'Fast Money' Portfolios of the Week

 

By Roberto Pedone

WINDERMER, Fla. (Stockpickr) -- According to CNBC's "Fast Money" traders, the easy money trades are still the way to play this market after the Federal Reserve announced it will keep interest rates at record lows. On Tuesday's "Fast Money" show, Pete Najarian told viewers that names such as Intel(INTC) and IBM(IBM) led the Dow higher. He said that in this low-interest-rate environment, investors are buying quality growth stocks and companies that could increase dividends. Najarian thinks this is where market players can expect to find performance going forward.

Joe Terranova thinks the S&P 500 is going to push towards 1200. He agreed with Najarian that quality names such as IBM and Intel will be the drivers. Brian Kelly said he bought some Charles Schwab(SCHW) as a bet that the retail investors will come back the market in the wake of the Fed decision. Guy Adami suggested that investors looking for a trade should take profits in Tiffany(TIF).

Considering that interest rates are likely to remain low, Terranova and Seymour agreed that the trend in the U.S. dollar is going to be lower, putting risky assets in play. Terranova said crude oil is going to hit $90 a barrel and that the best way to play it is with the United States Oil Fund(USO).

The "Fast Money" crew has recently highlighted trading ideas that play off hot regional bank stocks, coal stocks and stock with unusual options activity. Here are some highlights from over the past week as aggregated from the show.

Fast Money's 4 Dividend-Boost Stock Plays: The traders think a number of companies flush with cash are getting ready to return money in a very shareholder -riendly way. On Monday's "Fast Money" show, Skybridge Capital Managing Partner Anthony Scaramucci told viewers: "I think there are huge opportunities here. I expect these guys are going to get off the sidelines and give money back to shareholders." The Fast Money's 4 Dividend-Boost Stock Plays portfolio includes Exxon Mobil(XOM) and Pfizer(PFE).

Fast Money's Hot Regional Bank Trades: Rumors continue to circle Wall Street that the regional banks are in play as acquisition targets. What's the trade? On last Thursday's "Fast Money" show, RBC Capital Markets analyst Gerard Cassidy told viewers: "I'd watch SunTrust Banks(STI). I think it could become available. And it could go out for something north of $50 a share." The Fast Money's Hot Regional Bank Trades portfolio includes Boston Private Financial(BPFH) and Huntington Bancshares(HBAN).

TheStreet Premium Services    For Personal Service: 877-471-2967

Jim Cramer
Jim Cramer's Action Alerts PLUS:
Trade right alongside a Wall Street pro — enjoy access to his Charitable Trust portfolio and be sent trade alerts BEFORE he makes a move. Learn More
New: ETF Profits
ETF Profits:
Get money-making ideas from the hottest investment vehicle on the planet. Our experts show you how to play various ETF sectors to help pump-up your portfolio. Learn More
OptionsProfits
OptionsProfits:
Get 50+ trade ideas a week from the industry's top options experts. Plus — exclusive commentary on market trends and essential trading tools. Learn More
Doug Kass
Real Money:
Our team of professional Wall Street Pros — including Jim Cramer, Doug Kass, and Nicholas Vardy — delivers intelligent analysis, timely trade ideas, and colorful commentary. Learn More
Stocks Under $10
Stocks Under $10:
Break into the market with small- and mid-cap stocks... all $10 or less! David Peltier tells you exactly which low-priced stocks he's buying and selling. Learn More
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
blog comments powered by Disqus
Dow Jones S&P 500 NASDAQ 10-Year Note
12,890.46 1,351.95 2,927.23 20.47
Oil *
118.75
UP
6.51
UP
1.99
UP
11.37
UP
0.72
10 Yr
2.05%
SPDR Gold
168.02
+0.05%
+0.15%
+0.39%
+3.65%
Data delayed 20 minutes

Top Stories and Tools

Brokerage Partners

After the Bell

Before the Bell

Booyah! Newsletter

ETF Daily

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

We respect your privacy.
Podcasts

Connect with TheStreet