"Certain commodities are getting hot again; both copper and gold have the wind at their backs in this market, while uranium has also caught our attention," says Brandon Clay.

In his Invest with an Edge, he explains, "One such company that should gain from a spike in gold, uranium, and copper is Vancouver-based Fronteer Development Group (NYSE: FRG).

"Uranium is a perennially despised substance with a back story in catastrophe, espionage, protests, and nuclear fallout. But this sometimes-sordid history may prove too weak an objection for the outstanding potential in uranium.

This post is part of a series in which TheStockAdvisors.com asked financial experts to name their top stock pick if McCain or if Obama wins the election.

"If McCain is elected, we would suggest USEC (NYSE: USU); after slumbering for over 20 years, nuclear power is quickly emerging from hibernation and will be satisfying a much larger percentage of the nation's energy-hungry appetite during McCain administration," says value investor Nathan Slaughter, editor of Half-Priced Stocks.

"Currently, there are 104 nuclear plants in operation nationwide, which combined, account for 20% of the country's electricity. But both of those totals are set to rise markedly. Current forecasts suggest nuclear facilities could double their share and ultimately account for 40% of power in the U.S.

"There are several factors underpinning this resurgence in nuclear energy, not the least of which is $100 per barrel oil and elevated prices for natural gas and coal.

"Believe it or not, one kilogram of uranium-235 has the stored energy equivalent of 1,500 tons of coal. And while up-front construction expenses can be high, ongoing operating costs for nuclear reactors are running just $15-20 per megawatt hour, far cheaper than traditional plants.

"John McCain is an outspoken champion for the nuclear power movement, outlining ambitious plans to commit $315 billion towards the construction of 45 new reactors over the next two decades.

"Beyond that, he has a clear goal of achieving energy independence by building '100 new plants to power the homes and factories and cities of America.'

"All of this spells plenty of opportunity for USEC, owner of the nation's only uranium enrichment facility. The company is in the business of supplying fuel for commercial reactors around the world -- and competition is sparse.

"The firm also benefits from a longstanding nuclear non-proliferation treaty with Russia. Specifically, USEC participates in the salvaging of old Soviet nuclear warheads under the 'Megatons to Megawatts' program.

"The company has carved out a dominant market share and now supplies about half of the nation's enriched uranium (most of the rest comes from Russia).

This post is part of a series in which TheStockAdvisors.com asked financial experts to name their top stock pick if McCain or if Obama wins the election.

"McCain has been a strong supporter of nuclear power and his energy plan calls for building 45 new nuclear power plants in the U.S. by 2030; our pick for a McCain victory is uranium miner Paladin Resources (Toronto: PDN)," says Elliott Gue in The Energy Strategist.

"McCain's plan would represent by far the most significant build-out of nuclear plants in more than three decades. He has an ultimate goal of building 100 new U.S. reactors. America's 104 existing plants account for about 20% of electricity generation.

"The U.S. is not the only country in the world considering a major expansion in nuclear power. Russia, India and China have already committed to a major expansion of their nuclear energy capacity. And nuclear is also enjoying a renaissance in other developed markets such as the U.K. and Italy.

"The main fuel for nuclear plants is uranium. Last year, mined uranium supplies only covered about 64% of global uranium demand; to make up the difference, utilities tapped secondary sources such as stockpiles and reprocessed nuclear warheads.

"But, secondary supplies are expected to decline sharply in coming years and the Megatons to Megawatts program for reprocessing Russian nuclear weapons into power plant fuel ends in 2013. Therefore, mined supply will have to ramp up to meet rapidly growing demand.