NEW YORK ( TheStreet) -- The markets brushed off a soft nonfarm payrolls report, with the S&P 500 and Dow Jones Industrial Average hitting fresh record highs.Guy Adami said on CNBC's "Fast Money" TV show that he never suspected the Federal Reserve to taper its bond-buying program in September. He continued to say that the markets don't give investors a lot of time to "sell the highs" and its refusal to go down on Friday is bullish. Dan Nathan said the iShares 20+ Year Treasury Bond ETF ( TLT) got crushed the last couple of days and only had a small bounce, meaning equities could continue to run higher. He thinks there is a 50-50 chance of tapering in September, which will be dependent on the data. Steve Grasso asked if the taper even mattered at this point. He said that interest rates continue to rise and that investors should therefore avoid the home builders and buy the financials. Tim Seymour said the fall tapering date all depends on the data, which he expects to be better in August. He added that he would stay long the financials and that the market could actually rally when tapering is finally announced. Berkshire Hathaway ( BRK.B) reported earnings and Adami said that while the stock has been strong this year, he would look to other financials such as Blackstone Group ( BX). Grasso said the only group he would avoid is the homebuilders because they're so sensitive to interest rates. However, he did say that he would be a buyer of the home improvement stores, such as Home Depot ( HD). Weight Watchers ( WTW) was the first stock on the show's "Pops & Drops" segment and Grasso said that he is avoiding the name because of declining revenue, lower guidance and a departing CEO. J.C. Penney ( JCP) fell 13% on the week from news the company will have its credit slashed from one of its providers. Nathan said that he would avoid this stock. Buffalo Wild Wings ( BWLD) popped 10% on the week from strong earnings and made new all-time highs, but Adami said he would be a seller by taking some profits because of valuation. Seymour said he was a buyer of Potash ( POT), which was down 22% on the week and he noted that the stock is now flat from the pre-market lows of the original drop.