Trading the rally: 5 stocks to buy

Traders saw a lot of bright spots in the market's record-breaking rally on Thursday. CNBC "Fast Money" trader Guy Adami said Thursday that two stocks in particular are

attractive plays. PALO ALTO AND FIREEYE Source: Palo Alto Networks "Palo Alto Networks, all time high. Look at the move in FireEye. Proof point: there are pockets of stocks that

continue to work here," Adami said. Trader Steve Grasso also eyed both stocks. "It's going one way, it's going north. These are names you have to hold your nose and just

buy them," he said. Shares of Palo Alto are up about 50 percent year-to-date. FireEye stock is also up 70 percent from the beginning of the year. KANSAS CITY SOUTHERN AND CSX Trader Tim

Seymour focused his attention on the transports Thursday, examining Kansas City Southern and CSX in particular. He said that Wednesday's dovish Fed statement "means the transports

can continue to run." "A lot of these guys were going through pricing issues, but commodity prices are now starting to bottom. The valuations here are very interesting," he

said. Read More Billionaire sees opportunities in asset bubbles MICROSOFT Trader Brian Kelly said on Thursday that he bought shares of Microsoft as a result of the market rally. "It has

a 3 percent dividend yield. It's a big cap tech, exposed to the world, and would do well under a weaker dollar; so, for me, that's the trade you do here," he said.

"That's why people, I think. were piling into the Nasdaq." DISCLOSURES: _Tim Seymour_ _Tim Seymour is long AAPL, T, BAC, C, DIS, F, GE, GM, GOOGL, INTC, JCP, SUNE, Tim's

firm is long BABA, BIDU, MCD, NKE, NOK, SBUX, YHOO._ _Brian Kelly_ _Brian Kelly is long BABA, BBRY, BTC=, EEM, Euro, MSFT, NOC, SPY, TAN, TSL, Yen; he is short Dollar and Yuan. Today he

bought MSFT, NOC, and SPY._ _Guy Adami_ _Guy Adami is long CELG, EXAS, INTC, Guy Adami's wife, Linda Snow, works at Merck._ _Steve Grasso_ _Steve Grasso is long AAPL, BAC, DD, DECK,

EVGN, MJNA, PFE, T, TWTR, GDX firm is TWTR, AXP, AMD, AMZN, IBM, MCD his kids own EFG, EFA, EWJ, IJR, SPY. _