The 'Fast Money' Portfolios of the Week
James Altucher
03/20/08 - 12:30 PM EDT
Updated from 7:01 a.m. EDT
The traders of
CNBC's "Fast Money" never disappoint viewers when it comes to generating stock trading ideas. They are experienced and skilled at changing rapidly to fit their trading ideas to any market environment.
The gang recently highlighted trading ideas that play off the growth in emerging-market stocks as well as Dennis Gartman's opinion on agriculture stocks and commodity stocks. Here are some highlights from the past week as aggregated from the show.
Fast Money's Emerging Market Top 20 Stocks: The "Fast Money" traders introduced their top 20 emerging-market stock plays. On
last Wednesday's "Fast Money" show, Tim Seymour told viewers: "
Taiwan Semiconductor (TSM - Cramer's Take - Stockpickr) could move on the Taiwan elections coming up next week."
Fast Money's Emerging-Market Top 20 Stocks include Taiwan Semi and
China Mobile (CHL - Cramer's Take - Stockpickr) among others.
Fast Money's Dennis Gartman Ag Stock Plays: Strategic investor Dennis Gartman highlighted the booming agriculture sector on
last Thursday's "Fast Money" show. He told viewers, "Agriculture commodities like wheat, corn and soybeans show no signs of stopping their runs. As long as the country is using ethanol as a fuel source, there will likely be a supply issue with corn. We just can't produce enough to feed livestock and provide ethanol."
Fast Money' Dennis Gartman Ag Stock Plays include
Monsanto (MON - Cramer's Take - Stockpickr) and
Potash (POT - Cramer's Take - Stockpickr) among others.
Fast Money's Cheap Money Stock Plays: The
Federal Reserve is slashing rates and dumping cash into the markets, and the "Fast Money" traders know just how to play it. On
Tuesday's "Fast Money" show, Tim Seymour told viewers, "The GSEs like
Fannie Mae (FNM - Cramer's Take - Stockpickr) are now amped up after the Fed created a fundamentally different environment for them by making the cost of money much lower."
Fast Money's Cheap Money Stock Plays include names like
Sallie Mae (SLM - Cramer's Take - Stockpickr) and
Freddie Mac (FRE - Cramer's Take - Stockpickr) among others.
Fast Money's Sick Trade: Kris Jenner, managing director at T. Rowe Price, joined the "Fast Money" crew on
last Wednesday's "Fast Money" show to discuss how health-care companies are dealing with rising costs and mispricing of products in the a face of the population's rising health-care needs. Jenner told viewers, "Health care products can be repriced within a year. It's painful to go through the adjustments, but these companies have an ability to recover in a year."
Fast Money's Sick Trade includes
Humana (HUM - Cramer's Take - Stockpickr) and
Cigna (CI - Cramer's Take - Stockpickr) among others.
Fast Money's Trader Radar: In a segment called "Trader Radar," the crew highlights stocks with unusual volume that are lighting up screens across Wall Street. On
Monday's "Fast Money" show, Dylan Ratigan told viewers: "We're watching
Johnson & Johnson (JNJ - Cramer's Take - Stockpickr), which traded more than double its normal daily volume."
Fast Money's Trader Radar includes
GameStop (GME - Cramer's Take - Stockpickr) among others.
Fast Money's Commodity Stock Plays: With gold near $1,000 and oil over $100, the "Fast Money" traders see opportunity in commodity stocks. On
last Thursday's "Fast Money" show, Pete Najarian told viewers: "If the
Oil Service Holdrs (OIH - Cramer's Take - Stockpickr) reaches $170, it's a buy. If it hits $177, sell it."
Fast Money's Commodity Stock Plays include
US Oil (USO - Cramer's Take - Stockpickr) and
Apache (APA - Cramer's Take - Stockpickr) among others.