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Non-Tech : Hurricane Katrina Investment ideas
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To: Julius Wong who wrote (3)8/31/2005 2:42:43 PM
From: SI Dave  Read Replies (1) of 13
 
Watching the coverage of damage to the infrastructure, several names to to mind.

Martin Marietta Materials (MLM) (concrete, asphalt, sand, etc.)

Lowes (LOW) and Home Depot (HD).

WW Grainger (GWW) - facilities, maintenance, and operations supplies.

Heavy equipment rental companies.

Insurance brokers, like Marsh & McLennan.

Carpet & flooring manufacturers like Dixie Group.

Hazmat and cleanup services. Safety-Kleen for example.

Of course, for many big companies the impact will be incremental.
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