On stocks of companies that have significantly lowered earnings guidance, buy defensive puts. This works for Texas Instruments (TXN), Ingersoll-Rand (IR), Eaton (ETN), International Paper (IP), National Semiconductor (NSM), Sandisk (SNDK), Illinois Tool Works (ITW), Massey Energy (MEE), Parker Hannifin (PH), Estée Lauder (EL), Time Warner (TWX), CSX (CSX) and Norfolk Southern (NSC).

If the Baltic Freight Index seems to go down every day, then why is FedEx (FDX)still going higher? If Ryder's (R) getting hammered, why isn't United Parcel Service ()? Why are the rails still higher when YRC Worldwide (YRCW) can't get out of its own way? Do you know that CSX (CSX) and Union Pacific (UNP) just had nice moves and they aren't giving them up?
Maybe all of these moves are just plain false. You simply can't get stocks to stay up if things are as bleak as the Baltic indicates. It is too predictive. ("The Salutary Effect of Destocking," 4-8-09)

Rail exposre

3 Stocks I Saw on TV: Dan Fitzpatrick examines three stocks viewed on Fast Money. Today's stocks are Research In Motion, China 25 Index Fund and CSX Corp.

Click here to watch the video.

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From a recent Mad Money show:"CSX could go lower. The economy is bad, so CSX is going to be bad." PPL Corp (PPL): "I like this one, not as much as Exelon (EXC), but it's a decent utility. I like Consolidated Edison (ED) more."

And because of that keep an eye on the rail stocks such as CSX [CSX] and BNI [BNI]. And while I'm at it, the ag names are talking off too! - Pete Najarian

Railroads are going to keep getting more popular.

From a recent Mad Money show:"The coal business is good, but the rest is not that good. It doesn't have the yield I want. I want to sell that one, along with Norfolk Southern (NSC)."

You do not sell the defensives, the Pepsis (PEP) and the Unilevers (UN), when you get this kind of jobless number and housing number. You do not stand there and buy CSX (CSX), either.

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