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Fast Money DisclaimerFast Money BiosAbout Fast MoneyRapid RecapFast Money Home
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Jul.03
9:35 PM ET
Thursday, 3 Jul 2008
Our Favorite Inflation Trades

In our Fast Money Final Trade our gang gives you their best inflation trades for summer.

Joe Terranova recommends getting long natural gas [UNG  Loading...      ()   ].

Guy Adami prefers long Lockheed Martin [LMT  Loading...      ()   ].

Karen Finerman suggests a pairs trade - long Kroger [KR  Loading...      ()   ] and short Whole Foods [WFMI  Loading...      ()   ].

Pete Najarian thinks both McDonald’s [MCD  Loading...      ()   ] and Burger King[BKC  Loading...      ()   ] are the way to play.


See other "Fast Money" Final Trade posts.










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Got something to say? Send us an e-mail at and your comment might be posted on the Rapid Recap! Prefer to keep it between us? You can still send questions and comments to .

Trader disclosure: On June 30, 2008, the day of taping, following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (C), (GS), (INTC), (BTU), (MSFT), (NUE); Najarian Owns (AAPL), (AMLN), (ANR), (NOK), (NUE), (TSO), (XLF), (YHOO), (HD); Najarian Owns (WFMI) Puts, (MER) Puts, (WFMI) Puts, (HBC) Puts; Najarian Owns (MYGN) Calls, (SLB) Calls, (WM) Calls, (WLT) Calls; Finerman Owns (GS); Finerman's Firm And Finerman Own (TIP), (FLS), (GLNG); Finerman's Firm And Finerman Own (C) And (C) Leaps; Finerman's Firm And Finerman Own (GE) And (GE) Puts; Finerman's Firm Owns (MSFT), (SUN), (TSO), (TWX), (VLO); Finerman's Firm Owns SPX Index Puts; Finerman's Firm Owns (HUN) Calls; Finerman's Firm Is Short (IYR), (IJR), (MDY), (SPY), (IWM); Terranova Owns (BNI), (YHOO), (LUV), (CME), (GOOG), (SU), (INTC), (FXC), (IYT), (XLF), (FCX); Terranova Owns Dollar Index Futures

Terranova is chief alternatives strategist at Phoenix Investment Partners;; Phoenix Investment Partners Ltd. Owns (RWX), (DBC), (DBV), (IGE), (AAI), (ALK), (AMR,) (APA), BP plc, British Airways plc, (CHK), (CVX), (COP), (CAL), (DAL), ENI SPA, (FCX), (XOM), Gazprom, (HA), (HES), (HOC), (HSE), (JBLU), Lukoil, (MRO), (MUR), (OXY), Petrobras Intl Fin, Petro-Canada, (POT), (PBR), Petroleos De Venezuela, (QAN), (RJET), Royal Dutch Shell plc A Shares, (SKYW), (LUV,) (SU), (TSO), Texaco Capital, Total SA, (UAUA), (LCC), (VLO)

Other relevant disclosures

Adami Owned (AGU) On 6/18/08: Najarian Owned (BHI) On 5/28/08Phoenix

Gartman Owns (GLD); (JJG); On 6/30/08 Gartman Owned (GLD) On 6/30/08; CIBC Gartman Index Owns Corn, Gold, Copper, Soybeans; On 6/30/08 CIBC Gartman Index Owned Gold, Corn, Copper, Soybeans

Roger Neshem Owns (MON) (AGU) As Of 7/3/08;Roger Neshem Has A Business Relationship With Monsanto; Roger Neshem Owns (MON); Roger Neshem Owns (AGU) As Of 7/3/08; Roger Neshem Has A Business Relationship With Monsanto; Phoenix Investment Partners Is Long (POT)

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