Huge growth prospects at a bargain. EVs, both PHEV and BEV. They wll likely be the producers of the product for A123 if they do get the go from GM and more so for an emerging Chinese EV market that may leapfrog traditional ICE there. Meanwhile they have a solid business with laptops and cell phone batteries.

America needs power and coal will be a major part of the mix. With emerging clever carbon emission reduction technologies it can even be a good choice. Good dividends and good value while awaiting that growth.

Electricity use will go up, especially if PHEVs take off as I believe they will. Utilities will benefit. Within utilities I like those positioned to cost-effectively reduce carbon when cap/trade or carbon tax eventually come on board. LNT's approach is biomass: Iowa has large amounts of barely arable land coming back off government set asides - poor for row crops, great for switchgrass which can be co-fired with coal. Less carbon produced by coal and carbon captured in switchgrass's root structure. Cool. And a cheap way to win carbon credits.

NRG is another utility well positioned in a coming carbon cap/trade or tax world. They are experimenting with using carbon to grow algae that can be used to produce fuel, making that portion of their coal-fired carbon emission not only sequestered but renewable. Clever.

More copper is out of the ground than in. Meanwhile this is a high dividend, low PE value stock that grows like the best momentum growth play. Sure it dropped with the subprime fiasco as the potential for a worldwide economic meltdown loomed large on it, but it is already bouncing back up.

Natural gas. Huge proven and even huger unproven reserves. We'll need it.

Solid stock making good money in semiconductors that doesn't have its potential future growth in thin solar yet factored into its price.

We are getting older and fatter. Diabetes and renal failure will increase and these folks do the dialysis that we will need in increasing numbers.