- Plays off RIG-GSF deal: DO, RDC, NBR, LTR
- AMLN a play on great diabetes drug pipeline and take over speculation
- When oil touches $100, trades: stay out of airlines and homebuilders, long integrated oils XOM, CVX, COP, BP, Shell, Suncor if it goes past $100, people will stay home so tech: HPQ, DELL, INTC, online shopping: FDX, AMZN, EBAY, oil companies with more money fix up refineries etc so JEC, solar energy: STP and other
- EWT performing great, Taiwan has phenomenal growth
- Final trade: MSFT, SLT, AXP, GOOG
Monday, July 23, 2007
Fast Money Recap July 23
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