Final Trade For Fall

Monday, 27 Aug 2007 | 12:25 PM ET

Jeff Macke is going to pay attention to how Halo 3’s numbers come in versus expectations, which will be important for Microsoft (MSFT). And it’s going to be crucial that Nintento (NTDOY) is able to solve its supply chain problems and get its Wii console on shelves in time to satisfy holiday demand. He recommends Nintendo, but with a short in Sony (SNE) as a hedge.

Final Trade
The Fast Money guys share their final trades of the week.

The Fed will be the story of the season, Pete Najarian says, and it will dictate M&A activity going forward. He thinks Juniper (JNPR) is going to continue its run on an increase in global tech spending.

Guy Adami is looking toward Goldman Sachs (GS) earnings, which will show how badly the financials got hurt this summer. Lockheed Martin (LMT) got sold off in a big way late in the summer and Guy likes it going into the fall.

Tim Seymour is keeping an eye on the Russian parliamentary elections. If the Russian market starts to rally, it could be good for the U.S, he says. He also would buy emerging market currencies.

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 the date of taping, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders: Seymour Owns (AAPL), (TWX), (INTC), Is Short (MS); Macke Owns (EMC), (INTC), (ATVI), (DIS); NBC Universal is the Parent Company of CNBC

  Price   Change %Change

Contact Fast Money

  • Showtimes

    Halftime Report - Weekdays 12p ET
    Fast Money - Weekdays 5p ET
  • Melissa Lee is the host of CNBC's “Fast Money” and “Options Action.”

  • Scott Wapner is host of the "Fast Money Halftime Report," which airs weekdays from 12 p.m. to 1 p.m. ET.

  • Guy Adami is a contributor on CNBC's "Fast Money." He also is managing director of stockMONSTER.com.

  • Najarian, the "Pit Boss," is cofounder of optionMONSTER.com, a news site for options traders.

  • 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

Halftime Report

  • Jay Yarow, The Business Insider, and Steve Milunovich, UBS, discuss whether Tim Cook is to blame for Apple's drop in growth. I think it's pretty clear they missed the big phone market and overestimated the success of the plastic 5C phone, says Milunovich.

  • CNBC's Eamon Javers reports on Bill Ackman's stake in Allergan. Javers says this is a classic case of insider trading that is not against the rules.

  • FMHR trader Josh Brown thinks Dunkin' Brands looks fantastic technically, while Mike Murphy says investors are questioning the company's massive expansion plans.