The best deal in the commodity markets today currently yields a Treasury-beating 2.1% dividend... but it's so hated right now that very few people will buy today.

It has been a rough year for uranium stocks, but demand for the controversial metal is starting to resurface.

Even with the catastrophic events in Japan I am still a believer in the "Nuclear Renaissance".

Over the past couple of weeks I've written a number of articles about the uranium market, including "Why I Continue to be a Uranium Bull" and "Is Now the Time to Buy Uranium Miners?"

So when I say that you should make a list of stocks to buy, I’m not saying you should jump into the market and buy them just because they’re down a few points. I’m saying you should name your price, have the capital ready, and jump on the opportunity IF it comes.

And if this correction is even half as big as I expect it to be, just about every boat will get sunk as the tide recedes.

Even big, blue chip stocks that every investor should own will get hammered.

Last year, Exxon-Mobil (NYSE: XOM) shares sold for less than $60 – even cheaper than they were during the depths of the 2008-2009 bear market – briefly selling for less than 10 times earnings.

That’s the kind of company that should be on your shopping list at that kind of price.

Whenever I write about uranium, I receive a flood of reader mail asking about uranium supply, reactor openings/closings, uranium explorers, different uranium isotopes for fuel, etc.

I rarely get many questions about gold, silver, oil or anything else I write about on a regular basis, but uranium always seems to do it.

So when I wrote about Cameco Corp. (NYSE: CCJ) last week, I knew what I was getting myself into.

Before I answer some specific reader questions, I’d like to explore the reasons why you and I seem to find uranium so compelling. (By the way, if you want to ask me about uranium, or any other commodity you can email me at editorial@resourceprospector.com)

The most obvious reason might be the worst one: the high-flying gains from uranium’s last bull-run are still fresh in our minds. Uranium quadrupled in price between January 2006 and August 2007. Many rather ordinary uranium stocks quadrupled - or more - in the same span of time. Picking a losing uranium stock in that period was really difficult, if not impossible.

Gold is entering a tenth straight year of gains, and if we're going to be honest with ourselves, that trend should give us pause before we add to a position in gold.

But don't sell your gold just yet. According to recent article from Bloomberg, there's still plenty of upside.

From the article:

"Dan Brebner, an analyst at Deutsche Bank in London who is the most accurate forecaster so far this year, says the metal may reach $1,550."

Listen, I just bought some gold a couple weeks ago, and I'll likely buy some more over the coming weeks and months, but I'm looking out over the horizon for the asset to buy today, to benefit from the next decade long uptrend.

I think I've found what I'm looking for.