As we said before, we like, no, we love free cash flow, the more the better.

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And we always like to have a little cash laying around, just in case we find one new idea today, so that we can get a little weighting in that stock.

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So right now, we would like to go to cash.

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Like any cash-strapped family, we will work within a budget to invest in what we need and sacrifice what we don't.

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Coming into the day, we had the stock rated Undervalued because its fundamentals like cash earnings and sales have actually held up better than the stock price.

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It seems like each day we get new tradable set ups for cash flow as our macro positions continue to methodically move up .

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Going forward, we think that we will likely see a Baidu which, like Google and Apple, keeps lots of cash on hand to capitalize on any new opportunities in the market.

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We like to buy macro dips for holds, but also to take quick trades along the way to generate cash flow.

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