The ' was a disaster recovery and prevention. . And what it means for investors

Recovering from Katrina and Rita inaugurates a new era of Disaster Recovery and prevention. The Governments and people are rethinking their response to disasters and the steps to take to prevent or minimize the consequences worse. The greatest catalyst for this new era is the political fall-out from Katrina.

The slow response to Katrina was a black eye for the Bush administration '. For Michael Brown, the former head of FEMA ', was a national humiliation. The destinies of Louisiana Kathleen Blanco, Governor and Mayor of New Orleans Ray Nagin remains to be seen, but reports have indicated their failures in prevention and response, and that will come into play at the time of the election.

President Bush wants to compensate for the botched response (and restoring some political capital) and has granted recovery effort that can total $ 200 billion. The first response to Katrina became a cautionary tale for politicians and bureaucrats in Government Federal, State and local, and you can be assured that they will be pushing for more disaster prevention in their fiefs. And the media is the guard-California newspapers have been filled with stories of warning for the lack of disaster (earthquake) the preparation of the State.

The Corps of engineers of ' army, burned by the lack of follow-through for their recommendation to increase the levees of New Orleans, now is trying to repair the vulnerable areas across the country. And are not alone.

New homes have proliferated along vulnerable coastal areas. From Florida to the Outer Banks to The Hamptons and throughout the East Coast, coastal property values have soared. Dune road, a strip of land with houses priced between the ' Ocean and a Bay in Westhampton, New York, was virtually wiped out by floods a little more than a decade ago. Now it has been rebuilt with even more expensive multi-million dollar homes. You can be assured that these home owners will spend what it takes to protect their property.

That might need because it seems that the storms are great beer. If many are correct meterologists, we entered into a cycle of increased frequency and severity of hurricanes.

have proliferated along vulnerable coastal areas. From Florida to the Outer Banks to The Hamptons and throughout the East Coast, coastal property values have soared. Dune road, a strip of land with houses priced between the ' Ocean and a Bay in Westhampton, New York, was virtually wiped out by floods a little more than a decade ago. Now it has been rebuilt with even more expensive multi-million dollar homes. You can be assured that these home owners will spend what it takes to protect their property.

That might need because it seems that the storms are great beer. If many are correct meterologists, we entered into a cycle of increased frequency and severity of hurricanes.

Combine the measures planned for national security, rebuilding the Gulf Coast and the ramp-up of the prevention of disasters across the country and you have a near permanent disaster recovery and prevention.

For some companies, let's call them stocks of Hurricane, ' opportunity to participate in the recovery of the Gulf means much more than short-term business. For others, it may mean more business for many years to come.

Hurricane stock are companies that are needed at the moment. For example, the ' immediate need to help those whose homes were destroyed or are unhabitable. Think of companies that provide temporary life and survival kit. Think camping Coleman products, such as tents, sleeping bags, stoves, portable flashlights. Coleman is owned by Jarden Corporation (JAH: NYSE).

Prefabricated homes have come a long way in the last ten years, and will prove to be a good temporary solution for many and a permanent solution for others in the Gulf. Cavalier homes (AMEX: CAV) was commissioned to build houses and provide products for the Federal Emergency Management Agency home Gulf Coast residents displaced due to Hurricane Katrina '. The contract should generate $ 58 million to 63 million dollars of revenue for the company '.

Some other compnnies in this area include sample (NYSE: CHB), which collaborates with about 3,000 independent dealers, builders and developers, Fleetwood Enterprises (NYSE: FLE) and Coachmen Industries Inc. (NYSE: COA).

gravity° hurricanes.

Combine the measures planned for national security, rebuilding the Gulf Coast and the ramp-up of the prevention of disasters across the country and you have a near permanent disaster recovery and prevention.

For some companies, let's call them stocks of Hurricane, ' opportunity to participate in the recovery of the Gulf means much more than short-term business. For others, it may mean more business for many years to come.

Hurricane stock are companies that are needed at the moment. For example, the ' immediate need to help those whose homes were destroyed or are unhabitable. Think of companies that provide temporary life and survival kit. Think camping Coleman products, such as tents, sleeping bags, stoves, portable flashlights. Coleman is owned by Jarden Corporation (JAH: NYSE).

Prefabricated homes have come a long way in the last ten years, and will prove to be a good temporary solution for many and a permanent solution for others in the Gulf. Cavalier homes (AMEX: CAV) was commissioned to build houses and provide products for the Federal Emergency Management Agency home Gulf Coast residents displaced due to Hurricane Katrina '. The contract should generate $ 58 million to 63 million dollars of revenue for the company '.

Some other compnnies in this area include sample (NYSE: CHB), which collaborates with about 3,000 independent dealers, builders and developers, Fleetwood Enterprises (NYSE: FLE) and Coachmen Industries Inc. (NYSE: COA).

Oil and gas facilities along the Gulf Coast need disaster recovery too. The ' economy of the Gulf Coast and, to a certain extent, the ' economy of the United States depends on this. A number of rigs were damaged in the storms, which means that a company as ENSCO (NTSE: ESV) which has rigs in the area, will be in great demand. Oceaneering International (NYSE: OII), which inspects and subsea oilfield infrastructure repairs will be undertaken, as well as Jacobs Engineering (NYSE: JEC), providing engineering services and construction for the oil and gas companies.

Rebuilding the Gulf Coast

Rebuild will include the big dogs in construction, as Halliburton (NYSE: HAL), The Shaw Group (SGR) and Caterpillar (NYSE: CAT). But many smaller companies will participate, often as subcontractors. The Corps of engineers of ' army has increased its order of mission from $ 10 million to $ 20 for Aduddell, a subsidiary of Zenex International, Inc. (OTCBB: ZENX). National Storm Management (NLST: PK), a company expanding national construction company specialised in management of storm restoration will also make a good amount of restoration work in the Gulf Coast.

To build you need building materials. Retailers home as Home Depot and Lowe's will see their orders increase, but so will be companies which provide raw materials such as wood. Take a ' look to Rayonier (NYSE: RYN) and Plum Creek Timber (NYSE: PCL), two REITS that own and operate the properties of the wood.