Fast Money's Recession Ending Stock Plays Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's Recession Ending Stock Plays

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Date updated:06-10-2009

Lee asked the panel for their favorite end-of-the-recession plays.

WY
Weyerhaeuser Co
$37.62
-0.42%
$37.24

I’m looking a forest products which are highly correlated to an economic recovery, says Terranova. I think you can trade it with Weyerhauser (WY) which could go to $50 in the next 6 months if the recession eases.

People owning WY also tend to own: AA ALL APC BA BAC C CAT

TheStreet.com Rating: D What is this?

XHB
Spdr Homebuilders
$14.57
+0.90%
$14.30

Finerman likes the SPDR S&P Homebuilders(XHB) and the profit-potential of temporary staffing companies like Manpower(MAN).

People owning XHB also tend to own: HANS SPY BSX IR AKAM DVN GW

TheStreet.com Rating: No Rating What is this?

MAN
Manpower Inc
$50.17
+1.19%
$48.90

Finerman likes the SPDR S&P Homebuilders(XHB) and the profit-potential of temporary staffing companies like Manpower(MAN).

People owning MAN also tend to own: C DNA INTU JNJ MIDD MO PEP

TheStreet.com Rating: C+ What is this?

HPQ
Hewlett Packard C
$49.16
+0.63%
$48.68

I’m keeping an eye on Hewlett-Packard (HPQ), says Guy Adami. They have cash on the balance sheet and their valuations look fair. If the recession eases we should see tech spending return.

People owning HPQ also tend to own: ACAS CLP MRK PHI SHFL VZ AA

TheStreet.com Rating: B What is this?

AMZN
Amazon.com
$126.20
+4.63%
$123.00

I’d look Amazon (AMZN), Netflix (NFLX) and Priceline (PCLN) , says Zach Karabell, because so far they have not participated in the rally and they should win as the consumer gets stronger.

People owning AMZN also tend to own: AAPL AMT ATHR BEAS CTSH EMC GOOG

TheStreet.com Rating: B What is this?

NFLX
Netflix
$55.86
-0.94%
$54.87

I’d look Amazon (AMZN), Netflix (NFLX) and Priceline (PCLN) , says Zach Karabell, because so far they have not participated in the rally and they should win as the consumer gets stronger.

People owning NFLX also tend to own: GME GOOG HSY KO NKE PALM PBG

TheStreet.com Rating: B+ What is this?

PCLN
Priceline.com Inc
$172.00
+2.37%
$167.48

I’d look Amazon (AMZN), Netflix (NFLX) and Priceline (PCLN) , says Zach Karabell, because so far they have not participated in the rally and they should win as the consumer gets stronger.

People owning PCLN also tend to own: AAPL AB AG ALTR AMP BJS CBE

TheStreet.com Rating: B+ What is this?

DBA
Powershares Db Ag
$25.52
-1.73%
$25.82

I'd check out the DBA (DBA), adds Jared Levy. I think you can play the recovery with ag. But I would not buy until we have a retracement.

People owning DBA also tend to own: USO BPT COH EVEP EWD EWM EWT

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