NEW YORK (

TheStreet

) -- The markets finished flat Monday after

Fed

Chairman Ben Bernanke's cautious comments on the economic recovery.

The

Dow Jones Industrial Average

added 1.21, or 0.01%, to 10,390.11, while the

S&P 500

added dropped 2.73, or 0.25%, to 1,103.25. The

Nasdaq

slipped 4.74, or 0.22%, to 2,189.61.

Melissa Lee, the moderator of CNBC's "Fast Money" TV show, said Tuesday's market may get a lift from

FedEx

(FDX) - Get Report

, which dramatically raised its guidance on issued better-than-expected international business and cost costs. The stock was up 2% in after-hours trading.

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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She said that if FedEx does push the market higher, it would give strength to those believe that the transportation stocks can provide the leadership to move the market higher.

Tim Seymour agreed, saying though FedEx's overseas business represents only 27% of its entire business, it is doing well in Asia and Latin America.

Guy Adami said Fedex is fairly valued, given what it is expected to earn next year. He also said Fedex "plays right into" into the growth story in international business for

Amazon.com

(AMZN) - Get Report

.

Pete Najarian said

Akamai Tech

(AKAM) - Get Report

is another stock that works well in this space.

Lee said Bernanke's cautious remarks about an economic recovery have taken a V-shape recovery off the table.

Seymour said Bernanke's comments ironically were bullish for the market, as the Treasuries rallied and the dollar weakened.

Seymour said the selloff in gold was overdone and it's time to get back into it. Gold has fallen 4.4% in the past two trading sessions.

Brian Kelly, president of Kanundrum Capital, said he sees the Dollar Index heading higher, 93 in the short term and 105 in the long term. He said there are two ways to interpret the rise in the index: a belief in an improving economy and higher interest rates or growing fears in the market place and global economy.

He said gold is going thorough an adjustment phase. He said inflation could be the next catalyst to send gold higher without a weaker dollar.

Lee noted that

Goldman Sachs

(GS) - Get Report

and

Apple

(AAPL) - Get Report

continue to lag the S&P 500. She wondered whether a rotation was going on in the markets.

Adami said Goldman is down 16% since 52-week high in October while Apple, which struggled at $208, is now down at $190. He said he didn't know what to make of the development except that he believes things will come into focus if the S&P starts to lag along with these two bellwether stocks.

Lee said there also a rollover in the financial and credit card space today. Seymour attributed it to the report showing a reduction of $4.5 billion in consumer credit. He said banks are suffering and aren't lending. Najarian said the

Financial Select Sector SPDR

(XLF) - Get Report

has been flatlined for quite a while.

Lee said the ag space was hot after Goldman put a buy rating on

Potash

(POT)

. Seymour said the company continues to grow and the next stop for it will be $135. Adami said he liked

Monsanto

(MON)

in this space for its reasonable valuation.

Lee noted that

Research In Motion

(RIMM)

closed up 3% today after it announced a deal to distribute smartphones in China.

However, Jim Suva, a Citigroup analyst, has a sell rating on the company and a price target of $50. The stock closed at $60.28, up $1.53, or 2.60%. He said RIM is going have a difficult year in 2010, with increasing competition, "promotion commotion," and the possibility that

Verizon

(V) - Get Report

may get the iPhone.

Suva said China will remain a difficult market for U.S. companies and he sees none of the most prominent names, including RIM and Apple, being winners.

TheStreet Recommends

Seymour said the more likely winner will be

China Mobile

(CHL) - Get Report

.

Lee asked the panel for their suggestions for great dividend-yielding stocks. Seymour came up with

Duke Energy

(DUK) - Get Report

, which has a 6% dividend, and

BP

(BP) - Get Report

, whose dividend is above 6%.

Adami's picks were

Johnson & Johnson

(JNJ) - Get Report

and its 3% dividend, and

Verizon

and its 5.8% dividend. Najarian said he liked

Dupont

(DD) - Get Report

and its 5% dividend.

Lee invited Craig Berger, an analyst with FBR Capital Markets, to give his assessment of

Texas Instruments

(TXN) - Get Report

, which gives its midquarter update this week.

He said he expects the company to say "good" things, including higher earnings on robust margins and cost-cutting. He said his other favorities in this space are

National Semiconductor

(NSM)

,

Fairchild Semiconductor

and

Marvell

(MVL)

.

With the climate talks beginning in Copenhagen, Lee brought in Gordon Johnson, head of alternative energy research for Hapoalim Securities. Johnson said he expects the summit to produce some positive comments but nothing specific because the two leading emitters of carbon dioxide - the U.S. and China - have not stated anything specific about their intentions to reduce emissions. He said only the European Union countries have done so.

He said he is bearish on the solar industry because countries like Germany and Spain are finding it very expensive for the government and consumers to bear the burden of switching to solar energy.

In the options pit, Najarian said to keep an eye on

JDS Uniphase

(JDSU)

, which saw an unusual amount of options activity today.

In the final trades, Seymour was long on

China Mobile

(CHL) - Get Report

. Adami liked

Verizon

(VZ) - Get Report

. Terranova liked

Exxon

(XOM) - Get Report

And Najarian liked

Texas Instruments

(TXN) - Get Report

.

-- Written by David Tong in San Francisco

To watch replays of Cramer's video segments, visit the Mad Money page onCNBC

.

"Check out

"'Fast Money'Portfolios of the Week" on Stockpickr every Thursday.

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