Mine starting up in S Africa surrounds the Wesizwe mine. Rumor's abound that Wesizwe is looking to buyout the entire Western Bushveld Venture. Feasibility tests have been tremendously positive. PLG will probably start mining in 2009. They are erecting electricity pylons to generate their own electric, making them independent of Eskom and government. Moat: Gold and Platinum from South Africa (70% of the world's source) Lots of money flowing in WBJV.

Everybody uses it. Solid performer that continues to grow. How they will grow is anyone's guess, but GOOG have proven itself to be a pioneer more than follower. Moat: Name

Everybody uses it. Solid performer that continues to grow. How they will grow is anyone's guess, but GOOG have proven itself to be a pioneer more than follower. Moat: Name

Everyone is devaluing their currency. In addition, production of gold is declining thanks to energy issues in S Africa. We could see a big spike.

Great global play. Great fundies + momentum. This one's a trading vehicle at this level though because of the high price (based on valuation). Moat: Name

Coal-to-liquid technology means low costs and high profits. China has an interest because of cost benefits and cleanness of technology.

Agriculture has bottomed. Potash is among the best in the sector.

Lots of Supply and Brazilian. An oil company that's also a growth stock means high returns in the future. In addition, they've reserved services of major oil drillers for years to help them extract all that oil.