'Fast Money' Recap: Playing Brazil

NEW YORK (TheStreet) -- After some disappointing nonfarm payroll data this morning, the markets dipped. But, by the end of the day, a bit of a recovery left equities just slightly lower. The S&P 500 lost 0.5% to close at 1025.21. The Nasdaq also finished down by 0.5% to 2,048.11. The Dow Jones Industrial Average slid 0.2% to 9487.67, leaving it with its worst week overall since mid-June.

The commentators went back and forth on whether the day was a good one or a bad one, with Guy Adami playing the role of bad cop. "Not as good as it should have been," Adami said.

But it was big cap banks like JPMorgan Chase (JPM Quote) and Goldman Sachs (GS Quote) that helped steady the markets. Karen Finerman noted that she didn't get a sense of panic out of the markets despite the dour news and was still able to find decent buys during the pullback, including Beckton-Dickinson (BDX Quote).

For a breakout of some stocks from a recent "Fast Money" TV show, check out Dan Fitzpatrick's "3 Stocks I Saw on TV."

3 Stocks I Saw on TV

Looking at the jobs report itself, which showed a deeper-than-expected 263,000 jobs lost in September, the crew turned to Barclay's chief economist Michelle Myer to get her take. Myer thought the report wasn't good, but it still didn't change her optimistic long-term outlook.

The group turned to tech, highlighting Apple's move higher following an upgrade, with higher price targets from UBS. At their relatively cheap rates, Pete Najarian mentioned to buy puts for protection. He is also eyeing Intel (INTC Quote), which received a steep $28 price target from Oppenheimer, though he's unsure whether that will be realized. Tim Seymour, too, mentioned that Intel wants to go higher on fundamental basis, given PC driven growth.