This Day On The Street
Continue to site right-arrow
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
$1 buys you full access to ALL of TheStreet's Subscription Services! Learn More

9 Stocks to Play in the Sandy Recovery

Stocks in this article: HDLOWLPXOCSHWSWKUSGWHRWY

NEW YORK ( TheStreet) -- The recovery from the damages caused by super storm Sandy continues in the tristate area of New York and in the Northeast in general. Some homes and businesses are gone, but others will survive thanks to the products and services provided by the nine companies I am profiling today.

Six months after the wrath of Sandy, many families remain homeless. In some devastated areas, recovery grants are just stating to become available. Many victims spent their life savings to begin their own recoveries and now find it difficult to qualify for some aid programs due to resulting lower credit scores.

Some areas along the coast need to be completely rebuilt, under much stricter building codes. In many cases, it will cost thousands of dollars to meet new standards, with the source of funds to do so still to be determined.

In sum, scars clearly remain, but the human spirit to survive is strong.

We are in the midst of first-quarter 2013 earnings season, and six of the nine stocks I am profiling today have already reported their results. Only one missed earnings-per-share estimates. One reports premarket on Tuesday, when this column will be published. The other two report in two weeks.

When you talk about recovering from a super storm, you focus on companies in the construction sector, which is overvalued by 17.9%. These companies provide building materials such as lumber and paint. Other companies are in the retail-wholesale sector, which is 17.4% overvalued, and the industrial products sector, which is 7.3% overvalued. Such companies provide miscellaneous building, machine tools and other repair items. The consumer discretionary sector, which is 8.9% overvalued comes into play in choosing the replacement household appliances.

Reading the Table

OV / UN Valued: The stocks with a red number are undervalued by this percentage. Those with a black number are overvalued by that percentage, according to ValuEngine.

VE Rating: A "1-Engine" rating is a Strong Sell; a "2-Engine" rating is a Sell; a "3-Engine" rating is a Hold; a "4-Engine" rating is a Buy; and a "5-Engine" rating is a Strong Buy.

1 of 4

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
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!

Markets

DOW 17,873.52 +45.77 0.26%
S&P 500 2,073.16 +0.33 0.02%
NASDAQ 4,806.3840 +19.0670 0.40%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs