Finally, the reason that matters to me as a father, the weather and degree of storms isn't any worse now than expected without AGW. Every time a newsworthy storm hits, we receive a second storm of talking heads telling us it's from AGW. It's as if we didn't have storms before we flipped on a light switch.Again, it comes down to sample sizes and understanding you can't isolate one extreme and rare storm and reasonably draw conclusions from it. In a nutshell, the sky certainly isn't falling, and violent tornadoes, snow fall, Tropical Storms, and hurricanes are not increasing in frequency or intensity during the long-term average. ANR), Walter Energy ( WLT), Arch Coal ( ACI), Peabody Energy ( BTU) and James River Coal ( JRCC). Other winners include power companies that sell electric power including Xcel Energy ( XEL), Duke Energy ( DUK), Southern Company ( SO), American Electric Power ( AEP). Finally, companies that consume large amounts of electricity relative to their revenue and income include Alcoa ( AA), Amazon ( AMZN) and indirectly through Amazon, Netflix ( NFLX). At the time of publication the author had no position in any of the stocks mentioned. Follow @RobertWeinstein This article was written by an independent contributor, separate from TheStreet's regular news coverage.