NEW YORK (
) -- The commodity trade was lifting the markets higher Tuesday.
Tim Seymour said on
's "Fast Money Halftime Report" that there's been a resurgence of the commodity trade with real demand for iron ore and in the fertilizer space.
Brian Kelly said he saw strength in the euro today and added to his short position in the currency.
Gary Kaminsky said the situation in Europe is getting worse while the dollar is strengthening at the expense of the euro.
For a breakout of some stocks from a recent "Fast Money" TV show,check out Dan Fitzpatrick's "3 Stocks I Saw on TV."
3 Stocks I Saw onTV
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Kaminsky noted that
was surging 12% today because it was benefiting from a good quarter, especially from the former Lehman business unit it owns.
Kaminsky said he expects the European banks, including those in Germany, France and England, to have a difficult time because of sovereign debt problems in Greece and other countries.
Jon Najarian said he was taking the cue from Kaminsky and lightening up on European banks over the next 30 days.
Which U.S. banks have the most exposure to Europe? Brad Hintz, an analyst with Sanford Bernstein, said that
Bank of America
are affected and are trying to hedge their positions down to get out of a sticky situation. "The lucky ones got out fast," he said.
In the big money trade,
was up big today. Najarian credited James Cameron's
with boosting revenues.
Off the news that President Obama is supporting $8 billion in loan guarantees for the construction of a nuclear plant in the U.S., Seymour recommended getting into
on a pure uranium play.
Shifting to the airline sector, David Barger, CEO of
said his airline did well in canceling flights ahead of time before the big snow storm on the eastern seaboard. He said very few passengers have asked for refunds.
Barger was coy about upgrading its relations with Lufthansa to a partnership, noting its current network relationship with the German carrier is a good working relationship for both carriers.
On the housing front, Ara Hovnanian, CEO of
is doing well despite receiving negative comments from analysts.
He said the company holds long maturities to its debt, has a $300 million tax rebund check coming and $500 million in cash. With half the competitors gone in the industry, the company is well positioned for a turn in the market, he said.
-- Written by David Tong in San Francisco
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