which sectors are hot and which ones are not, page-77

"the whole mechanism for pricing energy has changed because of shale gas!!"

Wouldn't get too carried away with shale, as its not exported yet out of the states.

Gas pricing on our East Coast is rising/ and has been rapidly/ West coast gas is still higher (the LNG price leveller), and we are more pinned to Tapis, and LNG Asian pricing (Japan).

Maybe why the US juniors have had a poor year with no turnaround yet.

But pricing for Australian stocks looks solid.
Uptick being led by the Mid/Large cap sector.