Word On The Street
The four-day rally came to an end on Monday as Wall Street traders booked profits in the financial stocks. The Dow Jones Industrial Average dropped 7.01 points, or 0.10%, to 7,216.97, while the S&P 500 lost 2.66 points, or 0.35%, to 753.89. The Nasdaq traded off 27.48 points, or 1.92%, to 1,404.02. Guy Adami told viewers that some investors took money off the table. However, he also mentioned that some people closed their short positions off of Bernanke’s comments. Joe Terranova said a few days of consolidation won’t hurt the market. He thinks the level to watch on the S&P 500 is 740. Jeff Macke thinks the Fed will continue to throw money at out problems and the Fed is more afraid of deflation than anything else. Zach Karabell said there’s much more upside from current levels. Macke mentioned that he took some profits in Morgan Stanley (MS) and Goldman Sachs Group (GS). The host of the show, Melissa Lee, pointed out that Alcoa (AA) was down 11% in after-hours trading after it announced plans to cut its dividend, issue stock and convertible notes worth $1.1 billion and cut its 2010 spending to fight the falling demand for aluminum. Terranova said the best play in the space is in copper with Freeport McMoRan (FCX).
Rude Crude Talk
Crude oil rose $1.10 to $47.35 a barrel after OPEC announced over the weekend it would hold production at current levels. Adami said oil looks to be heading north of $50. Terranova said if you want a play on oil look at Hess (HES).
Tech Talk
Lee brought up the Nasdaq which fell 2 today. Adami reminded viewers that Oppenheimer’s Carter Worth has been bullish on the semis. He thinks now might be a good time to get in SMH (SMH). Terranova said he would buy Intel (INTC) and Broadcom (BRCM) on a pullback. Macke disagreed, and said now is the time to get out of Intel and Microsoft (MSFT), which he feels are value traps.
Nouriel Roubini Take
The traders commented on Nouriel Roubini’s prediction that last week’s rally was just a dead-cat-bounce. Terranova said investors shouldn’t focus on Roubini’s comments, but instead look at what traders are doing. Karabell said experts like Roubini rarely do a good job calling a market recovery.
Coal Trade
The “Fast Money” traders talked about some coal trades. Terranova said coal prices are under pressure due to the possibility of cap-and-trade initiatives and from the large decline in nat gas, which is now cheaper for energy companies to switch to over coal. He told  viewers to get long nat gas producers like Apache (APA) and EOG Resources (EOG), and short coal. Adami said he likes Joy Global (JOYG) because 80% of its coal plants are outside the U.S. Karabell said Joy Global will benefit in places like India and China which rely on coal as a cheap source of energy.
Retailer Winners
The crew discussed some retail stocks that could survive the worst downturns in recent memory. Macke said there is only one name in retail to consider and that’s Wal-Mart (WMT). He told viewers to avoid Target (TGT). “Target is seeing problems in its credit card division and their real estate isn’t worth anything,” he said. Karabell said he likes Amazon.com (AMZN) as one of the better consolidated retail companies.
Rising Star – Borgwarner
During the Rising Star segment, Adami selected Borgwarner (BWA). The company is the largest producer of automatic transmissions and fuel-efficient dual clutch technology. “This was a great story a year and a half ago and now it’s gotten crushed with the rest of the sector,” he explained. “They were a rising star 18 months ago and I believe they will be again,” he said.
POPS&DROPS
POPS- Barclays (BCS) traded up 20% after rumors made the rounds that the UK Bank could sell its I-Shares ETF business. Karabell said he isn’t so found of them selling the iShares division. DuPont (DD) popped 4% after the chemical maker announced a new production plant in Spain to expand its fiber capacity. Terranova said take some profits off the table. Fortress Investment Group (FIG) added 6% after the company reported a fourth-quarter loss but beat Wall Street expectations, and said it expects redemptions to bottom this year.
DROPS- Pfizer (PFE) dropped 3% after the world’s biggest drugmaker said it plans to sell additional notes to finance its purchase of Wyeth. Adami said this is one health care stock he doesn’t like. Apollo Group (APOL) fell 5% off of Obama’s policies that could hurt private lending for student loans. Adami told viewers it doesn’t look good for this stock. Sandisk (SNDK) dropped 11% after Bank of America reinitiated coverage of the stock with an underperform rating. Terranvoa said don’t sell this stock just yet. General Motors (GM) lost 7%. Karabell said he is surprised anyone even talks about this stock because its going to go bankrupt and the shares will be worthless.
Trader Radar
Shares of Newell Rubbermaid (NWL) was was among the most active names on the NYSE Monday.
Final Trade
Macke said buy Mosaic (MOS) around $40 a share. Adami likes Transocean (RIG) because of recent bullish options activity. Karabell said get long Monsanto (MON) in the high $70s and low $80s. Terranova recommended Broadcom (BRCM). Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

During his fourth anniversary of his “Mad Money” TV show, Jim Cramer told viewers that his mission remains the same – to help the average investor understand the markets and get a edge against the hedge fund and mutual fund managers who don’t always have their best interests in mind. Cramer said that anyone who says “buy and hold” are not friends, allies, or teachers. He mentioned that nobody can make money in this market without understanding how the game is played. Cramer’s mission is to explain what drives stocks up and down. He wants to teach investors how to make money in even bad markets and even the odds against the big money buys – mutual and hedge fund managers. Cramer told viewers that there are still themes in the markets based on long-term trends that can make people money. He said he still likes the China story, and would play it with the iShares China 25 Index (FXI), which he holds in his charitable trust. Cramer is also bullish on the “trade-down” trend where consumers switch to private label brands over brand names. To play this trend he likes Family Dollar (FDO), Ralcorp (RAH) and Treehouse Brands (THS). Join the fastest growing community of small cap investors at Stockhideout.com

Cramer thinks there’s one man who is responsible for the market’s continued rally, and that man is Fed Chairman Ben Bernanke. Cramer said Bernanke’s comments on Sunday’s “60 Minutes” interview helped to push the Dow up 167 points, before profit taking took the index down. During the interview (watch both parts below) Bernanke predicted that economic growth would return by year-end without inflation. He also said the financial crisis will be solved without nationalizing the banks. Cramer said these comments caused the rail stocks to rally (think CSX (CSX) and Norfolk Southern (NSC)) which need economic growth, and the soft-goods stocks (think Procter & Gamble (PG) and Heinz (HNZ)), which need low inflation. Cramer mentioned that bank stocks also traded up off Bernanke’s comments. This led him to create a basket of what he called “Bernanke Bank Stocks” that are now just too cheap to ignore. The list of bank stocks he recommended included Citigroup (C), Bank of America (BAC), US Bancorp (USB), Blackstone Group (BX) and Wells Fargo (WFC).  He said these stocks could trade down on Tuesday and Wednesday, but he thinks investors should get back in by the end of the week. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

Cramer had harsh words for AIG (AIG) CEO ED Liddy. He said enough is enough and added the CEO to his “Wall Of Shame” list for the worst CEOs in America. Cramer explained that Liddy didn’t create AIG’s problems, he only inherited them, but he’s appalled that those at the company who were part of the original problems still have jobs, and are now being awarded with bonuses. Cramer’s biggest problem with Liddy is that AIG has yet to fully disclose its exposure to credit default swaps. AIG had put the figure at around $50 million, but now thinks the figure is much closer to $105 billion. “They just lied to us,” Cramer said. He questioned why nobody is being held accountable since the taxpayers are the true owners of the company. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

Cramer spoke with David Ratcliffe, chairman, president and CEO of Southern Company (SO) to find out what would happen to the company if Obama’s cap-and-trade carbon initiative passes. The cap-and-trade plan is basically a carbon tax that will hurt companies like SO who use coal as a primary energy source. Southern currently gets 71% of its power from coal, so the company would likely be a target of the new plan. Ratcliffe explained that consumer’s power bills would go up under the plan during a time when the economy is already challenged. He said he would rather see Obama move slower towards this plan, so utilities have more time to switch over to newer technologies. Cramer thinks Obama’s plan could nullify his middle-class tax cuts. Ratcliffe agreed, and said the plan will offset middle-class tax cuts as energy bills go up. He said Southern is looking past the recession and cap-and-trade to meet the energy needs of America. He mentioned that America needs to expand its nuclear energy program, and adopt every technology available, to meet the rising energy demand in this country. Join the fastest growing community of small cap investors at Stockhideout.com

Bullish
Costco (COST), Axsys Technologies (AXYX), Agnico-Eagles Mines (AEM) and El Dorado (EGO).
Bearish
Gold Fields (GFI), Intuitive Surgical (ISRG), Eastman Kodak (EK) and PriceSmart (PSMT). Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

Bullish
ISIS Pharmaceuticals (ISIS), Ashland (ASH) and Cypress Semiconductor (CY).
Bearish
Prudential (PRU). Join the fastest growing community of small cap investors at Stockhideout.com