The markets ended mixed Friday, with their best week since mid-March. The Dow Jones Industrial Average rose 32.12, or 0.37%, to 8,843.94, while the S&P 500 was down 0.36, or 0.04%, to 940.38. The Nasdaq was up 1.58, or 0.08%, to 1,886.61. Joe Terranova said on CNBC's "Fast Money" TV show that this week's rally was fueled by China's stimulus and solid balance sheets from the likes of Goldman Sach ( GS), JPMorgan Chase ( JPM)and Intel ( INTC). Pete Najarian said investors should take some profits after some great runs this week. Jared Levy said the market needs another catalyst after tech and financials, and that catalyst could be energy. Najarian said he believes investors should buy put protection next week because "we could be back to 900 in a blink of an eye." With regards to the financials, Karen Finerman said she would stick with Goldman and Bank of America ( BAC) and avoid Citigroup ( C) because "you don't know what the play is there" because of its troubles. Staying in the financial sector, Terranova said he would short the regional banks because of their exposure to commercial loans and prime jumbo loans. Finerman agreed with the approach of going long the capital markets and short the regionals. CIT Group ( CIT) doubled at one point in today's trading session after a news report said it is in talks with JPMorgan and Goldman for short-term financing. However, Chris Brendler, an analyst with Stifel Nicolaus, downplayed the report, saying the debt financing is probably part of a bankruptcy filing. He said a better approach for CIT would be a debt-equity swap that would put it in a position to qualify for some government financing.