By now articles have been written ad nauseam about whether Japan’s unfolding nuclear crisis has created opportunities in the nuclear energy sector, and on how to play a reconstruction bounce in Japan. In fact, we at HiddenLevers have covered some great recovery plays as well.
I’d like to take a look now at a different angle – what major U.S. domestic stocks might benefit from the unfortunate events befalling their competition in Japan? Perhaps it sounds sinister, but the media has begun covering supply chain disruptions arising as a result of temporarily reduced Japanese economic activity. Who will step in to fill the gaps?