The Bottom Line

When looking to play the rebuilding phase of Sandy's aftermath, some clear winners and losers start to emerge. Early-year performances have indicated positive trends for home improvement retailers, construction supply companies and appliances manufacturers. Look for this to continue as the post-Sandy rebuilding efforts continue into the third quarter.

At the time of publication the author held no positions in any of the stocks mentioned.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
Richard Cox is a university teacher in international trade and finance. His articles appear on a variety of Web sites, including Seeking Alpha, Marketbulls.net, FX Street and others. Investing strategies are based on technical and fundamental analysis of all the major asset classes (stock, currencies and commodities). Trade ideas are generally based on time horizons of one to six months.

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