'Fast Money' Portfolios of the Week - TheStreet

'Fast Money' Portfolios of the Week

Here's what the 'Fast Money' crew's been talking about lately.
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Written by Roberto Pedone

PEWAUKEE, Wis. (

Stockpickr

) -- The traders of

CNBC's

"Fast Money" see problems with future economic growth after China announced it had instructed some big banks to curb their lending practices. The crew is also concerned about the debt problems in Greece after the euro fell to a five-month low against the U.S. dollar. On Wednesday's "Halftime Report" segment, Tim Seymour told viewers that the

S&P 500

is sitting on the 20-day moving average at 1128. He said this is a key level, but it will probably hold.

Strategic investor Dennis Gartman said the dollar is acting bullish and that as a result, commodities prices will continue to be pressured. With this in mind, he thinks that companies that are live stock producers such as

Smithfield Foods

(SFD)

will be winners, as well as ethanol producers. Gartman also said that the stock market will remain under pressure as the dollar continues to trade higher.

Scott Nations of NationsShares said that he's watching the 1114 level on the S&P, which is also the 50-day moving average. He pointed out that 1114 has been support for the market since late July, and if we break below that level, the market will be in trouble. Jared Level of Peak6 recommended buying downside puts and selling upside calls before the S&P falls below the 50-day moving average. He warned investors who are getting long to proceed with caution.

The "Fast Money" crew has recently highlighted trading ideas that play off the special election in Massachusetts, earnings announcements and stocks with unusual options activity. Here are some highlights from over the past week as aggregated from the show.

Fast Money's Election Winners & Losers

: Recently, the traders spoke with Daniel Clifton of Strategas Research for his list of winners and losers off of the special election in Massachusetts. On Tuesday's "Fast Money" show, Clifton told viewers: "I am bullish on

Goldman Sachs Group

(GS) - Get Report

and

Morgan Stanley

(MS) - Get Report

if Coakley is defeated, because President Obama has put forward a tax on financial companies. If a Republican wins, that new tax is much less likely." The

Fast Money's Election Winners & Losers

portfolio includes

First Solar

(FSLR) - Get Report

and

Peabody Energy

(BTU) - Get Report

.

Fast Money's Options Action

: The traders have noticed some unusual options activity in a number of stocks. On Friday's "Fast Money" show, Pete Najarian told viewers: "I have spotted unusual options action in

Pfizer

(PFE) - Get Report

and the

Health Care SPDR

(XLV) - Get Report

. The activity leads me to believe that investors are all hyped up on the space." The

Fast Money's Options Action

portfolio includes

eBay

(EBAY) - Get Report

and

UnitedHealth Group

(UNH) - Get Report

.

Fast Money's New/Old China Growth Plays

: How should you play China now that

Google

(GOOG) - Get Report

has threatened to pull out of the country? On Tuesday's "Fast Money" show, Zach Karabell of RiverTwice Research told viewers: "If you want to play China's growth, I'd do it with domestic Chinese new economy companies and old economy U.S. companies leveraged to the growth." The

Fast Money's New/Old China Growth Plays

portfolio includes

Shanda Interactive Entertainment

(SNDA)

and

Nike

(NKE) - Get Report

.

Fast Money's Earnings Stock Trades

: With a number of big earnings reports set to hit the Street this week, how should you be positioned? On last Friday's "Fast Money" show, Tim Seymour told viewers: "I'm bullish on

Google

(GOOG) - Get Report

; the results should be strong. The recent drop was a buying opportunity. I'm a buyer at $550. And for what it's worth, I don't think they're leaving China." The

Fast Money's Earnings Stock Trades

portfolio includes

Freeport McMoRan Copper & Gold

(FCX) - Get Report

and

Wells Fargo

(WFC) - Get Report

.

Fast Money's Top Security Stocks

: With security and cyber-security grabbing the headlines twice in two weeks, what stocks should you put on your radar? On last Wednesday's "Fast Money" show, Joe Terranova told viewers: "I'm watching

Mantech

(MANT) - Get Report

." The

Fast Money's Top Security Stocks

portfolio includes

Symantec

(SYMC) - Get Report

and

CACI International

(CACI) - Get Report

.

Fast Money's Risky China Stocks

: China announced it will begin to curb lending practices in order to fight rising inflation. How should you trade this trend? On Wednesday's "Halftime Report" segment, Tim Seymour told viewers: "The resource names are most vulnerable to this. The group could fall as much as 10% from here." The

Fast Money's Risky China Stocks

portfolio includes

PetroChina

(ATR) - Get Report

and

Aluminum Corp. of China

(ACH) - Get Report

.

-- Written by Roberto Pedone in Pewaukee, Wis..

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