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Tim Seymour’s Top Trades For 2011

Our traders are beginning to load up their portfolios with their favorite long term trades for next year.

Following are Tim Seymour’s top 3 for 2011.

Emerging Airlines

The Ambassador thinks 2011 will be a fantastic year for emerging airlines – not domestic or global; just emerging.

His favorite plays in the space are Gol Linhas Aereas Inteligentes , Copa and TAM .

All Purpose Fertilizers

Another area Seymour likes is the ‘ferts.’ Not for M&A, he explains “but for rising fertilizer prices.” With food prices on the rise Seymour believes farmers have plenty of incentive to plant - hence an increased demand for fertilizer.

His favorite plays are long Mosaic and Potash which he thinks trades up to $240.


Money Still Travels

Seymour expects to see more funds flow into emerging markets in 2011, with “EM a big equity overweight,’ he says. You can play that theme long the Emerging Markets ETF.





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Trader disclosure: On December 14th, 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 (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Adami's wife works at (MRK); Terranova Owns (UPL), (C), (PEP), (OXY), (GS), (NKE), (VRTS); Terranova Owns (GLD) puts; Weiss Owns (DVN), (COP), (HK), (QCOM), (VZ), (MEE), (SWC), (AKS), (NIHD), (TBT), (UUP), (JWN), (VRML), (NIHD); Weiss Owns (NFLX) puts

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Citigroup Global Markets Or Affiliate Received Investment Banking Compensation From (PCLN) For Services Provided In Past 12 Months
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Symbol
Price
 
Change
%Change
CL
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EEM
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GLNG
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MOS
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POT
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