Nusbaum Positions for Q2: Bullish on Energy Producers, Avoiding Japan, EU, Munis

By Roger Nusbaum: This is the first piece in our Positioning for 2012 series. Readers can find all of Seeking Alpha's 2012 outlook articles here.

Casey Smith submits: Casey Smith is President of Wiser Wealth Management , Marietta, GA-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services.

Jeff Miller submits: Jeffrey A. Miller, PhD, is CEO and President of New Arc Investments. Also a fund manager at the firm, he has guided the Sector Rotation Fund throughout its exceptional history.

By Roger Nusbaum: This is the first piece in our Positioning for 2013 series. This year we have taken a slightly different approach, asking experts on a range of different asset classes and investing strategies to offer their vision for the coming year and beyond.

By Casey Smith: This is the 16th piece in our Positioning for 2012 series. Readers can find the entire Positioning For 2012 series here .

Street One Financial submits: Scott Freeze is the President of Street One Financial, a Pennsylvanie-based firm that specializes in ETF/ETP, equities, and options trade execution. Scott has been involved in ETFs from both a trading/execution and a product strategy standpoint since the beginning of the decade.

Jeff Miller submits: Jeffrey A. Miller, PhD, is CEO and President of New Arc Investments.

Roger Nusbaum submits: One Seeking Alpha contributor I read is David Van Knapp who writes about dividend investing in the context of drawing income for retirement.