'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, investors need to reposition their portfolios now that we have seen earnings results from

Apple

(AAPL) - Get Report

,

Morgan Stanley

(MS) - Get Report

and

Goldman Sachs

(GS) - Get Report

. On Wednesday's "Halftime Report" segment, Jared Levy of Peak 6 told viewers that despite the strong results from Morgan Stanley, he would rather be long Goldman Sachs, even with all the headwinds. Joe Terranova said if and when financial regulation is passed, he'd be a buyer of Goldman Sachs the very next day. However, until then he thinks the stock is stuck in a range between $150 and $170.

Brian Kelly of Kanundrum mentioned that he's concerned about Europe and looming financial reform. He said that when

Moody's

(MCO) - Get Report

reported earnings, the company talked about structured finance being very week going forward. He thinks this presents an opportunity to be short Moody's.

The traders also weighed in with their opinions on trading Apple following the company's strong earnings report. Kelly thinks the play is to go downstream off of Apple. He said he likes

Sprint

(S) - Get Report

due to its leadership in 4G. Levy offered up a second derivative trade with

Skyworks Solutions

(SWKS) - Get Report

.

The "Fast Money" crew has recently highlighted trading ideas that play off the SEC fraud charges against Goldman Sachs, a return of global growth and stocks with unusual options activity. Here are some highlights from over the past week as aggregated from the show.

Fast Money's Goldman Impact Trades

: The crew has spotted some trading opportunities in names like

Google

(GOOG) - Get Report

and

Rio Tinto

(RTP)

off of Goldman Sachs' fraud charges. On last Friday's "Fast Money" show, Joe Terranova viewers: "I agree that there's an agenda in Washington. First I look at health care, now I think Wall Street reform gets done. Cap & trade could be next. This says to me growth opportunities may be limited. I even sold out of Google on this thesis." The

Fast Money's Goldman Impact Trades

portfolio includes

Moody's

(MCO) - Get Report

and

Tiffany

(TIF) - Get Report

.

>> Who Owns Google?: Navellier & Associates

Fast Money's Correction Proof Stocks

: Some analysts think the market is setting up for a correction. Which stocks could protect you if a correction takes hold? On last Thursday's "Fast Money" show, Hillary Kramer, the chief market strategist of A&G Capital, told viewers: "

DineEquity

(DIN) - Get Report

CEO Julia Stewart is amazing and knows how to cut costs. They almost always beat on earnings. I'm looking for $55 after earnings." The

Fast Money's Correction Proof Stocks

portfolio includes

VMware

(VMW) - Get Report

.

Fast Money's Unusual Options Action

: The traders have noticed some unusual options activity in a number of stocks, such as

Allstate

(ALL) - Get Report

. On Tuesday's "Fast Money" show, Pete Najarian told viewers: "The volume of call buying suggests that at least some big investors expect

Citigroup

(C) - Get Report

will be much higher than $4 or $5, and in just six months from now." The

Fast Money's Unusual Options Action

portfolio includes

Apple

(AAPL) - Get Report

and

Goldman Sachs

(GS) - Get Report

.

>> Who Owns Citigroup?: Prince Al-Waleed

Fast Money's Top Global Growth Trades

: Recent economic data out of China suggests global growth is still in play. This could mean big profits for companies like

Caterpillar

(CAT) - Get Report

and

Deere

(DE) - Get Report

. On Monday's "Fast Money" show, Pete Najarian told viewers: "I'm bullish on

Arch Coal

(ACI) - Get Report

. Global growth suggests that demand for coal should remain strong." The

Fast Money's Top Global Growth Trades

portfolio includes

United States Natural Gas Fund

(UNG) - Get Report

and

Exxon Mobil

(XOM) - Get Report

.

>> Who Owns Caterpillar?: Ken Fisher

Fast Money's Big Catalysts Trades

: The traders are keeping a close eye on three big catalysts for the markets. On last Thursday's "Fast Money" show, Pete Najarian told viewers: "I'm seeing a large volume of buying in the April 20 calls on

General Electric

(GE) - Get Report

. I think options investors are expecting good earnings results." The

Fast Money's Big Catalysts Trades

portfolio includes

Citigroup

(C) - Get Report

and

Bank of America

(BAC) - Get Report

.

>> Who Owns GE?: Warren Buffett

Fast Money's Earth Day Trades

: This Thursday marks the 40th anniversary of Earth Day. What's the trade? On Monday's "Fast Money" show, Guy Adami told viewers: "With so much emphasis on the environment electric cars will begin to take a foothold. Go long

Ford Motor

(F) - Get Report

for their new line of electric cars. And as the world gets greener,

BorgWarner

(BWA) - Get Report

also wins." The

Fast Money's Earth Day Trades

portfolio includes

Echelon

(ELON)

and

Itron

(ITRI) - Get Report

.

>> Who Owns Ford?: George Soros

-- Written by Roberto Pedone in Windermere, Fla.

RELATED LINKS:

>>Goldman Sachs SEC Lawsuit Stocks

>>Rocket Stocks for the Week

>>Top Dow Dividend Stocks

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