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Stocks weren't in favor with investors Monday, as recession fears continue to worry the markets. The Dow lost 108 points and the Nasdaq fell 30 points.



"Fast Money," Jeff Macke explained that investors didn't have many reasons to buy stocks Monday. Pete Najarian says this market is still a trader's market. Karen Finerman says that credit issues are still a problem, and that she is staying short

Capitol One

(COF) - Get Capital One Financial Corporation Report

. Tim Seymour says emerging markets have better valuations, and investors are flocking to the overseas trade.

Credit problems and concerns with subprime continue to hurt the financial stocks. Finerman mentioned that


(WB) - Get Weibo Corp. Report


Wells Fargo

(WFC) - Get Wells Fargo & Company Report

traded lower Monday off a Merrill Lynch downgrade. Also,

American Express

(AXP) - Get American Express Company Report

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TheStreet Recommends

, Capitol One, and


(DFS) - Get Discover Financial Services Report

traded down on a UBS downgrade. Najarian pointed out that


(MA) - Get Mastercard Incorporated Class A Report

was strong in the tough environment for financials.


(GOOG) - Get Alphabet Inc. Class C Report



(MSFT) - Get Microsoft Corporation Report

of trying to take control of the internet with its $44.6 billion bid for



. Macke says Google is complaining and the price action in their stock is weak. Najarian says a good earnings report from

Cisco Systems

(CSCO) - Get Cisco Systems, Inc. Report

could help the technology sector. He also likes


(AAPL) - Get Apple Inc. Report

and he would avoid Google for a few more weeks. Seymour says he loves


(INTC) - Get Intel Corporation Report


Boston Scientific

(BSX) - Get Boston Scientific Corporation Report

reported a fourth-quarter net loss of $458 million due to hefty losses on charges. Najarian mentioned that


(MDT) - Get Medtronic Plc Report

drug-coated stents will hurt BSX.

Las Vegas Sands

(LVS) - Get Las Vegas Sands Corp. Report

reported fourth-quarter profits that plunged 65% due to expansion costs. Finerman says the recession is hitting travelers, and she is short

Morgans Hotel


. Macke mentioned that

Dollar Thrifty Automotive Group


fell 37% Monday after the rental car firm cut its 2007 earnings guidance.

Legendary real estate investor Sam Zell announced an 8% stake in



. Najarian reminded viewers that Zell sold the real estate sector at the top, so you might want to pay attention to him buying HOT here.

Big pharma stocks like


(MRK) - Get Merck & Co., Inc. Report


Eli Lilly

(LLY) - Get Eli Lilly and Company Report

were strong in a weak tape. Najarian says MRK has been oversold, and this could be the time to buy. He also likes


(SNY) - Get Sanofi Report


Earnings Trade

News Corp.

(NWS) - Get News Corporation Class B Report


Walt Disney

(DIS) - Get Walt Disney Company Report


Time Warner


are set to report earnings this week. What is the trade?

Macke explained he likes Disney because it always anticipates slower growth in the economy. He loves what CEO Bog Iger is doing by integrating the theme parks with the movie division. Seymour says he likes Disney for their ESPN brand that caters to adults.

Commodity Trade

BHP Billiton

(BHP) - Get BHP Group Ltd. Report

is set to report earnings on Wednesday. What is the trade? Seymour says that


(AA) - Get Alcoa Corporation Report

and China's Chalco don't want to see BHP buyout

Rio Tinto

(RTP) - Get Reinvent Technology Partners Class A Report

. He explained that this opposition to the takeover will help to raise the price for a potential bid for RIO, and consolidation will remain a theme for the entire sector. Seymour says

U.S. Steel

(X) - Get United States Steel Corporation Report



(NUE) - Get Nucor Corporation Report

are in play. He also likes

Market Vectors-Coal ETF

(KOL) - Get VanEck Vectors Coal ETF Report

for a way to play the coal sector. Finerman disclosed she is long Rio Tinto. Najarian says keep an eye on

Joy Global



Arch Coal

(ACI) - Get Albertsons Companies, Inc. Class A Report


Alpha Natural Resources



Retail Trade

Retail stocks have been

en fuego

over the past couple of weeks, but some best of breed names like


(WMT) - Get Walmart Inc. Report



(TGT) - Get Target Corporation Report

took a hit Monday. With January sales figures due out Thursday, is it time to take profits in the space?

Finerman explained that when a sector moves that sharply to the upside, investors must take some off the table. She would like to see the sector pull back more before she reloads. Macke says the retail stocks will be great trading vehicles for the entire year.

He recommends investors make a list of retail names they like and wait for them to come down. Seymour likes

Sears Holdings


from a valuation perspective, and Macke says he would buy SHLD at a 9-handle. Finerman says she doesn't have a long SHLD position, but she wouldn't short it.

Egypt Trade

With 80 million people, Egypt is the most populous nation in the Middle East. The country is starting to see the flow of petrodollars into its economy. Egypt's economy is now growing at 7% annually and receiving a shot in the arm from growth in tourism.

Last year 10 million foreigners flocked there. What is the trade? Seymour says the trade is the

S&P Emerging Middle East & Africa SPDR



T. Rowe Price Tramx Mutual Fund

(TRAMX) - Get T. Rowe Price Africa & Mid-East Report


Clorox CEO Interview


(CLX) - Get Clorox Company Report

CEO Don Knauss joined the "Fast Money" crew to discuss his company's prospects. Knauss explained that he issued more cautious guidance Monday because the pressures of commodity costs are rising from $25 million to $100 million for the second half of the year.

He says their glad trash bags have the largest exposure to commodities costs of all their major brands. Knauss says Clorox is growing their top line ahead of Wall Street expectations, growing volume and running more efficient cost saving programs. Seymour disclosed he bought


(UN) - Get Unilever NV Report

on Monday because they have big exposure to Eastern Europe. Finerman says she owns Wal-Mart which is her way to get exposure to firms like Clorox.

Trader Radar

Dollar Thrifty


traded 10 times its average daily volume Monday.

Pops and Drops





traded up 5%. Seymour wondered if anyone even owns a Palm Pilot.


(RNWK) - Get RealNetworks, Inc. Report

traded up 4%. Najarian says RNWK has some problems.

China Life Insurance

(LFC) - Get China Life Insurance Co. Ltd. Report

traded up 5%. Seymour doesn't like that LFC trades at 45 times earnings.

Solarfun Power Holdings


traded up 8%. Finerman says don't get involved in SOLF.



United Airlines


fell 6%. Macke explained that UAUA announced it would charge consumers $25 to check a second bag.

Pier 1 Imports

(PIR) - Get n.a. Report

fell 8%. Macke says PIR is the slowest turn around in history.

WCI Communities


fell 10%. Finerman explained the drop is misleading because the stock only fell 50 cents.

Under Armour

(UA) - Get Under Armour, Inc. Class C Report

fell 6%. Najarian says UA paid up for its Super Bowl advertisement and it didn't work.

Virgin Mobile


fell 12%. Seymour says that VM story is losing ground to


(T) - Get AT&T Inc. Report


Verizon Communications

(VZ) - Get Verizon Communications Inc. Report


Delta Air Lines

(DAL) - Get Delta Air Lines, Inc. Report

fell 7%. Macke says Monday was a tough day for the airlines.


(HUM) - Get Humana Inc. Report

fell 3%. Najarian explained that HUM is putting out too much negativity in a stock market that is unforgiving.

Final Trade

Najarian picked


(ALB) - Get Albemarle Corporation Report

. Macke likes Walt Disney ahead of earnings and for a long-term investment. Seymour favors

Gold Fields Limited

(GFI) - Get Gold Fields Ltd. Report

. Finerman recommends

Kaiser Aluminum

(KALU) - Get Kaiser Aluminum Corporation Report

in front of earnings.

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