'Fast Money' Recap: Holding Pattern

Unusual options activity was noted in Department Store Dillard's(DDS Quote). Najarian explained that an insider bought 100,000 shares recently and the January $20 calls were bought big on Thursday. Adami mentioned that Dillard's has a 17% short interest and the stock could easily go up a few bucks. Finerman thinks it's interesting to see an insider buy that much stock.

Dell(DELL Quote) plunges 10% in after hours trading after the computer maker issues a cautious outlook. Adami says the operating margins and gross margins weren't good enough, but he still likes the stock. Najarian thinks this is a great opportunity to get into Dell at a much cheaper price.

Dollar Trade

Goldman Sachs Chief Economist Jim O'Neil put out a piece of research on Wednesday that said the U.S. dollar is going to stabilize or appreciate against the euro and the yen, then weaken against some of the emerging market currencies. Adami finds it very interesting that O'Neil is saying this ahead of the Fed meeting for Dec. 11th. Adami also expects gold and oil will continue to slide lower and that decline could come against the strengthening of the dollar. Seymour thinks the emerging market currencies will continue to dominate the dollar.

India Trade

India's economy is booming at the rate of 9% per year, but the Indian consumer is burning less oil per-person then just about any other consumer on the planet. Seymour tells investors to play this trend with refiners like Reliance Energy or ONGC. He also likes bank plays like ICICI Bank(IBN Quote) and HDFC Bank(HDB Quote) which are investing capital to help build out the energy infrastructure.