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Fast Money

These Travel & Leisure Stocks Are Going Places: Pros

In only a few days the world will come together in London for the 2012 Olympic games.

And in celebration of the competition, CNBC's Fast Money is holding its own contest.

Each day this week, we’ll present what our pros think are the best investments in four categories related to the summer games.

And after the closing ceremonies, we’ll reveal the gold medal winners in each event.

We kicked off the competition on Monday with the best picks in the metals and mining space

Now we move onto travel and hotel stocks.


Trader Tim Seymour: Copa Airlines

Based in Panama, this airline largely serves Latin America. “They’re increasing passenger load and cargo tonnage. I see them as a growth story in an industry that otherwise seems to be contracting,” says Seymour, founder of


Trader Dennis Gartman: Marriott Hotels

“I think they’re the best hotels in the world. And they own the Ritz-Carlton. Many people don’t know that,” says Gartman, author of The Gartman Letter.


Trader Karen Finerman: Expedia

“I feel like the Jamaican bobsled team,” Finerman chuckles. “This isn’t really my area. However I did a little research and Expedia looks interesting.” Finerman is president of Metropolitan Capital, a NYC based hedge fund.


Trader Mike Murphy: Priceline

Khouw, who is managing director and head of equity derivatives CRT Capital, is betting that online travel grabs more dollars as people opt to book air fare, hotels and car rentals on the Internet. “The company continues to grow,” he says. “I’d play it with call spreads.”


Trader Joe Terranova: Coca-Cola Enterprises

Terranova’s trade is a little downstream. He says with the Olympics being held in London look at Coca-Cola Enterprises, Coke’s bottling partner in Western Europe. Terranova is chief market strategist for Virtus.

* You can find our conversation about these stocks about 1:45 into this video clip.

Posted by CNBC's Lee Brodie

Read More from Fast Money:

> Simple Strategies Behind Supersized Successes

> 10 Top Stocks for the Long-Term Investor

> Top Apple Related Stocks for 2012

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Trader disclosure: On July 25, 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 AAPL; Tim Seymour is long BAC; Tim Seymour is long INTC; Tim Seymour is long SBUX; Tim Seymour is long MSFT; 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 GOOG; Karen Finerman is long MSFT; Karen Finerman is long JCP PUT SPREAD; Karen Finerman is long NFLX PUT SPREAD; Karen Finerman is long M; Karen Finerman is short SPY; Karen Finerman is short IWM; Karen Finerman is short MDY; Joe Terranova is long VRTS; Joe Terranova is long MCD; Joe Terranova is long USB; Joe Terranova is long GS; Joe Terranova is long JPM; Joe Terranova is long YHOO; Joe Terranova is long SBUX; Joe Terranova is long NKE; Joe Terranova is long WFM; Joe Terranova is long AAPL; Joe Terranova is long EMC; Joe Terranova is long NXPI; Dennis Gartman is long AAPL; Dennis Gartman is long GLD; Dennis Gartman is long MCD; Dennis Gartman is long T; Dennis Gartman is long VZ; Dennis Gartman is short NFLX; Dennis Gartman is short YEN; Dennis Gartman is short S&P FUTURES

For Daniel Ernst
Hudson Square Research, Inc. has not previously received compensation, nor does it plan to solicit business from the subject company(ies) of this report.
Hudson Square Research, Inc. is not a broker dealer and therefore, among other things does not make a market for the securities recommended in the report. Hudson Square Research, Inc. is a New York registered investment advisor.
Neither the analyst(s) responsible for preparing this report, nor Hudson Square Research, Inc. hold a position in the securities recommended in this report.

For Brian Nagel
A member of the household of an Oppenheimer & Co. Inc. research analyst who covers this company has a long position in JCP with wires.