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Smart Money Secrets: Hedges’ Top Trades For 2011

Friday, 17 Dec 2010 | 5:45 PM ET

Where’s the smart money secretly finding opportunity in 2011? Anthony Scaramucci of SkyBridge spills the beans!

Scaramucci aka 'The Hedge' tells us a few themes are becoming prominent as key ideas into next year - reflation, precious metals and growing emerging economies.

And following are his favorite ways to play those themes:

Pfizer: A high quality, high dividend name that will benefit from the Fed reflating household balance sheets and propping up the stock market.

NovaGold: Precious metals will remain a key safety trade in 2011 and the best way to play it is the junior gold miners. NovaGold is the favorite junior gold miner.

Coach: 2011 growth will come from emerging markets and Coach is well-positioned to take advantage of growing middle class in EM.

Hear more from Scaramucci aka ‘The Hedge’. Watch the video now!

Scaramucci's 2011 Call
Hedge Funds' top three trades for the next year, with Anthony Scaramucci, SkyBridge Capital managing Partner.

Click here to check out our Hedge Fund Trade Of The Week posts

* Anthony Scaramucci runs SkyBridge Capital, a leading alternative asset manager with more than $7 billion under management. Every week on Fast Money, Scaramucci, aka 'The Hedge', takes you behind the hedges, giving you an unprecedented look at the names getting the most chatter amongst the hedge fund community.



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Trader disclosure: On December 17, 2010, 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 (MEE) call spreads; Jon Najarian owns (M) calls; Jon Najarian owns (AKS) call spreads; Jon Najarian owns (JOE) call spreads; Jon Najarian owns (C); Jon Najarian owns (CSCO); Jon Najarian owns (F), is short (F) calls; Jon Najarian owns (GS), is short (GS) calls; Jon Najarian owns (GLD) put spreads; Jon Najarian owns (NKE), is short (NKE) calls; Jon Najarian owns (ORCL), is short (ORCL) calls; Adami owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTY); Adami's wife works at (MRK); Finerman's firm is short (IJR); Finerman's firm is short (MDY); Finerman's firm is short (SPY); Finerman's firm is short (IWM); Finerman's firm is long S&P puts; Finerman's firm is long Russell 2000 puts; Finerman owns (AAPL); Finerman's firm owns (ARO); Finerman owns (BAC); Finerman's firm owns (BBY); Finerman owns (GOOG); Finerman's firm owns (JPM) and (JPM) leaps;’ Finerman owns (JPM); Finerman owns (MSFT); Finerman's firm owns (MSFT); Terranova owns (CRM), (VRTS), (C), (UPL), (PEP), (GS), (OXY), (NKE); Terranova owns (GLD) puts

For Joe Terranova
Terranova is Chief Market Strategist of Virtus Investment Partners, LTD
Virtus Investment Partners Owns More Than 1% Of (ABAX)
Virtus Investment Partners Owns More Than 1% Of (ALK)
Virtus Investment Partners Owns More Than 1% Of (AMKR)
Virtus Investment Partners Owns More Than 1% Of (CCG)
Virtus Investment Partners Owns More Than 1% Of (CASS)
Virtus Investment Partners Owns More Than 1% Of (CSVI)
Virtus Investment Partners Owns More Than 1% Of (EPR)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (FCFS)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (KRC)
Virtus Investment Partners Owns More Than 1% Of (LDR)
Virtus Investment Partners Owns More Than 1% Of (LPHI)
Virtus Investment Partners Owns More Than 1% Of (MGRC)
Virtus Investment Partners Owns More Than 1% Of (NRCI)
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 (XLE)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (XLK)
Virtus Investment Partners Owns More Than 1% Of (XLU)
Virtus Investment Partners Owns More Than 1% Of (SUBK)
Virtus Investment Partners Owns More Than 1% Of (WDFC)
Virtus Investment Partners Owns More Than 1% Of (YDNT)
Virtus Investment Partners Owns More Than 1% Of (CLB)
Virtus Investment Partners Owns More Than 1% Of (DRYS)

For Brian Kelly
Accounts Managed By Kanundrum Capital Own (GDXJ) straddles
Accounts Managed By Kanundrum Capital Own (SLV)
Accounts Managed By Kanundrum Capital Own (IPI)
Accounts Managed By Kanundrum Capital Own (QCOM)
Accounts Managed By Kanundrum Capital Own (FCX)
Accounts Managed By Kanundrum Capital Own (TBT) calls
Accounts Managed By Kanundrum Capital Own (ANDE)
Accounts Managed By Kanundrum Capital Own USD
Accounts Managed By Kanundrum Capital Own (WMR)
Accounts Managed By Kanundrum Capital Own (WFC)
Accounts Managed By Kanundrum Capital Own (JPM)
Accounts Managed By Kanundrum Capital Own (BBT)
Accounts Managed By Kanundrum Capital Own (JEF)
Accounts Managed By Kanundrum Capital Are Short The Euro
Accounts Managed By Kanundrum Capital Are Short The Yen

For Anthony Scaramucci
Scaramucci and Skybridge Capital own (COH)
Scaramucci and Skybridge Capital own (NG)
Scaramucci and Skybridge Capital own (PFE)
Scaramucci and Skybridge Capital own (MO)

For David Bank
RBC Capital Markets Provides And In Past 12 Mos. Provided (TWX), (DIS) With Non-Investment Banking Securities-Related Services

For Brian Stutland
*
No disclosures

MOSHE ORENBUCH SOT
Credit Suisse Securities Is A Market Maker In (MA), (V)
(MA) Is Or In Past 12 Mos. Was An Investment Banking Client Of Credit Suisse
Credit Suisse Expects To Receive/Seek Inv. Bank. Comp. From (MA), (V) In Next 3 Mos.
Credit Suisse Owns 1% Or More Of (V)



CNBC.com with wires.

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  • Finerman is president of Metropolitan Capital Advisors, Inc., a company she co-founded.

  • Founder of EmergingMoney.com

  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

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