Melissa Lee hosted CNBC's "Fast Money" Thursday night, starting the program on a positive note, since all three major indices closed higher -- brushing off fears over Hurricane Gustav.
Jon Najarian said "GDP being revised up was the key for today," referring to the rally in the major indices. He said there was "a lot of short-covering and program trading" that contributed to the rally, which he finds bullish. Joe Terranova is keeping an eye on natural gas, stating that it is interesting to know inventories have been building up. Karen Finerman went to talk about the financials. She said she is "skeptical on the financials" and is currently shorting some banks in her fund, since she does not find the rally is sustainable in the sector. Bill Kevins came on the program and relayed the latest forecasts on Hurricane Gustav. Terranova said "the story is not over yet with Hurricane Gustav." He went on to say how he is long formulated gas-o-line and sees "no trade for crude oil." Najarian said feels a stock ripe to benefit from the Hurricane Gustav, if it causes severe destruction, is the insurance firm he recommended yesterday, Aflac (AFL Quote - Cramer on AFL - Stock Picks). Lee mentioned that Dell (DELL Quote - Cramer on DELL - Stock Picks) "dived" after-hours by 10% to $22.60 after reporting earning results below analysts' expectations. Adami mentioned how Najarian was right yesterday, when Najarian mentioned to wait on buying Dell when it reaches $22-$23. Adami said he was wrong for liking Dell into the earnings but said "I still like Dell here."


