Tech, defense and an old-school industrial name could be big winners from tax cuts and cash repatriation -- here's how to play it.
Hurricanes Harvey and Irma destroys lots of homes and autos. Look for everyone from insulation-maker Owens Corning to car-radio service SiriusXM to benefit.
From lives to the cost of recovery, to the impact on confidence, everything is affected from hurricanes. But....
Owens Corning also has a low valuation and solid free-cash flow generation, according to Wells Fargo analyst Stephen East.