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