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No. 2 - Silver Lining Trade

It was a week of paradoxes for the auto and building industries. Squeezed by rising gas prices and a weaker consumer, carmakers saw the worst monthly sales decline of the year in April, with General Motors (GM), Ford (F), Honda (HMC), and Toyota (TM) all posting declines.

It was a very different story for auto parts companies. Shares of Cooper Tire & Rubber (CTB) gained 12% for the week on strong earnings, while Johnson Controls (JCI) - maker of car seats and batteries - jumped 2% today to a 52-week high.



And despite what you heard...not every real estate-related play is dead. Pending home sales fell this week to their lowest level in 4 years, yet makers of construction materials continue to thrive.

What's going on?

Eric Bolling says the building materials companies are doing well because there’s growth in other parts of the world. Eric tells investors to keep an eye on Cuba’s government. When it changes after Castro’s death, he thinks Florida Rock (FRK) and Cemex (CX) both stand to benefit.

Guy Adami adds that Johnson Controls stock climbed because of their commercial heating and cooling business. It does unbelievably well, and the margins are through the roof, he says.

Questions? Comments? fastmoney@cnbc.com

Trader disclosure:
On May 4, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders: Macke Owns (JWN), Strazzini Owns (MPEL), (NWS-A), (YHOO) Bolling Owns (NMX), (DIS), (MPEL), Gold, Silver, S&P Futures, S&P Options, Nasdaq Futures, Nasdaq Options.

Pali Capital Acts As An Underwriter In The Public Offering Of Securities And Structured Products;Strazzini's Statements Are Not An Endorsement Of Such Securities Or Structured Products.

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