Fast Money Stock Picks

Fast Money Stock Picks – August 25, 2009 – Oil, Rail, and Hurricanes

Adami:
JCG – J Crew – Short
BNI – Burlington Northern – Short
OIH – Oil Services HOLDRs – Short with a tight stop – Final Trade
GILD – Gilead – Buy

Najarian:
NSC – Norfolk Southern – Buy
FLR – Fluor – Buy
FWLT – Foster-Wheeler – Buy
SHAW – Shaw Group – Buy
KLAC – KLA-Tencor – Buy – Final Trade

Terranova:
CCL – Carnival Cruise Lines – Buy puts
*Hurricane season trades:
SUN – Sunoco – Buy
HOC – HolyCorp – Buy
IPSU – Imperial Sugar – Buy if we get a hurricane that goes east of Louisiana – Final Trade

Steve Cortes:
WYNN – Wynn – Short
LVS – Las Vegas Sands – Short
AMR – AMR Corp – Short

Pops (stocks that jumped higher):
BA – Boeing (2%) – Cortes: I don’t like this stock; it’s too tethered to defense spending
BKC – Burger King (7%) – Najarian: I prefer Yum or McDonald’s
CHS – Chico’s (8%) – Adami: I think it could go to $14
BIG – Big Lots (7%) – Cortes: I think discount retailers should do well in this environment
MA – MasterCard (2%) – Jefferies initiated coverage with a ‘buy’ and a $240 price target
COCO – Corinthian Colleges (6%) – Adami: I think it could go higher

Drops (stocks that slid lower):
MTW – Manitowoc (5%) – Standard and Poor’s replaced it from the S&P 500 with CareFusion
SPLS – Staples (2%) – Terranova: The chart looks like a double top

Fast Money Stock Picks – August 24, 2009 – Money

Terranova:
GS – Goldman Sachs – Buy
MS – Morgan Stanley – Buy
F – Ford – Get out
FXY – CurrencyShares Japanese Yen Trust – Buy – Final Trade

Pete Najarian:
BTU – Peabody – Buy
WLT – Walter Industries – Buy
SHLD – Sears – Sell
JOYG – Joy Global – Buy – Final Trade

Jon Najarian:
SHLD – Sears – Buy
NVLS – Novellus – Buy – Final Trade

Steve Cortes:
Airlines – Short
*Pairs trade; short the Nasdaq against a long position in the S&P – Final Trade:
.NCOMP – Nasdaq – Short
.SPX – S&P – Buy

Pops (stocks that jumped higher):
AMD – Advanced Micro Devices (9%) – Jon Najarian: I like AMD at this price
BA – Boeing (3%) – Cortes: I’m not enthusiastic
CHIC – Charlotte Russe (26%) – Agreed to be acquired by Advent International for around $380 million
DELL – Dell (2%) – Terranova: I would cut my position
BYD – Boyd Gaming (4%) – Moved higher with the rest of the space as investors gamble that Las Vegas could be a winner in an economic rebound
HIG – Hartford Financial (2%) – Deutsche Bank raised its share price target by 25% to $25

Drops (stocks that slid lower):
TOL – Toll Brothers (4%) – Cortes: I’d stay away
HAR – Harman International (5%) – Speculation that it will be acquired has driven the shares beyond their worth

Fast Money Stock Picks – August 20, 2009 – Sugar, Green Energy, and Tech

Finerman:
*If you see a stock that is extremely overbought or oversold, I think it’s ok to step in and make a move, but otherwise I wouldn’t do much
ARO – Aeropostale – Buy – Final Trade

Seymour:
UBS – UBS – Buy
CZZ – Cosan – Buy
CPO – Corn Products International – Buy
GA – Giant Interactive – Buy
SNDA – Shanda – Buy
NOK – Nokia – Buy – Final Trade

Adami:
DKS – Dick’s Sporting Goods – Buy
GPS – Gap – Take Profits – Final Trade

Najarian:
AAPL – Apple – Buy
CX – Cemex – Buy – Final Trade

Steve Milunovich, Bank of America/Merrill Lynch head of clean tech strategy:
HEV – Ener1 – Buy
FSLR – First Solar – Buy
IBM – IBM – Buy
CSCO – Cisco – Buy

Pops (stocks that jumped higher):
PTR – PetroChina (2%) – Seymour: I think the move was more about short covering
HNZ – Heinz (2%) – Posted better than expected quarterly profits as consumers eat more at home to save money
UBS – UBS (10%) – Adami: I’d stay away from this stock
PRU – Prudential (4%) – Najarian: The price target is now $60
CSX – CSX (2%) – Optimism about the economy lifted it, and it should benefit as shipping increases
BAC – Bank of America (2%) – Adami: I think it’s near the resistance and I would not pile in here
AXP – American Express (2%) – Najarian: I think this move is more due to a belief that the economy is getting better

Drops (stocks that slid lower):
PETM – PetSmart (11%) – Lowered guidance and Credit Suisse downgraded it from ‘outperform’ to ‘neutral’
SHLD – Sears (11%) – Posted a surprise quarterly loss with the weak housing market continuing to weigh on its Craftsman tools and Kenmore appliances

Fast Money Stock Picks – August 19, 2009 – Oil and Tech

Terranova:
XBI – SPDR S&P Biotech – Buy with a stop out at $49.75
PFE – Pfizer – Will get interesting if it gets above $16.70
AMZN – Amazon – Buy – Final Trade

Najarian:
POT – Potash – Options action suggests it could move higher
CIEN – Ciena – Investors may be betting on a sharp move higher
FCX – Freeport McMoRan – Buy around $50 and sell around $65
HPQ – Hewlett-Packard – Buy – Final Trade

Seymour:
XOM – Exxon – Buy – Final Trade

Finerman:
SYK – Stryker – Buy – Final Trade

Dennis Gartman:
*Watch the price of gasoline as a proxy for consumer spending
*Be careful not to pay too much attention to the Shanghai Index

Mark Mahaney, Citi analyst:
GOOG – Google – Buy with a $580 price target

Pops (stocks that jumped higher):
HES – Hess (1%) – Goldman Sachs took it off its conviction buy list, but shares jumped as the price of crude surged higher
SNP – China Petroleum & Chemical (3%) – Seymour: I’d put it on my radar
OIH – Oil Service HLDRs (2%) – Traded in the same direction as the spot price of crude

Drops (stocks that slid lower):
AA – Alcoa (3%) – Terranova: I’d move on
UBS – UBS (3%) – Seymour: I’d step in on a move like this
ERTS – Electronic Arts (2%) – Najarian: I’d keep an eye on the space
DE – Deere (3%) – Terranova: I like Deere and I’d stay with this stock
YGE – Yingli Green Energy (5%) – Najarian: The margins are killing them

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

Najarian:
HPQ – Hewlett-Packard – Take profits
KOL – Coal – Buy
TRLG – True Religion – Buy
PALM – Palm – Buy – Final Trade

Adami:
HPQ – Hewlett-Packard – Take profits
APA – Apache – Buy – Final Trade
HD – Home Depot – Buy on dips

Terranova:
OIH – Oil Services HLDRs – Buy if oil sustains above $70
TGT – Target – Buy
GOOG – Google – Buy puts – Final Trade

Steve Grasso:
OXY – Occidental Petroleum – Buy if you think oil is going to $85
AAPL – Apple – Buy – Final Trade

Rich Greenfield, Pali Capital media analyst:
*Keep an eye on developments around media stocks (including the pending court ruling for Redbox)

Doug Cliggott, Dover Management CIO:
Buy:
Consumer Staples
Health Care
Electric Utilities
Agriculture
Engineering & Construction
Short:
Consumer Discretionary
Technology
Retail REITs
Regional Banks

Pops (stocks that jumped higher):
A – Agilent Technologies (8%) – Najarian: They can’t keep up with demand
PALM – Palm (5%) – Grasso: I like the Pre
MGM – MGM (6%) – Optimism in the broad market lifted casinos
GLW – Corning (4%) – Oppenheimer raised its outlook from ‘perform’ to ‘outperform’
SKS – Saks (7%) – Quarterly loss was not as deep as expected

Drops (stocks that slid lower):
TJX – TJX Company (3%) – Terranova: I think it could go to $30
GERN – Geron (10%) – Adami: I think it’s a lottery ticket, but I’m a buyer
GME – GameStop (2%) – An analyst note suggested its 2Q results would fall short and the company would have to cut its guidance
Zimbabwe Dollar – Officially dead. The country’s government has decided to replace its currency with the US dollar and the South African rand

Fast Money Stock Picks – August 17, 2009 – Anticipating a Correction

Seymour:
BIDU – Baidu – Short
PTR – PetroChina – Short
FXI – FXI – Short
XOM – Exxon Mobil – Put it on your radar
X – US Steel – Buy – Final Trade

Finerman:
BAC – Bank of America – Buy for long term
CTX – Centex – Buy
WMT – Walmart – Buy
XRT – SPDR S&P Retail – Short
PDE – Pride – Buy – Final Trade

Adami:
WFC – Wells Fargo – Buy at $24.50
HD – Home Depot – Buy on a pullback
SLB – Schlumberger – Buy around $49.50
UNH – UnitedHealth – Take profits
INTC – Intel – Buy around $16.50
KG – King Pharma – Buy below $10 – Final Trade

Najarian:
MSFT – Microsoft – Buy – Final Trade

Pip Coburn, Coburn Ventures:
AAPL – Apple – Buy
ANSS – Ansys – Buy
ADBE – Adobe – Buy
SY – Sybase – Buy

Jeff Tomasulo, SMB Capital:
IBM – IBM – Buy at $116, Sell at $120
JPM – JP Morgan – Buy at $41, Sell at $43
MCD – McDonald’s – Buy at $55, Sell at $60
SPY – SPDRs – Buy at $99, Sell at $102

Pops (stocks that jumped higher):
AET – Aetna (5%) – Adami: I’d take profits

Drops (stocks that slid lower):
FXI – iShares China ETF (5%) – Seymour: I think it continues to go down
CAT – Caterpillar (4%) – Adami: I think it slips to $40
BBT – BB&T (6%) – Finerman: In the long term I think the offering is a positive one
FCX – Freeport McMoRan (7%) – Najarian: I love this stock
AA – Alcoa (7%) – Seymour: I think it’s a buy around $11
RST – Rosetta Stone (27%) – Adami: I think it could go down even more
IDCC – InterDigital (24%) – A ruling favored Nokia in a patent infringement case

Fast Money Stock Picks – August 14, 2009 – REIT

Terranova:
.DJIA – Avalonbay – Short
KBH – KB Homes – Short
FCX – Freeport McMoRan – Buy – Final Trade

Seymour:
.DJT – Transportation – Good names, but overdone
MON – Monsanto – Buy – Final Trade

Finerman:
SYK – Stryker – Buy – Final Trade

Mike Khou:
RTH – Retail – Take some profits
EWJ – iShares Japan – Sell calls against the ETF if all looks high compared to where it has been trading

Pops (stocks that jumped higher):
RF – Regions Financial (14%) – Khouw: One of the best regional banks
LVS – Las Vegas Sands (6%) – Seymour: Take your chips off the table in casino stocks if you think the consumer has no discretionary income
BBT – BB&T (9%) – Terranova: Their balance sheet has strengthened; I like it
UNH – United Healthcare (6%) – Won final court approval of an $895 million lawsuit in which it was accused of improperly backdating stock options

Drops (stocks that slid lower):
BA – Boeing (4%) – An Italian supplier ceased production in June on two sections of their long-delayed 787 dreamliner because of a structural flaw

Fast Money Stock Picks – August 13, 2009 – Favorite Investors

Finerman:
BAC – Bank of America – Buy for long term
WMT – Walmart – Buy
PDE – Pride International – Buy – Final Trade

Seymour:
FCX – Freeport McMoRan – Take a look
AA – Alcoa – Take a look
STP – Suntech Power Holdings – Buy – Final Trade

Terranova:
KBH – KB Homes – Short – Final Trade 1
AVB – Avalon Bay – Short – Final Trade 2

Najarian:
BUCY – Bucyrus – Buy – Final Trade

Favorite Investors:
*Lists of holdings of some major money managers:

David Einhorn of Greenlight Capital:
GLD – Gold
URS – URS Corp
EMC – EMC Corp
WFR – MEMC Electronic Materials

Carl Ichan:
YHOO – Yahoo
BIIB – Biogen Idec
MOT – Motorola
AMLN – Amylin

Leon Cooperman of Omega Advisors:
AES – AES Corp
ATLS – Atlas America
ATN – Atlas Energy
EBAY – eBay
EXC – Exelon

Seth Klarman of Baupost Group:
NWSA – News Corp
PDLI – PDL Biopharma
THRX – Theravance
LMDIA – Liberty Media

Pops (stocks that jumped higher):
AA – Alcoa (6%) – Seymour: This stock can go higher as prices go higher
MON – Monsanto (2%) – Announced it would charge as much as 42% more for its new seeds next year because they increase farmers’ output
URBN – Urban Outfitters (3%) – Finerman: Earnings were good, but it’s too expensive; I’m short

Drops (stocks that slid lower):
AAP – Advance Auto Parts (5%) – Terranova: Volume today was four times the average; get on the sidelines

Fast Money Stock Picks – August 12, 2009 – Banks

Finerman:
BAC – Bank of America – Buy – Final Trade
WFC – Wells Fargo – Buy

Adami:
PJC – Piper Jaffray – Buy
RJF – Raymond James – Buy
JEF – Jefferies – Buy
HD – Home Depot – Buy
IBM – IBM – Sell – Final Trade

Najarian:
BBY – Best Buy – Buy – Final Trade

Terranova:
FCX – Freeport McMoRan – Sell – Final Trade

Fast Money Stock Picks – August 11, 2009 – Regis’ Picks

Seymour:
JPM – JP Morgan – Buy

Najarian:
TEVA – Teva Pharmaceutical Industries Ltd – Buy

Regis Philbin’s favorite stocks:
*He owns these, but took some profits recently:
FCX – Freeport-McMoRan
CAT – Caterpillar
GS – Goldman Sachs
WYNN – Wynn
IBM – IBM

Drops (stocks that slid lower):
FLR – Fluor (6%) – Najarian: The pullback is probably a great opportunity
S – Sprint (4%) – Finerman: A $3 stock, the percentage is not too bad
YUM – YUM Brands (4%) – Adami: It keeps having trouble at $36, but I still like the name
BG – Bunge (7%) – Seymour: Not a bad play, but stay out of the way
TIBX – Tibco Software (5%) – Najarian: A 17% gain yesterday, it had a 5% pullback today
WFC – Wells Fargo (6%) – Finerman: Wait for a bit more of a pullback and then buy
GLW – Corning (2%) – Adami: I think there are bigger problems for Corning
EEM – Emerging Markets (2%) – Seymour: China and India are feeling very heavy on reasonable volume