Picking Storm Stocks: Natural Gas

With Gustav apparently heading for America's oil and gas fields in the Gulf of Mexico, Eric Marshall says there are some swiftly-developing opportunities for investors.

"We wouldn't buy or sell a stock based on a single weather event, but one area that we do like long-term is the natural-gas stocks," the Hodges Capital Management portfolio manager told CNBC.


Not just any natural-gas stocks, of course.

"The most obvious ones that could benefit from a disruption in the Gulf would be the land-based natural-gas producers, like Chesapeake, XTO, or a more aggressive name like GMX Resources," he said.

Marshall sees those stocks continuing to do well, with forecasters predicting a cold winter.

"The hurricane could only potentially help them," he said.


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Disclosure information for Eric Marshall was not immediately available.