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The Mill: What’s The Market Saying About… China & Italy

In this feature, the Fast pros breakdown chatter in the market. What's on their radar and should it be on yours?

China Going Green

The chatter: China announced Friday it will phase out incandescent light bulbs within five years in an attempt to make the world's most polluting nation more energy efficient.

Jon Najarian thinks the headline is extremely tradable with likely winners including Cree , SemiLED and Veeco . “They’re all probably looking at big orders,” he says.

Italy Confidence Vote?

The chatter: Italy PM Berlusconi plans to call for a confidence vote.

Brian Kelly thinks it’s likely, as part of a bigger effort to pass new economic measures. However, Kelly says he’s hearing Berlusconi may be losing support from the opposition and fears any big move could backfire.

”These kinds of events could increase volatility in the market,” adds Pete Najarian. Trade accordingly.



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Trader disclosure: On Nov 4, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; J. Najarian is long ANR; J. Najarian is long AKS; J. Najarian is long MS; J. Najarian is long GMCR; J. Najarian is long FSLR; J. Najarian is long DB; J. Najarian is long CME; J. Najarian is long CBOE; J. Najarian is long CIGX; J. Najarian is short SKUL; Grasso owns AA ; Grasso owns AKS; Grasso owns ASTM; Grasso owns BA; Grasso owns BAC; Grasso owns D; Grasso owns KEG; Grasso owns LIT; Grasso owns MHY; Grasso owns PFE; Grasso owns S; Grasso owns XLU

For Brian Kelly
Shelter Harbor Capital is long SPY
Shelter Harbor Capital is long GLD
Shelter Harbor Capital is long MOO
Shelter Harbor Capital is long Soybeans
Shelter Harbor Capital is short CAD
Shelter Harbor Capital is Euro Stoxx

For Steve Grasso
Stuart Frankel & Co and it’s partners own (CSCO)
Stuart Frankel & Co and it’s partners own (CUBA)
Stuart Frankel & Co and it’s partners own (GERN)
Stuart Frankel & Co and it’s partners own (HPQ)
Stuart Frankel & Co and it’s partners own (HSPO)
Stuart Frankel & Co and it’s partners own MET
Stuart Frankel & Co and it’s partners own MU
Stuart Frankel & Co and it’s partners own (NYX)
Stuart Frankel & Co and it’s partners own (PFE)
Stuart Frankel & Co and it’s partners own (PRST)
Stuart Frankel & Co and it’s partners own UAL
Stuart Frankel & Co and it’s partners own XRX

For Rick Summer
No disclosures

For Patty Edwards
Trutina Capital is long AAPL
Trutina Capital is long GLD
Trutina Capital is long INTC
Trutina Capital is long AMZN
Trutina Capital is long GOOG
Trutina Capital is long JWN
Trutina Capital is long SBUX
Trutina Capital is long TGT

For David Flynn
No disclosures

For Jens Nordvig
No disclosures

For Sanjay Shrestha
Lazard Capital Markets LLC makes a market in FSLR securities.



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