Sunset Strip | Aussie market turned positive with global markets on the back of China rate cut and Euro stimulus plans

Sunset Strip | Aussie market turned positive with global markets on the back of China rate cut and Euro stimulus plans. TIME TO TURN POSITIVE. Maintain our positive change on Energy sector last Friday with OPEC meeting coming and global stimulus...Prefer OSH and WPL in the big and AWE, BPT and SXY in the mid/small. Gold sector is a wait and see after Swiss referendum on 30th Nov...if that goes negative...current polling suggests that...spot gold will go down...prefer NCM, NST and SAR. ACR continues its positive recovery with European approval board seeing no real danger signs...oversold biotech on broker stories...expect this recovery to continue. The negative trend was dominated by mining services and some bad boys. DNA is taking some punishment, but when the tide turns there is a decent recovery expected. Trading idea of the day: BHP Billiton (BHP). Monday's Macro Stock Pick: Henderson Group (HGG). Chart of the day: AWE Limited (AWE). (VIEW LINK)