Sandy, one bad bitch:

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Let’s take a look at a few names that will benefit from off the destruction of Sandy. We’ll start with one The Fly has mentioned a few times in The PPT, $GNRC, a generator play:

Can’t forget $BGG, they have generators too:

The next two are the obvious dividend paying name $HD & $LOW:

And, of course $CAT & $DE:

Lump USG in there, people will need sheetrock:

Next up, Roofing via $BECN, this one looks ripe for a nice breakout. Look for a pullback during the day to grab a piece of this:

$CLH, Let’s see if this usual suspect an run:

And the usual suspects, the energy patch, refiners especially: VLO, TSO, DK, WNR, HEES, UPL, NOV, & OII

Should be an interesting trading day. God Speed NY.