{"id":28952,"date":"2012-04-11T02:59:04","date_gmt":"2012-04-11T06:59:04","guid":{"rendered":"http:\/\/countingpips.com\/forex-news\/2012\/04\/three-sectors-to-back-in-2012\/"},"modified":"2012-04-11T02:59:04","modified_gmt":"2012-04-11T06:59:04","slug":"three-sectors-to-back-in-2012","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex-news\/2012\/04\/11\/three-sectors-to-back-in-2012\/","title":{"rendered":"Three Sectors To Back in 2012"},"content":{"rendered":"<p><strong>By <a href=\"http:\/\/www.MoneyMorning.com.au\" target=\"_blank\">MoneyMorning.com.au<\/a><\/strong><\/p>\n<p>We just wanted to give you a heads up about the very special &#8211; and very timely &#8211; presentation we&#8217;ve been working on. We&#8217;re pleased to say it&#8217;s ready and you&#8217;ll hear more about it in the days to come. <\/p>\n<p>Right now we believe the market is packed full of astounding little companies, with great businesses, that are just waiting to be snapped up by risk hungry <a href=\"http:\/\/www.moneymorning.com.au\/20111231\/speculators-v-spectators.html\">speculators<\/a>. In fact, we haven&#8217;t seen this many great stocks trading for such cheap prices since the lows of 2009. <\/p>\n<p><span><\/span><br \/>\nIn the presentation we&#8217;ve prepared we&#8217;ll explain why, and we&#8217;ll also reveal five rising star firms that we believe could absolutely trounce the small cap index over the coming 6 to 24 months. <\/p>\n<p>Of course, these aren&#8217;t just any old companies in any old sectors. These ideas represent the cornerstone of where we see great small cap value in 2012.<\/p>\n<h3><center>Looking Ahead<\/h3>\n<p><\/center><\/p>\n<p>This year in <em><a href=\"http:\/\/www.portphillippublishing.com.au\/research\/ASI\/m11asiwgesiiireg.php?code=W9AAMB02\" target=\"_blank\">Australian Small-Cap Investigator<\/a><\/em> we are focusing on three sectors:<\/p>\n<ul>\n<li>Energy<\/li>\n<li>Technology<\/li>\n<li>Specialty metals<\/li>\n<\/ul>\n<p>But as we&#8217;ve said, it won&#8217;t be any old stocks.  <\/p>\n<p>It has to be an energy company that&#8217;s doing something new&#8230;or exploring or producing in an unconventional place&#8230; or in an unconventional way.<\/p>\n<p>We&#8217;re talking innovative <a href=\"http:\/\/www.dailyreckoning.com.au\/why-invest-in-energy-resources\/2011\/12\/14\/\">energy stocks<\/a>.  Because it&#8217;s important to remember that innovation isn&#8217;t just about computers and the Internet.  Innovation can involve using new methods to explore for a resource (such as <a href=\"http:\/\/www.moneymorning.com.au\/20120119\/building-your-wealth-from-shale-gas.html\">shale gas<\/a> or coal-seam gas).<\/p>\n<p>That said, we&#8217;ve got our eye on the technology sector too.  Because when markets and economies go through a real recovery, <a href=\"http:\/\/www.moneymorning.com.au\/20120406\/disruptive-technology-stocks-for-smart-small-cap-investors.html\">technology stocks<\/a> are typically the stocks that lead the way. <\/p>\n<p>Plus we&#8217;ll look further into the specialty metals sector.<\/p>\n<p>This includes companies exploring for and producing metals such as rare earths, tungsten and antimony.  If you&#8217;ve never heard of those, you&#8217;re not alone.<\/p>\n<p>They&#8217;re obscure and <a href=\"http:\/\/www.moneymorning.com.au\/20111206\/place-these-rare-earth-metals-on-your-watch-list.html\">rare metals<\/a>.  But they are vital to the global economy.<\/p>\n<p>You can&#8217;t make flat panel TV screens, missile guidance systems, wind turbines or electric cars without rare earths.<\/p>\n<p>Then there&#8217;s <a href=\"http:\/\/www.moneymorning.com.au\/20111123\/the-new-rare-earths-tungsten-could-it-make-you-a-707-gain-by-2013.html\">tungsten<\/a>.  In the form of tungsten carbide it&#8217;s used to strengthen drill bits and saw blades.  And in the armaments industry it&#8217;s used to toughen bullets.  Again it&#8217;s a vital metal.<\/p>\n<p>And antimony is used in the production of flame retardants, with small amounts used in the semiconductor industry to make silicon wafers.<\/p>\n<p><H3><center>Opportunity Knocks<\/H3><\/center><\/p>\n<p>The <a href=\"http:\/\/www.moneymorning.com.au\/20111129\/how-to-play-a-volatile-market-for-profit.html\">volatile market<\/a> has punished a whole bunch of stocks.  And believe me, hundreds on the Australian Securities Exchange (ASX) have been hit hard&#8230;<\/p>\n<p>The bottom line is this: We tip stocks when we believe they represent good <a href=\"http:\/\/www.moneymorning.com.au\/20120213\/value-investing-three-simple-rules-for-picking-stocks.html\">value<\/a>.  And if need be, we sell stocks when they appear over-valued.<\/p>\n<p>Because in this market it&#8217;s important to not only know when to buy stocks, but when to sell stocks too&#8230;<\/p>\n<p>In short, central bank intervention and government bailouts have had the opposite effect to what was intended.  Intervention was supposed to calm the markets and create less volatility.<\/p>\n<p>But it hasn&#8217;t.  Over the past three years markets have been just about as volatile and uncertain as they&#8217;ve ever been.<\/p>\n<p>And that&#8217;s what has created the opportunity for you today.  <\/p>\n<p>We&#8217;ll have more on this during the course of the week.<\/p>\n<p><strong>Kris Sayce <br \/>\nEditor, Australian Small Cap Investigator<\/strong><\/p>\n<p><strong><em>From the Archives&#8230;<\/em><\/strong><\/p>\n<p><a href=\"http:\/\/www.moneymorning.com.au\/20120406\/disruptive-technology-stocks-for-smart-small-cap-investors.html\" target=\"_blank\">Disruptive Technology Stocks For Smart Small-Cap Investors<\/a><br \/>\n2012-04-06 &#8211; Kris Sayce <\/p>\n<p><a href=\"http:\/\/www.moneymorning.com.au\/20120404\/asx-200-this-market-is-toast.html\" target=\"_blank\">ASX 200: This Market is Toast<\/a><br \/>\n2012-04-05 &#8211; Murray Dawes <\/p>\n<p><a href=\"http:\/\/www.moneymorning.com.au\/20120404\/financial-repression-why-every-bank-will-soon-be-a-tax-collector-for-every-government-everywhere.html\" target=\"_blank\">Why Every Bank Will Soon Be a Tax Collector for Every Government Everywhere<\/a><br \/>\n2012-04-04 &#8211; Merryn Somerset Webb  <\/p>\n<p><a href=\"http:\/\/www.moneymorning.com.au\/20120403\/not-even-saudi-arabia-can-save-us-from-high-oil-prices.html\" target=\"_blank\">Not Even Saudi Arabia Can Save Us From High Oil Prices<\/a><br \/>\n2012-04-03 &#8211; Jason Simpkins <\/p>\n<p><a href=\"http:\/\/www.moneymorning.com.au\/20120402\/good-news-for-oil-and-resource-investors.html\" target=\"_blank\">Good News For Oil and Resource Investors<\/a><br \/>\n2012-04-02 &#8211; Dr. Alex Cowie      <\/p>\n<div>\n<a href=\"http:\/\/feeds.feedburner.com\/~ff\/MoneyMorningAustralia?a=IRqO1EKgDxM:2I0bKK--qGA:yIl2AUoC8zA\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/MoneyMorningAustralia?d=yIl2AUoC8zA\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/MoneyMorningAustralia?a=IRqO1EKgDxM:2I0bKK--qGA:V_sGLiPBpWU\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/MoneyMorningAustralia?i=IRqO1EKgDxM:2I0bKK--qGA:V_sGLiPBpWU\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/MoneyMorningAustralia?a=IRqO1EKgDxM:2I0bKK--qGA:gIN9vFwOqvQ\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/MoneyMorningAustralia?i=IRqO1EKgDxM:2I0bKK--qGA:gIN9vFwOqvQ\" border=\"0\"><\/img><\/a>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~r\/MoneyMorningAustralia\/~4\/IRqO1EKgDxM\" height=\"1\" width=\"1\" \/><br \/>\n<a href=\"http:\/\/feedproxy.google.com\/~r\/MoneyMorningAustralia\/~3\/IRqO1EKgDxM\/three-sectors-to-back-in-2012.html\" target=\"_blank\">Three Sectors To Back in 2012 <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>By MoneyMorning.com.au We just wanted to give you a heads up about the very special &#8211; and very timely &#8211; presentation we&#8217;ve been working on. We&#8217;re pleased to say it&#8217;s ready and you&#8217;ll hear more about it in the days to come. Right now we believe the market is packed full of astounding little companies, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.investmacro.com\/forex-news\/2012\/04\/11\/three-sectors-to-back-in-2012\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Three Sectors To Back in 2012&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-28952","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/28952","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/comments?post=28952"}],"version-history":[{"count":0,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/28952\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/media?parent=28952"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/categories?post=28952"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/tags?post=28952"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}