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TheStreet Open House

'Fast Money' Recap: Bank Bombshell

Next week is a big earnings week, but Louis Navellier, of the Blue Chip Growth newsletter, said he'll be looking for stocks with tremendous margin expansion and earnings momentum. He particularly liked Borgwarner (BWA) and F5 Networks (FFIV).

He also said he liked what is happening in technology. With all the buzz over 4-G, he said he would play close attention to any companies that are working to improve network speed.

What does the price of onions have to do with India? Inflation. Simon Baker said onion prices have doubled in India as flood inflation has hit 18%. He said he is playing that trend by investing in Mosaic (MOS) and Potash (POT).

Seymour said he sold his shares of those stocks along with Monsanto (MON). He said those stocks have become expensive and advised waiting for a pullback to get back into them.

In the wake of today's disappointing jobs report, Zach Karabell, of River Twice Research, said technology and globalization are driving jobs from the U.S. and they won't be coming back. He said he would focus on markets, where earnings are expanding and not tethered to what called "negative unemployment" in the U.S.

He said he would focus on stocks that are oriented to consumers, technology and efficiency.

--Written by David Tong in San Francisco.

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