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5 Buys & 4 Sells, As Flu Fears Drive Profits

Strong sales of disinfecting products spurred by swine flu fears helped Clorox post a bigger-than-expected quarterly profit.

"H1N1, that's the name of the game," said UBS analyst Nik Modi. "That's what really helped them with the upside."

Who else might benefit from the flu fears and who might lose? Morgan Stanley put together the following:

Swine Flu “Pandemic” Trades

BUY SELL
Gilead Continental
Roche Smithfield Foods
Biocryst Expedia
Amazon Burberry Group
3M
Source: Morgan Stanley

Should you go shopping off this list?

What stands out to me is Amazon , muses Joe Terranova. It suggests if swine flu is worse than expected there will be a surge in cocooning.

I like Clorox, says Karen Finerman. And I’ve liked it before swine flu.

I’m bullish on Clorox too, adds Guy Adami.


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Trader disclosure: On November 2nd, 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); Seymour Owns (AA), (AAPL), (BAC), (EEM), (SBUX), (F); Seymour Is Short (FXI); Terranova Is Long (GS); Finerman Owns (RIG); Finerman's Firm Owns (CLX) ; Finerman Is Long (BAC) Calls; Finerman's Firm Is Long (BAC) Call Spreads; Finerman's Firm Owns (BAC) Preferred; Finerman's Firm Owns (FLS); Finerman's Firm Is Short (FLS)Calls; Finerman's Firm Owns (MSFT); Finerman's Firm Owns(NOK); Finerman's Firm Owns (PBR); Finerman's Firm Owns (PDE); Finerman Owns (PDE); Finerman's Firm Owns (RIG); Finerman's Firm Owns (WFC) Preferred; Finerman's Firm Is Long (TGT); Finerman's Firm Is Long (WMT); Finerman's Firm Is Short (IJR); Finerman's Firm Is Short (MDY); Finerman's Firm Is Short (SPY); Finerman's Firm Is Short (IWM); Finerman's Firm Is Short (UNG); Finerman's Firm Is Short (USO)

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