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Morgan Stanley Reveals Top Holiday Retail Plays

Retail stocks landed on the trader radar Monday after a slew of names including VF Corp , Bed Bath & Beyond, NikeLimited and Ralph Lauren all hit record highs.

Meanwhile, Morgan Stanley came out with its sales forecast and top picks. Ahead of the broadcast analyst Kimberly Greenberger told our producers that she thinks the following six stocks are attractive.

-Ann Taylor (ANN)
-Coach (COH)
-Nordstrom (JWN)
-Limited (LTD)
-Macy’s (M)
-Target (TGT)
Source: Kimberly Greenberger, Morgan Stanley

And during the live show Greenberger tells us, ”The consumer is still spending and orders from department stores are quite solid so I think overall it bodes well for the holiday season.”

Get all the details. Watch the video now!






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Trader disclosure: On Oct 24, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Nathan has long Jan. puts BAC; Nathan has long Oct. puts GS; Nathan has long Jan. puts MS; Nathan has long Oct. put butterfly NFLX; Terranova owns IBM; Terranova owns AAPL; Terranova owns AXP; Terranova owns CAT; Terranova owns F; Terranova owns GS; Terranova owns OXY; Terranova owns FCX; Terranova owns LQD; Terranova owns MUB; Seymour is long BAC; Seymour is long INTC; Seymour is long FCX; Brown is long RAX; Nations is long SPY

For Dan Greenhaus
No disclosures

For Michael Pachter
Wedbush does and seeks to do business with companies covered in its research reports. Thus, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

I, Michael Pachter, certify that the views expressed in this report accurately reflect my personal opinion and that I have not and will not, directly or indirectly, receive compensation or other payments in connection with my specific recommendations or views contained in this report.

For Dennis Gartman
Gartman is long crude

For Todd Gordon
Aspen Trading Group is bidding for AUDUSD lower

For Kimberly Greenberger
As of September 30, 2011, Morgan Stanley beneficially owned 1% or more of a class of common equity securities of the following companies covered in Morgan Stanley Research: Amazon.com, Ancestry.com Inc., Blue Nile Inc, LinkedIn Corp, Lululemon Athletica Inc., Mercadolibre Inc., Netflix Inc, OpenTable Inc., Pandora Media Inc., Shutterfly Inc, Vistaprint N.V., Yahoo!. Within the last 12 months, Morgan Stanley managed or co-managed a public offering (or 144A offering) of securities of Ancestry.com Inc., Demand Media, Inc., Digital River Inc, eBay, Express, Inc., Google, HomeAway, Inc., Kohl's, LinkedIn Corp, Nordstrom, Pandora Media Inc., Skullcandy Inc, Teavana Holdings, Inc.. Within the last 12 months, Morgan Stanley has received compensation for investment banking services from Amazon.com, Ancestry.com Inc., Demand Media, Inc., Digital River Inc, eBay, Expedia Inc., Express, Inc., Gap Inc, Google, HomeAway, Inc., J.C. Penney Co., Kohl's, Limited Brands Inc, LinkedIn Corp, Macy's Inc., Netflix Inc, Nordstrom, Pandora Media Inc., priceline.com, Saks Inc., Shutterfly Inc, Skullcandy Inc, Target Corp., Teavana Holdings, Inc.. In the next 3 months, Morgan Stanley expects to receive or intends to seek compensation for investment banking services from Amazon.com, Ancestry.com Inc., Blue Nile Inc, Coach Inc, Demand Media, Inc., Digital River Inc, eBay, Expedia Inc., Express, Inc., Gap Inc, Google, HomeAway, Inc., Kohl's, LinkedIn Corp, Mercadolibre Inc., Netflix Inc, Nordstrom, OpenTable Inc., Pandora Media Inc., priceline.com, Ross Stores Inc., Saks Inc., Skullcandy Inc, Tiffany & Co., Urban Outfitters Inc., Vistaprint N.V., WebMD Health Corp., Yahoo!. Within the last 12 months, Morgan Stanley has received compensation for products and services other than investment banking services from Abercrombie & Fitch Co., Amazon.com, Ancestry.com Inc., Demand Media, Inc., Digital River Inc, eBay, Google, J.C. Penney Co., Kohl's, Macy's Inc., Netflix Inc, Nordstrom, Pandora Media Inc., priceline.com, Saks Inc.. Within the last 12 months, Morgan Stanley has provided or is providing investment banking services to, or has an investment banking client relationship with, the following company: Amazon.com, Ancestry.com Inc., Blue Nile Inc, Coach Inc, Demand Media, Inc., Digital River Inc, eBay, Expedia Inc., Express, Inc., Gap Inc, Google, HomeAway, Inc., J.C. Penney Co., Kohl's, Limited Brands Inc, LinkedIn Corp, Macy's Inc., Mercadolibre Inc., Netflix Inc, Nordstrom, OpenTable Inc., Pandora Media Inc., priceline.com, Ross Stores Inc., Saks Inc., Shutterfly Inc, Skullcandy Inc, Target Corp., Teavana Holdings, Inc., Tiffany & Co., Urban Outfitters Inc., Vistaprint N.V., WebMD Health Corp., Yahoo!. Within the last 12 months, Morgan Stanley has either provided or is providing non-investment banking, securities-related services to and/or in the past has entered into an agreement to provide services or has a client relationship with the following company: Abercrombie & Fitch Co., Amazon.com, Ancestry.com Inc., Demand Media, Inc., Digital River Inc, eBay, Express, Inc., Google, Guess, J.C. Penney Co., Kohl's, Macy's Inc., Netflix Inc, Nordstrom, OpenTable Inc., Pandora Media Inc., priceline.com, Saks Inc., TJX Companies Inc.. An employee, director or consultant of Morgan Stanley (not a research analyst or a member of a research analyst's household) is a director of Macy's Inc., Yahoo!. Morgan Stanley & Co. LLC makes a market in the securities of Abercrombie & Fitch Co., Aeropostale Inc, Amazon

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