I'm no expert and others on the board may be of better service.

My understanding is anything heavy transportation related is a pretty good bet right about now. Burlington Northern, Paccar, Maersk, GE et al. Less expenditures on fuel, means more savings to re-invest in fleets, parts and maintainence. Smart ships pull into port and mend sails during a storm.

The arms stocks are going gang busters, but for all together different reasons. Heavy arms like Boeing, Raytheon, Lockheed and small arms like Ruger, S&W. I'd focus on American companies as the Global market is not healthy. Stay away from China investments. Good luck...