NEW YORK (TheStreet) -- Money continues to pour into the U.S. as the S&P 500 hit another record high on Monday. On CNBC's "Fast Money" TV show, Brian Kelly, founder of Brian Kelly Capital, said the U.S. has the most attractive investments for global investors, which is why both stocks and bonds continue to move higher.
Karen Finerman, president of Metropolitan Capital Advisors, said stocks and oil diverged on Monday with stocks climbing despite oil prices falling 3.3%. This action is notable because stocks have been highly correlated with oil prices in recent weeks.
European stocks seem poised to do well in 2015, as the economy benefits from lower oil prices, said Tim Seymour, managing partner of Triogem Asset Management. He added that large-cap technology stocks still look attractive based on valuation. He likes Intel (INTC) and Qualcomm (QCOM) for growth in mobile and dividend yield.
Qualcomm is attractive near current levels, Guy Adami, managing director of stockmonster.com, agreed. However, he likes BlackBerry (BBRY) , which seems poised to climb to $12.50 per share.
Kelly said BlackBerry's true value is in the company's enterprise business. He also likes Twitter (TWTR) on the long side near current levels. The company has a great platform and management will eventually figure out how to effectively monetize it.
Twitter continues to lose ground to Facebook (FB) and Google (GOOGL) , Seymour countered. Twitter doesn't have the growth and scale that investors want to see. Adami added that he's a buyer of Facebook over Twitter.
With crude prices down 3.3%, settling at $55.26 per barrel, investors can stay short the SPDR S&P Oil & Gas Exploration & Production ETF (XOP) with a stop-loss at $52, said Kelly.
Natural gas is another commodity that struggled on Monday, falling 8.6% to $3.16 per million British thermal units. Dennis Gartman, editor and publisher of The Gartman Letter, said the commodity could fall below $3 in the not-so-distant future. Right now there is simply way too much supply, he said. The unseasonably warm weather isn't helping matters. However, "this is a very good thing" for the economy, he said.