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Following is the report from Monday’s Fast Money:
The Big Apple's growth surge may be cooling off but the move to metropolis in the emerging world is just heating up.
- Every year, the earth adds seven cities the size of New York.
- Every day, 180,000 people migrate to a city.
- And every minute during the next 20 years, 30 Indians will leave rural India for an urban center.
As the globe's population makes a mad dash for the megalopolis getting reservations at Nobu is going to be the least of your problems.
We’re talking transportation, electricity, water supply, and waste removal -- the present-day infrastructure in Beijing, New Delhi, and Mexico City can't handle the crush.
And that means cities need to get smart.
From intelligent electric grids that maximize efficiency, and minimize pollution -- to 'smart roads' that talk to your car and control traffic flow -- to apartment buildings that generate their own food supply -- the multi billion-dollar buildout is already beginning.
So how can you trade this sea change?
I do it with Walter Energy [WLT
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], says Guy Adami. I’m a buyer on pull backs.
I’m bullish on Novellus [NVLS
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] and Teradyne [TER
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] as plays on increased demand for semiconductors, adds Joe Terranova.
For me the play is long Cisco [CSCO
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] as a smart grid play, says Pete Najarian.
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Trader disclosure: On October 5, 2009, 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 (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Grasso Owns (AAPL), (ABK), (BAC), (C), (COST), (CSCO), (PFE), (V), (MMT); Terranova Owns (NOV), (JPM); Terranova Owns Dec. Gold Futures; Terranova Owns March Sugar Futures; Terranova Owns Crude Futures; Terranova Is Short (CCL), (WYNN), (GRMN); Najarian Owns (C) Calls; Najarian Owns (BRCD) Call Spread; Najarian Owns (DELL) Call Spread; Najarian Owns (GE) Calls; Najarian Owns (JPM) & Short (JPM) Calls; Najarian Owns (MSFT) And Is Short (MSFT) Calls; Najarian Owns (TEVA); Najarian Owns (ORCL) & Short (ORCL) Calls; Najarian Owns (RIMM) Call Spread; Najarian Owns (WFC) Put Spread; Najarian Owns (YHOO) Call Spread
For Steve Grasso
Stuart Frankel Owns (ACS)
Stuart Frankel Owns (GERN)
Stuart Frankel Owns (MSFT)
Stuart Frankel Owns (NWS.A)
Stuart Frankel Owns (NYX)
Stuart Frankel Owns (PDE)
Stuart Frankel Owns (PFE)
Stuart Frankel Owns (ROK)
Stuart Frankel Owns (XOM)
Stuart Frankel Owns (SDS)
Stuart Frankel Is Short (QQQQ)
Jon Najarian Owns (YUM)
Pete Schiff Owns (POT)
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NBC Universal Is The Parent Company Of CNBC
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