Fast Message - We Answer Your Questions
By: Lee Brodie | Producer
Time to sort through the Fast Money in-box and answer more of your questions.
Rich from Connecticut
Rich writes, “Last week, Macke & Adami suggested waiting for Visa to settle back before buying. They thought it might even challenge it’s IPO price of $44. Do they still think it is prudent to wait for a pullback?
I still think it’s going to pull back, replies Jeff Macke. If you need to be in the space I prefer Mastercard .
Jameson from Texas
Jameson writes, Timmy, talk to me about global infrastructure. You like the raw materials but what about the engineering plays with global exposure like Fluor or Foster Wheeler ?
I would look at CVRD , replies Tim Seymour. And I also like steel as an infrastructure play.
David from Alabama
David writes, “Karen, when will Microsoft get into a growth mode?”
They have earnings on April 24th, replies Karen Finerman. Maybe then, provided there’s been resolution to the Yahoo! deal. Nonetheless I like owning it.
Bob from New Jersey
Bob writes, “Wind and solar; I like it. But what about coal as a long term investment.”
I like the coal stocks, replies Pete Najarian.
Rick from Missouri
Rick writes, “When the XM-Sirius merger finally goes through, which stock do I want to own? Is it too late to get in? How much upside is left for both stocks?”
I think investors can get long Sirius , replies Jeff Macke, if they want to play the space. But you might want to look elsewhere.
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Trader disclosure: On Mar.25, 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); Najarian Owns (AAPL), (CSCO), (ETFC), (MS), (MSFT), (NOK), (TSO), (XLF), (YHOO); Najarian Owns (COP) Calls, (BSC) Calls; Finerman Owns (GS); Finerman's Firm And Finerman Own (HD); Finerman's Firm Owns (MO), (MO-W),(MSFT), (PM-WI), (TSO), (VLO), (YHOO), (SUN), (AAPL); Finerman's Firm Is Short (IYR), (IJR), (MDY), (IWM), (SPY), (COF); Seymour Owns (AAPL), (BX), (CSCO), (DELL), (F), (INTC), (MER), (TMA), (TSO); Seygem Asset Management Owns (IBN), (CX) (TTM); Charles Schwab Is A Sponsor Of "Fast Money"; NBC Universal Is The Parent Company Of CNBC
