If I had some to invest and not be in any hurry for the payback, I'd go with Cheniere Energy (LNG). This is a company that's going to make some people very rich over the next five, ten, fifteen years. The U.S. is going to be exporting a whole lotta natural gas in the near future, and this company is uniquely positioned to be able to liquify NG for tanker transport. They built a plant a few years ago with the idea of importing LNG, but the U.S. natural gas boom came along and suddenly they realized they could export instead.
I started watching this stock about a year ago---and watched it triple in price almost overnight. It's still kind of a sleeper because of its long horizon, but a couple of analysts have said that it's like getting in on Apple, McDonald's, etc., at the beginning. If so, it's still a huge bargain, I think, but as always, everyone should do their own due diligence.