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Who Wants To Be Biggest Takeover, Ever?

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Commodity stocks jumped Thursday after reports circulated that BHP Billiton (BHP) might be pursuing a takeover partner? How should you trade?


Tim Seymour presented a list of takeover targets. They are:

Southern Copper (PCU)
Freeport McMoRan (FCX)
Cameco (CCJ)
Potash (POT)
Alcoa (AA)
US Steel (X)

Seymour said it’s “game on” in these names because he anticipates consolidation in the sector.

Symbol
Price
 
Change
%Change
VANG SC VAL
---
OGT
---
RIB.UN
---
FCX
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POT
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X
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Trader disclosure: On Nov. 8, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Najarian Owns (CSCO); Najarian Owns (BHP) Options, (C) Options, (GS) Options, (GOOG) Options, (VMW) Options, Najarian Owns (XLF) Options, (YHOO) Options; Finerman's Firm And Finerman Own (GS); Finerman's Firm Owns (BEAS), (KSS), (WMT); Finerman's Firm Owns (BIIB) Options; Finerman's Firm Owns Russell 2000 Puts; Finerman's Firm Owns S&P Puts; Finerman's Firm Is Short (MDY), (IYR), (IWM), (SPY), (LEH), (MBI); Finerman's Firm Is Short (MER) And Owns (MER) Puts; Finerman's Firm Owns (PLCE), (YHOO), (MSFT); Seygem Asset Management Owns (CSCO), (CCJ), (EEM), (GLD), (MSFT), (SWC), (YHOO), (GFA), (F), (AAPL), (INTC), Gazprom