GV - this one is missing from the list and is one of the best 'realistic' plays out there for any storms hitting SE US (not saying one of the best traded, just one of the more likely to direct benefit from a storm). They get the spinoff from even a minimal hurricane as they rebuild fallen power poles. Katrina came through Florida as a Cat 1, and provided most of that seasons earnings for them (when it peaked at $2.84). This storm so far is charting for a Florida to S Carolina hit, possibly as a large storm.
Most other hurricanes need at least a Cat 3 as they involve environmental restoration or structure rebuild - something that isn't usually required for small to moderate storms. If this does end up as a Florida to Carolina hit, I'd have to say the best bang for the buck is with GV, WEGI, & IPII (I'd say CHDO as well, but they diluted like heck and haven't been the same since).