Fast Money Stock Picks

Fast Money Stock Picks – November 17, 2009 – Betting on Recovery

Najarian:
ANN – Ann Taylor – Options action suggests it could move higher
MSFT – Microsoft – Buy
KRE – SPDR KDW Regional Banking – These stocks may break higher
DTV – DirecTV – Action in November and December calls suggest it could move higher
Gold – Could go to $1300
CLF – Cliffs Natural Resources – Buy – Final Trade

Terranova:
MSFT – Microsoft – Buy
AMZN – Amazon – Buy
POT – Potash – Buy – Final Trade

Seymour:
Gold – Demand may be increasing
NUE – Nucor – Buy – Final Trade

Finerman:
KFT – Kraft – Short
CBY – Cadbury – Buy
WMT – Walmart – Buy
BGC – General Cable – Buy – Final Trade
PHM – Pulte – Buy
*If you expect a drawn out recovery:
KBH – KB Homes – Buy
MDC – MDC Holdings – Buy
RYL – Ryland – Buy

Jeff Saut, Raymond James chief investment officer:
AMSC – American Superconductor – Buy
XLP – Consumer Staples SPDR – Buy
WMT – Walmart – Buy
IYR – iShares REIT – Buy

Pops (stocks that jumped higher):
BKS – Barnes & Noble – (7%) Finerman: I would not be in this name
SINA – Sina – (10%) Seymour: China ad spend is a very good story
PALM – Palm – (6%) Terranova: I’d play Apple instead
SKS – Saks – (4%) Unexpected profit due to reduced inventories and expenses
DDS – Dillard’s – (9%) Beat on earnings with a surprise profit for the 3Q
CSIQ – Canadian Solar – (2%) Seymour: The solar space looks to be alive and well
HES – Hess – (2%) Terranova: I like Suncor better

Drops (stocks that slid lower):
JEC – Jacobs Engineering – (14%) Najarian: Backlogs are shrinking
SII – Smith International – (13%) Announced plans to issue 28 million shares in a public offering

Fast Money Stock Picks – November 17, 2009 – Copper and Retail

Seymour:
PCU – Southern Copper – Sell
FCX – Freeport McMoRan – Sell
TAO – Claymore/AlphaShares China Real Estate ETF – Buy
EJ – E-House (China) Holdings Limited – Buy
STP – Suntech Power – Buy – Final Trade

Finerman:
WMT – Walmart – Buy
TGT – Target – Buy – Final Trade

Terranova:
BBY – Best Buy – Buy
MCD – McDonald’s – Buy
F – Ford – Buy
TM – Toyota – Buy – Final Trade

Whale watching:

George Soros:
BAC – Bank of America – Bought
TGT – Target – Cut back

Carl Icahn:
GENZ – Genzyme – Bought 1.5 million shares

T. Boone Pickens:
SD – SandRidge Energy – Bought a new stake
FST – Forest Oil – Increased stakes
CHK – Chesapeake Energy – Increased stakes

Bill Ackman:
LNY – Landry’s Restaurants – Bought a new stake

Warren Buffett:
RSG – Republic Services – Bought a new stake
WMT – Walmart – Increased stake
NSRGY – Nestle – Increased stake
COP – ConocoPhillips – Decreased stake
XOM – ExxonMobil – Disclosed a stake

Pops (stocks that jumped higher):
DELL – Dell – (4%) Terranova: I’d get long if it breaks above $16.50
IYR – Dow Jones US Real Estate ETF – (2%) Finerman: When the market is up and the risk is up, this seems to pop
FDX – FedEx – (3%) Gary Kaminsky: I like other names in the space
EWZ – Brazil Index ETF – (2%) Seymour: Keep an eye on it
INTC – Intel – (2%) Terranova: I’d play the space with the SMH and spread out the risk
MRK – Merck – (2%) Told CNBC they won’t pull cholesterol pills Vytorin and Zetia off the market despite a study which found that they didn’t reopen clogged arteries as well as Abbott’s Niaspan
S – Sprint Nextel – (15%) Credit Suisse upgraded it from ‘neutral’ to ‘outperform’ saying it is showing progress with its turnaround efforts
MT – ArcelorMittal – (4%) JP Morgan boosted the sector

Drops (stocks that slid lower):
MBI – MBIA – (8%) Bigger than expected 3Q loss
HAR – Harman International – (2%) Investors took profits

Fast Money Stock Picks – November 12, 2009 – Retail

Adami:
APA – Apache – Short
HD – Home Depot – Buy
MCD – McDonald’s – Nearing resistance; will it bounce or break through?
AMD – Advanced Micro Devices – Short with a tight stop – Final Trade

Najarian:
KSS – Kohl’s – Buy
AMZN – Amazon – Buy downside protection
TJX – TJX – Buy – Final Trade
SBUX – Starbucks – Buy

Seymour:
BUD – Anheuser-Busch InBev – Buy
POT – Potash – Buy – Final Trade

Finerman:
M – Macy’s – Buy – Final Trade

Heath Terry, FBR Capital video game analyst:
ATVI – Activision – Buy

Pops (stocks that jumped higher):
DOW – Dow Chemical – (7%) Announced plans to sell its powder coating business, helping pay off its debt
FRO – Frontline – (5%) A report suggested a refueling port in the UAE would ban single hull vessels next year
NDAQ – Nasdaq OMX – (3%) Seymour: The chart looks good; it could go a little higher
GT – Goodyear Tire – (2%) Announced plans to raise tire prices in North America by as much as 6% to recover higher raw materials costs

Drops (stocks that slid lower):
PHM – Pulte Homes – (5%) Adami: I don’t think there’s anything good in the space
GMCR – Green Mountain – (10%) Najarian: Profits may be weaker next quarter
BKE – The Buckle – (5%) Finerman: I wouldn’t own it
BAX – Baxter – (4%) Demand for one of its drugs appears less than expected

Fast Money Stock Picks – November 10, 2009 – Financials and Tech

Seymour:
AMZN – Amazon – Unattractive on valuation
WMT – Walmart – May benefit from some defensive movement if the market edges lower
MPEL – Melco Entertainment – Buy – Final Trade

Adami:
JEF – Jefferies – Buy on dips
LAZ – Lazard – Buy on dips
MCO – Moody’s – Sell
MA – MasterCard – Buy
RJF – Raymond James – Buy – Final Trade

Terranova:
AAPL – Apple – Buy
GOOG – Google – Buy
GS – Goldman Sachs – Buy
HOC – Holly Corp – Buy – Final Trade

Najarian:
TJX – TJX – Buy – Final Trade

Pops (stocks that jumped higher):
PCLN – Priceline.com – (18%) Terranova: It looks phenomenal right now
UPS – UPS – (1%) Adami: Online shopping works for them, but I don’t like their valuation
Ag stocks (MOS, MOS) – Seymour: Look at corn and wheat
AIG – AIG – (4%) Terranova: I wouldn’t be a buyer

Drops (stocks that slid lower):
ERTS – Electronic Arts – (7%) Najarian: Nothing but bad news
BCS – Barclays – (5%) Seymour: Q3 earnings were down, HSBC was up
FLR – Fluor – (8%) Najarian: I love this name, but they are underperforming
MDR – McDermott – (2%) Adami: Better than expected EPS but their backlog was down

Fast Money Stock Picks – November 9, 2009 – Agriculture and Energy

Terranova:
FCX – Freeport McMoRan – Buy
OIH – Oil Services HLDRs – Buy
RIG – Transocean – Buy
SU – Suncor – Buy
APA – Apache – Buy
EOG – EOG Resources – Buy
FXA – Australian currency ETF – Buy
FXC – Canadian currency ETF – Buy
JPM – JP Morgan – Buy
MRVL – Marvell Technology – Buy – Final Trade

Seymour:
POT – Potash – Buy
MOS – Mosaic – Buy
MCD – McDonald’s – May be overbought
TKC – Turkcell – Buy – Final Trade

Najarian:
JOYG – Joy Global – Buy
CAT – Caterpillar – Buy
BUCY – Bucyrus – Buy
BP – BP – Buy
MCD – McDonald’s – Buy
BX – Blackstone – Buy – Final Trade

Finerman:
RIG – Transocean – Trim position
PDE – Pride – Trim position
M – Macy’s – Buy – Final Trade
ANF – Abercrombie & Fitch – Stay away
BAC – Bank of America – Buy

Pops (stocks that jumped higher):
MO – Altria Group – (2%) Barrons recommended it this weekend
MT – ArcelorMittal – (5%) Seymour: There’s still room to go
POT – Potash – (4%) Terranova: Could see it in an $83-$104 range
FCX – Freeport McMoRan – (5%) Seymour: Gold exposure was the big story, but copper is going up
F – Ford – (6%) Terranova: Headed for its August 3rd high of $8.86
JOYG – Joy Global – (5%) Strength in the commodities trade