranova:
BAC – Bank of America – Buy
RIMM – Research In Motion – Buy
Coal – Buy – Final Trade

Najarian:
GS – Goldman Sachs – Buy
MS – Morgan Stanley – Buy
NVDA – NVDIA – Buy
AAPL – Apple – Buy on a pullback
NOK – Nokia – Buy on the pullback – Final Trade 1
SU – Suncor – Buy – Final Trade 2

Jared Levy:
AIG – AIG – Play with the Feb 23 puts – Final Trade

Patty Edwards, Storehouse:
WMT – Wal-Mart – Buy
PM – Philip Morris – Buy

Pops (stocks that jumped higher):
GS – Goldman Sachs (10%) – Terranova: They can do things nobody else can
JNJ – Johnson & Johnson (4%) – Beat expectations
FCX – Freeport McMoRan (19%) – Jared Levy: I like it but at these levels I’d be taking profits
MAT – Mattel (15%) – Posted a bigger than expected 82% jump in quarterly profits
SU – Suncor Energy (14%) – Moody’s said Canada’s oil sands developers will emerge from the recession better poised to profit and singled out Suncor as an example
INTC – Intel (17%) – Issued stellar earnings report and bullish guidance
PLCE – Children’s Place (14%) – Bank of America initiated coverage with a buy and a $32 price target

Drops (stocks that slid lower):
NOK – Nokia (6%) – Said second quarter sales fell almost 25% and they lowered their forecast for the second half of the year

Fast Money Stock Picks – July 16, 2009 – Tech and Ag

Pete Najarian:
TXN – Texas Instruments – Buy if they show growth in China
SMH – SMH – Buy if TXN goes up

Jon Najarian:
AGU – Agrium – Buy
POT – Potash – Buy
IPI – Intrepid – Buy

Seymour:
SWC – Stillwater Mining – Buy – Final Trade

Terranova:
Natural Gas – Buy – Final Trade

Finerman:
CAKE – Cheesecake Factory – Short
WMT – Wal-Mart – Buy – Final Trade

Jared Levy:
MOS – Mosaic – Play with the 55-60 December call spread – Final Trade

Fast Money Stock Picks – July 15, 2009 – Tech and Commodities

Terranova:
SMH – Semiconductors – Buy
OIH – Oil Services HLDRs – Buy

Najarian:
MFE – McAfee – Buy
BUCY – Bucyrus – Buy
JOYG – Joy Global – Buy

Finerman:
CSCO – Cisco – Buy
BAC – Bank of America – Buy of JP Morgan comes out strong

Dennis Gartman:
AA – Alcoa – Buy
K – Kellogg – Buy
GIS – General Mills – Buy

Pops (stocks that jumped higher):
PALM – Palm (2%) – Najarian: I think it’s still pretty solid
AXP – American Express (12%) – Terranova: Jefferies has a $33 price target; I’m a buyer
OIH – Oil Services HLDRs (4%) – Bullish sentiment
EEM – Emerging Markets ETF (5%) – Seymour: It seems investors are chasing after this asset class
CADX – Cadence Pharmaceuticals (5%) – Najarian: The pop might not be over just yet
JNS – Janus Capital (2%) – Finerman: It’s not the best name in the space; don’t play it

Drops (stocks that slid lower):
ABT – Abbott Labs (3%) – Terranova: It doesn’t have enough diversification for me
YUM – Yum Brands (6%) – Despite a stronger than expected earnings report, a Jefferies analyst wasn’t quite so positive