Fast Money Stock Picks

Fast Money Stock Picks - August 27, 2008 - Oil, Tech, and Homebuilders

Adami:
Oil - Take profits ahead of the hurricane
XOM - Exxon Mobil - Sell and buy back at around $78
USB - USB - Take profits
BA - Boeing - Buy if it goes lower
ROC - Rockwell Collins - Buy
Airlines - Buy if you think oil is going lower
HD - Home Depot - Buy
EMC - EMC Corp - Buy - “Final Trade”

Terranova:
AAPL - Apple - Buy
RIMM - Research In Motion - Buy
POT - Potash - Short or Sell
MON - Monsanto - Short or Sell
MOS - Mosaic - Short or Sell
EXM - Excel Maritime - Buy - “Final Trade”

Jon Najarian:
AFL - AFLAC - Buy
NTAP - NetApp - Buy - “Final Trade”

Quint Tatro:
XLF - Financial Select Sector SPDR - Buy for a trade
POT - Potash - Short
MON - Monsanto  Short
MOS - Mosaic - Short
XHB - Homebuilders ETF - Buy with a stop below $17
THC - Tenet Healthcare - Buy with a stop below $5.25
SMN - UltraShort Basic Materials ProShares - Buy - “Final Trade”

Clay Sumner, FBR Research analyst:
DELL - Dell - Buy

David Schick, Stifel Nicolaus retail analyst:
BBY - Best Buy - Buy

Pops (stocks that jumped higher):
IKN - Ikon Office Solutions (9%) - Word that Ricoh agreed to buy it at an 11% premium
FXI - China ETF (3%) - Tatro: I’d take half off here
NUE - Nucor (3%) - Adami: I like it
VLO - Valero (4%) - Terranova: I’d take a look because of gasoline supplies
TLB - Talbots (29%) - Jon N.: Sell the rip
BGP - Borders (22%) - Terranova: I think you could get to double digits on this stock

Drops (stocks that slid lower):
MAT - Mattel (3%) - Adami: I like it at current levels
AMLN - Amylin (26%) - Terranova: Goldman maintains a $46 price target on it
SOLF - Solarfun (13%) - Tatro: I’m done with solars for a while
AXL - American Axle (2%) - Adami: I like Borg Werner better
DLTR - Dollar Tree (4%) - Jon N.: I think you can buy it on the dip
BWS - Brown Shoe (3%) - Tatro: It’s not for me

Fast Money Stock Picks - August 26, 2008 - Energy and Financials

Adami:
LMT - Lockheed Martin - Buy
RTN - Raytheon - Buy
COL - Rockwell Collins - Buy
NEM - Newmont Mining - Avoid
Gold - Sell
APA - Apache - Buy
XTO - XTO Energy - Buy
SLB - Schlumberger - Buy
HAL - Halliburton - Buy
LLY - Eli Lilly - Buy if it sells off down to $45
AVP - Avon - Buy
XOM - Exxon Mobil - Buy - “Final Trade”
Defense Stocks - Buy if they get sold off ahead of the election

Terranova:
GOOG - Google - Sell

Jon Najarian:
GOOG - Google - Buy if it pulls back to $460
ACV - Alberto Culver - Buy
Bio-fuels - Sell if they rally
MTG - MGIC Investment Corp - Buy
AXL - Anderson Energy - Buy - “Final Trade”

Quint Tatro:
IHI - iShares Dow Jones US Medical Dev - Buy
IYH - iShares Dow Jones US Healthcare - Buy
IBB - iShares NASDAQ Biotechnology Index - Buy
XHB - SPDR and S&P Homebuilders ETF - Buy
AVP - Avon - Buy with a stop below $41
FXI - iShares FTSE/Xinhua China 25 Index - Buy - “Final Trade”

Anton Schutz, Mendon Captital Advisors president and CIO:
TFSL - TFS Financial - Buy
AGNC - American Capital Agency - Buy
HCBK - Hudson City Bancorp - Buy
PBCT - People’s United Financial - Buy
NLY - Annaly Capital Management - Buy
FII - Federated Investors - Buy
JNS - Janus Capital Group - Buy
JPM - JP Morgan - Buy
NLR - Market Vectors-Nuclear Energy ETF - Buy if it looks like McCain is going to win

Pops (stocks that jumped higher):
COH - Coach Inc (7%) - Adami: Looks interesting on a valuation basis
CHS - Chico’s (2%) - Jon N.: I’d stay away
EOG - EOG Resources (5%) - Received an upgrade from a Sanford Bernstein

Drops (stocks that slid lower):
DAL - Delta Air Lines (5%) - Jon N.: They tapped a big line of credit
BIG - Big Lots (7%) - Tatro: I’d stay away
CME - CME Group (5%) - Terranova: I’d avoid it until the end of the year
SFD - Smithfield Foods (7%) - Tatro: I think it’s worth a look
SAFM - Sanderson Farms (11%) - CEO said the company will need “divine intervention” to make a profit in the current quarter
SOLF - Solarfun (5%) - Adami: There is a good chance they crush numbers
MRVL - Marvell Technology (7%) - Received a downgrade from “buy” to “hold” from Jeffries
COCO - Corinthian Colleges (19%) - Reported a loss and said it’s facing a challenging environment for students to get loans

Fast Money Stock Picks - August 25, 2008 - China and Oil

Adami:
LEH - Lehman - Don’t buy
USB - USB - Buy
AMD - AMD - Buy
HD - Home Depot - Buy
YUM - Yum Brands - Buy if you want to trade China
XTO - XTO Energy - Buy - “Final Trade”

Pete Najarian:
HPQ - Hewlett-Packard - Buy
VIX - VIX - Watch
TIE - Titanium Metals - Buy - “Final Trade”

Jon Najarian:
LEH - Lehman - Don’t buy
RMBS - Rambus - Buy
FXI - FTSE/Xinhua China 25 Index - Buy
UNG - United States Natural Gas - Buy - “Final Trade”

Terranova:
Oil - Stay out
EXM - Excel Maritime - Buy if you want to trade China
GNK - Genco - Buy if you want to trade China
NOV - National Oilwell Varco - Buy
FCX - Freeport McMoRan - Buy
KOL - Coal ETF - Buy
*Step back from the market - “Final Trade”

Pops (stocks that jumped higher):
TREE - Tree.com (3%) - Jon N.: I don’t really like the business
CPSL - China Precision Steel (10%) - Rest of the steel sector fell

Drops (stocks that slid lower):
LOW - Lowe’s (3%) - Jon N.: I’d stay away
GE - General Electric (3%) - Pete N.: I think traders were selling the rip
MGM - MGM Mirage (9%) - Adami: I’d stay away
SBUX - Starbucks (3%) - Terranova: I’d take some profits if you own it
HWAY - Healthways (22%) - Pete N.: I’d stay out
CVC - Cablevision (5%) - Adami: Might be worth a look
HGR - Hanger Orthopedic (10%) - Announced it may sell up to 13.6 million shares
LEG - Leggett & Platt (2%) - Received an upgrade from ‘hold’ to ‘buy’ due to decision to divest some of its less profitable business