Bet on the USA: 3 Trades on America’s Strength

With the mess in Europe seeming like a bottomless pit, it comes as no surprise that companies largely exposed to the US are outperforming similar companies that are more global.

Bespoke Investment group ran the numbers and pointed to US focused Altria as an example; it’s up 7 percent since March while internationally focussed Philip Morris is down more than 4%.

If you're looking to put money to work as a bet that America dominates the recovery, CNBC's Fast Money traders suggest the following stocks.

Trader Brian Kelly recommends longArcher Daniels Midland. “No matter what, people will eat,” says the founder of Shelter Harbor Capital. “Also there was a huge corn crop and the dollar is strong.” He thinks all benefit this company.

Trader Tim Seymour suggests longDeere. The founder of EmergingMoney.com, says” as compared to CAT it’s a domestic play.” He thinks the stock is currently in the low end of a trading range between $72-$82. “I would buy it today,” he says.

Trader Mike Murphy prefers longToll Brothers. “It’s 100% US focused,” says the founder of Rosecliff Capital. “Toll builds a completely different product than most other home builders. They focus on luxury and I think that area of the market recovers much more quickly.” Also Murphy likes the fundamentals. “They have a great balance sheet and great management team,” he says.

Posted by CNBC's Lee Brodie

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Trader disclosure: On June 13, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Tim Seymour is long BAC; Tim Seymour is long INTC; Tim Seymour is long SBUX; Brian Kelly is long UUP; Karen Finerman is long AAPL; Karen Finerman is long BAC; Karen Finerman is long JPM; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long RIMM calls; Karen Finerman is long M; Karen Finerman is short SPY; Karen Finerman is short IWM; Karen Finerman is short MDY; Dan Nathan is long AAPL; Dan Nathan is long BAC; Dan Nathan is long JPM; Dan Nathan is long MS; Dan Nathan is long IBM; Dan Nathan is long RIMM; Dan Nathan is long WMT; Dan Nathan is long FB

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