Trade Tomorrow: Hidden Winners, Oil and Gold

Following are Fast Money's three trades for tomorrow… who are the market’s hidden winners… how should you play the tumble in gasoline prices… and what’s next for gold?

#1 - Tampa Bay Devil Rays Trade

As the Tampa Bay Devil Rays go to show, winners aren’t always the one’s getting the most attention. Who are the market’s hidden winners?

A lot of smaller banks that you don't think of as big A-list players might well step into the spotlight as some of the biggest franchises in Wall Street history diminish before our eyes.

Here's how the Fast Money traders recommend playing.

Keep an eye on Jefferies (JEF), they’re doing great things on the investment banking side, says Guy Adami. And I like their CEO. I also like Knight Capital (NITE) for their trading volumes and Raymond James (RJF). This stock might be ahead of itself, but it’s a well run company.

Stick with TD Ameritrade (AMTD), exclaims Jeff Macke. They're not the Devil Rays but they're not the Yankee's either.

I’d look at Morgan Stanley (MS) and Ameritrade (AMTD), Pete Najarian adds. But it's US Bancorp (USB) I like best. They're positioned to make an acquisition in the middle tier.

I like the Yankees and I like Goldman Sachs (GS), says Karen Finerman.

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#2 - Less Pain At The Pump

Oil fell again on Wednesday as slowing demand outweighed an unexpected OPEC crude production cut and a steep drop in U.S. inventories. Meanwhile, prices at the pump have been coming down too, with the a gallon of gas now costing $3.67 on average.

Who wins as oil and gas tumble?

I think some of the names in retail's slightly upper discount area such as Target(TGT) are buys on the dip simply because Armageddon isn’t here, says Jeff Macke.

If oil cracks through $100 I think Macy’s (M) will benefit, says Pete Najarian. People are more willing to spend as they see prices at the pump come down.

I’m short Kohl’s (KSS), adds Karen Finerman. But that’s because it’s had a huge run.

Urban Outfitters (URBN) is a “Buy” on any pullback, adds Guy Adami.

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#3 – Goodbye Gold?

On Wednesday gold slid to an 11-month low. How much farther will it fall?

According to CPM Group founder Jeffrey Christian, gold's recent fall has been due to technical selling. However he believes physical demand for gold remains strong. As a result, he thinks the fundamentals are in place for a gold rally.

To see our entire interview with Jeffrey Christian please watch the video.

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Trader disclosure: On Sept 10, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (WMT), (MSFT), (UUP); Adami Owns (AGU), (BTU), (C), (GS), (INTC), (MSFT), (NUE); Najarian Owns (AAPL) And (AAPL) Collar; Najarian Owns (KR) Calls; Najarian Owns (RIMM) Call Spread, (XLE) Call Spread; Najarian Owns (XLF) Collar; Najarian Owns (LEH) Put Spreads; Najarian Owns (MS) And Is Short (MS) Calls; Finerman Owns (GS); Finerman's Firm Owns (MSFT), (TSO), (VLO), (AEO); Finerman's Firm Is Short (BAC), (WFC), (XLF), (IYR), (IJR), (MDY), (SPY), (IWM), (KSS); Finerman's Firm Owns (DNA) Calls, (IRF) Calls; Finerman's Firm Owns Shares Of SeaDrill Limited