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Top Pick From Street’s Top Analyst

Forget the Oscars, we’ve got Wall Street’s top analyst for 2010. What’s the number one pick from the number one guy?

For three years the Financial Times and StarMine have presented awards to all the analysts who performed best in their sectors.

But we know you’re not looking for insights from someone good – you want great.

And in a Fast Money exclusive we spoke with 2010’s highest rated earnings estimator overall in the US, as well as in his sector – none other than Simon Leopold of Morgan Keegan.

And he brings us not one but two of his favorite names.

COMMSCOPE (CTV)

Key Points

-Largest Maker of Antennas for Cellular Networks

-India Exposure: Huge Wireless Subscriber Growth

-Strong Enterprise Spending

"It’s sort of a hidden play on the mobility theme," explains Leopold. "They’re the number one maker of antennas for towers."

CISCO (CSCO)

Key Points

-Robust Forecast, Strong Secular Growth Story

-Newer Products Making Material Contributions to Earnings

-No Signs of Meaningful Threats from HPQ and IBM

"The sell-off in this name is overdone," says Leopold. "At below 15 times I think this is a good entry point for a quality name."

Learn more about these trades. Watch the video now!


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Trader disclosure: On May 14, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Terranova Owns Gold; Terranova Owns (GLD), (PFE), (YHOO), (KSS), (COST), (TER), (SWN); Karabell Owns (GOOG), (GS), (C); Grasso Owns (BP), (NDAQ), (DYN), (LPX), (ASTM), (ABK), (BAC), (BGP), (C), (CVGI), (JPM), (PRST), (PFE), (BA), (T), (CSCO), (X); Finerman's Firm Is Short (IYR), (MDY), (SPY), (IWM), (RTH), (US0); Finerman's Firm Is Long S&P Puts; Finerman Owns (AAPL); Finerman's Firm Owns (BAC), (BAC) Call; Finerman Owns (BAC), (BAC) Preferred; Finerman Owns (GOOG); Finerman Owns (GS); Finerman's Firm And Finerman Own (IBM); Finerman's Firm Own (KFT); Finerman's Firm And Finerman Own (JPM); Finerman's Firm Owns (WMT); Seymour Owns (AAPL), (BAC), (GOOG), (MSFT), (UNG); Gordon Is Short Australian Dollar, Canadian Dollar vs. Yen

For Tim Seymour:
Seygem Asset Management Is Short (X)

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

For Steve Grasso
Stuart Frankel And Its Partners Own (AMR)
Stuart Frankel And Its Partners Own (BAX)
Stuart Frankel And Its Partners Own (DYN)
Stuart Frankel And Its Partners Own (CUBA)
Stuart Frankel And Its Partners Own (DYN)
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 (NYX)
Stuart Frankel And Its Partners Own (PALM)
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 (VXX)
Edwards Owns (VXX) For Clients
Edwards Owns (SPY) For Clients
Edwards Owns (GLD) For Clients
Edwards Owns (QQQQ) For Clients
Edwards Owns (BAC) For Clients
Edwards Owns (AAPL) For Clients
Edwards Owns (GOOG) For Clients
Edwards Owns (C) For Clients
Edwards Owns (COST) For Clients
Edwards Owns (CSCO) For Clients
Edwards Owns (JPM) For Clients
Edwards Owns (JNJ) For Clients
Edwards Owns (KFT) For Clients
Edwards Owns (MS) For Clients
Edwards Owns (MSFT) For Clients
Edwards Owns (V) For Clients
Edwards Owns (WMT) For Clients
Edwards Owns (WFC) For Clients
Edwards Owns (YHOO) For Clients

For Simon Leopold
(DY) Is A Client Of Regions Bank, Which, Like Morgan Keegan, Is A Subsidiary Of Regions Financial




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