This post is part of Japan: A Special Report for Investors.

"Although some people may think it inappropriate, our job is to make readers aware of opportunities as they occur," says Glenn Rogers.

The contributing editor to Internet Wealth Builder explains, "Invariably, every major crisis creates such opportunities although they may only be suitable for aggressive investors. This one is no different.

"The question is: where to begin? Usually the best place to start is by looking at some of the securities that were hardest hit by the big sell-off that followed the disaster.

This post is part of Japan: A Special Report for Investors.

"Uranium and nuclear power stocks are the most directly impacted by events in Japan. In my view, this isn't the time to sell uranium plays," says Elliott Gue, who continues to recommend Cameco Corp. (CCJ), the leading uranium mining company.

The editor of The Energy Strategist explains, "Investors looking for a road map of what's likely to transpire over the next few weeks should recall the Macondo Oil spill in the Gulf of Mexico in late April 2010.

"Cameco (CCJ) is a Canadian miner and the second largest producer of uranium in the world," says Brendan Coffey.

The editor of the Cabot Green Investor explains, "However, the company is more than just a uranium miner. It also operates further up the nuclear supply chain, and has a goal of continuing to expand its related services.

"The company delivered 16% of world demand in 2009 and is aiming to double production by 2018. It has 'proven and probable' uranium reserves of 480 million pounds, enough to meet nearly three years of current global demand.

Analyst Upgrades

• Goldman upgraded Reliance Steel (RS) to buy from neutral and The Buckle (BKE) to neutral from sell.
• RAM Energy (RAME) was upgraded to outperform from market perform at Rodman & Renshaw.
• RBC Capital upgraded H&E Equipment (HEES) and Cameco (CCJ) to outperform from sector perform, and Denison Mines (DNN) to sector perform from underperform.
• Alexandria Real Estate (ARE) was upgraded to overweight from neutral at JPMorgan.
• Investment Technology (ITG) was upgraded to outperform from neutral at Wedbush.

"The global nuclear power industry is in the early stages of a multiyear growth spurt similar to what the industry experienced in the late 1970s and '80s," says energy sector expert Elliott Gue.

The editor of The Energy Strategist explains, "The nuclear renaissance will generate tremendous wealth for investors over the next few years. Two stocks that will benefit are Cameco (CCJ) and Shaw Group (SHAW).

"The nuclear power industry benefits from both a lack of dependence on imports as well as costs that don't vary excessively with commodity prices.

"Cameco (CCJ) is the 'Superman' of the uranium world; the stock fits with our preference for owning tangible assets - the classic, durable means of wealth creation and preservation," says Chris Mayer.

The conrtributing editor to The Daily Reckoning explains, "Uranium ought to prove a wonderful inflation hedge if our thesis plays out. This is one to buy and sock away for a few years.

"Cameco Corp., based in Saskatchewan, Canada., is the only uranium blue chip. It is the second largest uranium miner in the world, after Kazatomprom. Cameco produced about 20 million pounds last year, or 16% of the world's supply.

"Given the stock market setback, the time to buy has come. So what is a global investor to do now? Where in the world do we go?" asks Vivian Lewis.

The editor of Global Investing reviews five global investment ideas: Mexico's Cemex (CX), Canada's Cameco (CCJ), Greece's Coca Cola Hellenic (CCH), Israel's Teva Pharmaceutcial (TEVA), and India's ICICI Bank (IBN).

"I think this May correction has been the result of insane blind total panic in the wake of the still unexplained flash crash. Logically nothing explains the sell-off -- nada, nichevo, nichts, rien. To imagine that Greece is going to pull down Britain, Germany and France is simply ridiculous.

James Altucher is a financial journalist for The Wall Street Journal and founder of Stockpickr.com. His articles cover every angle of the market; he also stars in feature videos with other financial luminaries. He is the author of Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCa$h, and The Forever Portfolio.

He has taken a controversial path lately with numerous articles in the New York Post and Huffington Post. Some articles include: "Global Warming Is a Myth," "Should Insider Trading Be Made Legal?" "School of Hard Cash," "The Internet Is Dead (as an Investment)," and "5 Myths the Recession Taught Us."

Rumors of a new addition to the James Altucher library have entered the blogosphere, so I met with James to discuss a possible new book and the response from his recent aggressive views on finance and the stock market.

Despite the U.S. stock market's recent run up, the decline in the U.S. dollar and inflation fears have investors searching for safety in these uncertain times. A popular strategy that has emerged is to hedge market and currency risk with commodities, namely gold, oil, and uranium. What specific stocks and investments in these sectors are likely to outperform?

ETFs like the US Oil Fund (NYSE: USO) and the SPDR Gold Shares (NYSE: GLD) will obviously track any rise or fall in these commodities to a T, but perhaps individual companies in these sectors are a better fit for you. Below are some industry giants, as well as speculative plays that are also drawing attention from investors.

"Oil is setting the stage for a big rally in alternative energy," says Eric Roseman, resources expert and editor of Commodity Trend Alert. Here's a look at two stocks poised to benefit from this trend.

"A surging oil price is extremely bullish for alternative energy. Over the last 12 months, as oil prices have doubled, uranium and solar energy stocks have crashed.

"These sectors have declined because sub-prime has taken everything to the basement until recently - not because solar energy or uranium are flawed investment themes.

"That's why we've recently placed new trades on Suntech Power Holdings (NYSE: STP) and Cameco (NYSE: CCJ). There's no way high oil prices won't encourage more interest in these distressed sectors.

"I believe the #1 rule for making money in the next decade is to get long whatever the Chinese are buying," says Tony Sagami in the Asia Stock Alert.

"China will need to consume an unprecedented amount of natural resources to fuel its red-hot economy," says the advisor who offers his speculations as to the most likely takeover candidates in three areas -- energy, metals and food.

"There's no doubt in my mind that China is on a buying spree. And I'm not just talking about oil, either. Fact is, the Chinese have a ravenous appetite for virtually all commodities.

"While I don't have any inside knowledge about what companies the Chinese have in their sights, I do know what industries are strategically important to their lofty growth objectives.

"China needs energy - and lots of it - so you can expect frenzied buying activity to lock up reliable supplies of multiple sources of energy. In my book, oil, natural gas, coal, and uranium are all key players. My #1 pick for an energy takeover: Cameco (NYSE: CCJ), the largest uranium producer in the world.

"I love buying great companies near the bottom of the barrel," says resources expert Eric Roseman, who has added Canadian-based Cameco Corp. (NYSE: CCJ) to his buy list.

The edtior of The Commodity Trend Alert explains, "Cameco, the world's largest uranium concern, is a gem, right in the middle of a long-term earnings boom amid high energy prices and a massive backlog of orders for its raw material used to feed nuclear reactors." Here is his review.

"I'm drawn to quality at a distressed price, for whatever reason, such as earnings-related surprises, management changes, special one-time write-downs, etc. Most of our recommendations are founded on exactly these principles of value-contrarian investing.

"Cameco Corporation was a $60 stock 12 months ago, but because of production bottlenecks caused by a major flood at one of its biggest mines (Cigar Lake) in late 2006, the stock suffered a beating and has bounced all over the map lately. Yet, for years, Cameco was Canada's uranium darling and I always wanted to own this gem. But the problem was, Cameco always fetched a high price, and I hate paying top dollar - even for a great business.

"Nuclear power is about to enter a new phase of rapid growth," says Tony Sagami. "Plain and simple, the demand for uranium is going to go through the roof."

"What's the best way to profit from this unstoppable trend?" he asks. In his Asia Stock Alert, he answers: Cameco Corp. (NYSE: CCJ). "The biggest producer of uranium in the world should be a cornerstone of your natural resource portfolio.

"According to the World Nuclear Association, there are nuclear power plants 34 under construction, 86 on order or planned, and 223 proposed. By 2013, 48 additional nuclear power plants should go into service, and over the next 10 years, an additional 100 plants will be built, with 40 of them in Asia.

"All those new nuclear power plants, of course, are going to need uranium. Next year, uranium demand is estimated to hit 83,000 tons. But according to the Uranium Information Centre, the world only produced 46,720 tons of uranium last year.

"We're talking about a huge increase in the demand for uranium and a severe production shortage. That is, of course, extremely positive news for uranium prices and uranium producers.

What are the best energy investments for long-term investors? To answer this question, I surveyed 20 of the nation's leading financial newsletter advisors to find their current favorite ideas in the energy sector.

Interestingly, the advisors see the best opportunities in areas well beyond traditional oil firms; indeed, no one included in this report chose a major integrated oil company. Rather, the advisors have shown a preference for various oil services sectors, non-oil energy sources, and developing alternative technologies.

Some focus on areas such as deep-sea operations with Diamond Offshore Drilling Inc. (NYSE: DO), Transocean Inc. (NYSE: RIG) and Oceaneering International (NYSE: OII), while others look toward oil shippers such as Nordic American Tanker Shipping (NYSE: NAT) and refiners such as Valero Energy Corp. (NYSE: VLO).

Others chose companies that make specific products needed by the oil & gas industries such as NATCO Group Inc. (NYSE: NTG), which makes a wide range of oil & gas processing systems; Dresser-Rand Group Inc. (NYSE: DRC), a maker of control systems; Gardner Denver Inc. (NYSE: GDI), which makes compressor and fluid transfer systems; Tenaris (NYSE: TS), a maker of pipes and tublar products and Schlumberger Ltd. (NYSE: SLB), the largest and most diversified of the oil services companies.

"I predict that 2007 will end with a bang and not a whimper," says global expert Nick Vardy, who predicts a strong a strong fourth quarter global rally.

Meanwhile, in his industry-leading Global Bull Market Alert, he notes, "Canadian mining giant Cameco Corp. (NYSE: CCJ) combines the global commodity supercycle theme with the recent turnaround in the price of uranium."

Vardy explains, "As the world's largest uranium producer -- accounting for around 20% of global uranium production -- Cameco is the closest thing to a blue chip name in what has been one of the hottest sectors in the past few years."

Why? He states, "Blame the law of supply and demand." In 2006, he observes, the world's nuclear reactors used 173 million pounds of uranium. Yet uranium mines only supplied 103 million pounds. The gap, he contends, was met by dwindling U.S. and Russian government stockpiles of weapons-grade uranium from decommissioned nuclear weapons.

"And the supply and demand imbalance likely will get much worse," says Vardy. In the past 12 months, he notes, the number of proposed nuclear reactors has risen by 67% to 256 as governments across the globe turn to nuclear as a way to cut carbon emissions quickly and painlessly.