* The market is close to the bottom right now.* Euro mess is a...

* The market is close to the bottom right now.
* Euro mess is a 'known knowns'.
* Most money at the moment is sitting on the sidelines in cash where there is little return.

I think we are set up very nicely for a rally through until Christmas and into early next year. Resources is the place to be IMO and I keep reminding myself: how much do Australian resource companies export to Europe??

I favour resource stocks and here is a list in no particular order of ones I think will have good returns before Christmas.

RIO, BHP, FMG, AKM, BDR, CBS, SDL, WSA, NCM, RED, CDT, CHN, MDI, CQT, PDN, EXT, XAM.