Fast Money's Swine Flu Stock Plays
3437 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by barrons3
DESCRIPTION:

Date updated:04-30-2009

Fast Money's host Melissa Lee spoke with Mike Huckman, CNBC's biotech reporter, to talk about which biotech companies might be good buying opportunities from the swine flu scare. This portfolio also includes some more swine flu plays from the "Fast Money" traders.

symbol name last price % change open
  • +
  • GSK
    Glaxosmithkline P
  • $40.52
  • +0.15%
  • $39.84

Huckman mentioned two companies that make anti-virals: GlaxoSmithKline(GKS), which makes Relenza, and Gilead Sciences (GILD), which gets a 20% royalty for Tamiflu, a drug it makes for Roche.

People owning GSK also tend to own: ABTDGXEPDFMDJNJJOSBJTX

TheStreet.com Rating: B What is this?

  • +
  • GILD
    Gilead Sciences
  • $46.26
  • +1.67%
  • $45.42

Huckman mentioned two companies that make anti-virals: GlaxoSmithKline(GKS), which makes Relenza, and Gilead Sciences (GILD), which gets a 20% royalty for Tamiflu, a drug it makes for Roche.

People owning GILD also tend to own: GGJNJMASLWADBEBBBBBMRN

TheStreet.com Rating: B- What is this?

  • +
  • BAX
    Baxter Intl Inc
  • $55.12
  • +0.51%
  • $54.68

On the vaccine side, companies like GlaxoSmithKline, Baxter(BAX) and Crucell (CRXL) stand to benefit, Huckman said.

People owning BAX also tend to own: BOBJDELLEBAYHANSJOYGRMIXSBUX

TheStreet.com Rating: A- What is this?

  • +
  • CRXL
    Crucell Nv
  • $21.18
  • 0.00%
  • $21.00

On the vaccine side, companies like GlaxoSmithKline, Baxter(BAX) and Crucell (CRXL) stand to benefit, Huckman said.

People owning CRXL also tend to own: AES-PCBACBMDGOOGPGHUNHAMX

TheStreet.com Rating: C What is this?

  • +
  • V
    Visa Inc.
  • $79.67
  • +0.10%
  • $79.00

JPMorgan on Monday wrote that "concerns over the swine flu outbreak could weigh on MasterCard (MA) and Visa (V) shares due to fears that cross-border fees may suffer from reduced cross-border travel."Najarian said it might be great opportunity to get into credit card issuers like Visa (V) and Mastercard (MA) if the overselling continues tomorrow. He said Visa would be particularly attractive below $55.

People owning V also tend to own: AIVALXBGPEMCGGWPQ.PKGLRETGT

TheStreet.com Rating: C- What is this?

  • +
  • MA
    Mastercard Inc
  • $236.90
  • +2.89%
  • $227.76

JPMorgan on Monday wrote that "concerns over the swine flu outbreak could weigh on MasterCard (MA) and Visa (V) shares due to fears that cross-border fees may suffer from reduced cross-border travel."Najarian said it might be great opportunity to get into credit card issuers like Visa (V) and Mastercard (MA) if the overselling continues tomorrow. He said Visa would be particularly attractive below $55.

People owning MA also tend to own: AIGAXPAXSBBBYBRK-ABRK-BBRO

TheStreet.com Rating: B What is this?

  • +
  • PAC
    Grupo Aeroportuar
  • $26.05
  • +0.19%
  • $25.99

It seems to me that the market was looking for a reason to sell, explained Karen Finerman. And with the swine flu, they found it. But I think it's a tempest in a pot of tea. I’m looking at Grupo Aeroportuario del Pacifico (PAC), a firm that operates airports in Mexico. It could be time to get long.

People owning PAC also tend to own: AOBCDECHGEFGROWMBLXMTW

TheStreet.com Rating: B- What is this?

  • +
  • MAR
    Marriot Int Cl A
  • $26.13
  • +0.15%
  • $25.91

If you’re looking for swine flu plays, I think Smithfield (SFD) still has upside but Marriott (MAR) is a sell, says Adami.

People owning MAR also tend to own: COSTDNAFCXMCDAAPLGOOGAB

TheStreet.com Rating: C- What is this?

previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...

11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...

11.05.09 | 12:05 PM
Squeezing the Shorts: Late Earni...

By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...

11.04.09 | 15:18 PM
Cramer's Take on Headline Stocks...

By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...

11.04.09 | 11:12 AM
more articles
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
BIOTECH
07.26.09 | 11:32 AM From author CallaLilly
Banjo's Garden Pic Thread
05.10.09 | 12:33 PM From author banjoman
more forums
Q. JCI profit last 62 years, divide...
11.08.09 | 19:14 PM Asked by casecollectibles

A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.

today 's lists
52-Week Lows

Here is a list of some of the biggest stocks that hit 52-week lows on Nov. 2, 2009. more

Biggest % Losers

Here is the stock list of some of the largest % losers from Nov. 2, 2009. more

TheStreet.com TV Videos

These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more