GO
Loading...

Build-A-Trade

As you look for your next trade, find out why you might want to stick with US based firms engaged in global growth.

Earnings came in better than expected (ex-financials) and the global growth story continues to be strong, explains Zachary Karabell, President of River Twice Research.

Also you’ve got a weak dollar that’s playing into the bottom line and you have US companies that are considered proxies for the US economy and are being penalized because of it.

As a result, I like undervalued US companies that are trading underneath the market and are generating growth from outside the US. Check out Caterpillar , Manitowoc , and IBM .


______________________________________________________
Got something to to say? Send us an e-mail at fastmoney-web@cnbc.com and your comment might be posted on the Rapid Recap. If you'd prefer to make a comment but not have it published on our website send your e-mail to fastmoney@cnbc.com.

Trader disclosure: On May 9, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders: Adami Owns (C), (GS), (INTC), (MSFT), (AGU), (BTU), (NUE); Najarian Owns (AAPL), (BKC), (TSO), (XLF); Najarian Owns (AA) Calls, (BID) Calls, (BUD) Calls, (C) Calls, (MSFT) Calls, (YHOO) Calls; Macke Owns (ATVI), (MSFT), (INTC); Finerman Owns (GS); Finerman's Firm And Finerman Own (KALU), (HD); Finerman's Firm Owns SPX Index Puts; Finerman's Firm And Finerman Own (C) And (C) Leaps; Finerman's Firm Owns (MSFT), (TSO), (VLO), (PLCE); Finerman's Firm Owns (YHOO) And (YHOO) Call Spreads; Finerman's Firm Is Short (IYR), (IJR), (MDY), (IWM), (SPY); WWE Programs Air On Networks Of NBC Universal, The Parent Company Of CNBC

Karabell Owns (CAT), (MTW), (GOOG), (AAPL), (WFR), (JPM), (INFY), (WFMI), (BHP), (CL), (FCEL), (NTAP), (NOK), (GRRF), (PLUG)

Contact Fast Money

  • Showtimes

    Halftime Report - Weekdays 12p ET
    Fast Money - Weekdays 5p ET

Halftime Report

  • Bill Nygren, Oakmark Fund, explains why Apache, Bank of America and Google will be winners in 2015.

  • Nick Tiller, Sustainable America founder and chairman, tells CNBC's Kate Kelly oil prices are poised for a tradable rally. Tiller likes the Brent ETF and energy sector.

  • Discussing interesting trends contributing to the market's rally into year's end, with the FMHR trader Josh Brown and Dan Greenhaus, BTIG.