Fast Money Stock Picks

Fast Money Stock Picks – October 29, 2009 – Stimulus Plays

Finerman:
TLT – iShares Barclays 20+ Year Treasury Bond – Short
TBT – UltraShort 20+ Year Treasury ProShares – Short
YUM – Yum Brands – Buy – Final Trade

Seymour:
VALE – Vale – Put it on your radar
BSBR – Banco Santander Brazil – Buy – Final Trade

Terranova:
GS – Goldman Sachs – Buy – Final Trade

Grasso:
AA – Alcoa – Buy for long term
MOT – Motorola – Buy – Final Trade

Louis Navellier, Navellier & Associates:
*Companies that should grow no matter what happens with the stimulus:
TSRA – Tessera Tech
MED – Medifast
DRC – Dresser-Rand
SWN – Southwestern Energy

Pops (stocks that jumped higher):
SYMC – Symantec – (13%) Terranova: Wait a couple of days for the upgrade cycle to come from investment banks before you make your trade
K – Kellogg – (3%) Grasso: I still think it’s a buy here
MT – ArcelorMittal – (5%) Seymour: I think you have more room in this stock
AXP – American Express – (5%) GDP showed the consumer came back in the 3Q
XHB – S&P Homebuilders – (3%) Terranova: In this space I like Home Depot and DR Horton better
EEM – Emerging Markets ETF – (4%) Seymour: Brazil and Russia sold off most Wednesday and they were up the most Thursday
OIH – Oil Service ETF – (3%) Finerman: It’s a volatile sector, but in the space I still like RIG and Pride International

Drops (stocks that slid lower):
FSLR – First Solar – (17%) Grasso: With a climate conference coming I think investors will give solar names a second look
MRK – Merck – (2%) Regulators approved their takeover of rival Schering-Plough on the condition that each company sell some assets

Fast Money Stock Picks – October 27, 2009 – Oil and Credit

Finerman:
V – Visa – Don’t short it
TJX – TJX – Buy – Final Trade
PLCE – Children’s Place – Buy
UA – UnderArmour – Be careful

Terranova:
V – Visa – Buy or sit on the sidelines
MA – MasterCard – Buy or sit it out
HES – Hess – Buy as a bet that oil moves higher
RIG – Transocean – Buy
JPM – JP Morgan – Buy – Final Trade

Najarian:
WMT – Walmart – Buy
BP – BP – Buy – Final Trade

Seymour:
BIDU – Baidu – Buy – Final Trade

Paul Sankey, Deutsche analyst:
COP – ConocoPhillips – Buy
VLO – Valero – Short

Pops (stocks that jumped higher):
GME – GameStop – (2%) Said it plans to hire about 15,000 part time workers for the holiday season
HMC – Honda Motor – (5%) Boosted its earnings forecast for the year
CE – Celanese – (9%) – Najarian: I thought these metrics were impressive
LDK – LDK Solar – (3%) – Increased 3Q revenue forecast above analyst expectations

Drops (stocks that slid lower):
WYNN – Wynn Resorts – (11%) Terranova: Give it 2 or 3 days before you make a move
PALM – Palm – (6%) BMO downgraded it from ‘market perform’ to ‘underperform’ citing a likely miss on guidance in the second half of fiscal year 2010
UA – UnderArmour – (11%) Profits came in lower than analyst forecasts
BIDU – Baidu – (11%) 4Q revenue outlook misses expectations

Fast Money Stock Picks – October 23, 2009 – Tech and Healthcare

Terranova:
AMZN – Amazon – Buy
CI – Cigna – Buy
JOYG – Joy Global – Get out – Final Trade

Finerman:
YHOO – Yahoo – Expect the price to go down
AET – Aetna – Buy calls
UNH – UnitedHealth – Buy calls
WLP – WellPoint – Buy calls
STJ – St Jude – Buy – Final Trade

Gary Kaminsky:
EXPD – Expeditors – Buy
MHS – Medco – Buy
ESRX – Express Scripts – Buy

Steve Grasso:
AAPL – Apple – Buy – Final Trade

Stacey Gilbert, options action trader:
MEE – Massey – I bought November 31 calls at $2.30

Seymour:
*Companies trading today that could be the bellwethers of tomorrow:
ERJ – Embraer – for Boeing
ITUB – Itau Unibanco Banco – for Bank of America
RDY – Dr Reddy’s Laboratories – for Glaxo

Pops (stocks that jumped higher):
AAPL – Apple – (7%) Terranova: I’m a buyer around $192 with a $190 stop
WHR – Whirlpool – (9%) Grasso: I think it’s a buy
YHOO – Yahoo – (2%) Terranova: With Carl Icahn resigning, I’m a seller
PNC – PNC Financial – (17%) Grasso: I’d stay away; I think it’s ahead of itself
CME – CME – (9%) Finerman: I’d wait and see

Drops (stocks that slid lower):
CA – CA Inc – (5%) – Reported disappointing software bookings Thursday, foreshadowing weak future revenue
BKS – Barnes & Noble – (13%) Finerman: With the industry shifting I can’t get behind a brick-and-mortar
XAL – Airline Index – (2%) Kaminsky: American just put a price increase into effect; I’d keep an eye on the sector

Fast Money Stock Picks – October 22, 2009 – Tech and Television

Terranova:
AMZN – Amazon – Buy
IBM – IBM – Buy – Final Trade

Najarian:
CEPH – Cephalon – Buy – Final Trade

Finerman:
BAC – Bank of America – Buy if consumer credit gets stronger
BKC – Burger King – Buy – Final Trade

Seymour:
AMZN – Amazon – Buy
CTCM – CTC Media – Buy
TV – Televisa – Buy
CETV – Central European Media Enterprises – Buy
BHP – BHP Billiton – Buy – Final Trade

Heather Bellini, ISI analyst:
MSFT – Microsoft – Buy

Fast Money Stock Picks – October 21, 2009 – Tech and Credit

Adami:
WFC – Wells Fargo – Short
APA – Apache – Get out
AAPL – Apple – Short
EBAY – eBay – Sell
AMGN – Amgen – Buy
INTC – Intel – Short – Final Trade

Najarian:
AMGN – Amgen – Buy
DE – Deere – Buy – Final Trade

Terranova:
ABT – Abbott Labs – Buy
AMZN – Amazon – Buy
MA – MasterCard – Buy
V – Visa – Buy
GS – Goldman Sachs – Buy between $170-$175 – Final Trade

Seymour:
SPX – S&P 500 – Buy – Final Trade

Jim Cramer, Mad Money host:
AMZN – Amazon – Wait for the bears to knock it below $90, then buy
*Top recovery picks:
CAT – Caterpillar
BHP – BHP Billiton
V – Visa

Gary Kaminsky, Neuberger Berman managing director:
JBLU – JetBlue – Buy

Pops (stocks that jumped higher):
SNDK – SanDisk (10%) – Posted much better than expected sales and profit on strong demand in the mobile phone market
EWZ – Brazil ETF (2%) – Investors seem to believe the sell-off triggered by new taxes on foreign investments was overdone
STJ – St Jude Medical (3%) – Reported lower than expected earnings but investors focused on their higher sales as well as comments that suggest long term goals remain intact
CREE – Cree (12%) – Posted quarterly earnings and revenue well above Street expectations and forecast strong results going forward
TUP – Tupperware (8%) – Reported better than expected earnings largely due to cost cuts and strength in emerging markets

Drops (stocks that slid lower):
NTRS – Northern Trust (6%) – Adami: I think it goes lower
MO – Altria (3%) – Terranova: I’m a buyer above $18.72
CAL – Continental Airlines (13%) – Said going forward fares will likely remain challenged

Fast Money Stock Picks – October 20, 2009 – Tech and Health

Adami:
YHOO – Yahoo – Buy on any pullback
CAT – Caterpillar – Sell
APA – Apache – Buy
UNH – UnitedHealth – Buy – Final Trade

Najarian:
YHOO – Yahoo – I’m bullish, but I also hold some puts
BTU – Peabody – Buy – Final Trade

Finerman:
FLS – Flowserve – Buy
PEP – Pepsi – Buy
WFC – Wells Fargo – I’m holding preferred stock
BKS – Barnes & Noble – Short
DRI – Darden – Buy – Final Trade

Seymour:
*Brazil is a great long-term story, especially VALE – Vale, and PBR – Petrobras. But don’t jump in immediately
MBT – Mobile Telesystems – Buy – Final Trade

Pops (stocks that jumped higher):
UNH – UnitedHealth (4%) – Beat on 3Q profits largely due to cost controls and reaffirmed its full year outlook
BLK – BlackRock (2%) – Finerman: I like it but wouldn’t chase it at these levels

Drops (stocks that slid lower):
LMT – Lockheed Martin (6%) – Forecast 2010 earnings and revenue below Street expectations
STT – State Street (8%) – California’s Attorney General sued for committing “unconscionable fraud” against the state’s largest pension funds
BSX – Boston Scientific (16%) – Cut its profit outlook and its chief executive warned of dire consequences from a proposed health reform tax
JEF – Jefferies (4%) – Reported higher than expected quarterly earnings and investors took profits
SHW – Sherwin-Williams (6%) – Disappointing outlook
BA – Boeing (3%) – Morgan Stanley downgraded it from ‘equalweight’ to ‘underweight’ citing concerns about the timeline of the 787

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

Najarian:
AAPL – Apple – Buy
TJX – TJX Companies – Buy
YHOO – Yahoo – Could go to $23

Adami:
AAPL – Apple – Buy for long term, but short for now
WLT – Walter Energy – Buy on pullbacks
APA – Apache – Buy
YHOO – Yahoo – Buy if it gets whacked on weak results

Terranova:
BRCM – Broadcom – Buy

Finerman:
BKS – Barnes & Noble – Short through puts

Whitney Tilson, T2 Partners:
*Hedge your longs and short housing.

Pops (stocks that jumped higher):
HGSI – Human Genome Sciences (5%) – Secured a $75 million milestone payment from Novartis for its Hep C drug, Zalbin
ETN – Eaton Corp (6%) – Adami: I wouldn’t pile in here
CIT – CIT Group (8%) – Carl Icahn sent a letter to their board Monday offering to underwrite a $6 billion loan
IPCS – IPCS (34%) – Spring agreed to acquire it for $426 million, ending their legal battle

Drops (stocks that slid lower):
BBT – BB&T (4%) – Missed on earnings with profits falling 57% largely due to a continued rise in delinquent loans
MAT – Mattel (2%) – Terranova: I’d sit on the sidelines
WFT – Weatherford (3%) – Earnings fell 79% due to weak demand
ELY – Callaway Golf (5%) – Predicted a 3Q loss amid waning consumer spending that has dampened demand for discretionary items

Fast Money Stock Picks – October 16, 2009 – Financials, Tech, and Energy

Najarian:
BOA – Bank of America – I bought a little around $17.50
DHR – Danaher – Buy
YHOO – Yahoo – Buy
HGSI – Human Genome Sciences – Large volume of Nov calls suggests it could go higher
WFT – Weatherford – Buy if you’re bullish energy
BP – BP – Buy if you want to play nat gas
JNJ – Johnson & Johnson – Buy – Final Trade

Terranova:
GS – Goldman Sachs – Buy
JPM – JP Morgan – Buy
MMM – 3M – Buy
GOOG – Google – Buy
AAPL – Apple – Buy – Final Trade
*Following companies could send the bulls off and running:
STLD – Steel Dynamics (Monday)
BTU – Peabody Energy (Tuesday)
FCX – Freeport McMoRan (Wednesday)
OXY – Occidental Petroleum (Thursday)
SLB – Schlumberger (Friday)

Seymour:
MS – Morgan Stanley – Buy
DBA – PowerShares DB Agriculture – Buy
MOO – Market Vectors Agribusiness ETF – Buy
ROS – Rostelecom – Buy – Final Trade

Steve Grasso:
AAPL – Apple – Buy
HRB – H&R Block – Put it on your radar
WFT – Weatherford – Buy – Final Trade

Pops (stocks that jumped higher):
EEM – Emerging Markets ETF (2%) – Seymour: Some say this is a technical signal to sell, but I don’t think it is
BA – Boeing (1%) – Grasso: I’d steer clear of it
CYT – Cytec Industries (13%) – Beat Street estimates despite posting a 73% drops in profits
CVX – Chevron (6%) – Terranova: I’d stay with it; it should benefit from higher oil prices and stronger refiner margins
MAT – Mattel (10%) – Grasso: I’d be a buyer; parents will still buy toys for the holidays

Drops (stocks that slid lower):
DPZ – Domino’s Pizza (4%) – Seymour: I think it’s cheap
NVDA – NVIDIA (7%) – Najarian: The entire chip sector has been pulling back
LVS – Las Vegas Sands (6%) – Terranova: If you’re playing short I think it’s time to get flat