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TheStreet Open House

'Fast Money' Recap: Building on a Housing Recovery

The traders provided their top "breakout stocks." Seymour is a buyer of the MSCI Emerging Markets ETF (EEM) and Nathan is a buyer of Nike (NKE) . Kelly is a buyer of gold and/or the Market Vectors Gold Miners ETF (GDX) while Adami is a buyer of EXACT Sciences (EXAS)

Nathan said Sprint's (S) new pricing plan is bad for investors over the short term but is good for consumers. He reminded investors that T-Mobile USA (TMUS) had a similar strategy in the past and now is considered a takeover target for many companies. 

Adami said Microsoft (MSFT) seems poised to move toward $50, after failing to pullback as much as he previously thought. Kelly said Microsoft pays a nice dividend and is a good stock to buy on a pullback.

Seymour likes the retail sector, and said many stocks likes Urban Outfitters (URBN) , J.C. Penney (JCP) and Target (TGT) are reporting better-than-expected results and are trading more bullishly. 

Adami said investors should stick with high quality stocks from the retail sector. He likes Macy's (M) and Michael Kors (KORS)

Nathan said he likes Dick's Sporting Goods (DKS) .

Adami said investors can buy shares of La-Z-Boy (LZB) if the stock finds support near $22 or $21.50. 

Seymour said investors should buy Chinese equities, as fears over macro and credit issues are overblown. He suggested using the iShares China Large-Cap ETF (FXI) and/or buying individual stocks such as China Mobile Limited (CHL) , Baidu (BIDU) and PetroChina Company (PTR)

Kelly said he is playing Chinese equities via the iShares MSCI Hong Kong ETF (EWH)

Tony Wible, managing director at Janney Capital Markets, suggested that Time Warner (TWX) spin its HBO asset into a "tracking stock," which will unlock value for shareholders. With an EBITDA multiple of 15 times, or with a similar subscriber valuation to Netflix (NFLX) , the HBO tracking stock would be worth roughly $35.

Read More: Can Aeropostale’s New CEO Revive the Brand?

Using a value of $60 per share for the rest of Time Warner's businesses quickly gets the share price to $90, he argued. Wible has a buy rating on shares of Time Warner with an $87 price target. 

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