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Big Money: Disney

In the the big-money-trade of the day, we look at the names heating up Wall Street's block trading desks. And apparently, it is 'a small world after-all.'

A massive block of Disney – 500,000 shares - hit the tape this morning. This after Jefferies initiated the company with a 'Buy'.

What must you know?

I’m very excited about the films they have coming out in 2010, reveals Joe Terranova. It’s a name you’d want to own.

I agree, says Guy Adami. Never shoot against the Mouse House. Valuations are fair. I think it goes up from here.

I don’t see it that way, counters Brian Kelly. Disney falls into the category as things people don’t need.


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Trader disclosure: On February 19, 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); Kelly Owns (AMZN) Calls; Kelly Owns (JPM); Kelly Owns (FXE) Puts; Kelly Owns (ELX) Call; Kelly Owns (QLGC); Jon Najarian Owns (AAPL), Is Short (AAPL) Calls; Jon Najarian Owns (AMZN), Is Short (AMZN) Calls; Jon Najarian Owns (BAC); Jon Najarian Owns (BBY), Is Short (BBY) Calls; Jon Najarian Owns (C); Jon Najarian Owns (CAT), Is Short (CAT) Calls; Jon Najarian Owns (FCX), Is Short (FCX) Calls; Jon Najarian Owns (GS), Is Short (GS) Calls; Jon Najarian Owns (HD), Is Short (HD) Calls; Jon Najarian Owns (HPQ), Is Short (HPQ) Calls; Jon Najarian Owns (MS); Jon Najarian Owns (PCLN), Is Short (PCLN) Calls; Jon Najarian Owns (RSH); Jon Najarian Owns (SBUX), Is Short (SBUX) Calls; Jon Najarian Owns (WMT), Is Short (WMT) Calls; Schiff Owns (POT); Schiff Owns Gold; Schiff Is Short U.S. Dollar; Kaminsky Owns (EPV); Terranova Owns (JPM), (RIMM), (IBM), (QCOM), (GOOG), (EMC), (AAPL), (DELL), (MSFT)’ Terranova Owns Crude Oil Futures (March 2010, April 2010, December 2011, December 2012)

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)

For Brian Kelly
Kanundrum Capital Is Short Euro
Kanundrum Capital Is Short Yen
Kanundrum Capital Is Short Copper
Kanundrum Capital Owns (GDXJ)
Kanundrum Capital Owns 9MOS)
Kanundrum Capital Owns (POT)
Kanundrum Capital Owns (IPI)
Kanundrum Capital Owns (GLD)
Kanundrum Capital Owns (C)
Kanundrum Capital Is Short (FCX)

For Robert Samuels
Oppenheimer & Co. Is A Market Maker In (FINL)
Oppenheimer & Co. Expects To Receive/Seek Investment Banking Compensation Frmo (UA) In Next 3 Months

Other Relevant Disclosure
Jon Najarian Owned (GOOG) On 1/21/10
Terranova Owned March British Pound Futures On 1/29/10
Kanundrum Capital Owned (GOOG) Calls On 1/13/10
Kelly Owned (GOOG) On 1/13/10

CNBC.com with wires