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'Fast Money' Recap: Financials Strong

Stocks in this article: EK PCL MON RYN

Switching to silver, John Stephenson, the author of The Little Book on Commodity Investing, said he thinks silver is heading to $50 an ounce. He said the growing level of debt in the U.S. is debasing the dollar and making the metal attractive.

For trades, he liked Pan American Silver (PAAS), Hecla (symbol) and Silver Wheaton (SLW).

Lee brought in Herb Greenberg, CNBC senior stocks commentator, to comment on the plunge in Green Mountain Coffee (GMT).

Greenberg pointed out some oddities in the trading of the stock. After three days of negligible call activity, there was a huge pop on Nov. 19 when the company announced the results of an internal audit, he noted.

He said there were a lot of questions that need answering from the company, which he said has pulled disclosure of its K-cup shipments. He said it also reported first-quarter guidance that was below Street expectations and a 100% increase in inventory.

With so little information coming from the company, Kelly said he would just move on. Adami said he would also pull the rip cord because "no one seems to know what is going on."

In a segment called "smartphone smackdown," Lee noted that Google (GOOG) had said today it had reached 300,000 Android phone activations a day. CNBC reporter Jon Fortt noted that Apple's Steve Jobs had been questioning the numbers from Google.

While Apple has been transparent about its iPhone app business model, Google has been less clear, he said.

Lee interrupted the show with a report that Community Health Systems (CYH) was making a bid to buy Tenet Healthcare (THC). Finerman said there is a likelihood of other offers, noting Tenet stock was trading above the offer price.

Najarian said the move caught him offguard. He had there were other companies on his radar, including Allscripts (MDRX) and United Healthcare (UNH).

Shift to the health care sector, Weiss said the sector has been a chronic underperformer except for one stock that he likes: Allscripts. He said the company, which specializes in electronic patient record keeping, should benefit from the lavish amount of stimulus money the federal government has doled out for it and the 2013 deadline for that stimulus money to be spent.

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