Shafran’s three picks:
Monsanto’s global expansion looks positive, as well as drought-resistant seeds in an increasingly volatile global climate, he said.
Pentair, which is known for its water filters and pumps, “are about clean water” and are heading into a $4.6 billion merger with Tyco unit ADR.
Darling, already involved in the rendering businesses, in moving into biodiesel with a collaboration with Valero Energy in the works. “We think there’s enormous opportunity there,” he said.
Trader disclosure: On Sept. 18, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Pete Najarian is long AAPL; Pete Najarian is long C; Pete Najarian is long JPM CALLS; Pete Najarian is long INTC; Pete Najarian is long SBUX; Pete Najarian is long FB; Pete Najarian is long MSFT; Mike Murphy is long WFC; Mike Murphy is long TGT; Mike Murphy is long FB; Mike Murphy is long FDX; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long AGU; Guy Adami is long MSFT; Guy Adami is long NUE; Guy Adami is long BTU; Jon Najarian is long call spreads in AAPL; Jon Najarian is long call spreads in GS; Jon Najarian is long call spreads in JPM; Jon Najarian is long call spreads in SBUX; Jon Najarian is long call spreads in GOOG; Jon Najarian is long call spreads in BRCM; Jon Najarian is long call spreads in PHM; Jon Najarian is long call spreads in DHI; Jon Najarian is long call spreads in LEN; Jon Najarian is long call spreads in FFIV; Jon Najarian is long call spreads in MPEL; Jon Najarian is long CME; Jon Najarian is long CBOE; Jon Najarian is long GLUU; Jon Najarian is long STSI.
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