'Fast Money' Recap: The Schizoid Dow

Jeff Macke asked how pervasive the consumer product will be, to which Rauckman responded, "In North America and Europe combined, we're looking at 25 million units of personal navigation devices just this year alone. The good thing about this market is there's very low penetration with many consumers not using it." Bolling asked if Garmin was able to keep up with demand. "We've recently spent $100 million in cap-ex this year to buy a third factory," he answered. Jeff Macke says he has a Garmin product that he loves. The entire crew wants to own all of the GPS stocks.

Pops and Drops

Pops and Drops is a new feature that follows the biggest stock movers of the day.

Pops: Chipotle Mexican Grill (CMG Quote) was up 12% on an 85% jump in profit. Macke loves this stock. OfficeMax (OMX Quote) was up 6% after beating estimates. Najarian likes the stock. Bruce Toll, CEO of Toll Brothers (TOL Quote), sold 620,000 shares last month before the massive selloff in homebuilder stocks. Macke says "nice trade, Bruce."

Drops: MasterCard (MA Quote) was down 11% after reporting earnings Wednesday. Adami is still bullish on the name. Buffalo Wild Wings (BWLD Quote)was down 17% on poor sales. Bolling doesn't like the technicals on the chart. Jones Apparel (JNY Quote) dropped 12% on news of price cuts. Najarian says it's a pig.

First Solar (FSLR Quote) was down 4% on higher costs. Bolling believes it goes to $75, and says get out now. SPX(SPW Quote) was down 11% on worries of the company's exposure to the car sector. Adami likes this stock. Ruth's Chris(RUTH Quote) was down 8% on rising beef prices. Macke prefers Morton's (MRT Quote).

Final Trade

Jeff Macke would sell Starbucks. Pete Najarian says buy St. Jude Medical (STJ Quote). Adami would buy Short Dow30 ProShares (DOG Quote). Eric Bolling likes El Paso (EP Quote) because natural gas recently caught a bid.