Fast Money Traders Reveal Their Stock 'Shopping Lists' for Market Opportunities

Identifying Investment Opportunities Amidst Market Pullbacks

• 💡 Traders on 'Fast Money' were tasked with creating a 'shopping list' of stocks to buy during a recent market pullback.
• 🎯 The goal was to find opportunities by buying into weakness, with each trader sharing specific names they are targeting.

Steve Grasso's Picks: Boeing and Other Opportunities

• ✈️ Boeing is highlighted due to the DOJ dropping criminal charges, ramping up production of the 737 Max and Dreamliner, and returning to free cash flow.
• 🚀 Despite recent market sell-offs, the stock is seen as having tailwinds due to its duopoly position in the market.
• 📈 Grasso bought more Boeing, hoping for higher prices soon.

Bono's Focus: AI Upside in Regulated Utilities

• 💡 AEP (American Electric Power) is a name Bono owns and would add to, offering a step down in beta with data center upside.
• 🏢 AEP operates in key data center buildout markets like Virginia, Texas, and Ohio, allowing for capital expenditure into infrastructure.
• 💰 The company benefits from negotiated tariffs in places like Ohio, which hold large consumers accountable for power rates.
• 📊 AEP has a nice year-to-date run and offers a 3% dividend yield.

Karen Finerman's Strategy: Collars and Valuations

• 📈 Karen Finerman aims to lift the put side of her collars, which is essentially getting longer on Meta and Dell.
• 💻 For Dell, she believes multiples have come down, the stock has fallen significantly, and the current multiple is not demanding, making it a way to play AI.
• 📱 Meta is considered cheap at 21 times earnings, despite its cash position being less than its debt.
• 💬 Finerman admits to starting to buy Meta on the pullback.

Guy Adami's Contrarian Play: Gold Miners

• ⛏️ Guy Adami suggests gold miners as an opportunity, noting a pullback in the sector over the last month, similar to Meta.
• 💰 He argues that the uptrend for gold remains intact even if the price of the metal were to fall further.
• 📈 Analysts may see a pullback in gold as a positive for upgrading gold miners.
• 🚀 The 'froth' has been taken out of the gold market, presenting a buying opportunity for miners.