Uncertainty

One thing you can be certain of, the stock market does not like uncertainty.  With the unknown outcome of Japan’s current Nuclear crisis, the jitters are ever apparent in the U.S. stock markets this week.

So, are the things that we can be certain of? I think so. It is clear to me that Japan will need to rebuild the areas that have been damaged by the earthquake and tsunami events. With that said, here are a few companies to look at:

CAT is a good provider of construction equipment and power generators.

GE is a key builder of Nuclear Power Plants and will have some involvement in repairing the damaged plants in Japan.

PCL is a lumber provider.

You no doubt can think of other companies that should participate in the rebuilding efforts. Good luck Japan, our thoughts and prayers are with you.

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