×

Calls Of The Day: Kraft, Ralph Lauren

Find out what top analysts are saying about Kraft, Ralph Lauren and more.

How should you be positioned, now?

Kraft
Call: Upgrade To ‘Overweight’
Firm: JPMorgan
Why: Earnings Growth & Better Multiple

The Trade: I think Kraft is attractive too, says Karen Finerman. We could see some near term pressure on Kraft but I’d be a buyer on the pullback.

Symbol
Price
 
Change
%Change
MDLZ
---

-----

Ralph Lauren
Call: Target increased to $92
Firm: UBS
Why: Strong sales trends

The Trade: Technicals look great, explains Joe Terranova. I’d be long at $82 and looking for $90.

-----

Allergan
Call: Reiterated Buy
Firm: Citi
Why: Q4 Botox/Latisse sales

The Trade: I like the company but considering the P/E, I think there are other places to put your money, counsels Pete Najarian.

Symbol
Price
 
Change
%Change
AGN
---

-----

Blackstone
Call: Initiated Overweight
Firm: Morgan Stanley
Why: Valuation, Business Strength

The Trade: If you think private equity is on the rise then Blackstone is where you want to be, counsels Guy Adami.

Symbol
Price
 
Change
%Change
BX
---





______________________________________________________
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 your e-mail to fastmoney@cnbc.com.

Trader disclosure: On February 1st, 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), (MSFT), (NUE), (BTU); Finerman's Firm Is Short (IJR), (IWM), (SPY), (MDY), (UNG), (USO); Finerman Owns (AAPL); Finerman's Firm Owns (BAC), (BAC) Leaps; Finerman Owns (BAC) Preferred, (BAC); Finerman's Firm And Finerman Own (FLS); Finerman's Firm Owns (KFT), (MSFT); Finerman's Firm And Finerman Own (WFC) Preferred; Finerman's Firm And Finerman Own (GOOG); Finerman's Firm Owns (BSX); Najarian Owns (AAPL) Call Spread; Najarian Owns (AKAM) Call Spread; Najarian Owns (BP), Is Short (BP) Calls; Najarian Owns (ITMN) Call Spread; Najarian Owns (MS), Is Short (MS) Calls; Najarian Owns (PFE); Najarian Owns (XLF) Calls; Najarian Owns (STLD) Calls; Terranova Owns (XLF) Calls; Terranova Owns (BAC), (JPM), (XOM), (HAL), (OIH), (FCX), (GOOG), (EMC), (DELL), (MSFT), (QCOM); Terranova Is Long British Pound March Futures

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 (XLP)
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)

Other Relevant Disclosures:
Terranova Owned (FCX) On 1/29/10