Winners in both Harvey and IRMA
USG – is a manufacturer and distributor of building materials. Shares up 21% in past month. We’ve had unusual options activity in USG.
BECN – Beacon Roofing Supply is engaged in the distribution of residential and non-residential roofing materials in the United States and Canada. Shares up 14% in past month.
OC- Owens Corning is engaged in the business of composite and building materials. Up 11% in past month
URI – United Rentals is an equipment rental company, which operates throughout the United States and Canada in general rentals, and trench, power and pump. We’ve had call buying in URI. Shares up 13% in past month
Loser in both Harvey and IRMA
TRV – The Travelers Companies down 11% since Harvey. We’ve had put buying in TRV.
Losers in IRMA
UVE – Universal Insurance Holdings is a private personal residential homeowners insurance company in Florida. Shares down 25% in past 5 days.
HCI – HCI Group is an insurance holding company that has property and casualty insurance, as well as reinsurance. Shares down 25% in past 5 days.