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'Fast Money' Recap: Industrials in the Spotlight

Regarding quantitative easing, he said, "Once we get that noise out of the system and things work in a more fundamental dynamic, I think that will actually be good for silver."

Smith said the big story on silver is that it's "an old metal" but it's applications "are all brand new," including photovoltaic applications.

Najarian said that he would prefer to play industrials over silver.

The panel members were asked for the stocks they see as having the potential to go from "zero to hero."

Nathan chose eBay (EBAY), saying "it may need to be activist bait" in 2014. "You may see this one bust out above $60," he said.

Najarian recommended Target (TGT), noting that it spent a lot on its single store expansion in 2013.

"I think it's moving in the right direction," Najarian said. "Didn't perform at all this year. I think it goes up this coming year."

Adami chose John Deere (DE). "It's gone nowhere for the last two and a half, three years," he said, adding, "I don't think they get enough credit for their construction business."

Finerman said she thought Sodastream (SODA) would be a hero in 2013, but it wasn't. But she is choosing it for 2014.

"The stock is trading at what I think is a very reasonable multiple," she said. "And the numbers have actually been quite good. The number of machines they're selling is very high."

The Nasdaq 100 is rebalancing before 2014, removing five companies and adding five others. Is it better to buy the rejects?

Adami said he would buy Nuance (NUAN), and it could go to $15. Najarian agreed, saying he found Nuance "very intriguing."

Responding to questions from Twitter, Najarian said he would hold Solar City (SCTY) and buy First Solar (FSLR).

Nathan said that anyone shorting Foot Locker (FL) "should keep a tight stop on it."

Adami likes the airlines. "My favorite continues to be JetBlue (JBLU) ..." he said. "Delta's (DAL) probably the next one on my list."

Finerman said she didn't have a strong opinion about $50.50 calls on American International Group (AIG) for Friday but added that she is long on the stock.

In the final trade segment, Najarian chose Annaly Capital Management (NLY), Nathan recommended GM, Finerman mentioned GE and Adami said he liked Canadian Pacific Railway (CP).

-- Written by Carla Baranauckas in New York.

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