Daniel Denning     www.portphillippublishing.com.au       

I recommend investment ideas as discrete ideas, not as parts of larger portfolio. A portfolio would include asset allocation and position sizing, which is a highly personal matter that should take into consideration your own financial goals, resources, and tolerance for risk. Right now, the pullback in energy and commodity prices (which may continue until the North American winter sets in in earnest) means some great blue chip energy and resource companies can be bought now at much cheaper prices than a month ago. If you are a believer in the secular bull market in resources (as I am) then this is an excellent buying opportunity.