Recently bought some coal plays - SCOK, CMK.to, GXS.v, NNE/A.to, FMC.to, PCY.v. Not too exciting so far. Today I bought PUDA (I like buying the post-finance plunge).

As far as oil & gas, I bought MHR, NR, WIX.to, BXE.to, XOP.v, ISC.v, WEE.v, LNG.v. Also considering GST (same idea as PUDA).

My general theme is that money is looking for new places to go, and most of the metal plays are far more stretched than the energy plays. I can't be the only one taking profits in high-flying stocks and looking to buy things that haven't tripled in 2 months.