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Tomorrow's Playbook: Earnings

#1 CONTENT & THE CARRIER

Should you expect big earnings next week from content providers and carriers.

I find Cisco (CSCO) intriguing on Juniper’s (JNPR) growth, says Pete Najairan, and at $25 I think CSCO is cheap.

Get long Disney (DIS), adds Jeff Macke.

Symbol
Price
 
Change
%Change
CSCO
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DIS
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JNPR
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#2 - CAN BIG OIL MAKE EVEN MORE MONEY?

Oil has now fallen 11% since it's all-time high on January 2nd. Where’s it headed next and how can you trade it?

Joe Terranova, Director Of Trading At MBF Clearing Corp joins the panel for this conversation. Following is a synopsis of his main points.

Terranova believes the action in Friday’s decline was the result of a crowded bullish trade heading into the OPEC meeting. He thinks oil will retest the $85 - $80 dollar lows in the first and second quarter before resuming its march toward $100 in the third and fourth quarters.

The best way to play this, he says, is to buy refiners such as Valero (VLO) and Tesoro (TSO). However, stay away from the large integrated names, he adds, because they are too levered to the price of crude. Or on Feb 11th Nymex is launching a new futures contract you might want to check out.

I think it’s time to look at VLO and ConocoPhillips (COP), says Pete Najarian.

I like COP too, says Tim Seymour. Or check out BP (BP) and Market Vectors-Coal (KOL).

Symbol
Price
 
Change
%Change
COP
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TSO
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VLO
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#3 - SUPER BOWL PARTY PLAYS

Might those delicious snacks at your Super Bowl party lead you to great trades?

There’s speculation that Anheuser-Busch (BUD) could merge with Belgium brewer InBev, explains Karen Finerman. I find it interesting.

I like beer as well, exclaims Tim Seymour. (Of course he means as a trade!) It’s a global story. And you can play it with Companhia de Bebidas das Americas (ABV), or Fomento Economico Mexicano (FMX).

Or you could also buy Nike (NKE) and Pepsi (PEP), adds Jeff Macke.

I’d be careful of Pepsi, counters Pete Najarian. They have commodity exposure through Fritos, Doritos and the like. With commodity prices climbing they could have problems with profits.




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Trader disclosure: On Feb.1, 2008, 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 (INTC), (YHOO); Najarian Owns (BIIB), (C), (CSCO), (MCD), (MS), (MSFT), (XLF), (YHOO); Najarian Owns (AAPL) Calls, (GOOG) Calls; Finerman Owns (GS), (M); Finerman's Firm Owns (NMX), (PZN), (RTP), (SUN), (VLO), (YHOO), (TSO), (WMT), (JCP), (SKS); Finerman's Firm And Finerman Own (CROX), (FLS), (HD); Finerman's Firm Is Short (LEH) And Owns (LEH) Puts; Finerman's Firm Is Short (CME); Seymour Owns (AAPL), (CSCO), (INTC), (MSFT), (S), (MER), (MBI), (GAF); Seygem Asset Management Owns (CX), (ABV), (FMX); Terranova Is Short (GLD)

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