Good news
Healthcare stocks put in a solid week off the back of the JPMorgan Healthcare Conference. Najarian sees more upside for
Pfizer(PFE Quote - Cramer on PFE - Stock Picks) but he cautioned investors on
Merck(MRK Quote - Cramer on MRK - Stock Picks). He also recommended investors take a look at
Cepheid(CPHD Quote - Cramer on CPHD - Stock Picks) and
Celgene(CELG Quote - Cramer on CELG - Stock Picks). Adami favors
Gilead Sciences(GILD Quote - Cramer on GILD - Stock Picks) and
Humana(HUM Quote - Cramer on HUM - Stock Picks).
Gold cleared $900 for the first time Friday. Adami explained that he has traded gold for 15 years and it always ends in tears. He isn't sure on when the gold trend will end however. Najarian advises limiting your risk and put on call spreads in the mining stocks like
Newmont(NEM Quote - Cramer on NEM - Stock Picks).
Not so good news
McDonald's(MCD Quote - Cramer on MCD - Stock Picks) fell 5% after a Friedman, Billings, Ramsey analyst said the stock was fully valued. Adami thinks MCD is an international story and should be bought on the weakness. Macke counsels holding your nose and buy MCD here. Najarian thinks the analyst at Friedman is dead wrong on MCD's growth prospects going forward.
Tiffany(TIF Quote - Cramer on TIF - Stock Picks) hit a 52-week low Friday after the upscale retailer cut its 2007 guidance. Finerman explained that TIF has been a big beneficiary of a declining dollar, but the dollar could be done going down. She favors
DSW(DSW Quote - Cramer on DSW - Stock Picks) in the retail sector because they have lots of cash and a solid growth story. Macke doesn't like the risk/reward on Tiffany in the current market environment. Najarian wants nothing to do with trading the retail stocks right now.
Stockpickr Staff
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