Super Hurricane Stocks Portfolio - Stockpickr! Your Source for Stock Ideas

Super Hurricane Stocks

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Created by James Altucher

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Date updated:07-12-2008

I looked at the 7 most expensive hurricanes in history. Filtered out all the stocks that were up after every single hurricane. Then picked my five favorites

HRC
Hill-rom Holdings
$21.27
0.00%
$N/A

Makes hospital beds, patient room furniture, software systems for patient management. Not only a hurricane play but excellent long-term baby boomer play

People owning HRC also tend to own: AAPL ARG DIA GE JNJ PG UTX

TheStreet.com Rating: D What is this?

CTV
Commscope Inc
$28.77
+3.12%
$28.29

Bought Andrew Corp, which has been up after all the hurricanes. They rebuild cell phone towers. Forward P/E of 12.

People owning CTV also tend to own: BHP CAT DELL GOOG LULU TEX TPX

TheStreet.com Rating: D+ What is this?

TTC
Toro Co
$40.77
+2.08%
$40.10

Landscaping, lawnmowers, etc. Excellent international growth. Buildings need landscaping after a hurricane. Stock beaten down too much: forward p/e of just 8 despite the growth overseas.

People owning TTC also tend to own: DEBS DLX EXPO HRB KCP LEN LIZ

TheStreet.com Rating: C What is this?

NUE
Nucor Cp
$41.38
+5.19%
$39.93

Companies need steel after a hurricane. Govt estimates that 1.6 trillion worth of infrastructure rebuilding needs to happen in this country. Forward P/E of 8.

People owning NUE also tend to own: ABK BBD CFC DE FCX FRE FWLT

TheStreet.com Rating: C What is this?

CPB
Campbell Soup Co
$32.65
+1.43%
$32.22

People need cheap food after a hurricane. Just announced a $1.2bb buyback, raised guidance, and has a cheap forward P/E

People owning CPB also tend to own: AGIX AHS AMLN ARQL ATVI BRK-B COP

TheStreet.com Rating: B What is this?

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