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Thursday, March 6, 2008

Fast Money - Portfolios of the Week

Identifying the next big growth market and finding the hot trends can often to be the hardest part of being an investor. The traders from CNBC's "Fast Money" can help investors find these stock market opportunities that many find so hard to discover.

The crew recently highlighted trading ideas that play off of baby boomers migrating to Miami, emerging market growth in Brazil and short ideas for the slowdown in construction spending. Here are some highlights from the past week as aggregated from the show.

Fast Money's Baby-Boomer Stock Picks: Baby boomers are wealthier, healthier and looking for adventure. Miami has become the destination of choice for baby boomers, and the "Fast Money" traders came up with some stocks that could benefit from the boomers' trends. On last Friday's
"Fast Money" show Guy Adami advised viewers, "Look at Zimmer (ZMH - Cramer's Take - Stockpickr) and Stryker (SYK - Cramer's Take - Stockpickr) as boomer plays. But they're not quick trades. These are the kinds of stocks you buy and hold." Fast Money's Baby-Boomer Stock Picks include Ameriprise Financial (AMP - Cramer's Take - Stockpickr) and Raymond James Financial (RJF - Cramer's Take - Stockpickr) among others.

Fast Money's Latin America Stock Picks: Business is booming in Latin America, and the "Fast Money" traders know just how to play it. On last Friday's "Fast Money" show, Tim Seymour told viewers, "As the commodity wealth trickles down, it creates a foundation for an emerging consumer class in the tropics. And those consumers are using credit cards, cell phones and watching satellite TV like never before." Fast Money' Latin America Stock Picks include Companhia Vale do Rio Doce (RIO - Cramer's Take - Stockpickr) and Petroleo Brasileiro (PBR - Cramer's Take - Stockpickr) among others.

Fast Money's High-Oil Stock Picks: With crude oil crossing the $100 level, the "Fast Money" traders introduced some stock ideas to play high oil prices. On last Wednesday's "Fast Money" show, Joe Terranova, director of trading at MBF Clearing, told viewers, "Oil could rally an additional 10% to 15% in the coming months. Currently, oil investors are starting to bid up the long-dated contracts, which suggest to me that oil could stay at the 100-dollar level for some time."

Fast Money's High-Oil Stock Picks include names like XTO Energy (XTO - Cramer's Take - Stockpickr) and Transocean (RIG - Cramer's Take - Stockpickr) among others.
Fast Money's Recession-Proof Food Stocks: The "Fast Money" traders recently identified that consumers are cutting back on casual dining and increasingly eating in. On last Thursday's "Fast Money" show, Jeff Macke told viewers, "Don't believe it? All you need to do is check the results from Hormel (HRL - Cramer's Take - Stockpickr) and Heinz (HNZ - Cramer's Take - Stockpickr). Frozen food, pasta sauces and spam are experiencing a surge in demand. It appears the consumer is eating in." Fast Money's Recession-Proof Food Stocks include Pepsi (PEP - Cramer's Take - Stockpickr) and Campbell Soup (CPB - Cramer's Take - Stockpickr) among others.

Fast Money's Trader Radar: In a "Fast Money" segment called "Trader Radar," the traders highlight stocks with unusual volume that are lighting up screens across Wall Street. On Tuesday's "Fast Money" show, Dylan Ratigan told viewers, "Washington Mutual(WM - Cramer's Take - Stockpickr) is on the 'Fast Money' Trader Radar. This savings bank traded lower on almost twice its average daily volume." Fast Money's Trader Radar includes Ford (F - Cramer's Take - Stockpickr) among others.

Fast Money's Brazil Stock Picks: Brazil has surpassed China to become the world's biggest emerging market. On last Thursday's "Fast Money" show, Tim Seymour told viewers, "It's an export-driven economy, and they have commodities that the world needs. That's what's driving Brazil. If you want to play this country, look at the iShares MSCI Brazil Index ETF (EWZ - Cramer's Take - Stockpickr), homebuilders and cellular companies." Fast Money's Brazil Stock Picks include Cisco (CSCO - Cramer's Take - Stockpickr) and Potash (POT - Cramer's Take - Stockpickr) among others.

Fast Money's Construction Short Trades: Construction spending has fallen by the largest amount in 14 years and manufacturing activity contracted, troubling sings for a already depressed U.S. economy. On Tuesday's "Fast Money" show, Karen Finerman told viewers, "Although they are a conglomerate, they have a pretty big exposure to the construction space with their HVAC, Carrier and Otis elevator businesses. I think you can short United Technologies(UTX - Cramer's Take - Stockpickr)." Check out the Fast Money's Construction Short Trades which also includes Ingersoll-Rand (IR - Cramer's Take - Stockpickr).

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