'Fast Money' Portfolios of the Week

Here's what the 'Fast Money' crew's been talking about lately.
By Stockpickr Staff ,

By Roberto Pedone

WINDERMERE, Fla. (

Stockpickr

) -- According to

CNBC's

"Fast Money" traders, fighting the tape as stocks continue to push higher into the second quarter could be a money-losing proposition. On Wednesday's "Halftime Report" segment, Guy Adami told viewers that stocks are trading higher despite the ADP jobs report, which showed we lost 23,000 jobs this month, missing expectations for a gain of 40,000 jobs. Adami said he's long-term bearish, but he wouldn't fight the tape until the

S&P 500

breaks 1150 on the downside, because clearly the market wants to go higher.

Jared Levy of Peak6 said he can't understand why the market keeps going up, but he mentioned he loves names that are involved with food, such as

Tyson Foods

(TSN) - Get Report

and

Archer Daniels Midland

(ADM) - Get Report

, which have both been beaten up recently. Patty Edwards said she likes the unloved food and industrial stocks plus the dividend payers. Two names that fit her criteria are

Coca-Cola

(KO) - Get Report

and

Arrow Electronics

(ARW) - Get Report

.

Brian Kelly said he's been selling into this rally, but so far that hasn't worked. He recommended

Ritchie Bros. Auctioneers

(RBA) - Get Report

for investors looking for a trade in the industrial sector. Kelly told market players that he's a buyer of the market as long as stocks continue to trend higher into the close.

The "Fast Money" crew has recently highlighted trading ideas that play off a tepid stock market,

short squeezes

and stocks with

unusual options activity

. Here are some highlights from over the past week as aggregated from the show.

Fast Money's Hot Trades for a Tepid Market

: Considering all the uncertainty and divergent outlooks that are currently present in the market, how should you navigate these conditions? On Tuesday's "Fast Money" show, Guy Adami told viewers: "The market is looking a little tired, and I think investors need to get into bullet-proof sectors such as agriculture. I like

Agco

(AG) - Get Report

, which raised its outlook, showed good earnings and has a $45 price target." The

Fast Money's Hot Trades for a Tepid Market

portfolio includes

Akamai Technologies

(AKAM) - Get Report

and

IBM

(IBM) - Get Report

.

Fast Money's Short-Squeeze Trades

: The traders are keeping a close eye on a number of stocks that could be experiencing classic short squeezes. On last Thursday's "Fast Money" show, Guy Adami told viewers: "

Lululemon Athletica

(LULU) - Get Report

had a fine quarter, but its valuation doesn't make a lot of sense. I think short squeezes have moved the stock higher." The

Fast Money's Short Squeeze Trades

portfolio includes

Citigroup

(C) - Get Report

and

Garmin

(GRMN) - Get Report

.

Fast Money's Options Trades & Activity

: The traders have noticed some unusual options activity in a number of stocks. On Tuesday's "Fast Money" show, Jon Najarian told viewers: "Dealmaking is heating up in ag, with unusually heavy options activity in

Intrepid Potash

(IPI) - Get Report

." The

Fast Money's Options Trades & Activity

portfolio includes

Research In Motion

( RIMM) and

Yum! Brands

(YUM) - Get Report

.

Fast Money's Real Demand Trades

: The traders see real demand in China and other places around the globe for commodities such as copper and coal. On Monday's "Fast Money" show, Joe Terranova told viewers: "I like the global recovery theme in the coming quarter and shipping, coal and copper names should perform well." The

Fast Money's Real Demand Trades

portfolio includes

Pride International

( PDE) and

Cliffs Natural Resources

(CLF) - Get Report

.

Fast Money's Top Bank Trades

: Financial stocks have been in play after published reports recently said the Treasury may unveil a plan next month for the sale of its stake in

Citigroup

(C) - Get Report

. What's the trade? On last Thursday's "Fast Money" show, Tom Gordon told viewers: "Charts suggest to me that

JPMorgan Chase

(JPM) - Get Report

could move to the upside with $45 being support. But with the yield curve flattening out I'm not sure how long financials can keep these gains going." The

Fast Money's Top Bank Trades

portfolio includes

Bank Of America

(BAC) - Get Report

and

Goldman Sachs Group

(GS) - Get Report

.

Fast Money's Aerospace/Defense Trades

: The future of the military looks to be moving toward the use of unmanned drones. How should you trade the aerospace/defense complex? On Tuesday's "Fast Money" show,

Karen Finerman

told viewers: "As a second derivative play I'm a buyer of

Flir Systems

(FLIR) - Get Report

." The

Fast Money's Aerospace/Defense Trades

portfolio includes

BE Aerospace

(BEAV)

and

Honeywell

(HON) - Get Report

.

Stockpickr Answers Any thoughts on Flir?

-- Written by Roberto Pedone in Windermere, Fla.

RELATED LINKS:

>>High-Volume Technicals

>>Cash-Generating Short Squeezes

>>Rocket Stocks for the Week

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