Dis, read the balance sheet, keep an eye on the available cash, especially keep an eye out for the hot sector(s).
As an example health shares did well since November, Uranium is doing well now, gold had a run, and will run again as the USD disintegrates, coal seam gas is a hot item and hot rocks will have a run.
Iron ore was the flavour of the month, but you can't give away oprospectors at the moment, their time will come after banks and China recover.
But the big mover in Energy will be OIL producers.
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