"That's what has my attention." I find it odd that a country going through the biggest industrial accident in human history and that has no internal resources of any scale has a currency that is trouncing the US dollar. This is good for their desperate struggle against "the Fukushima Dragon." As the cost of these resources continues to fall (is there such a thing as a reversion to the mean in Commodities?) the possibilities for the Japanese economy improve.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.