'Fast Money' Recap: Refiners Lookin' Fine

Macke said he likes the idea of selling the financials. Gold seems busted, he said. He recommended buying U.S. Steel (X Quote) on dips.

Seymour recommended CVRD (RIO Quote) and the Market Vectors Coal (KOL Quote) ETF.

Noting bullish action in Taiwan, Tim Seymour said the country's presidential election this past weekend was another bullish sign. The opposition party, the KMT, looks to be setting up a friendly relationship with China, he said. He recommended the iShares MSCI Taiwan Index (EWT Quote) ETF, Taiwan Semiconductor (TSM Quote), Chungwa Telecom (CHT Quote), AU Optronics (AUO Quote), Siliconware Precision Industries (SPIL Quote) and Advanced Semiconductor Engineering (ASX Quote).

Taiwan still trades at 13 to 14 times earnings, Seymour said. This makes it cheap relative to Asia, he said.

Final Trade

Macke selected Valero. Seymour chose United States Natural Gas (UNG Quote). Finerman picked Philip Morris International, which is being spun off from Altria (MO Quote). Najarian recommended JPMorgan.