Gold makes sense in that it's definitely overvalued, but predicting the bubble will pop in the next year is very dangerous. There's still a lot of inflation uncertainty and markets are still pretty jittery about various currencies and sovereign debt (outside of US Treasuries, of course). Gold will go down, but do you have a rationale for why it will do so in the next year? Monetary policy in the US is likely to remain pretty loose for at least a year, which will help to drive up gold.

As for Kraft, that was actually one of Dread's picks I wasn't so sure about. On the one hand, they're a pretty solid business with good fundamentals. On the other, their current management has to answer for some pretty big bungles, including the Cadbury mess. They are clearly trying to expand into BRICs (well, really just BICs) but they're not there yet, and their one major purchase that was aimed at doing so was executed awfully and at far too high a cost. Also, Kraft has only recently become a full-fledged independent company after being owned by Phillip Morris for two decades. I'm not sure they are that well positioned for growth, to be honest.