Health Care TradeThe "Fast Money" crew brought its viewers ways to play the rising costs of health care earlier this year. Now some major breakthroughs in early disease detection have come to light. CNBC Pharmaceutical Reporter Mike Huckman joined the crew to discuss ways to play early detection of diseases. Huckman mentioned a New England Journal of Medicine study that revealed virtual colonoscopy is just as good at detecting cancerous polyps as traditional colonoscopy.
Word on the StreetCrude oil traded back above $81 and gold climbed higher as commodities reversed the recent downtrend. In Macke's opinion, the move is dollar-driven and the short dollar trade is very crowded. Tim Seymour believes the moves were short-covering and the jobs report will be important for future movement. Najarian sees continued strength in the oil-service sector even with downgrades hitting the group. Research In Motion ( RIMM) reported explosive profits that doubled to $288 million and it hit the 10 million subscriber milestone. The numbers and guidance were phenomenal, according to Najarian. He advises waiting until tomorrow morning to see where it is trading.
Option SignalsEnergy Conversion Devices ( ENER) traded 5% higher on Thursday as options activity picks up. Najarian noticed upside call buying for two days in a row and believes this alternative energy play is heading higher. Stryker ( SYK) saw unusual options activity on Thursday. Najarian is seeing October $75 and $80 call buying as speculators are looking for this medical device maker to go much higher.
Around the WorldThe Hong Kong Index was hit again on Thursday dropping 2% and the Hang Seng fell to its worst levels in 7 weeks. Najarian hints at the iShares FTSE/Xinhua China 25 Index ( FXI). It traded up on Thursday and is back to even. Dubai-owned port operator DP World announced plans to raise $3.5 billion in what would be the second biggest Middle East IPO in history. Seymour says this might be one of the best ways to play the Middle East and infrastructure. Macke disagrees, labeling it just a public relations game.
Sector TradeThursday's sector trade focused on popular alcoholic beverage maker Constellation Brands ( STZ). Constellation Brands recently beat Wall Street estimates and raised guidance. Constellation CEO Rob Sands joined the crew to discuss his company's prospects. Sands informed the crew that he continues to see strength in the spirit market with consumers trading up for brands like Effen vodka.
Pops & DropsPops -- Vimpel-Comm ( VIP) traded up 4% after winning a shareholder lawsuit. Seymour points out that there are a lot of shorts in Vimpel and that it's a great long-term story. Martha Stewart Living ( MSO) popped 3%. Macke counsels that MSO might have made a bottom. Drops -- Marriott ( MAR) fell 5% on disappointing third-quarter profits. The time-share business is way down and Seymour blames the drop on that. Coldwater Creek ( CWTR) fell 2% on news that the CEO is retiring. Macke tells investors not to bottom fish here or any specialty retailer. Kohl's ( KSS) fell 2%. Finerman says watch the jobs number -- it will move KSS. KB Homes ( KBH) fell 2%. Finerman reminded viewers that Guy Adami was a seller of KBH on Wednesday and he was right. Consul Energy ( CNX) fell 4% after the firm lowered its production estimates. Macke believes coal has bottomed and steers investors to get long CNX.
Final TradeThe team wrapped up the show with a closing trade idea.
- Macke recommends Activision (ATVI) because the stock just hit a 52-week high. Najarian has been seeing robust options activity in the video game maker.