It's nice to see that most of the companies on the list are relatively small. Larger companies may be so diversified with national or international business that even a lot of south Florida rebuilding business won't affect earnings much. As an example, a Goldman Sachs report suggested that Home Depot ( HD) and Lowe's ( LOW) -- national hardware-store chains based in Georgia and North Carolina -- would share a $900 million revenue boost from Hurricane Charley. But Goldman said that the chains typically sell goods at cost after natural disasters, reducing the impact on profits. The report said Home Depot, with annual sales greater than $69 billion, would see revenue grow just 0.8%. Lowe's, with revenue of $33.7 billion, would see revenue growth of 0.7% -- yielding just a 1%-2% gain in earnings per share over the next 12 months.