Final Trades: Ford, United Rentals, Nike, Phillips 66

Key Concepts:

• US Automakers' Performance
• Stock Recommendations (GM, Ford, Nike, Yahoo)
• Investment Strategies (Waiting periods)
• Earnings Pressure
• Post-Earnings Highs

US Automakers' Performance and Investment Outlook

The discussion begins with an observation about the "surprising run" for US automakers. Timothy expresses a long position in General Motors (GM).

Ford (F) Investment Perspective

Karen highlights a position in Ford (F), stating it is expected to go "higher." While she "loves the company," she did not appreciate the "expense margin pressure today." Her investment advice for those looking to enter a position in Ford is to "wait at least 3 days."

Nike (NKE) Stock Analysis

Dan suggests that Nike (NKE) appears "poised to go back towards those post earnings high 75 bucks." This indicates an expectation of the stock price returning to its peak levels following its recent earnings report.

Yahoo (YHOO) and Other Stocks

Contessa brings up Yahoo (YHOO), noting that it has been discussed positively on the show before. The presenter reiterates that "Yahoo is a good one." The mention of "PSX" (likely Phillips 66) is made in the context of Yahoo, though no specific investment advice is given for PSX.

Conclusion

The segment concludes with a brief mention of the show "Fast Money" starting. The primary takeaways are investment recommendations for Ford and Nike, with specific advice on timing for Ford, and a positive sentiment towards Yahoo. The performance of US automakers is noted as a surprising trend.