'Fast Money' Recap: Bush Bail Out

Chip stocks like Intel and Micron(MU Quote) continued to show strength for a second day in row. Macke and Adami think the best chip stock to play is Intel. Adami predicted that Intel will go to $30 or higher. Najarian recommended investors sell Rambus(RMBS Quote) even after the S.E.C. closed an options backdating probe.

Emerging Markets Trade

Emerging market companies are aggressively competing for a share of the global growth pie. Tim Seymour, the resident "Fast Money" global growth expert gave viewers some of his best ideas for the emerging market trade. Seymour recommends Posco(PKX Quote), Vimpel-Communications(VIP Quote), China Aluminum(ACH Quote), Cemex(CX Quote) and CVRD(RIO Quote). Adami and Najarian favor China Mobile(CHL Quote) over China Aluminum.

Coal in your Stocking?

Coal stocks like Fording Canadian(FDG Quote) and Peabody Energy(BTU Quote) surge after Fording announces plans to look into selling the company. Najarian explained that coal is strong because it can be used to form steel and steam coal demand out of China is huge. Seymour said an interesting name is Russian steel firm Mechel(MTL Quote) which is planning to spin off its coal mining business.

(Here's a look at a coal portfolio on Stockpickr.com Coal Plays.)

November Sales

Retail stocks like Target(TGT Quote) fell after November sale-store sales missed the mark. Macke advises playing the best-of-breed retailers like Costco(COST Quote) or weak plays like Gap(GPS Quote) which have very low expectations. Najarian thinks the sell off on Target was overdone and he would look to bottom pick the stock now. Adami likes MasterCard(MA Quote) for a retail consumer play. He explained that even though people are spending less, they are spending with a credit card which is bullish for MasterCard.