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What: Shares of Babcock & Wilcox (NYSE: BWC) fell more than 14% in early trading after a weekend of trouble with tsunami-ravaged nuclear power plants in Japan.

So what: As if the human tragedy already weren't bad enough, it appears the 8.9 earthquake that birthed the tsunami may also have a market impact. Babcock & Wilcox is a maker of nuclear components, and there have been at least two explosions at the Fukushima nuclear facility operated by Tokyo Electric Power.

Now what: While U.S.-based customers are by far the largest contributors to revenue, Babcock & Wilcox sold $26.9 million worth of equipment in Japan in 2009 and $8.8 million in components last year. Investors may believe the disaster will curtail future sales, not just in Asia but also around the world.

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Fool contributor Tim Beyersis a member of the Motley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned in this article at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is also on Twitter as @TheMotleyFool. Its disclosure policy is at least 10% better than other disclosure policies.