I don't consider myself a great stock picker, so I usually buy a basket, but I do have favourites. In uranium, I like EFR.to (UUUU), but it's had 2 strong days, so I'll sell half today - definitely buy more on any pull back. Also like URE.to (URG), UEX.to and to a lesser extent DML.to (DNN). The last 3 are near a buy zone, while EFR is short term overbought.

In Alt energy, I like all the fuel cell stocks - PLUG, BLDP, FCEL as well as an oddball company OPTT. I'm looking for more non-solars in the alt energy sectors.