NEW YORK ( TheStreet) -- The markets rallied into the weekend despite the government failing to resolve the current shutdown.On CNBC's "Fast Money" TV show, the panel discussed Goldman Sachs' ( GS) top picks based on potential upside. Tim Seymour said his favorite is Cameron International ( CAM), adding that its valuation is compelling and it has about 32% upside from current levels. Steve Grasso said he likes Marathon Petroleum ( MPC), which has up to 70% upside. He added that crude oil is its only input cost, and that continues to get cheaper. First Solar ( FSLR) is the top pick of the list for J.C. Parets. He said the stock has consolidated nicely and looks ready to run higher again. Guy Adami said his top pick is Abercrombie & Fitch ( ANF), which reported terrible earnings in the second quarter. He added that with a high short interest, any good news could quickly send the stock to $40. Digging up the very long-term charts for Micron Technology ( MU), Parets said he would be a seller of the stock based on its past performance near current levels. Adami disagreed, saying that as long as market pricing stays strong for Micron, the stock should continue to move higher. BlackRock ( BLK) Chief Investment Strategist Ross Koesterich was a guest on the show and said he mostly expects companies to beat on the bottom-line while struggling with top-line growth this earnings season. He added that markets don't seem too worried about the government shutdown but could become volatile if it goes to the brink. He likes U.S. mega-cap stocks, energy, technology and emerging markets. With earnings season starting next week, Adami said the third quarter will likely be disappointing, even though the market's price action doesn't indicate that. Seymour said he wouldn't be a buyer of Sotheby's ( BID), despite hedge fund manager Dan Loeb's activism. However, he added that there is value in the company and as a result, the stock could go higher. Grasso said that Tesla Motors ( TSLA) will continue its march higher once the news of the burning Model S battery clears away.
Adami said LinkedIn ( LNKD) has to hold $240, otherwise he suggested selling out of long positions. Seymour said Sina ( SINA), the Twitter of China, has gone parabolic. He added that he would own the company for the longer term but doesn't like the current price action. On the show's "Pops & Drops" segment, Parets likes Tenet Healthcare ( THC), which jumped 14% on the week. Delta Air Lines ( DAL) jumped 7% and Adami said the stock is overextended but looks like it could keep going higher. J.C. Penney ( JCP) fell 13% this week and Grasso said he would not buy or sell-short the stock at these levels. Constellation Brands ( STZ) jumped 9% this week and Seymour recommended not chasing the stock, despite all of the good things happening for the company. For their final trades, Grasso is a buyer of Deckers Outdoor ( DECK) and Parets is buying National Bank of Greece ( NBG). Adami says buy Acuity Brands ( AYI) and Seymour likes the iShares MSCI Pacific ex Japan ETF ( EEP) -- Written by Bret Kenwell in Petoskey, Mich. Follow @BretKenwell Follow TheStreet.com on Twitter and become a fan on Facebook.