'Fast Money' Recap: It's in the Charts

Consumer Mind

If you're looking for the winning stocks in the retail sector, the best way to figure out which companies is by going inside the consumer's mind. Jeff Macke suggests looking for companies that build a relationship, connect and earn respect with consumers. He feels that companies like Target(TGT Quote), Costco(COST Quote), Disney(DIS Quote) and Wells Fargo(WFC Quote) are very well connected with their customers.

Karen Finerman thinks Wal-Mart(WMT Quote) meets Macke's criteria. Guy Adami favors Saks(SKS Quote) and Tiffany's(TIF Quote). Pete Najarian likes the way that McDonald's(MCD Quote) is run.

Word on the Street

Vivendi(VIV Quote) cut a deal to take control of Activision(ATVI Quote). Macke wishes that ATVI would have held out for a better premium. Also, he offers looking at Take-Two Interactive(TTWO Quote) and THQ(THQI Quote) as potential takeover targets.

Agrium(AGU Quote) announces its buying UAP Holdings(UAPH Quote) for $2.65 billion. In Najarian's opinion, this deal took the entire agricultural sector higher and demonstrates that the global growth story is still alive.

Najarian noted unusual options activity in solar stocks like LDK Solar(LDK Quote), Trina(TSL Quote) and SunPower(SPWR Quote). He disclosed that he bought call options on Trina Monday after noticing the heavy trading in the options.

Chico's(CHS Quote) and Guess(GES Quote) are set to report earnings after the bell on Tuesday. Macke warns investors not to pick the bottom on specialty retailers like Chico's. Teen retail is the hot place to be for a speculative trade and he would get long Guess.