I think now could be a great time to get into Urainium too. I have been watching TSX:UUU (Urainium One, Inc) for quite a while now and it seems to have been hit more than the stocks you have mentioned.
Might be worth checking it out as one of your four but I need to do much more research about it to be convinced it's worth holding.
Do post back here if you go for it with any stocks. I would love to hear more about your reasoning behind those you select.