"If you really look at the business as a long-term opportunity, I think you'll see there's enormous opportunity that we're capturing," he said.
What's the Trade?
Zachary Karabell of RiverTwice Research is in GSIC for the long-term. He said he's happy the company is spending money to expand.
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CALL THE CLOSE
Brian Kelly, founder of Kanundrum Capital, thinks the market could go lower Monday.
Pete Najarian, co-founder of optionMONSTER.com, expects the market to bounce. He recommends being cautious, as the VIX is right around the 200-day moving average at $23.
Steve Grasso of Stuart Frankel is a seller of the market.
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Trader disclosure: On November 29, 2010, following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Najarian Owns (YHOO); Najarian Owns (MS); Najarian Owns (BAC); Najarian Owns (F) Bonds; Najarian Owns (DOW); Najarian Owns (NTRS); Najarian Owns (CRUS); Najarian Owns (GDXJ) call spread; Najarian Owns (FIRE); Karabell Owns (GOOG), (AAPL), (IBM), (C); Grasso Owns (ASTM), (BA), (BAC), (BWC), (C), (CSCO), (JPM), (LPX), (MOT), (MHY), (NDAQ), (PFE), (PRST), (X)
For Brian Kelly
Accounts Managed By Kanundrum Capital Own (TIP)
Accounts Managed By Kanundrum Capital Own (MCP)
Accounts Managed By Kanundrum Capital Own (REE)
Accounts Managed By Kanundrum Capital Own (POT)
Accounts Managed By Kanundrum Capital Own (IEF)
For Zach Karabell:
River Twice Capital Owns (GS)
River Twice Capital Owns (MSFT)
River Twice Capital Owns (IBM)
River Twice Capital Owns (SBUX)
River Twice Capital Owns (GSIC)
River Twice Capital Is Short (SPY)
River Twice Capital Is Short (QQQQ)
River Twice Capital Is Short (XLF)
For Steve Grasso:
(ANF) Is A Holding In A Fund Owned By Grasso
Stuart Frankel & Co and it’s partners own (AAPL)
Stuart Frankel & Co and it’s partners own (CSCO)
Stuart Frankel & Co and it’s partners own (CUBA)
Stuart Frankel & Co and it’s partners own (GERN)
Stuart Frankel & Co and it’s partners own (HSPO)
Stuart Frankel & Co and it’s partners own (NWS.A)
Stuart Frankel & Co and it’s partners own (NYX)
Stuart Frankel & Co and it’s partners own (PDE)
Stuart Frankel & Co and it’s partners own (PFE)
Stuart Frankel & Co and it’s partners own (PRST)
Stuart Frankel & Co and it’s partners own (RDC)
Stuart Frankel & Co and it’s partners own (TLM)
Stuart Frankel & Co and it’s partners own (XRX)
Stuart Frankel & Co and it’s partners own (SDS)
Stuart Frankel & Co And Its Partners Own (UNM)
Stuart Frankel & Co and it’s partners are short (QQQQ)
Stuart Frankel & Co and it’s partners are short (MCD)
Stuart Frankel & Co and it’s partners are short (AAPL)
For Dennis Gartman
Funds Managed By Dennis Gartman Are Short Euro
Funds Managed By Dennis Gartman Are Long Gold
Funds Managed By Dennis Gartman Are Long Australian Dollar
Funds Managed By Dennis Gartman Are Short Wheat
Funds Managed By Dennis Gartman Are Long Corn, Soybeans
Funds Managed By Dennis Gartman Are Long U.S. Dollar
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