Kelly also has some ideas on how to profit from QE2. He said he would play the apparently large inventory restocking cycle in corn and soybeans by getting into Diana Shipping ( DSX) and Baltic Trading ( BALT).

In the final trades, Kelly liked Energy Select Sector SPDR with a stop at $16.50. Terranova liked GM while Grasso preferred Ford ( F). Finerman liked Daimler AG ( DAI). And Najarian reiterated his pick of Sourcefire ( FIRE). --Written by David Tong in San Francisco.

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