Getting ready for the Hurricane Season...

[zyzzyva57]

http://www.stockpickr.com/members/port/zyzzyva57/





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[TonyM]

Katrina victims might take issue with your statement about lot's of rebuilding after a Hurricane. If it hits a populous area of Florida then yes, it will be rebuilt, however the only thing they are building in N.O. is a big ball of red tape.;)

No oil recommendations for Hurricane prep? Check those June CL futures, the volume shows someone is thinking about it.

[zyzzyva57]

This weekend I am adding an oil refiner, which like Goldman, wins regardless

Didcha catch "Fast Money" Thurs night? The oil trader says gas will be $3 in two weeks, and I bet he is right--When those pesky Nigerian rebels get back into the news, then we can confirm the oil traders are back in control--These traders are a sassy lot, I must say, with not even waiting around for a disaster for them to smack us down once again

New Orleans?! It is simply a breeding ground for Democrat votes

Cramer predicts the FED will cut in May, and I bet this will be a good call

Any other hurricane plays besides these:

low
gs
abb
roll
pec
(an oil refiner to be added)


Stats: June 1 is the start of the hurricane season, and August is the peak month

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[Amnion]

Well from Fast money last night you should go with BJ Services(BJS) as your oil play.

[zyzzyva57]

My thesis is a refiner might work best, because regardless where the hurricanes hit, there is only x-number of refiners, and even the hint of one being glazed by rain or wind should drive wholesale gasoline to $3+

Oil per se comes and goes according to the whims of traders, while the x-number of refiners remain the same--even after Katrina, we still are not even in the process of adding one more




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