First Responders


Early cyclical stocks are typically the first to see increased demand as the economy improves. Does the recent run in stocks such as DuPont (DD) and Whirlpool (WHR) mean we are avoiding a recession?

Shares of DuPont are up 6% in 2008 while Whirlpool is 11% higher, says Dylan Ratigan.

I think the Fed is setting us up for a second half recovery which should mean stocks in this space will perform quite nicely, says Guy Adami. But right now, I’d take some profits.

Watch for entry points in Dow Chemical (DOW) and Eastman Chemical (EMN) as well as DuPont and Whirlpool. In other words buy on the dip.

That’s an important point, Pete Najarian exclaims. When you have profits that fast in a name like those mentioned above, as well as Arch Coal (ACI), Monsanto (MON), or Mosaic (MOS) investors should take profits. You don’t have to sell it all, he counsels, but don’t be piggish.


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Trader disclosure: On Feb.12, 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 (YHOO), (INTC), (ATVI), (DIS); Najarian Owns (BIIB), (C), (CSCO), (MS), (MSFT), (NOK), (XLF), (YHOO), (MCD); Najarian Owns (AAPL) Calls; Najarian Owns (FRE) Puts; Finerman Owns (GS); Finerman's Firm And Finerman Own (HD); Finerman's Firm Owns (MSFT), (TSO), (VLO), (WMT), (YHOO), (AAPL), (GE), (DVA); Finerman's Firm Is Short (SPY), (IWM), (IJR), (IYR), (MDY), (LEH), (LEN); Finerman's Firm And Finerman Own (CROX) And (CROX) Options; Finerman's Firm Is Short (LEH) And Owns (LEH) Puts