×

Burned By Microsoft, Bunge & More

They looked like hot stocks. So how are the traders playing Microsoft, Bunge and more now that they’ve been burned?

Karen Finerman

On January 27th the Chairwoman suggested a software giant’s stock looked diminutive, but ready for big things. “I'm optimistic about Microsoft and the valuation is still really attractive," she said. I’d get long”

Unfortunately, the stock's share price went in the wrong direction from diminutive to Lilliputian. So what does Finerman have to say about this stock now?

I got caught up in the whole tech frenzy, she says, but I still like the stock. The valuations look good to me.

Symbol
Price
 
Change
%Change
MSFT
---

Pete Najarian

On January 5th the Pit Boss suggested growing profits with a fertilizer name. “I love the ag names,” he said. “Bunge is my favorite name of the group.”

Unfortunately, this trade didn’t blossom with shares tumbling since Najarian’s call. What does he have to say about this stock, now?

I still like the stock, says Najarian.

Guy Adami

On January 14th the Negotiator thought a wireless trade was hard wired for profits. “Look at Qualcomm,” he said. “The valuation is definitely rich but I still think it’s interesting as a snartphone play."

As it turned out, the bears were on the call and shares plunged over the last few weeks. What does Adami have to say about this stock, now?

That was a poor call by me, admits Adami. I apologize. In fact, that was one of my worst calls of the year and it's only February!

Joe Terranova

On January 19th the Liquidator thought it made financial sense to bet on a financial. “I'm long Bank of America into earnings, he said. They could surprise here .”

Unfortunately, this BofA trade didn’t quite add up. Since Terranova said to go long shares tumbled. So, what does he have to say for himself?

I could have been fast fired on about 100 trades this week, admits Terranova, as he hangs his head with regret.

Symbol
Price
 
Change
%Change
NOVU
---

______________________________________________________
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 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), (MSFT), (NUE), (BTU); Najarian Owns (AAPL) Call Spread; Najarian Owns (INTC) Calls; Najarian Owns (MS), Is Short (MS) Calls; Najarian Owns (PFE); Najarian Owns (QCOM) Call Spread; Najarian Owns (XLF) Calls; Finerman's Firm Is Short (IJR), (IWM), (SPY), (MDY), (UNG), (USO); Finerman Owns (AAPL); Finerman's Firm Owns (BAC), (BAC) Leap; Finerman Owns (BAC) Preferred, (BAC); Finerman's Firm And Finerman Own (CVS); Finerman's Firm And Finerman Own (GOOG); Finerman's Firm Owns (KFT), (MSFT), (TGT); Finerman's Firm And Finerman Own (WFC) Preferred; Terranova Owns (BAC), (JPM), (OIH), (GOOG), (EMC), (AAPL), (DELL), (MSFT)

For JoeTerranova

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)

For Will Landers
BlackRock Latin America Fund Is Long (PBR)
BlackRock Latin America Fund Is Long (ITUB)
BlackRock Latin America Fund Is Long (VALE)
BlackRock Latin America Fund Is Long (AMX)

For David Bank
RBC Capital Markets Or Affiliate Managed Or Co-Managed A Public Offering For (DIS), (DISCA) In Past 12 Months
RBC Capital Markets Or Affilaite Received Investment Banking Compensation From (DIS), (DISCA) In Past 12 Months
RBC Capital Markets Is Providing (DIS), (DISCA), (IPG) With Non-Securities Services
RBC Capital Markets Has Provided (DIS) With Investment Banking Services In Past 12 Months
RBC Capital Markets Has Provided (DIS), (DISCA), (IPG) With Non-Securities Services In Past 12 Months

For Mike Khouw
Cantor Fitzgerald & Co. Is A Market Maker In (GILD)

Other Relevant Disclosures:
Finerman's Firm Owned (PLCE) On 1/29/10
Finerman's Firm Owned (MSFT) On 1/27/10
Najarian Owned (BG) Call Spread On 1/5/10
Terranova Owned (BAC) On 1/19/10