Adami is negative on International Business Machine (IBM) ahead of the quarter. He reminded investors that IBM reported some terrible quarters in 2013.
Google (GOOG) announced it will buy Nest Labs for $3.2 billion. Seymour loves the deal, saying Google is in "so many fabulous businesses."
SodaStream (SODA) plunged 26% on Monday on lower-than-expected guidance. Seymour is not a buyer.
Brandan Ahern, managing director of KraneShares, was a guest on the show. In discussing the KraneShares CSI China Internet ETF (KWEB) he said it is the only pure play on Chinese Internet and e-commerce stocks. Online retail sales continue to rapidly rise in the nation, due to "urbanization," he said. He said Alibaba did nearly $6 billion in sales on "Singles Day," (Nov. 11). He expects it to IPO in the second quarter of 2014.Sales of Ford (F) in China were up 50% in 2013. Kelly said the best way to play the trend is by being long gasoline. Brown said Target (TGT) "will be fine" regarding its hacking problem. Seymour said the company's fundamentals are "very challenged" but the stock has long-term support near $61. Dennis Gartman, editor and publisher of The Gartman Letter, said the United States Natural Gas ETF (UNG) is too costly to own and suggested closed-end natural gas funds or natural gas futures. He added that natural gas should go higher because of colder temperatures. He doesn't see refiners doing as well in 2014 as they did in 2013 and he was recently a buyer of gold and seller of crude oil. Adami likes the long gold trade. He suggested that if airline stocks get hit, investors should buy the pullback. BlackBerry (BBRY) was the first stock on the show's "Pops & Drops" segment. Brown said there doesn't appear to be a lot of upside from current levels. Hain Celestial Group (HAIN) was up 1%. Seymour praised the company, saying it continues to rapidly growth while its competitors are struggling to grow. Juniper Networks (JNPR) jumped 7% and Adami said not to chase the stock higher. Instead, he suggested buying Cisco Systems (CSCO). Twitter (TWTR) was up 1% and Kelly said he is not a buyer until it declines to $50. Kelly also is not a buyer of Intercept Pharmaceuticals (ICPT), because of the volatility in the stock. Lonnie Moulder, co-founder and CEO of Tesaro (TSRO), was a guest on the show. Although down 28% this month, the stock is still up 60% in the past year. Its drug, Rolapitant, eases the effects of chemotherapy. Of the three phase 3 trials, two that have been completed have met the primary end points. Moulder said he hopes to see the drug approved in 2015. Adami said the company has no debt and a solid balance. For investors who want to be involved in the name, he suggested they do it from the long side. Adami said VF Corp. (VFC) is not overly valued but can likely be bought at a cheaper price. He still likes the stock near current levels. For their final trades, Brown is a buyer of F and Kelly is a seller of gold. Seymour is buying Yum! Brands (YUM) and Adami said to buy the iShares 20+ Year Treasury Bond ETF (TLT). -- Written by Bret Kenwell in Petoskey, Mich. Follow @BretKenwell Follow TheStreet.com on Twitter and become a fan on Facebook.
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