"Fast Money" Recap: Happy Days are Here Again

The S&P 500 is now up 7.6% on the year, and the Dow is up 11.3%. The crew at CNBC's "Fast Money" review all the soaring sectors and try to find stocks that still have room on the upside.

The commodity sector had its best monthly performance in 32 years. It scares Adami that a gold company like Newmont(NEM Quote) is down 8% from its high, while gold is near 27 year highs. Finerman suggests that the poor stock performance is due to company specific problems unrelated to the gold market.

Najarian maintains that gold is going higher, but advises keeping an eye on coal stocks. His coal plays are BHP Billiton(BHP Quote), Consol(CNX Quote) and Peabody(BTU Quote). (RealMoney Take: Roger Nusbaum said recently, "BHP Billiton may have just stumbled on the largest gold find ever discovered anywhere, in Australia." To read more on what Nusbaum said, click here.)

The Year of the Chinese

Not to be outdone, the Chinese stock market put in its best quarterly performance ever. Everyone keeps calling a top in China, but Najarian feels there's still room on the upside. He favors China Mobile(CHL Quote), China Unicom(CHU Quote) and Baidu(BIDU Quote).

Adami continues to advise investors to take profits in China Mobile. (RealMoney Take: Dan Fitzpatrick said recently, "Last week I chatted with James Altucher about Baidu in a short video at the TSC offices in Manhattan. I was pretty bullish on the company. While that hasn't changed, I also differentiate between the underlying company and the proxy for owning that company -- the stock." To read more on what Fitzpatrick said, click here.)

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