Yes. I'm also interested how smart people estimate the situation.
To my mind today and in the nearest future it is reasonable to mine coins that are
1. Easy to mine
2. Have promising future
Right now I mine BCN and Quazar (33 % and 67 % of my computing power).
I had to sell all my ASICs for BTC, so I dont mine them anymore obviously.
And I invest some BTC to new coins, I will not advertise them.
It is also clear that most of them will die, but if at least one succeeds, I gain huge profit.
The purpose of investment is good balance between mining and buying.