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Hurricane Recovery Portfolio

Posted on 8/29/21 at 12:08 pm
Posted by Teauxler
Baton Rouge
Member since Jan 2010
3626 posts
Posted on 8/29/21 at 12:08 pm
Let’s see what you got :

Home Depot
Lowe’s
Transocean
Posted by McLemore
Member since Dec 2003
34663 posts
Posted on 8/29/21 at 12:33 pm to
I traded Shaw after Katrina and did very well. Good ole days of taking advantage of a catastrophe.
Posted by Pendulum
Member since Jan 2009
7900 posts
Posted on 8/29/21 at 1:30 pm to
The supply chain is going to be ungodly wrecked for a while here. Caulk and resin products, aluminum and sheet metal products were in pretty bad supply before this.

HD is a good bet
This post was edited on 8/29/21 at 1:30 pm
Posted by Got Heeem
Georgia
Member since Sep 2012
3631 posts
Posted on 8/29/21 at 4:34 pm to
quote:

I traded Shaw after Katrina and did very well. Good ole days of taking advantage of a catastrophe.
I did the same thing!
Posted by b-rab2
N. Louisiana
Member since Dec 2005
12803 posts
Posted on 8/29/21 at 8:46 pm to
GNRC
Posted by lynxcat
Member since Jan 2008
24986 posts
Posted on 8/29/21 at 9:06 pm to
Maybe more regional hardware stores? Home Depot has global exposure...while the hurricane is a major event, these happen every year (to some extent). A regional hardware company wouldn’t have this built into its valuations as much would be my thesis.
Posted by castorinho
13623 posts
Member since Nov 2010
86082 posts
Posted on 8/29/21 at 9:34 pm to
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