Interesting times, oil, iron ore and gold finished?

Tough Month with plenty of pain and little gain, will take some profits on CTD and CSL.

There has been some real pain in the market in many sectors.

so when do we buy?? oil or iron ore, maybe just buy BHP and wait, however like all stocks with falling profits, valuations are stretched.
hard to imagine BHP failing, but earnings per share will be falling.

Santos STO  taking a real Caning, so time to put some of these into a watch list

CompanyName	Symbol		Price		DY
Santos LTD	STO.AX		8.73		4.01
Fortescue Metal Grp	FMG.AX		2.77		7.22
Origin Energy LTD	ORG.AX		11.4		4.39
WorleyParsons LTD	WOR.AX		10.57		8.04
Oil Search Ltd	OSH.AX		7.83		0.51
OZ Minerals	OZL.AX		3.29		6.08
Flight Centre Travel Grp Ltd	FLT.AX		38.73		3.92
Sims Metal Mngmt	SGM.AX		10.85		0.92
Bluescope Steel	BSL.AX		5.08		0
Suncorp Group LTD	SUN.AX		14.29		5.25
Rio Tinto Grp AUD	RIO.AX		59.18		3.77
CSR LTD	CSR.AX		3.59		3.9
Crown Resorts Ltd	CWN.AX		13.87		2.67
Computershare LTD CPU	CPU.AX		11.35		2.56
AGL Energy	AGL.AX		13.49		4.6
Insurance AustraliaGp	IAG.AX		6.21		6.28
Woolworths LTD	WOW.AX		31.27		4.38
Harvey Norman Hldgs	HVN.AX		3.68		3.8
MacQuarie Grp	MQG.AX		60.38		4.8
Lend Lease Group	LLC.AX		15.71		4.52

Performance		7/12/2014
Code	Company	Buy date	buy price	current	profit loss	all ords performance adjusted to purchase date	all ords at time of purchase	Sell Date	Sell price
EPW	ERM Power Ltd	21/05/2014	$1.91	$1.92	0.5%	-1.6%	5401	22/8/2014	$1.92
CCL	Coca Cola Amitel	26/05/2014	$9.69	$9.16	-5.5%	-3.2%	5490	22/8/2014	$9.16
SEA	Sundance energy	26/05/2014	$1.04	$1.30	25.6%	-3.2%	5490	15/8/2014	$1.30
WTF	Wotif.com	28/05/2014	$2.42	$3.33	37.6%	-3.5%	5506	11/7/2014	$3.34
SEA	Sundance energy	31/07/2014	$1.32	$1.30	-1.5%	-5.5%	5623	15/8/2014	$1.30
CRZ	Caresales.com	23/05/2014	$10.53	$10.73	1.9%	-1.7%	5403
REA	Realestate.com	28/05/2014	$44.19	$45.40	2.7%	-3.5%	5506
SUL	Supercheap auto	7/07/2014	$9.16	$7.72	-15.7%	-3.5%	5506
TRS	The Reject Shop	7/07/2014	$9.66	$6.47	-33.0%	-3.5%	5506
CSL	CSL Limited	15/07/2014	$68.55	$85.97	25.4%	-3.3%	5495
CTD	Corporate Travel Man	15/07/2014	$6.55	$10.00	52.7%	-3.3%	5495
FLT	Flight Centre	15/07/2014	$45.84	$39.00	-14.9%	-3.3%	5495
BRG	Breville Group	27/08/2014	$7.24	$6.42	-11.3%	-5.9%	5648
BSL	Bluescope Steel	27/08/2014	$5.42	$5.13	-5.4%	-5.9%	5648
AGI	Ainsworth gaming	3/09/2014	$3.41	$2.15	-37.0%	-6.0%	5654
MML	Medusa Mining	15/09/2014	$1.09	$0.74	-32.1%	-2.9%	5473
							5313	AORD	7/12/2014
		Stockgrumble performance			-0.6%	-3.8%	AORD Performance

Gold stocks seem to be bottoming, with some signs of life.

	Gold watchlist started 12/09/2013
CompanyName	Symbol	12/09/2014	Current
Northern Star Rsrcs	NST.AX	1.46	1.15	-21.23%
Anglogold Ashanti Ltd	AGG.AX	3.02	2.18	-27.81%
Newcrest Mining LTD	NCM.AX	10.71	10.43	-2.61%
Evolution Mining Ltd	EVN.AX	0.69	0.53	-23.19%
Royalco Resources Ltd	RCO.AX	0.28	0.26	-8.93%
Regis Rsrcs Ltd	RRL.AX	1.84	1.47	-20.11%
Resolute Mining LTD	RSG.AX	0.50	0.33	-34.00%
Medusa Mining	MML.AX	1.05	0.74	-29.52%
Troy Resources Ltd	TRY.AX	0.82	0.45	-45.12%
Kingsrose Mining Ltd	KRM.AX	0.46	0.26	-43.48%
				-25.60%