×

Security Stocks To Watch

On Tuesday, President Obama made some harsh comments about weakness in our nation’s counter-terrorism efforts.

After meeting with top security officials about the Christmas Day terror attempt, he said, it was not a failure to collect intelligence, it was a failure to integrate that intelligence.

He went on to say we have to do better and immediately implement reforms such as strengthening the 'no fly list' process.

Considering the President was emphatic about needing to improve the system, is security investment about to surge?

Although the White House has not committed government dollars yet if they do, the traders suggest two names.

They’re bullish on ASEI , for both fundamentals and technicals and especially after the CEO appeared on Fast Money and showed how his firm’s screening equipment worked. (Click here for that interview.)

And Guy Adami and Pete Najarian are also bullish L3 Communications .

And in case your're interested, the Fast Money team put together the follow:

Security Plays - 1-Month Change
OSI Systems (OSIS) 30%
American Science & Engineering (ASEI) 9%
L-3 Communications (LLL) 8%
ICx Technologies (ICXT) 56%
Analogic (ALOG) 1%

Perhaps some of these stocks might belong on your radar, too.


______________________________________________________
Got something to to say? Send us an e-mail at fastmoney-web@cnbc.com and your comment might be posted on the Rapid Recap. If you'd prefer to make a comment but not have it published on our website send those e-mails to fastmoney@cnbc.com.

Trader disclosure: On Jan 5th, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (C), (GS), (INTC), (BTU), (MSFT), (NUE); Najarian Owns (BG) Call Spread; Najarian Owns (BP); Najarian Owns (CLF); Najarian Owns (MRVL); Najarian Owns (MS); Terranova Owns British Pound Futures; Terranova Is Short Crude Oil Futures; Terranova Owns (BAC); Terranova Is Short (CMA); Finerman's Firm Owns (CBY); Finerman's Firm Is Short (KFT); Najarian Owns (FCX); Seymour Owns (AAPL), (BAC), (BG), (F), (INTC), (MSFT), (MT), (TSL), (TTM), (VALE)

Add'ls Disclosures for For Joe Terranova
Terranova Works For (VRTS)
Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Virtus Investment Partners Owns More Than 1% Of (CLB)
Virtus Investment Partners Owns More Than 1% Of (DLR)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (UA)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (SKT)

For Gene Munster
Piper Jaffray Is A Marekt Maker In (AAPL), (GOOG), (EBAY), (YHOO), (AMZN)

For Craig Berger
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (ONNN)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (INTC)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (BRCM)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (NVDA)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (MRVL)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (LLTC)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (MXIM)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (ATML)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (LSI)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (SLAB)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (MSCC)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (QCOM)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (ATHR)



CNBC.com with wires