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The Pitch: Intel

Thursday, 8 Apr 2010 | 5:49 PM ET

As they say on TV, it’s the cold-calling segment that's sweeping the nation; one trader, one stock, and 30 seconds to make the case.

Anthony Scaramucci is making the pitch for Intel but does his stock pick compute?

Here are Scaramucci’s main points:

*) Valuation relative to market

*) Derivative off Apple

*) Tech Spending Binge

10,10, 70 says Scaramucci. Remember that. They have $10 billion in free net cash flow, they have $10 billion of net cash on the balance sheet and 70 percent of sales are off the coast of the US.

And it’s an Apple derivative play. What more could you want?!

What do you think? We want to know!

The Pitch
One trader makes a case for a stock.




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Trader disclosure: On Apr 8, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Jon Najarian Owns (AAPL) Call Spreads; Jon Najarian Owns (AMZN) Call Spreads; Jon Najarian Owns (AMR) Call Spreads; Jon Najarian Owns (BAC) Preferred; Jon Najarian Owns (C) Preferred; Jon Najarian Owns (F), Is Short (F) Calls; Jon Najarian Owns (GS), Is Short (GS) Calls; Jon Najarian Owns (HPQ), Is Short (HPQ) Calls; Jon Najarian Owns (IGT) Calls; Jon Najarian Owns (JPM) Preferred; Jon Najarian Owns (JCG), Is Short (JCG) Calls; Jon Najarian Owns (LVS), Is Short (LVS) Calls; Jon Najarian Owns (MCD), Is Short (MCD) Calls; Jon Najarian Owns (MS) Preferred; Jon Najarian Owns (RIMM), Is Short (RIMM) Calls; Jon Najarian Owns (WMT) Calls, Is Short (WMT); Jon Najarian Owns (WFC) Preferred; Jon Najarian Owns (WYNN), Is Short (WYNN) Calls; Jon Najarian Owns (YHOO) Call Spreads; Jon Najarian Owns (AMR) Call Spreads; Jon Najarian Owns (HOTT); Jon Najarian Owns (CSCO), Is Short (CSCO) Calls; Terranova Owns (AXP), (EOG), (SWN), (FCX), (GLD), (POT), (TER), (YHOO); Terranova Is Short (XLY), (LCC), (FDX); Grasso Owns (ASTM), Grasso Owns (ABK),Grasso Owns (AAPL), Grasso Owns (BAC), Grasso Owns (BGP), Grasso Owns (C), Grasso Owns (CVGI), Grasso Owns (COST), Grasso Owns (JPM), Grasso Owns (NEM), Grasso Owns (PRST), Grasso Owns (WMT), Grasso Owns (PFE), Grasso Owns (BA). Grasso Owns (T); Edwards Owns (TM); Edwards Owns (UUP); Stutland Owns (MSFT); Stutland Equities Is A Market Maker In VIX And SPX Options; Kelly Owns (FXE) Puts; Cortes Owns (IAI), (MS), (GS); Cortes Is Short S&P Futures; Seymour Owns (AAPL),(F), (INTC)

For Tim Seymour
Seygem Asset Management Is Short (X)


For Joe Terranova
Terranova Works For (VRTS)
Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Virtus Investment Partners Owns More Than 1% Of (XLU)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLV)
Virtus Investment Partners Owns More Than 1% Of (XLI)

For Steve Grasso
Stuart Frankel And Its Partners Own (CUBA)
Stuart Frankel And Its Partners Own (CVGI)
Stuart Frankel And Its Partners Own (GERN)
Stuart Frankel And Its Partners Own (HSPO)
Stuart Frankel And Its Partners Own (MERC)
Stuart Frankel And Its Partners Own (NWS.A)
Stuart Frankel And Its Partners Own (NXST)
Stuart Frankel And Its Partners Own (NYX)
Stuart Frankel And Its Partners Own (PDE)
Stuart Frankel And Its Partners Own (PFE)
Stuart Frankel And Its Partners Own (PRST)
Stuart Frankel And Its Partners Own (RDC)
Stuart Frankel And Its Partners Own (TLM)
Stuart Frankel And Its Partners Own (XRX)
Stuart Frankel And Its Partners Own (SDS)
Stuart Frankel And Its Partners Are Short (QQQQ)
Stuart Frankel And Its Partners Are Short (CL)
Stuart Frankel And Its Partners Are Short (AAPL)

For Patty Edwards
Edwards Owns (AAPL) For Clients
Edwards Owns (AMZN) For Clients
Edwards Owns (ANF) For Clients
Edwards Owns (BKE) For Clients
Edwards Owns (F) For Clients
Edwards Owns (GS) For Clients
Edwards Owns (GLD) For Clients
Edwards Owns (GOOG) For Clients
Edwards Owns (HPQ) For Clients
Edwards Owns (INTC) For Clients
Edwards Owns (JCG) For Clients
Edwards Owns (JPM) For Clients
Edwards Owns (JWN) For Clients
Edwards Owns (MCD) For Clients
Edwards Owns (MS) For Clients
Edwards Owns (MSFT) For Clients
Edwards Owns (NOK) For Clients
Edwards Owns (ORCL) For Clients
Edwards Owns (SPY) For Clients
Edwards Owns (TM) For Clients
Edwards Owns (WMT) For Clients
Edwards Owns (WFC) For Clients
Edwards Owns (YHOO) For Clients

For Athony Scaramucci
Skybridge Is Short (WMT)
Skybridge Is Short (GPS)
Skybridge Is Short (KSS)
Skybridge Is Short (LTD)
Skybridge Is Short (TIF)
Skybridge Is Short (RL)
Skybridge Is Short (JAS)
Skybridge Is Short (URBN)
Skybridge Is Short (JCG)
Skybridge Owns (INTC)
Scaramucci Owns (INTC)

For Hilary Kramer
A&G Capital Owns (GEOY)

For Luciano Siracusano
Siracusano Is Chief Investment Strategist Of WisdomTree And Is An Investor In WisdomTree ETFs

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