Here Are the Top 15 'Un-Earth Day' Stocks

To transport all that coal, you definitely need a railroad or two. My favorites -- Union Pacific(UNP Quote) and CSX Corp.(CSX Quote) -- are both up a ton this year, but since valuations are still in line and prospects are good, you can buy them on pullbacks to $107 and $43, respectively.

And if you reflexively feel guilty about all the pollution you may be responsible for causing, then take a stake in ADA-ES(ADES Quote), too. It provides specialty chemicals and systems to coal-fired power plants to help reduce emissions of sulfur dioxide, nitrogen oxide and mercury. It's a very cheap, low-volume stock that can get to $25 to $31 over the next year or two, which would yield as much as 60%.

Build and Bury

To build all the infrastructure for the power plants, coal distribution and pipelines, governments and utilities worldwide rely on heavy construction companies. Some of the largest and most experienced are Fluor(FLR Quote) and Jacobs Engineering(JEC Quote), but probably the most undervalued name in the group is Halliburton spinoff KBR Inc.(KBR Quote). Right now, the stock is in a downtrend, so buy only above $22.50 or $23.50.

For that foreign flair, again, look at Swedish-Swiss construction manager ABB Ltd.(ABB Quote), which was also first recommended a year ago but still looks very cheap to me and can be bought on pullbacks.

Surely no Un-Earth Day portfolio would be complete without some asphalt to pave paradise and put up a parking lot, so lastly turn your attention to NuStar Energy(NS Quote), which is structured as one of those master limited partnerships that I wrote about two weeks ago.