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TheStreet Open House

'Fast Money' Recap: Watch Where Bonds Are Headed

Stock quotes in this article: TLT, FXY, SPY, CMG, MCD, IBM, QQQ, IBB, XLE, CHK, TSO, SWN, GE, AMD, WB, SINA, RENN, SCTY, SPWR, TSLA, NFLX, BKS, SLB, GOGO, SNDK, OXY, AMZN, HON



Adami said General Electric (GE) should have a higher valuation as it moves toward higher-margin businesses. Seymour was optimistic on the company's long-term core business. 

Kelly was no longer long Advanced Micro Devices (AMD) but he is looking for a long entry after the company's positive earnings beat. 

Jeff Papp, senior analyst at Oberweis, was not a buyer of Weibo (WB), which closed higher by 19% in its first day of trading, or JD.com, the second largest e-commerce company in China that is looking to go public. Regarding JD.com, he said the company will be focused on growing revenue and not profits, and is making a mistake by publicly debuting ahead of Alibaba. 

He reasoned that Weibo is also focused on growing revenue and its user base instead of profits. However, he said Alibaba may take over Weibo since it already owns a 31% stake in the company. He was a buyer of Alibaba, due to its strong growth, reasonable valuation and strong operating margins. 

Seymour said Weibo faces a lot of competition. Instead he was a buyer of Sina (SINA)

Nathan bought Renren (RENN) as a way to play the potential over-optimism of Chinese Internet IPOs. He is keeping a "tight" stop-loss on the position, though. 

Ben Kallo, senior analyst at RW Baird, downgraded shares of SolarCity (SCTY) in February and the stock has fallen 35% since. On Thursday, he upgraded the stock to a buy with a $75 price target. 

He argued the stock's valuation is more reasonable and the company could benefit from strong household solar adoption. He added that the household rooftop market may grow 50% year over year. His top long-term pick is SunPower (SPWR). Regarding Tesla Motors (TSLA), he was cautious heading into earnings, but optimistic for the second half of 2014. 

Kelly said investors should wait until after earnings to buy Tesla. He pointed out there is support near $185. Adami liked SolarCity at current levels, following the big selloff.  

Netflix (NFLX) was the featured company on the show's "Street Fight" segment. Nathan defended the stock, saying Netflix has fallen 25% from its all-time highs and is oversold. He pointed out that earnings expectations are very low and the stock has a high short-interest, which could drive shares significantly higher if results are better than expected. 

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