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Spring Mating Season

Wednesday, 1 Apr 2009 | 6:18 PM ET

A number of takeover rumors have been making the rounds, OptionMonster Jon Najarian tells us, and he considers it a sign that optimism is returning to the markets.

In fact, Najarian estimates that M&A rumors were up some 80 percent in the last week alone.

Here are some stocks that might be worth watching.

Pete Najarian

Palm is on my radar, says the Pit Boss. Dell is sitting on $9 billion and I think the merger of the two could put them into the sweet spot.

Guy Adami

I think the play is Greenhill , counsels the Negotiator. They make money by brokering the mergers.

Karen Finerman

I’m long some Teradata but I don’t think there needs to be a takeout there to make money, says the Chairwoman.

Mating Season, Merger Season?
Debating whether merger activity will pick up, with the Fast Money team.

Read More:

> Options Percolate on Takeover Chatter

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Trader disclosure: On Apr 1st, 2009, 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 (GS), (GE), (FAS), (WMT), (AAPL), (MOS); Macke Is Short (BRK.b): Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU): Finerman Owns (RIO): Finerman's Firm Owns (MSFT), (RIO): Finerman's Firm Is Short (IJR), (MDY), (SPY), (USO), (IWM), (BAC), (BBT), (WFC): Finerman's Firm Owns (BAC) Preferred: Finerman Owns (BAC) Preferred: Finerman's Firm Owns (WFC) Preferred; Finerman's Firm Is Short (BWA); Finerman's Firm Owns (TDC); Najarian Owns (AAPL) Call Spread; Najarian Owns (BNI) Call Spread; Najarian Owns (C) Call Spread; Najarian Owns (FAS) Call Spread; Najarian Owns (PALM) & (PALM) Calls; Najarian Owns (RIO) Calls; Najaria Owns (SWY) Calls; Najarian Owns (POT) Call Spread; Najarian Owns (XHB) Call Spread; Najarian Owns (CREE) Calls

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GHL
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TDC
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Contact Fast Money

  • Showtimes

    Halftime Report - Weekdays 12p ET
    Fast Money - Weekdays 5p ET
  • Melissa Lee is the host of CNBC's “Fast Money” and “Options Action.”

  • Scott Wapner is host of the "Fast Money Halftime Report," which airs weekdays from 12 p.m. to 1 p.m. ET.

  • Guy Adami is a contributor on CNBC's "Fast Money." He also is managing director of stockMONSTER.com.

  • Najarian, the "Pit Boss," is cofounder of optionMONSTER.com, a news site for options traders.

  • Finerman is president of Metropolitan Capital Advisors, Inc., a company she co-founded.

  • Founder of EmergingMoney.com

  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

Halftime Report

  • Jay Yarow, The Business Insider, and Steve Milunovich, UBS, discuss whether Tim Cook is to blame for Apple's drop in growth. I think it's pretty clear they missed the big phone market and overestimated the success of the plastic 5C phone, says Milunovich.

  • CNBC's Eamon Javers reports on Bill Ackman's stake in Allergan. Javers says this is a classic case of insider trading that is not against the rules.

  • FMHR trader Josh Brown thinks Dunkin' Brands looks fantastic technically, while Mike Murphy says investors are questioning the company's massive expansion plans.