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'Fast Money' Recap: Disney Deserves to Go Higher

He said the takeover candiates included Cliffs Natural Resources (CLF) and Freeport McMoRan (FCX).

Asked about the high price Freeport would command, Young said he could envision a scenario where there would be separate bids for Freeport's riskier and safer assets.

Commenting on the ongoing dispute between Walgreen (WAG) and Express Scripts, Deborah Weinswig, a retail analyst for Citigroup, said CVS Caremark (CVS) stands to gain. He said the dispute will give CVS to step up its service levels and "pour on sunshine on customer service."

Weinswing also said retailers like Target (TGT) and Walmart (WMT) stands to benefit.

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CMI $137.02 -1.17%
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