The mostly unpublicized renaissance of nuclear power in the U.S., along with an ongoing worldwide nuclear proliferation, makes ABB Ltd. a great long-term pure play for this coming bull market in nukes. Among other things, this Swiss-based company manufactures and services the electrical components and systems used in power generation plants.

A U.S.-based holding company, AES Corp., through its subsidiaries, operates a portfolio of electricity generation and distribution companies, in 25 countries, on 5 continents.

Allegheny Tech, one of 2006's top-performing stocks, sees its product lines in continued demand by the aerospace industry, etc., albeit to a lesser degree, depending on just how much any economic slowdowns affect relevant industries.

Stock of this mostly upscale homebuilder performed very well before the housing bust, and the price of Brookfield Homes, along with most other housing stocks, bottomed several months ago.

Hard pressed to find a good telecom stock I could understand, and not having enough exposure to China, I chose China Mobile.

Immucor fits nicely as a good small cap growth stock that gives my portfolio some health care exposure.

Diamond Offshore Drilling (among others) has been able to raise day rates through the roof, as the increase in the world's rig count has barely been able to offset the loss of production levels from many of the world's maturing oil fields. Regardless of the drop in crude prices, the majors are still faced with a struggle to keep up with the growing world demand in oil.

Google is a juggernaut, without an equal.