Gold is def pick of resource sector exposure. i am also ok about petroleum esp oil rather than gas.
elze... have a look at RCR. Revenue for 2009 of 525m expected. I have confirmation their large lazer cutter is working 2 shifts 6 days/week. Sure says something about the place. RCR also involved with Pluto. SP has crashed so maybe not all what it seems. Still like ASL (mainly gold exposure outside of BHP iron ore) MIN,NMS and IMD. UGL continues to do well.
good luck.
what is the medium term target, page-45
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