yah, as I said...was marginal (I did miss an extra point or two on it, but got out on landfall on the 23rd because it obviously didn't hit as hard as was anticipated)
- point being, I'm not going to play a hurricane stock just for the hell of it, I'll play one only if I feel it will actually spin off business from landfall. For that reason, buying something like IPII when landfall looks to be in Texas makes no sense whatsoever - I think the oil rig repair plays may be the way to go, but really needs the cat 4 hit.
USUALLY, GV is my only cat2 or less hurricane play, but even Texas is too far away for it.
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