'Fast Money' Portfolios of the Week

The 'Fast Money' crew has recently highlighted stocks bucking the downtrend, socks with unusual options activity and more.
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By Roberto Pedone

WINDERMERE, Fla. (

Stockpickr

) -- The traders of

CNBC's

"Fast Money" think the problems in Greece are influencing the trade in the U.S. On Tuesday's "Fast Money" TV show, Tim Seymour told viewers that there are a lot of rumors floating around that Germany or the International Monetary Fund will step up to bail out Greece. He said he finds it hard to believe that Germany will do it, but he does believe that Greece will get through this crisis somehow.

Guy Adami said it looked as if the markets were going to selloff early until the headlines about Greece came out. He pointed out the action in the financial stocks wasn't that impressive. Pete Najarian said he also wasn't impressed with the bank stocks, calling

Goldman Sachs Group

(GS) - Get Report

,

JPMorgan Chase

(JPM) - Get Report

and

Morgan Stanley

(MS) - Get Report

all "broken charts." He mentioned that he hasn't found any catalysts to buy these stocks yet.

Joe Terranova said he's long JPMorgan Chase, despite the weak action in bank names. Terranova also warned investors to stay away from stocks tied to the dollar, because the euro is moving the dollar, which could cause havoc. He recommended sticking with high-quality names due to the market's rising volatility.

The "Fast Money" crew has recently highlighted trading ideas that play stocks bucking the downtrend, the top holdings of China's Sovereign Wealth Fund and stocks with unusual options activity. Here are some highlights from over the past week as aggregated from the show.

Fast Money's Stocks Bucking the Downtrend

: Despite the recent broad market selloffs, some individual stocks are not falling. On last Friday's "Fast Money" show, Guy Adami told viewers: "If you have to be in retail, I think

Gap

(GPS) - Get Report

is a good place to be." The

Fast Money's Stocks Bucking the Downtrend

portfolio includes

Apple

(AAPL) - Get Report

and

Cisco Systems

(CSCO) - Get Report

.

China's Sovereign Wealth Fund's Top Holdings

: Just-released documents filed with the SEC show exactly how China's Sovereign Wealth Fund is investing in the U.S. On Monday's "Fast Money" show, Tim Seymour told viewers: "To me, this shows China continues to invest in banks and commodities. China has been going around the world trying to get commodities in any way they can." The

China Sovereign Wealth Fund's Top Holdings

portfolio includes

Morgan Stanley

(MS) - Get Report

and

Teck Resources

(TCK)

.

Stock Picks From Bill Ackman's Investment Conference

: Legendary investor

Bill Ackman

recently held an important investment conference with "Fast Money"'s own Karen Finerman (view

Finerman's Portfolio

on Stockpickr). On last Friday's "Fast Money" show, Ackman told viewers: "We think that

Kraft Foods

(KFT)

is interesting on a standalone basis. But we think it's much more interesting when the Cadbury transaction closes. We think there are margin opportunities in both companies. We think there are cost synergies. And you're paying very little." The

Stock Picks From Bill Ackman's Investment Conference

portfolio includes

General Growth

(GGWPQ)

and

Borders Group

(BGP)

.

Fast Money's Options Trades & Activity

: The traders have noticed some unusual options activity in a number of stocks and have highlighted a number of options trades. On Wednesday's "Halftime Report" segment, Jared Levy told viewers: "There has been some upside call action and call spreads on

Mosaic

(MOS) - Get Report

." The

Fast Money's Options Trades & Activity

portfolio includes

Las Vegas Sands

(LVS) - Get Report

and

Toyota Motors

(TM) - Get Report

.

Fast Money's Super Bowl Ad Trades

: With some Super Bowl ads generating a great deal of buzz, is there a trade to be had? On Monday's "Fast Money" show, Guy Adami told viewers: "Their ad was hokey, but I think

Diamonds Foods

(DMND)

might be worth a look." The

Fast Money's Super Bowl Ad Trades

portfolio includes

Google

(GOOG) - Get Report

and

PepsiCo

(PEP) - Get Report

.

Fast Money's Trades off the Greece Crisis

: The traders see opportunity in trading in the wake of the sovereign debt problems in Greece and other parts of Europe. On last Friday's "Fast Money" show, Will Landers, senior portfolio manager for Blackrock, told viewers: "Although turmoil in Greece is keeping investors away from emerging markets, when Greece recovers, the fundamentals are so strong in EM that I think investors will likely come back quickly." The

Fast Money's Trades off the Greece Crisis

portfolio includes

Vale

(VALE) - Get Report

and

Petrobras

(PBR) - Get Report

.

-- Written by Roberto Pedone in Windermere, Fla.

RELATED LINKS:

>>Cramer's Take on Headline Stocks

>>This Week's Rocket Stocks

>>2010 Large-Cap Short Squeezes

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Roberto Pedone, based out of Windermere, Fla., is an independent trader who focuses on stocks, options, futures, commodities and currencies. He is also an outside contributor to Beconequity.com and maintains the website Maddmoney.net, which he sold to Blue Wave Advisors in 2008. Roberto studied International Business at The Milwaukee School of Engineering, and he spent a year overseas studying business in Lubeck, Germany.