beat on the top and bottom lines, too, but Finerman said she would rather own
because PVH expressed concern over the global consumer.
was the first stock on the show's "Pops & Drops" segment. Kelly said Monday's low could act as a stop-loss level for longs.
was down 4% on Monday and Parets said this name is for the very disciplined trader and is one he wants to avoid.
popped 2%. Khouw said the valuation makes the stock interesting at these levels.
ripped 31% and Adami said he doesn't expect more acquisitions in the sector, but thinks
will be the big winner.
One of Finerman's recommendations,
, popped 5% and she said she might actually like
Navios Maritime Acquisition Corp.
more now after NM's big move.
was the featured stock on the show's "Street Fight" segment. Adami defended the stock, saying that although sales have been disappointing, margins are improving. He added that the stock is cheap on a historical basis and the market seems to have priced in a slowdown in sales.
Parets took the bearish side and said the chart looks terrible. He added that while the broader market has had a terrific year, Wal-Mart has failed to perform well and the momentum has been weak.
Dennis Gartman, publisher of
The Gartman Letter
, was a guest on the show and said Japan's hosting of the 2020 Summer Olympics would have a negative effect on the economy over the long term. However, it should give a boost to GDP, especially as new infrastructure gets built out. He remains long the Nikkei and short the yen.
was the first stock on the show's "Trending Trades" segment. Shares are is up almost 100% on the year. Parets said this is a good stock to buy on a technical basis and with big investors in the name.
missed on the top and bottom lines and Khouw said he's still not a fan of the homebuilders on a valuation basis.
Discover Financial Services
has more going for it than transaction fees thanks to its credit exposure. She said the stock is semi-compelling on a valuation basis and might be worth a look.
will now be a networking equipment and mapping company, and actually seems like a better business than before.
Kelly said he expects a small taper from the
of about $10 billion per month, with $15 billion as the max. He added that at one point it seemed like the market priced in a $25 billion taper.
Adami said he would own
Principal Financial Group
into the analyst day on Friday and then sell it. He added that he would rather own
Raymond James Financial
Parets said traders could be long
For their final trades, Finerman said to buy
on retail weakness, Khow was a buyer of
Deere & Co.
and Kelly was buying the
SPDR Gold Trust ETF
. Parets said to buy natural gas and Adami was a buyer of
Chicago Bridge & Iron Co.
-- Written by Bret Kenwell in Petoskey, Mich.
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