Tim Seymour’s Beat China Playbook

All this week Fast Money is profiling U.S. companies that will help keep America on top.

With Asia becoming a more competitive threat each and every day, what’s our latest 'Beat China' play.

Tim Seymour says it’s Caterpillar.

"It's a global company that has to compete with China," he says, "and that makes them a better player at home."

Get all the details Watch the video now!




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Trader disclosure: On March 2, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Seymour owns (AAPL); Seymour owns (BAC); Seymour owns (BP); Seymour owns (F); Seymour owns (FXI); Seymour owns (GE); Seymour owns (GM); Seymour's firm is short (POT); Seymour firm is short (SU); Seymour's firm owns (TTM); Finerman's Firm Is Short (IWM); Finerman's Firm Is Short (SPY); Finerman's Firm Is Short (MDY); Finerman's firm is short (XRT); Finerman's firm is short (IJR); Finerman's Firm Is Long S&P Puts; Finerman's Firm Is Long Russell 2000 Puts; Finerman's Firm And Finerman Own (AAPL); Finerman's Firm Owns (BAC) Leap, Finerman Owns (BAC); Finerman's Firm Owns (BBY); Finerman's Firm And Finerman Own (BP); Finerman owns (C); Finerman Owns (GOOG); Finerman's Firm And Finerman Own (HPQ); Finerman's Firm Owns (IBM); Finerman's Firm Owns (JPM), (JPM) Leap; Finerman Owns (JPM); Finerman's firm owns (M); Finerman's Firm And Finerman Own (MSFT); Finerman's firm owns (TGT); Finerman's Firm Owns (WMT); Terranova owns (VRTS); Terranova owns (C); Terranova owns (UPL); Terranova owns (ABT); Terranova owns (MS); Terranova owns (PBR); Terranova owns (BAX); Terranova owns (TEVA); Terranova owns (CVI); Terranova owns (RSX); Terranova owns (SU); Terranova owns (CNQ); Weiss owns (WFT); Weiss owns (BTU); Weiss owns (MEE); Weiss owns (DVN); Weiss owns (COP); Weiss owns (HK); Weiss owns (AAPL); Weiss owns (QCOM); Weiss owns (MSFT); Weiss owns (CSCO); Weiss owns (MXIM); Weiss owns (HBAN); Weiss owns (JPM); Weiss owns (FAS); Weiss owns (AGU); Weiss is short (X); Weiss owns S&P puts

For Brian Kelly
Accounts Managed By Kanundrum Capital Own (SLV)
Accounts Managed By Kanundrum Capital Own (IAU)
Accounts Managed By Kanundrum Capital Own (EBAY)
Accounts Managed By Kanundrum Capital Own (RDC)
Accounts Managed By Kanundrum Capital Own (ATW)
Accounts Managed By Kanundrum Capital Own (TLT)
Accounts Managed By Kanundrum Capital Own U.S. Treasury Bond Futures
Accounts Managed By Kanundrum Capital Own (FCX)
Accounts Managed By Kanundrum Capital Own (GLD) calls

For Joe Terranova
Virtus Investment Partners Owns More Than 1% Of (ABAX)
Virtus Investment Partners Owns More Than 1% Of (AMKR)
Virtus Investment Partners Owns More Than 1% Of (CCG)
Virtus Investment Partners Owns More Than 1% Of (CASS)
Virtus Investment Partners Owns More Than 1% Of (CSVI)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (FCFS)
Virtus Investment Partners Owns More Than 1% Of (KRC)
Virtus Investment Partners Owns More Than 1% Of (LDR)
Virtus Investment Partners Owns More Than 1% Of (LPHI)
Virtus Investment Partners Owns More Than 1% Of (NCRI)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (XLE)
Virtus Investment Partners Owns More Than 1% Of (XLF)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (XLK)
Virtus Investment Partners Owns More Than 1% Of (XLU)
Virtus Investment Partners Owns More Than 1% Of (SUBK)
Virtus Investment Partners Owns More Than 1% Of (WDFC)
Virtus Investment Partners Owns More Than 1% Of (YDNT)
Virtus Investment Partners Owns More Than 1% Of (DOM)


For Doug Kass
Seabreeze Partners Management owns (YHOO)
Seabreeze Partners Management Owns (MSFT), (CL)

For Deborah Weinswig
An employee of Citigroup Global Markets or its affiliates is a trustee of (TGT)
An Associate of Citigroup Global Markets holds a long position in the securities of (HD)
An Associate of Citigroup Global Markets holds a long position in the securities of (JCP)
An Associate of Citigroup Global Markets holds a long position in the securities of (WMT)
Citigroup Global Markets Inc. or its affiliates beneficially owns 1% or more of any class of common equity securities of (SKS), (SVU)
Within the past 12 months, Citigroup Global Markets Inc. or its affiliates has acted as manager or co-manager of an offering of securities of (DG), (HD), (TGT), (WMT).
Citigroup Global Markets Inc. or its affiliates has received compensation for investment banking services provided within the past 12 months from (DG), (HD), (KR), (TGT), (WMT)
Citigroup Global Markets Inc. or an affiliate received compensation for products and services other than investment banking services from (DG), (HD), (JCP), (KSS), (KR), (M), (SWY), (SVU), (TGT), (WAG), (WMT), (COST) in the past 12 months.
Citigroup Global Markets Inc. currently has, or had within the past 12 months, the following as investment banking client(s): (DG), (HD), (KR), (TGT), (WMT)
Citigroup Global Markets Inc. currently has, or had within the past 12 months, the following as clients, and the services provided were non-investment-banking, securities-related: (CVS), (DG), (HD), (JCP), (KSS), (KR), (M), (DWY),
Citigroup Capital Markets is a market maker in the publicly traded equity securities of (CVS), (M), (COST)

For Will Power
Robert W. Baird & Co. Incorporated makes a market in (AAPL)
Robert W. Baird & Co. Incorporated and/or its affiliates expect to receive or intend to seek investment-banking related compensation from (AAPL) within the next three months.

For Todd Gordon
Gordon has no disclosures

For Alexandra Lebenthal
Lebenthal has no disclosures

For Mike Khouw
Khouw has no disclosures on (TLT)

Comcast Is The Parent Company Of CNBC
Comcast Is The Parent Company Of NBCUniversal
GE Owns 49% Of NBCUniversal
GE Owns 49% Of CNBC


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