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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (14266)	4/5/2002 3:31:00 PM
From: Brendan W	Respond to of 78751

Pure plays on water rights and servicing seem intellectually appealing (growing population, pollution, blah, blah). I owned US Filter prior to the Vivendi buyout. I watch Ionics (ION) but it's always too expensive for a capital equipment company. The Water Utilities are: biz.yahoo.com The problems I see with water is (a) how much value can there be when it is SO cheap to deliver and (b) if terrorism is an ongoing threat they are an obvious target. Per our cement conversation: you probably know but www.holcim.com and www.cemex.com are the two other global players. I have yet to figure out which one is considered the strongest player. Lafarge is the biggest.