Last week, I tried a long CF, but closed the trade at break even when the general market weakened. I am still however interested into CF, especially if the Fed does not raise rates.
The trade ides for today are below
I will first point to gold and the PM sector in general.
I posted (see link below) an analysis that shows much buying. On a fundamental point of view, in terms of cash flow or P/E values, gold miners still look poor. However, the whole idea of investors is that gold will move higher, which is also what I expect... especially if the BOJ decides to force more negative rates. The biggest negative is that the BOJ could accompany its more negative rates decision with more Yen selling, which could push the US$ higher (Gold negative.)
http://www.effectivevolume.com/conte...tember-19-2016
Note that both GG and KGC for example show strong accumulation. KGC is not in the list of trade ideas, because I have an automatic filtration for stocks that are below $4 and KGC is a buy at $3.99
AA also looks rather positive. The company will split in the next weeks, whihc I believe could support prices.
On the energy side, I like service companies more than producers. HAL is a strong company that is going to bounce.
Finally, ACIA is also an interesting trade ideas around $100-105. It is not in my list because it is a recent IPO offering too few days to use the breakout calculator.