NEW YORK (TheStreet) -- Money continues to pour into the U.S. as the S&P 500 hit another record high on Monday. On CNBC's "Fast Money" TV show, Brian Kelly, founder of Brian Kelly Capital, said the U.S. has the most attractive investments for global investors, which is why both stocks and bonds continue to move higher.

Karen Finerman, president of Metropolitan Capital Advisors, said stocks and oil diverged on Monday with stocks climbing despite oil prices falling 3.3%. This action is notable because stocks have been highly correlated with oil prices in recent weeks.

European stocks seem poised to do well in 2015, as the economy benefits from lower oil prices, said Tim Seymour, managing partner of Triogem Asset Management. He added that large-cap technology stocks still look attractive based on valuation. He likes Intel (INTC) - Get Report and Qualcomm (QCOM) - Get Report for growth in mobile and dividend yield.

Qualcomm is attractive near current levels, Guy Adami, managing director of stockmonster.com, agreed. However, he likes BlackBerry , which seems poised to climb to $12.50 per share.

Kelly said BlackBerry's true value is in the company's enterprise business. He also likes Twitter (TWTR) - Get Report on the long side near current levels. The company has a great platform and management will eventually figure out how to effectively monetize it.

Twitter continues to lose ground to Facebook (FB) - Get Report and Google (GOOGL) - Get Report , Seymour countered. Twitter doesn't have the growth and scale that investors want to see. Adami added that he's a buyer of Facebook over Twitter.

With crude prices down 3.3%, settling at $55.26 per barrel, investors can stay short the SPDR S&P Oil & Gas Exploration & Production ETF (XOP) - Get Report with a stop-loss at $52, said Kelly.

Natural gas is another commodity that struggled on Monday, falling 8.6% to $3.16 per million British thermal units. Dennis Gartman, editor and publisher of The Gartman Letter, said the commodity could fall below $3 in the not-so-distant future. Right now there is simply way too much supply, he said. The unseasonably warm weather isn't helping matters. However, "this is a very good thing" for the economy, he said.

Shares of Gilead Sciences (GILD) - Get Reportplunged 14.4% on the announcement of AbbVie's (ABBV) - Get Report lower price for its new hepatitis C treatment. Brian Skorney, senior biotech research analyst at R.W. Baird, says he's surprised the pricing from AbbVie and Express Scripts (ESRX) -- the health care plan company that said it will only cover AbbVie's product -- hasn't been more aggressive.

It's expected that AbbVie will takes roughly 20% to 30% of the hepatitis C treatment market, Skorney said. Investors shouldn't be surprised by this news. Gilead should still be able to do well assuming AbbVie doesn't take more-than-expected market share from Gilead.

Shares of Gilead are resting near the 200-day moving average and its previous breakout level. The stock is cheap based on valuation and Adami said is a buyer. Although the valuation is attractive, there's no reason to step in as a buyer near current levels, Seymour reasoned. Finerman added that "day one" of a pricing war is usually not the most opportune time for investors to get long.

William Taubman, COO of TaubmanCenters (TCO) - Get Report , said falling oil prices are good for consumers who shop at Target (TGT) - Get Report and Wal-Mart (WMT) - Get Report because they have an immediate impact on disposable income. However, a rising stock market bodes well for customers who shop at luxury retailers. Luxury retailers will likely report the stronges comp-store sales results in a very long time, he said.

Taubman Centers continues to deliver steady growth and has an attractive dividend yield, Seymour said. Kelly likes Sotheby's (BID) - Get Report and Adami is buying Tiffany & Company (TIF) - Get Report .

For their final trades, Finerman is buying CVS Health (CVS) - Get Report and Seymour said to buy Starbucks (SBUX) - Get Report . Kelly is a buyer of the iShares 20+ Year Treasury Bond ETF (TLT) - Get Report and Adami is buying Gilead Sciences.

-- Written by Bret Kenwell

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