Fast Money: Rapid Recap - The first and only official show synopsis
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Citi’s Mark Mahaney Reveals Top Tech Pick
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With the XLK [XLK
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] down about 5% over the past 3 months how should you game the sector going forward?
Seems like a good time to check in with top analyst Mark Mahaney of Citi.
He tells us that his top pick in the space is Google [GOOG
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The market believes it’s broken – and it’s trading like it’s broken - but if you believe we’re going to see major growth in mobile internet then one play that hasn’t responded is Google.
In addition there’s been a proliferation of really great devices and a proliferation of really great internet access.
Akamai and Netflix have already run on that thesis. I believe Google as well as Amazon [AMZN
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] will run on the same theme, Mahaney says.
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Trader disclosure: On June 22, 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 (IPSU), (BX), (AGU), (PFE), (TER), (GMCR), (RSX), (TER), (AXP), (KO), (KR), (COST), (AMZN), (TEVA), (BMO), (DIS), (XCO), (SWN), (GMCR), (IPI), (SU), (XOM), (RDS.A), (COP), (OXY), (V), (FXB); Terranova owns (GLD) July 120 puts; Kelly is short (GS); Kelly owns (BP) puts; Kelly owns (FCX) puts; Kelly owns (GLD); Kelly owns (GDXJ); Jon Najarian owns (MOS) and short calls; Jon Najarian owns (SCCO) and short calls; Jon Najarian owns (JEF) and short calls; Jon Najarian owns (AAPL) call spreads; Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC), (MSFT); Adami’s wife works at Merck; Pete Najarian owns (PFE); Pete Najarian owns (CELG); Pete Najarian owns (SD)
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 (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 (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 Brian Kelly
Accounts managed by Kanundrum Capital are short (GS)
Accounts managed by Kanundrum Capital own (BP) puts
Accounts managed by Kanundrum Capital own (FCX) puts
Accounts managed by Kanundrum Capital own (GLD)
Accounts managed by Kanundrum Capital own (GDXJ)
For Dennis Gartman
Funds Managed By Dennis Gartman Are Short Yen
Funds Managed By Dennis Gartman Are Long Canadian Dollar, Australian Dollar
For Robert Mackenzie
FBR Capital Markets makes a market in (BRNC), (RIG), (SLB), (KEG), (TESO), (ESEA), (SBLK)
For Jeff Harte
Sandler O'Neill Served As Financial Advisor To Investor Group That Agreed To Buy First Republic Bank From (BAC)
Sandler O'Neill Recvd. Inv. Bank. Comp. From (C), (JPM), (BAC) In Past 12 Mos.
(JPM), (BAC) Was An Investment Banking Client Of Sandler O'Neill In Past 12 Months
Sandler O'Neill Expects To Receive or Seek Inv. Bank. Comp. From (BAC), (BK), (JPM), (C), (NTRS) In Next 3 Mos.
(BAC), (C), (JPM), (MS), (BK), (NTRS) Are Clients Of Sandler O'Neill
Sandler O'Neill Has Received Non-Inv. Bank. Comp. From (C), (JPM), (BAC)
(GS) Is A Non-Inv. Bank. Client Of Sandler O'Neill
Sandler O'Neill Is A Market Maker In (NTRS)
For Mark Mahaney
Citi Research Employees Own (GOOG), (YHOO) Citigroup Global Markets Or Affiliates Owns 1% Or More Of (AKAM), (YHOO), (NFLX)
Citigroup Global Markets Or Affiliate Received Non Inv. Bank. Comp. From (GOOG), (AMZN), (EBAY), (YHOO)
In Past 12 Months (GOOG), (AMZN), (EBAY), (YHOO) Are Or In Past 12 Months Were Clients Of Citigroup Global Markets (Non-Investment Banking, Securities-Related Services)
Citigroup Global Markets Is A Market Maker In (AKAM), (GOOG), (AMZN), (EBAY), (YHOO), (NFLX), OpenTable
Citigroup Global Markets And/Or Affiliates Has A Significant Financial Interest In Relation To (GOOG), (AMZN), (EBAY)
Citigroup Global Markets Or Affiliates Owns 5% Or More Of (YHOO)
Carter Worth
***No Disclosures***
Brian Stutland
***No Disclosures***
CNBC.com with wires
Data is a real-time snapshot *Data is delayed at least 15 minutes
