As you may know, fear of a meltdown in Japan has triggered a strong aversion to nuclear energy stocks.

Investors worry that safety issues will come under intense scrutiny again, after a crippled reactor in Fukushima exploded and sent low levels of radiation floating toward Tokyo, prompting some people to flee the capital and others to stock up on essential supplies.

But the money that was once in nuclear energy will likely go to work somewhere. And UBS Analyst Shneur Gershuni thinks one of those places will be coal stocks.

Joe Terranova agrees and thinks Consol Energy and Peabody may be the way to play it.  Get all the details. Watch the video now!