Lee noted that Bill Ackman's flagship fund was up 14%, in October and its international fund was up 13.5%. Both funds are still red year to date.
In the final moves, Kelly liked SPDR Gold Trust (GLD). Stutland liked BP (BP). Adami liked Yamana Gold (AUY). Seymour said to play long iShares MSCI Emerging Markets (EEM) against the SPDR S&P 500 ETF (SPY). Finerman liked Carefusion (CF), and Terranova was bullish on CF Industries (CF).
Written by David Tong in San Francisco.
>To contact the writer of this article, click here: David Tong.
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