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The Word On Construction, Video Games & More

Monday, 14 May 2007 | 1:04 PM ET

GAMING THQ:

The headline: Video Game Publisher THQ (THQI) Falls On Weak Forecast

The word: Jeff Macke says there’s confusion over the video game cycle. The numbers don’t take off this early into the cycle. He expects the game makers will make money in 2008 and 2009 and recommends investors by the dips.

DRAMATIC RECOVERY.

The headline: The Unrelenting Bull Charges Back to Put the Dow in the Black for the Week.

The word: Eric Bolling says the market moved higher all day and it caught him by surprise. He was hedged for more selling. Karen Finerman echoes that she too, was hedged for weakness Jeff Macke adds the one sector that saw sell-off was retail.

Word on the Street
The word on today's hot trades



EXCHANGING GLANCES:

The headline: Chicago Mercantile (CME), Competing With Intercontinental Exchange (ICE) For CBOT (BOT), Jumps After Raising Bid

The word: Eric Bolling says this is the deal he thinks makes more sense. He adds the other exchanges went higher, too.

And, on a related note he explains shares of the New York Mercantile Exchange(NMX) will be unlocked on Tuesday and he thinks investors are waiting to jump in and buy. Eric owns NYMEX and ICE and says if they get together, that would be fantastic!

BUILDING A TRADE:

The headline: The Great Infrastructure Buildout Continues AS KBR Inc. (KBR) Surges This Week

The word: Karen Finerman expects strength in non-residential construction and she doesn’t think it’s priced into the sector at all. She sees good things from names such as Foster Wheeler (FWLT) through Cemex (CX) and assorted HVAC (heating, ventilating, and air conditioning) companies.

FLUOR- ISHING :

The headline Fluor (FLR), the Biggest U.S. Engineering Firm, Rises After $1B Saudi Contract

The word: Guy Adami says the stock closed on a 52-week high on Friday and Citigroup has raised its price target.

PUMPED UP:

The headline: Gasoline Sees Biggest Weekly Gain In Nearly 3 Months

The word: Eric Bolling says gas is up 41% at the pump since January. He likes Chevron (CVX) in the space.

Word on the Street Pt. 2
The word on today's hot trades

THE MOTHER’S DAY TRADE:

The headline: Mother’s Day Is This Sunday

The word: 1-800-Flowers.com (FLWS) Chief Executive James McCann joins the guys for this conversation.

He says Christmas, Valentines Day and Mother’s Day are the three biggest holidays for his company, with 8-10% of annual sales will be made during Mother’s Day week.

Because many retailers are Christmas based having three key holidays allows FLWS to have 3 profitable quarters.

Dylan asks the guys what they think about the stock

Guy Adami and Karen Finerman like the company. Eric Bolling says he likes FLWS more than FTD (FTD). Jeff Macke adds he wouldn’t bet against online retail.

  Price   Change %Change
CME
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CVX
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FLR
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FLWS
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FWLT
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ICE
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KBR
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THQIQ
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Got something to say? Send us an e-mail at fastmoney-web@cnbc.com and your comment might be posted on the Rapid Recap! Prefer to keep it between us? You can still send questions and comments to fastmoney@cnbc.com.

Trader disclosure: On May 11, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders;Bolling Owns (ICE), (NMX),Gold, Silver; Finerman and/or her Firm Owns (BBI), (KBR), (HD), (FLS), (CX), (ASD), (WMT), (TYC), (GS), (INWK); Finerman's Firm Is Short (HAL)

  Price   Change %Change
FLWS
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CVX
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THQIQ
---
CEME
---
FWLT
---
EPAY
---
ICE
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  • Finerman is president of Metropolitan Capital Advisors, Inc., a company she co-founded.

  • Founder of EmergingMoney.com

  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

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