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Best & Worst Plays Of Quarter

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Published: Wednesday, 31 Mar 2010 | 5:33 PM ET
Lee Brodie By:

Producer

Before you dive headfirst into the second quarter, let's review the best and worst of Q1.

Should you stay long, take profits or cut losses?

Top 5 S&P Performers YTD
Zions 70%
Genworth 63%
Smith Int'l 57%
Tyson 56%
Cliffs 54%

Bottom 5 S&P Performers YTD
H&R Block -21%
Boston -19%
AES -17%
First Energy -16%
Southwestern -15%

What’s the trade?

In the top 5 I like Genworth, says Guy Adami, even at these levels.

From this list I like companies involved in food, says Jared Levy on the Halftime Report. I'd go long Tyson and I’m also bullish on ADM – not only as ag plays but because both names have been beaten up recently.

I like that thesis, adds Patty Edwards of Storehouse -- I’m also looking at unloved stocks – but unloved stocks that also pay dividends, she says. Coke fits that criteria as does Arrow Electronics.


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Trader disclosure: On March 31st, 2010, 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 (INTC), (GS), (AGU), (MSFT), (NUE), (BTU), (C); Seymour Owns (AAPL), (BAC), (GE); Najarian Owns (BAC) Calls; Najarian Owns (C) Calls; Najarian Owns (CLF) Call Spread; Najarian Owns (IPI) Call Spread; Najarian Owns (JDSU); Najarian Owns (NSC) Calls; Najarian Owns (RDC) Calls; Najarian Owns (RIMM) Call Spread; Najarian Owns (SWN) Call Spread; Najarian Owns (WFR) Call Spread; Najarian Owns (YHOO) Call Spread; Finerman's Firm Is Short (IYR), (IWM), (MDY), (SPY); Finerman's Firm Is Long S&P Puts; Finerman Owns (AAPL); Finerman's Firm Owns (BAC), (BAC) Leaps; Finerman Owns (BAC) Preferred, (BAC); Finerman's Firm Owns (BSX); Finerman's Firm And Finerman Own (JPM); Finerman's Firm Owns (MUR); Finerman's Firm Owns (WFC) Preferred; Finerman's Firm Owns (YUM); Edwards Owns (GLD) For Clients; Edwards Owns (TM); Edwards Owns (UUP); Kelly Owns (FXE) Puts

GE Is The Parent Company Of CNBC

For Tim Seymour
Seygem Asset Management Owns (POT)
Seygem Asset Management Is Short (FCX)

For Mike Khouw
Cantor Fitzgerald & Co. Is A Market Maker In (SPY)

For Brian Kelly
Kanundrum Capital Owns (GFI)
Kanundrum Capital Owns (GLD)
Kanundrum Capital Owns (RAX)
Kanundrum Capital Owns (RBA)
Kanundrum Capital Owns (CCI)
Kanundrum Capital Owns (MON)
Kanundrum Capital Owns (RRC)
Kanundrum Capital Owns (UPL)
Kanundrum Capital Is Long U.S. Dollar
Kanundrum Capital Is Short (AA)
Kanundrum Capital Is Short (GS)
Kanundrum Capital Is Short (ACH)
Kanundrum Capital Is Short Yen
Kanundrum Capital Is Short Euro
Kanundrum Capital Is Short Pound
Kanundrum Capital Is Short Franc
Kanundrum Capital Is Short Treasuries

For Patty Edwards
Edwards Owns (SPY) For Clients
Edwards Owns (QQQQ) For Clients
Edwards Owns (F) For Clients
Edwards Owns (TM) For Clients
Edwards Owns (EXC) For Clients
Edwards Owns (CBI) For Clients
Edwards Owns (NE) For Clients
Edwards Owns (KO) For Clients

For Jared Levy
Peak6 Investments Is Short And Has An Options Position In (SPY)
Peak6 Investments Is Short And Has An Options Position In (QQQQ)
Peak6 Investments Is Short And Has An Options Position In (ARW)
Peak6 Investments Is Short And Has An Options Position In (ESV)
Peak6 Investments Is Short And Has An Options Position In (NE)
Peak6 Investments Is Short And Has An Options Position In (SU)
Peak6 Investments Owns And Has An Options Position In (F)
Peak6 Investments Owns And Has An Options Position In (TM)
Peak6 Investments Owns And Has An Options Position In (EXC)
Peak6 Investments Owns And Has An Options Position In (CBI)
Peak6 Owns And Has An Options Position In (TSN)
Peak6 Is Short And Has An Options Position In (ADM)
Peak6 Is Short And Has An Options Position In (RIMM)


CNBC.com with wires

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Before you dive headfirst into the second quarter, let's review the best and worst of Q1. Should you stay long, take profits or cut losses?
  Price   Change %Change
ADM ---
ARW ---
GNW ---
KO ---
TSN ---

   
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