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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (22442)	11/25/2004 12:39:40 PM
From: Carlos Blanco	Read Replies (1) \| Respond to of 110194

water problems i've kept an eye out for this topic and done some stock toe-dipping for the past year but get the feeling it might become a more mainstream investment theme for 2005. regardless of whether shortages are in fact in our future or not, it seems to be an area that is receiving increasing attention and looks like a good candidate for the next major piling in of "hot money". for something to attract good money flows, it needs to be understandable/usable by as many people as possible (e.g. the internet) and certainly water is the most familiar thing on the planet. if hollywood has already turned water scarcity into a film (waterworld), then you know it's a story that the average joe can be made to understand and buy pretty easily. unlike dollar devaluation and other things we usually like to put our money into. pulplava's last editorial ("blue gold") and the GE buyout of ION on monday (at a 50% pemium, unfortunately it was only about 1% of my portfolio) are more anecdotal evidence that this thing might be gathering momentum. it doesn't seem like hedge funds have piled into this in the same way they might have with the metals/energy, as it seems to be an area that's very unglamorous and hard to get good info on (no dedicated newsletters, web sites, or SI threads?). so i'm thinking of upping my exposure as a portfolio diversifier. aside from ION, i curently hold CWCO and WTR. mostly bought on dips, they've all made decent profits and paid good dividends in the past 6-12 months. i also hold FSI which has been crappy, but it's more of a speculative "explorer" type of play. from day-to-day price movement observation, i think the utility association of this sector might also hold up (or even prosper?) as a safe haven when this general market rally ends. plus it's kinda refreshing (for now) to not have to worry about huge stock dilutions, feasibility studies gone wrong, lawsuits, or political problems :)