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Melissa Lee hosted CNBC "Fast Money" show Monday night. She kicked off the show with a discussion of China's $586 billion stimulus plan. Tim Seymour said he got the sense that China was pre-buying the news on Friday afternoon. He says, "It was a strange day, and there was light trading."

Jeff Macke said good economies don't need any stimulating, and he said he would sell any government intervention of this size. Pete Najarian said the interesting thing about China was that the country called it a "stimulus package" when everyone else in the world calls it a "bailout." He says "financials were weak from the beginning," and

Goldman Sachs Group

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led the charge down.

Lee moved that consumer stocks were very weak today. Guy Adami said

Circuit City

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going belly-up isn't exactly good news for

Best Buy

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. Macke told viewers he shorted some Best Buy because the stock was up on the Circuit City news.

Seymour mentioned that everyone is talking about infrastructure, whether it's Obama or the Chinese. He told viewers to look at cement stocks such as


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, which are very beaten-up.

Moving back to China, Seymour said the China's announcement wasn't a big deal, because 90% of the stimulus measures were things that were already announced weeks ago. Najarian told viewers to look at the numbers that

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reported recently. He said he expects


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to report "staggering numbers" later this week.

Lee asked the traders if

General Motors

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is heading to zero. Adami said yes. He criticized


, which had a cover story back in May that said General Motors was going to $30 or $45 per share. He says "if you want to trade stocks, trade something else." Macke said from a "free-market perspective" he would love if we let General Motors die. Since we don't, he says "I vote we socialize it and downsize it ourselves."

Lee asked the traders if they would buy any of the auto parts makers. Adami likes


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. Najarian said

Toyota Motors

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has more room to the downside.

The "Chart of the Day" was Goldman Sachs Group. Shares of Goldman are now near levels last seen when the company issued its IPO back in 1999. Seymour says "there are a lot of concerns about Goldman's credit default swap (CDS) exposure." Najarian explained that markets hate "unknowns," and that is the problem with Goldman Sachs.

Lee brought up the news that


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surged today after the company topped analyst estimates. Macke said lower gas works for McDonald's, plus it's the best run company in America. He says "McDonald's is one of the few consumer names, beside


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, that continues to work as a trade." Adami mentioned he likes McDonalds for a play on Asia.

Seymour pointed out that

Yum Brands

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continues to grow, with 1,200 new stores opened up in China. Najarian said McDonald's is eating


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alive in the coffee segment.

Lee moved the conversation to Starbucks, which was trading down 3% in after hours off a weak earnings report. Najarian said its profits are down 97% year over year this quarter. He says "they have done nothing right." Macke said Starbucks just isn't turning it around, and the stock price reflects that.

Nat Gas En Vogue

Joe Terranova joined the traders to talk about why China's stimulus announcement didn't move oil up today. He said oil will rally on one of three things: geopolitical tensions, a significant selloff in the U.S. dollar or the return of speculative index fund money. He says "geopolitical concerns aren't out there right now, and I don't see a significant selloff coming for the dollar."

Terranova explained that the "cost of carry" on oil futures is keeping the speculative money out of the market. He told viewers it might be time to get back into natural gas, because it doesn't need any of three elements oil needs.

Seymour said the technicals on a lot of the natural gas stocks look bullish. Terranvoa said he likes

Untied States Natural Gas Fund

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, but not

Chesapeake Energy

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, for plays on natural gas.

Retail Plays

The traders discussed how to trade the retail sector now that Circuit City has filed for bankruptcy. Macke said today's gift was the fact that Best Buy was really on the news of Circuit City is going bankrupt. He says "Best Buy is going to have a dark Christmas."

Seymour said he wouldn't go near

AU Optronics



Taiwan Semiconductor

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. Adami said to play the REITs like

Simon Property

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on the back of this. Najarian mentioned that he has seen nothing but put option activity in the last few weeks on Best Buy and



. Macke said the only retailer he likes is Wal-Mart.

Biotech Bounce


Mike Huckman joined the traders to discuss a study that showed


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Crestor drug cuts the risk of a heart attack in half. Najarian said the news is "unbelievable" for AstraZeneca, because the study had 18,000 patients. He also said keep an eye on

Johnson & Johnson

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Myriad Genetics

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. Adami said


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Revlimid drug could be a blockbuster.

Sherpa Stocks

Carter Worth, chief market technician at Oppenheimer, joined the crew to talk about some "sherpa stocks." Worth said if


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can hold above its low from Oct. 10, the market will also hold its lows. He says "it takes a lot of selling pressure to force a stock at a low to make a new low."

He pointed out a similar pattern in


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Bank Of America

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News Corp

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. He says "these names will break if the market breaks and will hold if the market holds."

Trader Radar

Shares of

Tyson Foods

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were among the most active names on the



Final Trade

Macke recommended

Burlington Northern Santa Fe

( BNI) with a stop at $75. Adami picked McDonald's. Seymour said jump into the big boys in natural gas like

Devon Energy

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and Apache. Najarian selected SINA and

This article was written by a staff member of