The following names have worked well when a major hurricane is threatening the gulf coast. We’ll start with the most obvious, the generator play $GNRC:
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Don’t forget $BGG, they have generators as well. The technicals here are troublesome though, but can definitely squeeze if Harvey is bad enough:
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The next two are the obvious dividend paying names, the Hurricane Staples: $HD & $LOW:
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And, of course $DE, $CAT, & $HEES:
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Lump USG in there, people will need sheetrock, THERE WILL BE FLOODS:
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Next up, Roofing via $BECN, Which has already started to squeeze higher:
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$CLH, Environmental clean up:
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And the usual suspects, the energy patch, refiners especially: VLO, TSO, DK, WNR, HES, NOV, & OII.
Godspeed Texans. The Cajun Navy will be there if necessary.
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Re: USG – Sounds like the flooding will be the biggest risk to many areas. Approx. 10% of the USG float is short, so it could be ready for a nice squeeze.
indeud.
The last flood where 0bama and Hillary never showed up but Trump did?
And the excuse was “He didn’t want to impede rescue efforts”.
http://www.breitbart.com/2016-presidential-race/2016/08/18/trump-visits-louisiana-flood-victims-as-hillary-rests-and-obama-vacations/
Long live the Cajun navy!
I’d imagine trucking is going to go bonkers all around the areas around and then into for some time?
Thoughts on $ULH?