I'm liking the tungsten theory strauss. A lot of sectors have had their runs, so good idea to look at the new ones.
Keep an eye on what the BHPs and RIOs do as well. BHP trying to acquire potash caused all related stocks to go nuts, and the same has happened when they bought into shale. I remember last year everyone talking about Aussie shale stocks and just look at all the charts for related companies.
