NEW YORK (TheStreet) -- As the polar vortex continues to engulf the U.S., TheStreet's Brittany Umar is with Real Money Pro contributor Chris Versace, discussing how investors can warm up their portfolios. 

Although D.R. Horton (DHI) reported an 86% increase in its year-over-year profits this morning, that doesn't mean the cold weather won'thave an effect going forward, Versace said. 

That's because the company reported results for the quarter that ended at the end of December, and the real cold didn't come until January.

Versace said the weather will cause companies such as PulteGroup (PHM) and Ryland Group (RYL) to provide guidance that is below Wall Street's expectations. 

So how can investors take advantage? 

Versace suggested that they look toward the utility sector to benefit, as more and more consumers will crank up the heat in their homes and apartments. 

And although they could buy an individual name like Pepco Holdings (POM) or Consolidated Edison (ED), he suggested they buy the Utilities Select Sector SPDR ETF (XLU) instead. 

He even suggested that some investors may feel comfortable buying a February or March expiration call option, to "spice it up."

-- Written by Bret Kenwell in Petoskey, Mich.

Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter. Focuses on short-to-intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.

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