'Fast Money' Recap: When Is the Best Time to Buy Twitter Stock?

NEW YORK (TheStreet) -- Shares of Twitter (TWTR) are down 36.6% on the year and investors are becoming disgruntled with management. But that doesn't mean CEO Dick Costello should step down, Tim Seymour, managing partner of Triogem Asset Management, said on CNBC's "Fast Money" Friday. 

Twitter is having trouble scaling its business and growing its monthly active users, he acknowledged, but there is support in the $36 to $40 range and the stock looks attractive near current levels. 

Third-quarter results were impressive, said Pete Najarian, co-founder of optionmonster.com and trademonster.com. While sentiment continues to get worse for the stock, it's still got a lot of "opportunity." He's a buyer. 

Brian Kelly, founder of Brian Kelly Capital, agreed Twitter is attractive near current levels. There's so much negativity priced into the stock, all management has to do is one thing right and shares could begin to move higher, he said. 

Guy Adami, managing director of stockmonster.com, said the stock looks interesting but said it may drift down to $38 before finding more support and becoming a buy.  

Scott Devitt, managing director at Stifel Nicolaus, has a sell rating on Twitter because he thinks the stock is overvalued. Shares trade at 170 times 2015 earnings estimates and 80 times 2016 estimates. User engagement has declined for four consecutive quarters and the stock seems likely to move lower because management still hasn't figured out any solutions on how to grow its user base. 

Turning to Coca-Cola (KO) , Seymour said he is a buyer because the stock has a low valuation, a powerful brand and investors' expectations are very low. Coca-Cola needs to buy Monster Beverage (MNST) , Najarian added, because that will reaccelerate growth. 

Monster Beverage stock jumped 8% and was the first stock on the show's "Pops & Drops" segment. Najarian said shares seems likely to go higher. 

Abercrombie & Fitch (ANF) dropped 17%. Seymour said investors should avoid the stock, which still isn't cheap based on valuation. 

Salix Pharmaceuticals (SLXP) plummeted 34%. Adami said investors should definitely avoid the stock after the company missed on top- and bottom-line estimates, disclosed accounting irregularities and announced the resignation of its CFO. 

AK Steel (AKS) popped 8%. Kelly said investors can buy the stock and use $6 as a stop-loss.

Gold jumped 3% on Friday, while the Market Vectors Gold Miners ETF (GDX) jumped 8%. Seymour said gold is likely to decline to $1,100 before the end of the year.

For their final trades, Seymour is buying AT&T and Najarian is buying Yahoo! (YHOO) . Kelly is selling short the CurrencyShares Swiss Franc Trust ETF (FXF) and Adami is a buyer of F5 Networks (FFIV) .

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