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Brian Kelly Makes a Power Play

Brian Kelly seems like a laid back buy, but on Monday he made an aggressive real-time power play – in the energy sector, of course!

He put money to work in Quanta Services .

The founder of Shelter Harbor Capital likes the fundamentals behind this company.

“They build out the decrepit power line infrastructure in this country,” Kelly explains. “Also, they build nat gas pipelines – and they connect solar and wind plants to grids.”

Largely Kelly see the stock as a growth story.

“They showed tremendous growth quarter over quarter – and I think they should have tremendous growth for quarters to come,” he says.

Posted by CNBC's Lee Brodie

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Trader disclosure: On June 18, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Joe Terranova is long VRTS; Joe Terranova is long MCD; Joe Terranova is long PNC; Joe Terranova is long USB; Joe Terranova is long TCBI; Joe Terranova is long SBUX; Joe Terranova is long WMB; Joe Terranova is long SJM; Joe Terranova is long UPC; Joe Terranova is long WFM; Joe Terranova is long LPX; Joe Terranova is long SNDK; Joe Terranova is long IBM; Joe Terranova is long HYG; Joe Terranova is long AAPL; Joe Terranova is long EMC; Joe Terranova is long NXPI; Joe Terranova is long CNX; Jon Najarian is long AAPL CALL SPREADS; Jon Najarian is long NFLX CALL SPREADS; Jon Najarian is long INTC CALL SPREADS; Jon Najarian is long WNR CALL SPREADS; Jon Najarian is long WMT CALL SPREADS; Jon Najarian is long AMZN CALL SPREADS; Jon Najarian is long FB CALL SPREADS; Jon Najarian is long MS CALL SPREADS; Jon Najarian is long DDMG; Jon Najarian is long CIGX; Jon Najarian is long CME; Jon Najarian is long CBOE; Josh Brown is long EBAY; Josh Brown is long COP

Ron Insana
Nothing to Disclose

For Mark Grant
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For Tom Fitzpatrick
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For Colin Gillis
Investment banking (next 3 months): BGC Financial LP and/or its affiliates, expect to receive, or intend to seek, compensation for investment banking services within the next three months from all of the companies referenced within this report: MSFT
Lead or Co-manager: BGC Financial LP and/or its affiliates, has not acted as lead or co-manager in a public offering of equity and/or debt securities for Microsoft within the last 12 months. BGC Financial LP and/or its affiliates has not received compensation for investment banking services in the last 12 months from MSFT

For Sanjay Sakhrani
KBW expects to receive or intends to seek compensation for investment banking services from eBay in the next three months: EBAY




CNBC.com with wires.

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