Analyst David MacDougall is hosting a live chat in the Stockpickr Forums today, starting at 10 a.m. EST, to discuss health care stocks, including big pharma and the insurers. Log in or sign up at Stockpickr to submit your questions!WINDERMERE, Fla. ( Stockpickr) -- The traders of CNBC's "Fast Money" think that commodities are starting to make a comeback. On Wednesday's "Halftime Report" report segment, Steve Cortes told viewers that if crude oil can close above $80 a barrel, it would generally be bullish for commodities. He said the action in oil makes him want to get long soybeans because they tend to trade correlated to trends in crude oil. Joe Terranova said the trade right now is all about commodities and natural resources. He pointed out that commodities have hung in there while the dollar has rallied since bottoming in November. Terranova said there isn't enough premium for geopolitical fear priced into oil, but he does see crude going to $90 before $60. He also said there is tremendous opportunity in the grains plays, such as Joy Global ( JOYG), Bucyrus International ( BUCY), Potash ( POT) and Freeport McMoRan ( FCX). Brian Kelly of Kanundrum pointed out that the oil rally has geopolitical undertones to it, and as for the gold rally, that's not exactly the commodity he wants to see moving higher to feel bullish about the markets. He said he would rather see the grains and copper moving higher. The "Fast Money" crew has recently highlighted trading ideas that play off top hedge fund holdings, M&A activity and stocks with unusual options activity. Here are some highlights from over the past week as aggregated from the show. Fast Money's Top Holdings of Hedge Funds: In a segment called "Secrets of Smart Money," the traders noted a recent Goldman Sachs report that showed the top holdings of hedge funds. On last Wednesday's "Fast Money" show, Karen Finerman (view Finerman's portfolio on Stockpickr) told viewers: "Just because these stocks are hedge fund favorites doesn't mean they are all my favorites. I like Target ( TGT), but I just can't get behind the valuations in Amazon.com ( AMZN)." The Fast Money's Top Holdings of Hedge Funds portfolio includes Freeport McMoRan and Wells Fargo ( WFC). Fast Money's Stock Trades for March: February ended as the month that put the market back to flat for 2010. How should you be positioned for March? On last Friday's "Fast Money" show, Tim Seymour told viewers: "I'm bullish on Potash. My theme is agriculture. There's tightness in the fertilizer market around the world." The Fast Money's Stock Trades for March portfolio includes Joy Global ( JOYG) and Teva Pharmaceuticals ( TEVA).