America is going nuclear, folks.

Nuclear power makes its detractors jittery for safety or waste-disposal reasons, but no power source is perfect, and nuclear is clean and cheap. But we're not here to say what's good or bad. What we want to know: How can you profit from this trend?

Buying the "standard" nuclear-power-heavy utilities is one option: Exelon (NYSE: EXC), Constellation Energy (NYSE: CEG), Dominion Resources (NYSE: D), and NextEra Energy (NYSE: NEE) (formerly Florida Power & Light). But James Early likes Southern Co. (NYSE: SO), a Georgia-based utility whose cheap power, good regulatory relations, and success at securing President Barack Obama's first nuclear loan guarantees should serve investors well.

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