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