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'Fast Money' Recap: Look to Large-Caps for Growth

That was "not a great" earnings report from Fossil (FOSL), according to Finerman. She hoped the poor results were not a tell on other retailers' results. 

Adami called the last four earnings reports from IBM "lousy." He said the growth at the company continues to "wane." 

Nathan questioned CEO Ginni Rometty's comments that IBM is at the "heart of innovation" considering its sluggish revenue growth. He added that the recent slowdown could just be the start of more pain for the company. 

Coca-Cola (KO) upped its stake in Keurig Green Mountain (GMCR) to 16%. Seymour said investors can own KO based on valuation alone. He liked the company's plan to team up with GMCR and make its way into the home beverage market. 

Adami reasoned that another company, such as Pepsico (PEP) or Starbucks (SBUX), could make a similar move as Coca-Cola with SodaStream International (SODA)

Mike Mayo, bank analyst at CLSA, said the U.S. government is more involved in the affairs of banks than ever before. He said Morgan Stanley (MS) can thrive despite the new government regulations. Morgan Stanley is his top pick -- he has a buy rating on with a $40 price target. He suggested that Bank of New York Mellon (BK) needs to restructure. 

Adami said defense stocks -- such as Lockheed Martin (LMT), Rockwell Collins (COL), Boeing and L-3 Communications Holdings (LLL) -- are not overvalued and have "a long way to go on the upside." 

Wal-Mart (WMT) reports earnings on Thursday morning and was the featured company on the show's "Street Fight" segment. Seymour was the bull, saying the company has been investing in the infrastructure to grow revenues. He added Wal-Mart has a big opportunity in e-commerce and suggested that food inflation is actually goodfor retailers. 

Nathan disagreed, saying the stock is running into resistance near $80 and has downside potential after rallying 8% since its fourth-quarter earnings results. He said the company's e-commerce strategy will be hard to pull off. He thought the stock could decline to the mid-$70 level. 

When asked if she was a buyer or a seller of WMT, Finerman didn't say she was a buyer but disagreed with the idea of shorting the stock. 

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