I see that - essentially any threat from Louisiana to Florida means most stocks are in play, shift to Texas, means IPII would likely drop out of the running, WEGI/GV may still be ok, and suddenly PHHM/STRL may be a great pickups.
I think the slower it goes, the further east it will be - that means 'my' 3 biggee's (IPII, WEGI, GV) could be huge huge plays by next week.