Jon Najarian is a buyer of CODE.

Pete Najarian is a buyer of C.

Joe Terranova is a buyer of VSI.

Stephanie Link is a buyer of OSK.

Trader disclosure: On Sept. 4, 2014, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Guy Adami is long C, GS, INTC, MSFT, AGU, NUE, BTU; Guy's wife, Linda Snow, works at Merck; Brian Kelly is long BTC, GLD, SLV, BBRY, CTRL, EWZ, EWH, WFM, SIVB, XLE, Australian dollar, he is short US Dollar; Tim Seymour is long AAPL, C, EDC, F, GE, GOOGL, JCP, BX, DIS; Tim Seymour's firm is long BIDU, BAC, CCU, EJ, KNDI, MCD, NKE, NOK, SINA, TSL; Jon Najarian is long WMT, EBAY, HPQ, BAC, JPM, PFG, ERIC, YHOO, TUES, LUV, COH, TLM, LINTA, NFX, CHK, CLDX, GLNG, CNX, TTWO, GLW, CODE, BKW, LOCO; Stephanie Link is long AAPL, AIG, AXP, BA, BAC, BWP, CI, COST, DOW, ESV, ETN, FB, FCX, GE, GM, GOOGL, GS, JNJ, KMI, LEA, MSFT, MMM, ORCL, OXY, PVH, SBUX, STI, SWK, UPS, UTX, VALE, XLNX, TWTR, WAG; Pete Najarian is long AAPL, BMY, DD, KKR, LLY, PFE, MWE, MRK, TGT, UA, he is long calls ADSK , ASH, BUD, C, DHI, HPQ, FOXA, GLW, HES, MSFT, PBF, PBR, SAN, VMW,YHOO, TOL, TSLA, FB, SLV, DAL, UAL, WMT, GS, INTC, XLF, WFT, MTW;



For Ravi Shanker

As of July 31, 2014, Morgan Stanley beneficially owned 1% or more of a class of common equity securities of the following companies covered in Morgan Stanley Research: Avis Budget Group Inc, General Motors Company, Lear Corporation, Lithia Motors Inc., Meritor Inc, Tesla Motors Inc. Within the last 12 months, Morgan Stanley managed or co-managed a public offering (or 144A offering) of securities of Avis Budget Group Inc, Ford Motor Company, General Motors Company, Johnson Controls, Inc., Mobileye NV, Tesla Motors Inc., TRW Automotive Holdings Corp. Within the last 12 months, Morgan Stanley has received compensation for investment banking services from Avis Budget Group Inc, Ford Motor Company, General Motors Company, Johnson Controls, Inc., Mobileye NV, Tesla Motors Inc., TRW Automotive Holdings Corp. In the next 3 months, Morgan Stanley expects to receive or intends to seek compensation for investment banking services from Autoliv, Avis Budget Group Inc, BorgWarner Inc., Dana Holding Corp., Delphi Automotive PLC, Ford Motor Company, General Motors Company, Goodyear Tire & Rubber Company, Harley-Davidson Inc, Hertz Global Holdings Inc, Johnson Controls, Inc., Lear Corporation, Magna International Inc., Meritor Inc, Mobileye NV, Tenneco Inc., Tesla Motors Inc., TRW Automotive Holdings Corp. Within the last 12 months, Morgan Stanley has received compensation for products and services other than investment banking services from American Axle & Manufacturing Holdings Inc, Autoliv, Avis Budget Group Inc, BorgWarner Inc., Dana Holding Corp., Delphi Automotive PLC, Ford Motor Company, General Motors Company, Goodyear Tire & Rubber Company, Harley-Davidson Inc, Hertz Global Holdings Inc, Johnson Controls, Inc., Lear Corporation, Meritor Inc, Tenneco Inc., TRW Automotive Holdings Corp. Within the last 12 months, Morgan Stanley has provided or is providing investment banking services to, or has an investment banking client relationship with, the following company: Autoliv, Avis Budget Group Inc, BorgWarner Inc., Dana Holding Corp., Delphi Automotive PLC, Ford Motor Company, General Motors Company, Goodyear Tire & Rubber Company, Harley-Davidson Inc, Hertz Global Holdings Inc, Johnson Controls, Inc., Lear Corporation, Magna International Inc., Meritor Inc, Mobileye NV, Tenneco Inc., Tesla Motors Inc., TRW Automotive Holdings Corp. Within the last 12 months, Morgan Stanley has either provided or is providing non-investment banking, securities-related services to and/or in the past has entered into an agreement to provide services or has a client relationship with the following company: American Axle & Manufacturing Holdings Inc, Autoliv, Avis Budget Group Inc, BorgWarner Inc., Dana Holding Corp., Delphi Automotive PLC, Ford Motor Company, General Motors Company, Goodyear Tire & Rubber Company, Harley-Davidson Inc, Hertz Global Holdings Inc, Johnson Controls, Inc., Lear Corporation, Lithia Motors Inc., Meritor Inc, Tenneco Inc., Tesla Motors Inc., TRW Automotive Holdings Corp. Morgan Stanley & Co. LLC makes a market in the securities of American Axle & Manufacturing Holdings Inc, Asbury Automotive Group Inc, Autoliv, AutoNation Inc., Avis Budget Group Inc, BorgWarner Inc., Carmax Inc, Dana Holding Corp., Delphi Automotive PLC, Ford Motor Company, General Motors Company, Goodyear Tire & Rubber Company, Group 1 Automotive, Inc, Harley-Davidson Inc, Harman International Industries Inc., Hertz Global Holdings Inc, Johnson Controls, Inc., Lear Corporation, Lithia Motors Inc., Magna International Inc., Meritor Inc, Penske Automotive Group, Inc, Sonic Automotive Inc, Tenneco Inc., Tesla Motors Inc., TRW Automotive Holdings Corp. Morgan Stanley & Co. International PLC and its affiliates have a significant financial interest in the debt securities of American Axle & Manufacturing Holdings Inc, Avis Budget Group Inc, BorgWarner Inc., Dana Holding Corp., Ford Motor Company, General Motors Company, Goodyear Tire & Rubber Company, Hertz Global Holdings Inc, Johnson Controls, Inc., Meritor Inc, Tenneco Inc., Tesla Motors Inc.