The cleanest greenest utility in the business with the largest wind farm capacity in the country. When a carbon cap and trade system is invoked with the next presidency, from either candidate, FPL will have a distinct competetive advantage. Even without that their push to make themselves more efficient will protect them from rising fuel costs, which are passed along to consumers.

Volatile as hell, but still very powerfull. They have the front edge of solar power and incredibly low cost per watt that even the private Nano Solar will have a hard time surpassing anytime soon. Long term I see Nano Solar and First Solar duking it out for the king of thin film solar. FSLR does have a long term growth rate problem with the availability of Tellurium, a key element in its Solar cells, but they can still tripple their planned expansion's combined outputs before the world supply of the toxic mineral is going to be a major limiting factor for them.

More emotion here than I should allow, but I love Coke and its a pretty recession resistant stock that should see some upward pressure as investers focus their money in safer plays. Low Beta and 2.3% yield at current levels should be a solid anchor for my more ambitious solar/green plays.

Very responsible bank which has never needed to cut its dividend and has actually been raising it. Swapping into this name to preserve diversification.

Ag is going to have a great long term run and I'm a firm believer in Genetically Modified Organisms being the way to increase crop yields in ways that will yield significant competetive advantages. Their new seed pipeline seems to be thickening and the recent 10% pull back from 145 to 128ish is a great opportunity to buy in.

One of the best steel companies that's pulling back considerably from its highs. I'm expecting short term weakness that will give me the opportunity to buy around 150, but long term I see steel as being in strong demand for the next several years as the US needs to rebuild infrastructure, and add on new large scale power generation and transmission lines, shipping fleets, etc.

Nordic American Tanker: A great tanker company with no debt and a very low break even cost per tanker. This is a play on the stable nature of needing to ship oil from one place to another. Even in periods of declining use, oil volumes are only down 3.5%. A dangerous stock making equity offerings an average of once a year, if I can collect 20% gains from it, I'll need to sell and wait for their next dilution to purchase more.

The best of the breed online retailer. Amazon rules the web the way Walmart rules brick and mortar stores. Although trading at an extremely high P/E to its growth ratio, its clearly an exceptional company and is a target of opportunity on pull backs.