Transocean: Deep water driller w/contracts at great prices already locked in. Much of business is international, which means income is not tied exclusively to the weak US Dollar. Buy

Anglo-American Gold: South African company w/holdings in gold, silver, platinum, diamonds. In short, a mini-mutual fund of precious metals, and a good hedge against weak US Dollar. Also a takeover possibility. Buy

Apple: Upcoming product launches, great momentum, escalation of sales of computers as well as iPods. A true momentum play with actual substance. Buy

Yamana Gold: Cheapest producer of gold; mines in Europe, Canada, and So. America. Another hedge against inflation, terrorism, the weak US Dollar. Buy

BHP Billiton: Australian mining company: gold, uranium, iron, oil . . . if it comes out of the ground, BHP mines and processes it, then sends it to China and India. A super international play on virtually all natural resources. Buy

Devon Energy: Hugely undervalued domestic oil/natural gas driller. Second largest in the country. Takeover target value in the $90s. Buy

Comphanie de Vale: Brazilian iron ore miner--largest on the planet. Maintains long-term contract worldwide, most notably China and India. Buy

Halliburton: The energy service company everyone loves to hate. Tremendously undervalued, yet with lucrative contracts. Little downside, much upside. Buy