Uranium - spot price hasn't moved much, but the stocks are starting to move. It's always best when the stocks move before the commodity.

Alternative energy - fuel cell stocks are doing well, solars appear to be completing a consolidation phase and could go on another run.

PMs - less confident about these, but so oversold they should have a decent bounce at least.

What I really like about uranium and alt energy stocks is that there are a limited number of survivors from years of being out of favour. Which means they have the potential to make big moves from a relatively small amount of new money put into these sectors. PMs have not been in the woods as long and may still have another leg down - or sideways dead money. Right now I'm playing them for a bounce, but I'm prepared to get out if they falter.