Fast Money Recap July 25

• Weakness in financials XLF isn't over yet
• Don't chase BIDU after earnings
• Buy integrated oils only if they hold their production levels
• Rails hence NSC have had a good run, its time to take profits, longer term buy but sell short term
• This isn't right time to get into BA, wait for pullback
• Buy DCX and TM, both are fuel efficient car makers
• Don't get into NTDOY right now
• Big pharma making substantial move, GSK and MRK still a buy
• MCD is a buy till there is a disparity between their stores
• MRT and RUTH report next week, both are in high end dining and are levered to corporate customers which are not affected by price, MRT is better as they are able to manage meat cost which is up 30% over the past year
• Final trade: WFR, HOG, BMY