GOOG, RIO, GNK, EWZ. Check out this site as it will help you steer away from the bad stocks and find the winners.
The best plays now may be the blue chip stocks whose pricing durability is still intact, with less credit exposure and are not laying off jobs.
On a longer term perspective, US looks very serious on its quest for eliminating traditional fossil fuel (crude) dependence. So alternative energy sources companies like solar, wind, electricity frequency regulation, bio-fuels, hybrid or electric cars (think Toyota or Honda) and the like will be the best bets.
Think like Warren Buffet. Invest only on businesses that you can understand, with pricing power, sound fundamentals, less or no debt and less sensitivity to economic cycles.