This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Top Stocks for Hurricane Season

Mother Nature is a tough taskmaster with her destructive whims and wrath. She listens to nobody, but it is possible to profitably invest in companies that help get us back to normal life after her fury.

Hurricane Bertha, which petered out before reaching land, was the first Atlantic hurricane of the season. But odds are it won't be the last troublesome weather of the year. I have built a portfolio of companies that are ready, willing and able to help areas hit by natural disasters rebuild as quickly as possible, plus a few stocks to avoid when nature decides to remind us who is boss.

Obviously, no one hopes for a hurricane to hit our shores, but harsh weather is an unkind fact of life. Thankfully, our society invests in companies that rebuild our communities and infrastructure rapidly. Given the choice, I would banish all hurricanes that bring so much destruction and heartache to those in their path, but I cannot (yet) control nature. However, I can show a playbook to profits that we can donate to help hurricane victims.

The hurricane portfolio is divided into three parts: onshore plays, offshore plays and stocks to avoid or short. All groups have one common trait: providing basic services such as electricity, gas, transport, phone and cable.

Fundamentally, I think the offshore segment is where the most upside lies because they hold better business prospects (translation: less exposure to U.S. consumer). The offshore plays are more levered to the energy sector specifically to the drilling platforms in Gulf of Mexico.

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG
CVCO $68.75 0.56%
HD $113.16 -0.47%
PWR $29.49 0.72%
VMC $83.85 0.46%
AAPL $132.83 2.00%

Markets

DOW 18,127.29 +47.15 0.26%
S&P 500 2,122.07 +4.38 0.21%
NASDAQ 5,103.7760 +11.6910 0.23%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs