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NEW YORK (TheStreet) -- West Texas Intermediate climbed 4.5% on Friday, adding fuel to the energy sector's near-10% rally since Tuesday. However, we don't quite have the "all clear" yet, Pete Najarian, co-founder of and, said on CNBC's "Fast Money" TV show. 

However, it's encouraging large-cap technology stocks including Hewlett-Packard (HPQ) - Get HP Inc. Report and Western Digital (WDC) - Get Western Digital Corporation Report have lead the rally, as have financial stocks. Turning to cyber security, Najarian likes Intel (INTC) - Get Intel Corporation Report and F5 Networks (FFIV) - Get F5 Inc. Report

A more pure play on cyber security would be FireEye (FEYE) - Get FireEye, Inc. Report and Palo Alto Networks (PANW) - Get Palo Alto Networks Inc. Report , said Guy Adami, managing director of The stabilization of the Russian ruble and crude prices have helped fuel the S&P 500's rally, he added. 

In the near term, investors should consider taking some profits and selling stocks on Monday, according to Tim Seymour, managing partner of Triogem Asset Management. There aren't any catalysts to push stocks higher into year's end but plenty of questions about the state of the market's rally do exist, he said.  

"I would be skeptical of this rally," said Brian Kelly, founder of Brian Kelly Capital. There's no reason stocks can't resume the selloff. He is a seller of high-yield bonds. 

The traders turned their attention to 2015 and provided their top picks going into next year. Kelly said he's a buyer of BlackBerry undefined . Management has done a great job so far and "this is what I would buy with both hands on Monday," he said. 

All of a sudden, Facebook (FB) - Get Meta Platforms Inc. Report is back within a stone's throw of its all-time high, said Adami. He expects the company's earnings report in January to propel the stock higher. 

"I'm pretty bullish on Europe," said Seymour. The declining euro will be a tailwind for the European economy and for exporting countries. The European Central Bank is likely to initiate some form of quantitative easing next year. 

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Nike (NKE) - Get Nike Inc. Report and Under Armour (UA) - Get Under Armour Inc. Class C Report seem likely to go higher in 2015, said Najarian. Nike's earnings report was "incredibly solid," he added. 

Neil Doshi, managing director and co-head of technology and media at CRT Capital Group, has a buy rating on Google (GOOGL) - Get Alphabet Inc. Report with a $620 price target. Google is his number two pick behind Facebook. 

Advertising dollars are staying with Google, Doshi reasoned, addressing investors' fears that its customers may be turning to Amazon (AMZN) - Get Inc. Report and other outlets for their ad exposure. Antitrust concerns in Europe can be resolved, just as Google's antitrust case with the U.S. was handled in the past, he said. 

"I'm long Google" but not adding to the position because there aren't any near-term catalysts, Seymour explained. The company should consider returning some of its cash to shareholders. 

Najarian said he's a buyer of Alibaba (BABA) - Get Alibaba Group Holding Limited American Depositary Shares each representing eight Report over Google. Alibaba is a long-term position and seems likely to go through $120 per share and beyond. 

For their final trades, Najarian is buying Chevron (CVX) - Get Chevron Corporation Report and Seymour is a buyer of the iShares MSCI Frontier 100 Index ETF (FM) - Get iShares MSCI Frontier and Select EM ETF Report . Kelly is a seller of the iShares High Yield Corporate Bond ETF (HYG) - Get iShares iBoxx $ High Yield Corporate Bond ETF Report and Adami said to buy Spirit Airlines (SAVE) - Get Spirit Airlines Inc. Report

-- Written by Bret Kenwell

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