Seymour said Best Buy is hitting all of its mandates with its cost savings. You have to measure your risks to play this.
When you look at what's going on with General Motor's (GM) revenue vis a vis margins, Seymour said, the company has set the bar so low that it is well supported at $35. In terms of valuation there is so much wiggle room for a company that is improving on the margins.
Najarian prefers Ford (F) to GM, but overproduction is a problem with both companies and he's not buying either at this point. They just aren't selling enough vehicles.
Financials are very interesting, Kelly said. Investment banks Goldman Sachs (GS) and Morgan Stanley both had great days Thursday. A lot of merger activity and activism is going on, and everybody that he is talking to thinks that if financials can lead the market, the S&P 500 will probably continue higher.
Youku.com (YOKU), China's YouTube, is unbelievably interesting, Seymour said. Fifty percent of its traffic is mobile. The next 12-24 months are going to be fantastic for this company.
An astounding number of people are watching Youku, Kelly said. As a longer-term slow-money trade, he loves where it's trading right now at $32 a share. Youku puts up phenomenal numbers, Najarian said, but it doesn't make money.
eBay (EBAY) hit a 52-week high Thursday, closing at $58.34. Najarian said he added eBay.
Noodles & Company (NDLS) dropped 2%, but if you like this company you can buy it here, Kelly said.
Mylan (MYL) popped 9% to close at $56.27. Adami said it's hard to chase it up almost 10%, but you probably still must.
Wendy's (WEN) dropped 2%, but Najarian thinks the stock's going higher.
For their final trades, Seymour is selling half of his position in Tata Motors (TTM) and Najarian is buying eBay. Kelly is buying the SPDR S&P 500 ETF (SPY) and Adami is buying Teva Pharmaceuticals (TEVA).
-- Written by Chris Sahl in Boston.
'Fast Money' Recap: Soured on Apple
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