Fast Money Stock Picks – March 25, 2009 – Housing and Rentals

Najarian:
XHB – XHB – Buy
BBBY – Bed Bath & Beyond – Buy
HD – Home Depot – Buy
SHW – Sherwin Williams – Buy
XLI – Industrials ETF – Buy – Final Trade

Macke:
WMT – Wal-Mart – Buy – Final Trade
*Buy the following on any pullback:
NFLX – Netflix
HD – Home Depot
AMZN – Amazon
TGT – Target

Adami:
KSU – Kansas City Southern – Buy – Final Trade

Seymour:
WBD – Wimm-Bill-Dann Foods – Buy – Final Trade

Heather Bellini, UBS analyst:
INTU – Intuit – Buy
ORCL – Oracle – Buy
SAP – SAP – Buy

Pops (stocks that jumped higher):
JPM – JP Morgan (8%) – Seymour: I think this stock could continue to run
WFR – MEMC Electronic Materials (7%) – Najarian: There’s a lot of speculation
CBG – CB Richard Ellis (64%) – Eased credit agreements with lenders and received upgrades from JP Morgan and JMP Securities
TM – Toyota (4%) – Announced the May launch of a more fuel-efficient Prius to take on Honda’s Insight
JBL – Jabil Circuit (36%) – 2Q loss was in line with previous forecasts and it gave a more stable outlook
SNP – China Petroleum & Chemical (6%) – Revised its full year profit forecast
GLD – SPDR Gold Trust ETF (1%) – Gold moved modestly higher

Drops (stocks that slid lower):
DELL – Dell (2%) – Macke: I just don’t think they’re that good a company
CAT – Caterpillar (2%) – Adami: There was a rumor that it might need to close a plant for a while
CRM – Salesforce.com (2%) – Morgan Stanley downgraded it from ‘equal weight’ to ‘underweight’
STZ – Constellation Brands (5%) – Lowered its fiscal year and 2009 earnings forecast