Hard to fault your picks for the long term. For shorter term I'm picking

NOT, FNC, PNP, FWR and a bit of SPQ

NOT because they have proven up something and so far it's very rich, worth the valuation but on the company.

FNC because it's undervalued by the market (just looking at market cap here)

PNP because they too are undervalued and have spread a lot of money over the area plays.

FWR again few shares out, compared to others, and has a lot farther to go to catch up (market value).

SPQ just for a bit of a gamble as they are riding on others coat tails.

Only so much money to go around and next week I may change around some holdings. Pays your money and takes your chances.

There should be a lot of money made day or weekly trading in these stocks.