They may or may not have exposure to the hurricanes depending on where their business is written, ... But it's psychologically a good time to move in, because that's when these stocks tend to be toward their bottoms, and indeed they are right now.
I think they should be very, very cautious. There's no rush but if you have some cash, now is the time buy selectively, ... I believe we're going to have a very quiet August but there's an old rule: Never sell short a dull market because you usually get pretty good rallies.