Fast Money Recap, 4/10/08: Retail Charges Ahead

by: Miriam Metzinger

Recap of CNBC's Fast Money, Thursday April 10. Click on a stock ticker for more analysis.

Retail:Wal-Mart (NYSE:WMT), Costco (NASDAQ:COST)

Macke noted the retail sector is pushing ahead in spite of bad news and likes WMT and COST.

Tech: Micrsoft (NASDAQ:MSFT), Yahoo (NASDAQ:YHOO), Intel (NASDAQ:INTC), Cisco (NASDAQ:CSCO)

Najarian approved of INTC valuation and would also buy CSCO. Seymour commented on the two companies’ international exposure. Najarian thinks YHOO will slowly rise. Macke says Bill Miller and shareholders are have more power over Yahoo than its management, and he thinks it is time to leave Yahoo behind.

Agriculture: Du Pont (NYSE:DD), Syngenta (NYSE:SYT), Eastman Chemical (NYSE:EMN)

Adami says DD is a cheaper than most agriculture stocks and noted it has raised guidance again. Seymour prefers DD or Monsanto’s German counterpart, SYT. Najarian says DD’s rally will continue into the $53-$54 range. Adami likes EMN.

Genentech (Private:DNA)

Najarian said one reason DNA fell so hard was that it rose prior to its earnings report, and he would not buy the stock. Adami says four of the company’s drugs aren’t selling well, and the company’s failure to raise guidance and discuss its balance sheet upset investors. However, Adami says the company is cheap based on valuation. Macke warned the stock is a value trap.

Energy: Cameco (NYSE:CCJ), Universal Security Instruments (NYSEMKT:UUU), China Netcom (CN-OLD), Halliburton (NYSE:HAL), Schlumberger (NYSE:SLB)

Najarian predicts CCJ will be taken over, based on options activity. Seymour notes consolidation in the nuclear industry is good news for UUU and CN. Adami recommends oils such as HAL and SLB. Seymour still believes refiners are a seasonal trade.

Final Trade:Macke: Wal-Mart, Adami: Cephalon (NASDAQ:CEPH), Najarian: Cameco

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