NEW YORK (TheStreet) -- Stocks essentially finished flat on Monday to start off the holiday-shortened trading week. The Nasdaq briefly topped 4,000 for the first time in 13 years.
Guy Adami, managing director of stockmonster.com, said investors can stay long Celgene (CELG) because of its strong balance sheet and growth.
Josh Brown, a financial adviser at Ritholtz Wealth Management, said he prefers solar stocks such as First Solar (FSLR) and pointed out the flat revenue growth in large-cap tech names like Intel (INTC) and Cisco Systems (CSCO).
Stuart Frankel & Company's Steve Grasso said his top pick is Google (GOOG), which should continue moving higher into the first quarter of next year. He also likes Yahoo! (YHOO) and a half-sized position in Twitter (TWTR).
Regarding TWTR, Adami said it seems likely to trade down to about $35.
Qualcomm (QCOM) is being investigated by China for a possible infringement of the Anti-Monopoly Law, although some are saying it's to get better pricing power on the company. James Faucette, senior research analyst at Pacific Crest Securities, was a guest on the show and said it could shave off 25 cents to 50 cents in annual earnings, but is unlikely to have any effect.
Adami said there's definitely risk in the stock, especially at $73, despite it not being overly rich in valuation.
Brown said the bigger risk to QCOM is a slowdown in the smartphone and tablet market. He added the stock seems okay right now and investors "will know" when sellers retake control of the stock price.
Najarian suggested the stock was reasonably valued and could outperform the market over the next six months since it's been a laggard throughout 2013.
Nuance Communications (NUAN) provided poor guidance in its earnings report and Najarian said the stock was a buy at $15 and is going long by selling put options.
Adami said eBay (EBAY) looks to be breaking down and he would not be a buyer.
Grasso likes Compass Minerals (CMP) because it too often gets sold off with potash stocks, but really benefits from its salt mining.
Brown said Apple (AAPL) has been flat over the past six weeks and appears to be setting up for a nice breakout.
Grasso said housing stocks have been impacted by tapering fears, but suggested investors could be long KB Home (KBH).
Avi Reichental, president and CEO of 3D Systems (DDD), was a guest on the show. He said the company's deal with Motorola (owned by Google), to make customizable smartphone was a great step for all parties involved. He added that while retail sales should be encouraging this holiday season, 95% of revenue comes from the company's professional manufacturing in aerospace, automotive, health care and jewelry.
Dennis Gartman, publisher of The Gartman Letter, was a guest on the show who said it will take a while for Iran to get crude oil production back online, but ultimately production to expected to increase. He added that WTI crude oil could work its way down to $85 per barrel, while RBOB gasoline could go below $2.50 per gallon, with prices at the pump falling below $2.75 per gallon.
Adami suggested investors take profits in Exxon Mobil (XOM) because it could trade down to the high-$80s.
Lions Gate Entertainment (LGF) dropped 10%, making it the first stock on the show's "Pops & Drops" segment. Najarian said to buy near $29.50.
Burger King (BKW) jumped 2%. Brown said despite being slightly overvalued, the company continues to meet and exceed expectations.
JetBlue Airways (JBLU) fell 2% and Adami said the stock still has upside momentum.
Alcoa (AA) popped 2%. Grasso said investors should wait before initiating a position. He said the stock could go to $15 if it can hold $10, otherwise shares are going back to $8.
Najarian said Sirius XM Radio (SIRI) should go higher.
Brown said he would avoid ADT (ADT) even though it's not expensive because there are many other solid setups in the market.
Grasso said Bank of America (BAC) could head to $20 after breaking through $15.
Adami called Boeing (BA) a great company, but at near 20 times forward earnings the stock is a little ahead of itself. He added that it could pull back to the low $120's. Brown suggesting buying dips in the stock because of its potential over the next five to 10 years.
-- Written by Bret Kenwell in Petoskey, Mich.