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NEW YORK (TheStreet) -- Shares of Twitter (TWTR) - Get Twitter, Inc. Report slipped 10% in Monday's after-hours trading session after reporting earnings. Despite growing revenue 114% year over year, Tim Seymour, managing partner of Triogem Asset Management, said the stock is lower because it missed analysts' estimates for monthly active users (MAUs).

But there is still value in the stock, according to Steve Grasso, director of institutional sales at Stuart Frankel. Twitter has immense growth and a lot of forward potential. He is long and buying the pullback. 

"It's not for me," said Karen Finerman, president of Metropolitan Capital Advisors. It's uninspiring that the company keeps changing the metrics it reports to investors. 

The user growth was "not fantastic given the valuation," Guy Adami, managing director of, said of Twitter, but it wasn't disastrous either. The stock is a buy near $43. 

"At the end of the day, it comes down to monetization," said Robert Peck, Internet analyst at SunTrust Robinson Humphrey. He has a buy rating on Twitter with a $58 price target. The company has an analyst meeting on Nov. 12 and is expected to provide investors with a "long-term vision," he said. The current pullback is a buying opportunity. 

Peck added that Facebook (FB) - Get Meta Platforms Inc. Class A Report reports earnings on Tuesday after the close. It's his top pick going into earnings season and still has several revenue streams it can tap into. 

Adami said investors should stay long shares of Facebook and sell the stock at $85. Facebook has a solid valuation, given its growth, Seymour said. The company has strong monetization and huge scalability. Grasso, who is long the stock, added that shares of Facebook have 5% to 10% more upside.

Facebook and Twitter aren't the only companies reporting earnings. Adami said Buffalo Wild Wings (BWLD) and Amgen (AMGN) - Get Amgen Inc. Report don't have "crazy valuations" and can rally higher, particularly Amgen, which seems poised to make new all-time highs.

Grasso said investors should steer clear of Cliffs Natural Resources (CLF) - Get Cleveland-Cliffs Inc Report , despite its top- and bottom-line earnings beat. Shares are down 64.75% in 2014. 

"Management has some explaining to do," Finerman said of Manitowoc (MTW) - Get Manitowoc Company, Inc. Report  after the company missed on revenue and earnings expectations. She is long the stock and considers the pullback a possible buying opportunity, depending on what management says on Tuesday's conference call.

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The conversation shifted to crude oil, which has seen immense selling pressure this month. But according to Dennis Gartman, editor and publisher of The Gartman Letter, the commodity is headed "demonstrably lower." The trend is lower for the next several years because supply will continue to overwhelm demand, he said. 

Finerman argued that oil prices shouldn't go "demonstrably lower" because eventually production will slow on account of the low prices. That should stop the decline and push oil prices higher. 

Investors can buy Exxon Mobil (XOM) - Get Exxon Mobil Corporation Report ahead of its earnings on Friday, Adami said. Grasso added that service stocks like Halliburton (HAL) - Get Halliburton Company Report , Baker Hughes (BHI)  and Schlumberger (SLB) - Get Schlumberger NV Report should do well going into the end of the year. 

GoPro (GPRO) - Get GoPro, Inc. Class A Report fell 10% and was the first stock on the show's "Pops & Drops" segment. Seymour said he would avoid the stock despite it falling 35% from its recent highs. 

Micron (MU) - Get Micron Technology, Inc. Report popped 4%. Finerman said the company's $1 billion buyback is a bullish catalyst going forward. 

Wendy's (WEN) - Get Wendy's Company Report dropped 5%. Adami said investors should avoid the stock since it is expensive based on valuation. 

Tesla (TSLA) - Get Tesla Inc Report closed lower by 6%. Grasso said investors need to wait for shares to get back above the 200-day moving average in order to buy the stock. 

For their final trades, Grasso is buying Twitter and Adami is a buyer of Facebook. Seymour said to sell Nike (NKE) - Get NIKE, Inc. Class B Report and Finerman is a buyer of Macy's (M) - Get Macy's Inc Report below $57. 

-- Written by Bret Kenwell

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Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter.