Word On The Street The stock market was able to hold onto its gains from Wednesday with the Dow finishing up 22 points and the Nadsaq closing up a modest 5 points in Thursday’s session. Dell Inc. ( DELL ) plunges 10% in after hours trading after the computer maker issues a cautious outlook. Adami says the operating margins and gross margins weren’t good enough, but he still likes the stock. Najarian thinks this is a great opportunity to get into Dell at a much cheaper price. Morgan Stanley ( MS ) Co-President Zoe Cruz announced she will step down from the investment bank. Finerman is curious as to why she would leave, because Cruz was one of the highest ranking women on Wall Street. She thinks that Cruz is too young to just retire. Seymour thinks this is a sign of the times. Adami says his sense is that Cruz was asked to leave. Wharton Professor Jeremy Siegel stated on CNBC that he is bullish on the stock market, because he doesn’t see any competition for stocks from bonds or real estate. Seymour thinks Siegel’s comments basically don’t make sense. Najarian mentioned that he believes Siegel was just saying there is no other place to put money besides stocks. He would look to technology stocks like Google Inc. ( GOOG ) , Apple Inc. ( AAPL ), Research In Motion Limited ( RIMM ) and Microsoft Corporation ( MSFT ) . Finerman says the S&P isn’t trading a rich multiple at all. Adami thinks the market looks okay and Siegel is on to something. Hedge Fund Citadel Investment Group announces an 18% stake in E*TRADE Financial Corporatoin ( ETFC ) . Najarian bought stock in ETFC Thursday. Adami thinks just for a trade ETFC might be worth a shot here. Sears Holdings Corporation ( SHLD ) falls 10% after the retailer reported a 99% drop in profits as sales declined and margins plummeted. Seymour thinks the Sears story looks very interesting at these levels with a couple of Wall Street Whales long the stock. Adami says don’t bet against Eddie Lampert he has zero leverage and plenty of cash on the balance sheet. Najarian pointed out that SHLD has been trading with the decline in Real Estate. Unusual options activity was noted in Department Store Dillard’s Inc. ( DDS ) . Najarian explained that an insider bought 100,000 shares recently and the January $20 calls were bought big on Thursday. Adami mentioned that Dillard’s has a 17% short interest and the stock could easily go up a few bucks. Finerman thinks it’s interesting to see an insider buy that much stock. Private equity firm TPG Capital announced it will buy Axcan Pharma Inc. ( AXCA ) for $23.35 a 28% premium. Najarian says that everyone he talked with thinks TPG overpaid for Axcan which has very little in the pipeline. Chinese firm Solarfun Power Holdings Co. Ltd. ( SOLF ) exploded 30% to the upside after the companies profits doubled. Najarian says the solar is huge in countries like Spain and much of Europe. Financial Trades Capital to the tune of 13.5 billion has made its way into some of the distressed financials this week. What is the trade? Whitney Tilson, The Value Investing Congress Chairman and manager of hedge fund T2 Partners joined the “Fast Money” crew to discuss his take on the financials. Tilson thinks that Lehman Brothers Holdings Inc. ( LEH ) is short here because he feels the firm has a lot of exposure to subprime they haven’t disclosed yet. Finerman mentioned she is short Lehman Brothers and long Goldman Sachs Group Inc. ( GS ) . Tilson mentioned that Freddie Mac ( FRE ) could be a great buy here. Najarian likes Fannie Mae ( FNM ) better then FRE. Adami likes Ameriprise Financial Inc. ( AMP ) and feels the stock has been sold off unjustly with the rest of the financial sector. Tilson disclosed that he is short both MBIA Inc. ( MBI ) and Ambac Financial Group Inc. ( ABK ) and he thinks both will go to zero. India Trade India’s economy is booming at the rate of 9% per year, but the Indian consumer is burning less oil per-person then just about any other consumer on the planet. What is the trade? Seymour ICICI Bank Limited ( IBN ) and HDFC Bank Limited ( HDB ) which are investing capital to help build out the energy infrastructure. Another way to play the growth is with outsourcing names like Satyam Computer ( SAY ) and Infosys Technologies Limited ( INFY ). Najarian thinks India needs coal and a potential takeover play might be Alpha Natural Resources Inc. ( ANR ) . Adami thinks somebody will make a play to takeover United States Steel Corporation ( X ) . says play this trend with refiners like Reliance Energy or ONGC. He also likes bank plays like Dollar Trade Goldman Sachs Chief Economist Jim O’Neil put out a piece of research on Wednesday that said the U.S. dollar is going to stabilize or appreciate against the euro and the yen and weaken against some of the emerging market currencies. What is the trade? Adami finds it very interesting that O’Neil is saying this ahead of the Fed meeting for Dec. 11 th . Adami thinks gold and oil will continue to slide lower and that decline could come against the strengthening of the dollar. Seymour thinks the emerging market currencies will continue to dominate the dollar. Happy 52-Week High Monsanto Company ( MON ) POPS&DROPS POPS- Apple ( AAPL ) traded up 2% after news broke that that an iPhone that can download faster from the internet will be released next year. Najarian says Apple bottomed at $165 and it’s rocking. Smithfields Foods Inc. ( SFD ) traded up 5% after the hog production and pork processing company reported better-than-expected second-quarter earnings. Adami says you have to love this stock. ValueClick Inc. ( VCLK ) traded up 7% after UBS slapped a $23 price target on the online advertising firm. Finerman thinks takeover speculation took VCLK higher. Tivo Inc. ( TIVO ) exploded up 23% after winning validation of their video recorder patent in the EchoStar dispute. Najarian says this is great news for TIVO. DROPS- The Men’s Warehouse Inc. ( MW ) fell 16% after reporting disappointing third-quarter earnings. Seymour says lose the guy on the commercials. Aeropostale Inc. ( ARO ) fell 13% after missing Wall Street’s sales estimates. Adami says ARO was due for a drop. Del Monte Foods Company ( DLM ) fell 8% after the firm cut its 2008 forecast. Final Trade Seymour says play along with the whales and buy Sears Holdings Corporation ( SHLD ). Adami recommended buying E*TRADE Financial Corporation ( ETFC ) with a tight stop. Najarian also likes E*TRADE and he disclosed he bought the stock on Thursday. Finerman gave out paper play Domtar Corporation ( UFS ).