which sectors are hot and which ones are not, page-27

I'm liking oil…small and mid-range producers particularly. Gas has me a little concerned…just can't call the direction given current fields under development and demand. May be a bit of steam there, but don't anticipate much appreciation in world wide pricing…..oil on the other hand….pickup in US and Chinese economy, good chance Japan and Europe to add to it….could easily see 20-30% gains in USD…closer to 50% in AUD terms?

Certainly oil my pick for the year ahead….but looking at gold miners, current or near term, again too…inflation is due for a replay….2014-2016 sounds like the time for it….looking seriously at near producers now…..another bubble…another burst…can I get the timing right?