With the State Department issuing an alert over the weekend to travelers in Europe about a possible terrorist attack, Najarian briefly listed some stocks that benefit from the security trade. His suggestions included Osis Systems (OSIS), ICX Technologies (ICXT). and American Science and Engineering (ASEI).
Lee referred to a bullish halftime call on Ford (F) from Morgan Stanley analyst Adam Jonas who based his reasoning in part on a strong increase in U.S. auto sales next year. Karabell was skeptical of the increase, saying it was an aggressive call. He also questioned whether auto purchases would be the best use of consumer spending at this time.
Lee brought in Vance Edelson, Morgan Stanley, to discuss Republic Services (RSG), which is involved in waste management and garbage collection. He said the company is in a non-cyclical business that benefits from population growth in a situation where disposal facilities are limited. He also expects the company will benefit from a pick up from demolition work in the construction industry.
In the ear to wall segment, Lee broached the idea that Wal-Mart (WMT) might be next in line after Target (TGT) to sell the iPad. Najarian said Apple (AAPL) would love to be in the largest retail footprint in the world, while Karabell said he would love to be in the room with Wal-Mart and Apple executives when they pricing the iPad.Andrew Heyward, a media consultant, thought highly of the iPad, saying it's where media is heading. Heyward, a principal with Marketplacenext, said the iPad combines content with convenience, while offering consumers the ability to customize the iPad suit their experiences. In the under the radar segment, Weiss discussed NII Holdings (NIHD), which hit a 52-week high. Weiss said the U.S. company gapped higher today on an an award of a wireless spectrum in Mexico. He said that award is significant because it will allow the company build a network with Televisa that will be able to have the iPad on it. Weiss says the company is "dirt cheap," trading at 4.5 times 2011 earnings and reasonably valued. He said the company is well positioned to get in the on the early part of the cycle in the Latin American market. In the final trades, Terranova liked American Express (AXP), saying the selloff was overdone. Adami liked Radware (RDWR). Karabell liked Atheros (ATHR). And Najarian liked the prospects for Ford (F). --Written by David Tong in San Francisco. To contact the writer of this article, click here: David Tong. To follow the writer on Twitter, go to http://twitter.com/davidtong. To submit a news tip, send an email to: firstname.lastname@example.org. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. Follow TheStreet.com on Twitter and become a fan on Facebook.
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