'Fast Money' traders share their 'New Year resolution' stock picks

? (?) 00:00.000

We asked our traders to give you their picks that they believe as Guy Domy likes to say. Apparently you're ready to party. I've literally never heard him say that. But let's start off with Karen Fineman. Karen, start us off with a a New Year treat.

Karen Finerman (CEO) 00:17.120

Right. Well, it's always the quiet ones who really party. So this one little shameless in that, you know, it's our parent, Versant, coming out on their own next week, they're actually still still part technically part of Comcast, but a couple things I think I think are

Karen Finerman (CEO) 00:34.240

interesting. If you own Comcast, you own it for the rest of their business. You don't own it for this. So only about 5 or 6% of what you own will be this. You might see it on your sheets and say, "You know what? I don't want this. I want the other stuff. I'm just going to sell

Karen Finerman (CEO) 00:47.120

it. I don't care what price." I love when people sell things at a price that they really don't care about. That creates an interesting opportunity. I think now management is unleashed to try to make these businesses as as as as they can. And it's a good collection of businesses.

Karen Finerman (CEO) 01:03.160

CNBC, obviously, MS now, golf, even WNBA, which I love. A good balance sheet. And so I think it's sort of an interesting risk award, not a ton of risk. And we've seen, you know, some of these things left for dead and then all of a sudden there's interest. And just this WBD

Karen Finerman (CEO) 01:21.240

battle alone has shown there's interest in all parts of media. So this is the quiet one that I think could have a a nice 2026 party.

? (?) 01:30.000

I I love it. Headquartered right across the way here in Times Square and I would say you don't bet against this talent. Do you, Dan Nathan? Carter Worth. I'm not laughing. Carter Worth.

Carter Worth (Founder) 01:46.200

So I think an outlier this year of course the performance of investment banks and brokers. We know that Morgan Stanley up 40% Goldman up even more. Look at IBKR. Look at Robinhood up 200. If you look at the performance So, the investment banks and brokers relative to the BKX,

Carter Worth (Founder) 02:02.560

the spread is about as wide as you're going to get. So, my hunch is to uh fade these brokers that have had a great year, banking, and all the volatility, and the trading, and the commodity, and so forth. And to favor the BKX, which has stable big banks such as JP Morgan, of

Carter Worth (Founder) 02:19.720

course, but also US Bank or PNC and that sort of thing. So, investment banks and brokers paired against banks in general.

Dan Nathan (Principal) 02:30.000

Yeah, I like consumer internet here. I think for the most part they've kind of been left for dead this year and I think uh many of them will have like a an AI moment last next year. Maybe that's Spotify, maybe it's Netflix, maybe it's Uber or Snap I'll throw in there too, which

Dan Nathan (Principal) 02:42.360

is honestly been left for dead there. So Pinterest is another one. So I I think that you know some of these might breathe a little bit of fresh air next year in 2026. XLE

Guy Adami (Director of Advisor Advocacy) 02:52.480

has been trading sideways since the fall of 2022. If you look, Carter would say it's a textbook sort of plateau in terms So we're then getting to the next level, which I think we will in 2026. So for me, it's energy specifically XLE. 3 1 2 3 0 0 0 0 0 0