Hi John - the market's reaction is far more telling than the numbers themselves. It's early in the day, but the market has not gone down on the bad numbers. If this market holds into the close, then it's likely our correction is over, and it's up up and away for the usual seasonal run into January.

In that environment, you can throw darts, but the season is best for PMs, techs, and energy plays. I'm concentrating in PM juniors - the best time for them is mid-Dec to mid-Jan, but they're doing fine right now.