Absolutely. Look at the rise of GNRC before and after the storm. They make one product; generators. HEES is well positioned with industrial equipment rentals (cranes, etc.) and sales to benefit from post Sandy cleanup and reconstruction, which will go on all through next year.
Very rarely do you see a stock perform well right after missing expectations, especially given the negative market print on Friday......Now we know why....This is a solid company, and if they win some bids for Sandy construction work, the street knows it's very undervalued and will climb much higher.