Fast Money Stock Picks

Fast Money Stock Picks – September 11, 2009 – Metals and Currencies

Terranova:
Gold – Buy
FCX – Freeport McMoRan – Be careful until copper gets a 3-handle

Najarian:
FCX – Freeport McMoRan – Buy

Seymour:
FXA – CurrencyShares Australian Dollar Trust – Buy
FXC – CurrencyShares Canadian Dollar Trust – Buy

Greg Troccoli:
FDX – FedEx – Could go to $80
LVS – Las Vegas Sands – Has upside potential

Mark Schoenebaum, Deutsche Bank analyst:
*Undervalued stocks:
GENZ – Genzyme – If they get through their current FDA issue, it is one of the cheapest stocks in biotech
GILD – Gilead – 3Q numbers will probably beat expectations
AMGN – Amgen – Shares are likely to rise if the USDA approves its bone loss antibody

Pops (stocks that jumped higher):
GE – General Electric (6%) – JP Morgan upgraded it from ‘neutral’ to ‘overweight’ saying the risk to reward ratio is favorable for investors
FCX – Freeport McMoRan (7%) – Najarian: It broke through resistance, it could go higher
AKS – AK Steel (2%) – This and other steel names made gains after China said it may increase imports by as much as 10%
AET – Aetna (4%) – Troccoli: I would only buy on a close above $30
EWZ – Brazil ETF (4%) – Brazil’s GDP grew more than expected in the second quarter, bringing an end to the recession

Drops (stocks that slid lower):
AIG – AIG (25%) – Terranova: This stock just doesn’t make sense to me
MON – Monsanto (6%) – Lowered its guidance and said earnings would likely be below expectations

Fast Money Stock Picks – September 10, 2009 – Health Care

Seymour:
NOK – Nokia – Buy
MPEL – Melco Crown Entertainment – Buy

Jon Najarian:
YHOO – Yahoo – Buy
TAP – Molson Coors – Buy
MGM – MGM – Buy

Pete Najarian:
MON – Monsanto – Buy
PEP – Pepsi – Buy
SHFL – Shuffle Master – Buy

Charles Boorady, Citi analyst:
MCK – McKesson – Buy
MHS – Medco – Buy
UNH – UnitedHealth – Buy
AET – Aetna – Buy

Carter Worth, Oppenheimer:
CB – Chubb – Buy
MMC – Marsh & McLennan – Buy

Pops (stocks that jumped higher):
PG – Procter & Gamble (4%) – Karabell: I think they’re still facing challenges as input costs increase
UAUA – United Airlines (19%) – Jon Najarian: I’m not a buyer on this upgrade
UNG – US Natural Gas Fund (10%) – Moved in tandem with the underlying commodity
MTW – Manitowoc (7%) – Still riding from an upgrade earlier in the week
AU – AngloGold (3%) – Announced plans to expand into the Congo
TIF – Tiffany & Co (2%) – Credit Suisse upgraded it from ‘neutral’ to ‘outperform’ citing its strong brand image and potential for top line growth
RSH – RadioShack (8%) – Morgan Stanley upgraded it from ‘equal weight’ to ‘overweight’ saying it may increase share buybacks

Drops (stocks that slid lower):
NAV – Navistar (7%) – Reported a 3Q loss and lowered its full year earnings outlook
MON – Monsanto (5%) – Forecast fiscal 2010 earnings below Wall Street estimates, due in part to a glut of herbicide supply

Fast Money Stock Picks – September 9, 2009 – Health Care and Cruise Lines

Adami:
HON – Honeywell – Buy
IBM – IBM – Watch; I didn’t like the action on Wednesday
RJF – Raymond James – Buy
UNH – UnitedHealth – Get out
SAP – SAP – Buy – Final Trade

Terranova:
*If the ISM number stays above 50, I’d own all the industrials
AAPL – Apple – I think investors will be able to buy it around $160 within the next two weeks
CCL – Carnival Cruise Lines – Sell at $32 – Final Trade

Seymour:
*Industrials are near resistance, but I’m bullish that they’ll blow through
GDX – Gold miners – Short – Final Trade

Najarian:
TXT – Textron – It’s probably ahead of itself, but I like it
GS – Goldman Sachs – Buy
TIE – Titanium Metals – Buy – Final Trade

Heath Terry, FBR analyst:
ATVI – Activision – Buy

Jim Chanos, billionaire investors:
*Short the healthcare space

Pops (stocks that jumped higher):
EBAY – eBay (4%) – Adami: I think it could go higher still
AIG – AIG (8%) – Rebounded just one day after a double digit fall due to negative comments from Credit Suisse
JNPR – Juniper (8%) – Said it was happy with demand from its service provider customers and forecast an “uptick at some point”
RCL – Royal Caribbean (8%) – Majestic Research said cruise prices are stabilizing and one of RC’s ships, Oasis of the Seas, is generating strong pricing premiums
UPS – UPS (2%) – JPMorgan upgraded it from ‘neutral’ to ‘overweight’

Drops (stocks that slid lower):
PALM – Palm (9%) – Najarian: I think the problem is that the Pre is tethered to Sprint
ABX – Barrick Gold (6%) – Increased its stock sale to $3.5 billion to unwind its gold hedges

Fast Money Stock Picks – September 4, 2009 – Apple and Health Care

Terranova:
AAPL – Apple – Buy and hold
EOG – EOG Resources – Buy – Final Trade

Seymour:
AAPL – Apple – Buy

Adami:
AAPL – Apple – Buy if you think the market will stay steady or go up, sell if you think it will go down

Steve Grasso:
AAPL – Apple – Buy – Final Trade
*If some kind of health reform goes through, HMO stocks could plunge

Charles Boorady, Citi analyst:
AET – Aetna – Buy
UNH – UnitedHealth – Buy

Pops (stocks that jumped higher):
GFI – Gold Fields (12%) – Terranova: I don’t think owning the miners is the way to get long gold
GPS – The Gap (6%) – Adami: Gap at $21 looks rich
COST – Costco (7%) – Reported stronger than expected sales in August
BP – BP (3%) – Announced a major oil discovery in the Gulf of Mexico

Drops (stocks that slid lower):
MHP – McGraw-Hill (13%) – Seymour: There’s a mob with a pitchfork waiting to take all the ratings agencies down
RMBS – Rambus (12%) – Adami: The lawsuit is negative but the takeover is positive, so I don’t know what to do with this stock
AA – Alcoa (3%) – Terranova: I think it performed well on Friday and I’m a buyer
MRK – Merck (5%) – Grasso: Although Obamacare makes me afraid of the space, I do like this stock

Fast Money Stock Picks – September 3, 2009 – Advice, Gold, and Swine Flu

Terranova:
POT – Potash – Be careful
AMZN – Amazon – Buy – Final Trade
*I’d get long financials on better than expected jobs numbers
*Bullish gold going forward; I added to my position
*If you think swine flu is serious, short hotels and travel stocks

Najarian:
ANF – Abercrombie & Fitch – Watch
DDS – Dillard’s – Watch
PDE – Pride – Volume of calls suggests it could go higher
PALM – Palm – Put it on your radar
JNJ – Johnson & Johnson – Look at it for Purell
FWLT – Foster Wheeler – Buy – Final Trade
*Don’t forget: Gold takes the stairs higher and the elevator down
*Bullish on coal

Seymour:
MPEL – MPEL – Buy if you want to play Macau
VIP – Vimep-Com – Buy – Final Trade
*If you believe China’s demand for aluminum will increase:
X – US Steel – Buy
NUE – Nucor – Buy
AKS – AKS – Buy

Adami:
WLT – Walter Industries – Buy
QCOM – Qualcomm – Be careful of tops around $45 if you’re short-term, but I like it long-term
MAN – Manpower – Buy if the jobs report seems bullish
MWW – Monster – Buy if the jobs report seems bullish
GILD – Gilead – Look at it for Tamaflu
URS – URS Corp – Buy – Final Trade

David Einhorn, hedge fund manager who predicted Lehman’s demise:
*Einhorn’s top holdings:
SPY – S&P 500 Puts
PFE – Pfizer
URS – URS Corp
TDC – Teradata
WYE – Wyeth
CAH – Cardinal Health
GDX – Gold Miners ETF
AYE – Allegheny Energy
EMC – EMC Corp
BAGL – Einstein Noah

Pops (stocks that jumped higher):
AEO – American Eagle (8%) – Terranova: I think it has room to run
CIEN – Ciena (6%) – Najarian: The CEO had a lot of positive comments about stability
NOK – Nokia (5%) – Seymour: I think it will increase revenues
CAT – Caterpillar (3%) – Terranova: Resistance is probably $50
CBST – Cubist Pharma (8%) – Najarian: Options were off the charts but there was no news
MTL – Mechel OAO (17%) – Seymour: It’s a short squeeze
URBN – Urban Outfitters (4%) – SunTrust upgraded it from ‘neutral’ to ‘buy’ with a target of $33

Drops (stocks that slid lower):
JAVA – Sun Microsystems (2%) – EU regulators launched an anti-trust probe into Oracle’s takeover
MHP – McGraw-Hill (10%) – A judge ruled that it, Moody’s, and Morgan Stanley must defend themselves against fraud claims

Fast Money Stock Picks – September 2, 2009 – Gold

Terranova:
*Don’t sell gold
QCOM – Qualcomm – Worth a look
TIF – Tiffany – Buy – Final Trade

Najarian:
IPI – Intrepid Potash – Volume of calls suggests it could go higher
BP – BP – Looks cheap
AAPL – Apple – Under $165 and ahead of the developer’s meeting it looks interesting
OXPS – OptionsXpress – Buy – Final Trade

Adami:
OIH – Oil Services HOLDRs – Could trade down to $98
LAZ – Lazard – Buy
GHL – Greenhill – Buy
GILD – Gilead – Buy – Final Trade

Finerman:
AXL – American Axle – Buy (risky) – Final Trade

Dennis Gartman:
*I’ve seen what looks like a move away from currencies and into gold

Kimberly Greenburger, Citi retail analyst:
*Ease into these stocks over the next 4 to 5 weeks:
URBN – Urban Outfitters
JCG – J. Crew

Pops (stocks that jumped higher):
KO – Coca-cola (3%) – Investors bet that even if consumers remain weak, they’ll still want ‘the real thing’
TXT – Textron (12%) – Goldman Sachs upgraded it from ‘neutral’ to ‘conviction buy’
BF.B – Brown-Forman (6%) – Terranova: I like this stock with a stop around $44.29
MTW – Manitowoc (3%) – Stern Agee upgraded it from ‘neutral’ to ‘buy’ saying its food service unit should see improved demand
TTWO – Take Two Interactive (8%) – Reported a slightly smaller than expected quarterly loss and topped revenue forecasts, and settled a lawsuit
LVS – Las Vegas Sands (4%) – Adami: I think it could go higher still

Drops (stocks that slid lower):
LYG – Lloyds Banking (5%) – Moved lower along with rivals as financials sold off across the pond
XHB – SPDR S&P Homebuilders ETF (2%) – Terranova: In the space I’d look at DR Horton

Fast Money Stock Picks – September 1, 2009 – Banks and Gold

Adami:
HIG – Hartford – Take profits
WFC – Wells Fargo – Could go to $24; Short
JCG – J. Crew – Short – Final Trade

Najarian:
OIH – Oil Services HOLDRs – $100 could be an entry point
BAC – Bank of America – Some projections put it above $20
MOS – Mosaic – Keep an eye on it – Final Trade

Terranova:
GLD – Gold – Buy if you think the market will be spooked by public debt
ANR – Alpha Natural Resources – Buy – Final Trade

Seymour:
Gold – Buy
PBR – Petrobras – Short – Final Trade

Pops (stocks that jumped higher):
MOS – Mosaic (2%) – Najarian: It’s one to keep an eye on
COH – Coach (2%) – Adami: Valuations look fair to me, but I’m not a buyer
TXT – Textron (1%) – Morgan Stanley upgraded it from ‘underweight’ to ‘overweight’

Drops (stocks that slid lower):
XHB – SPDR S&P Homebuilders ETF (3%) – Adami: I think it has farther to fall
AIB – Allied Irish Banks (12%) – The government may cut payments to lenders
ETFC – E Trade (15%) – Terranova: I don’t like this stock
NOK – Nokia (5%) – Seymour: I wouldn’t throw the stock out the window
AXP – American Express (5%) – Terranova: If it gets to $30 I’d be a buyer