Time to pull out a few more letters from the Fast Money mail bag. That's right, the guys answer your questions. On Wednesday, Larry writes about Kohl’s (KSS) and Robert asks about cement producers such as Lafarge (LR) and Cemex (CX).
Letter #1: Larry from St. Louis
Larry writes, “I started accumulating Kohl’s (KSS). It’s at a 10 month low which attracts me as they confirmed their guidance on the 12th of July. However, am I missing something? Why are Kohl’s, and retail in general, performing so poorly of late?
Jeff Macke recommends Larry sell Kohl’s and buy Costco (COST).
Letter #2: Robert from Rhode Island
Robert writes, “Will cement producers such as Lafarge (LR) and Cemex (CX) benefit just as much from the global construction bull market as steel companies and engineering contractors? If so, which companies do you like?
Guy Adami tells Will to stay away from CX because they’ve just acquired another company. Instead, he likes engineering names such as Fluor Corp (FLR), The Shaw Group (SGR) and Jacobs Engineering Group (JEC).
Letter #3: Sam from Ohio
Sam writes “(What are) your thoughts on Yingli Green Energy Holding Co. Ltd. (YGE), the Chinese solar company?
Pete Najarian prefers Sunpower (SPWR) and MEMC Electronic Materials (WFR) as solar plays.
Letter #4: Rod from New Jersey
Rod writes, “ What are your thoughts on Titanium Metals (TIE)? It's really tough to get a firm quote on where Titanium prices are.”
Eric Bolling says TIE is a long-term hold. He adds this stock has a tendency to be volatile.
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Trader disclosure: On July 25th 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (ATVI), (JWN) Bolling Owns (BP), (XOM).
