Stock No. 1: Beacon Roofing ( BECN)

As one of North America's largest roofing materials distributors, Beacon Roofing Supply operates 175 branches throughout the U.S. and Canada. Besides roofing products, the company also manufactures related materials, such as siding, windows and waterproofing systems -- products that are sure to be in high demand after the current round of winter weather.

In its fiscal first-quarter earnings report released in February, BECN did show signs of tough times, with a 20% decline in sales year over year. However, residential roofing sales were up against strong comparisons to the previous year where Hurricane Ike literally drove sales through the roof in Texas. This shows how weather patterns can affect Beacon Roofing's results, so the stock should cash in after the storms of February.

If you liked this article you might like

First Leg Down of United Tech; Hurricanes -- Jim Cramer's Top Thoughts

Irma to Bring Droves to Aisles of Home Depot; Teva Reveals Savior CEO - ICYMI

Cramer: Hurricanes Will Break the Decline of the Auto and Housing Industries

Hurricane Irma Has Sent These Top Storm Stocks Ripping Higher

Faster Rebuild After Harvey; Micron Tech Breakout Would Be a Win: Best of Cramer