As the title says, what are people's growth picks over the next year, outside of the metals/mining field, and why?
Sandalwood http://en.wikipedia.org/wiki/Sandalwood Tattoo removal clinic. (Tatts were a yesterday fashion trend)
High quality Indian Sandalwood oil aka Santalum album can go for $2k per kg. If you were investing in wood Id be going for agarwood - can go for upwards of $45K per kg of good resinated wood
Just an idle idea but when will the I.T industry fire again? When will governments and businesses trend into upgrading their I.T systems? Some, like Alan Kohler have suggested it's overdue. Other sectors like telecoms, health, aged care, internet 'listers' (like SEK, CRZ, SEK) have done well but might be too expensive now? I will be watching for signs that the mining services sector is reviving - unindebted ones with good prior earnings records (MND maybe) Here's an I.T stock that has recently fired, but could be now correcting: IRI Integrated Research [imgz=http://forums.silverstackers.com/uploads/1893_iri_mar_9.gif][/imgz]
Almost every stock would have performed better than metals since 2011. Except of course the silver mines that took investors funds (i.e. CCU, AYN).
I've taken a breather from Aussie shares recently for the most part but I do like a few speculative medical and robotic technology shares that don't involve clinical trials and so forth. 3DM and CYP are ones that I like. Apart from that I'm just holding things like TLS, RMD, SGH, CLH and AMC
Invocare, funeral services. Baby boomers will start inevitably dieing in the next 10. Busy times ahead