Fast Money Recap July 18

• Stay away from financials
• IBM good stock to own going forward
• EBAY guidance inline so it didn't move higher
• Gold, Silver, Platinum, Copper move higher on weaker dollar
  
• KMT a derivative mining play
• COP or CVX both good to own
• GOOG might slide after earnings
• MSFT may finally start moving looking at INTC and HPQ
  
• Rail stocks worked well today despite down market, trades KCS and TRN
• Final trade: MSFT, BIIB, CX, IBM