The Barbarian Trade
Bolling: Follow the smart money. Look at what sectors they are buying and buy similar stocks in that sector. BUY EME.
Strazzini: Private Equity is very good at streamlining financials and spinning off non-core assets. Look at IP and WY.
Lost Citi?
Strazzini: I would probably be short C. IXG is a better banking buy. Plus it has a nice dividend.
Adami: USB is where I would be in this space. Could be an M&A target.
Macke: WFG and MS are BUYS.
Strazzini: BCG is a BUY.
The Right Rx Trade
Shares of MRK were way up today, NVS was way down.
Macke: March could be Big Pharma’s big month. BUY MRK. Nice pipeline and lots of cash to buy Biotechs.
Bolling: Stay away from NVS.
Adami: MYL is a BUY.
Strazzini: Diabetes is the next big space for blockbuster drugs. NVS is still a BUY, but it will be a tough stock to own in the coming weeks.
Take Your Position
Macke: Get long LTD ahead of the numbers.
Bolling: I’m a bit worried about the chart.
Precious Play
Bolling: Silver is a BUY, there are lots of reasons to own it.
Strazzini: Hogh demand and not enough supply. BUY SLW.
Word on the Street
Former Fed chairman Greenspan says the “R” Word…Recession.
Adami: 3 recession-proof stocks: ZMH, PG, LMC.
Macke: Stay out of retail and sell JWN until Spring.
Bolling: REITs are overbought.
Strazzini: IFX is cheap, and will continue to be cheaper.
>>Happy 52 Week High to AZO<<
Face2Face
Brandy in CA– What do Buy/Hold recommendations mean?
Adami: Use this research as just one arrow in your quiver. SUP is a BUY.
Alycia in ME– Is CLE looking to be bought.
Macke: CLE is awful. Don’t buy. LIZ is a better BUY.
Jim in IL– What do you think of Butanol?
Bolling: Butanol also won’t work as an alternative energy. Own the refiners like BP.
Fast Money World: Australia
Bolling: EWA is similar to Canada. Australia is a great country, largest wool exporter. EWA is a great ETF. No major downturns on the way.
Strazzini: BUY EWA. Asia is the derivative of this trade. EWA will keep going strong.
Macke: Get long EWA and FGL.AU.
Adami: ANZ is a BUY.
Bolling: The Australian population trends are positive.
Final Trade
Macke: Stay out of retailers.
Strazzini: STM is a BUY.
Adami: PAAS is a BUY.
Bolling: FTO is a BUY.

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