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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?


To: j g cordes who wrote (193)5/8/1999 5:53:00 PM
From: Sergio H  Read Replies (1) | Respond to of 1316
 
Jim, thanks for the wireless link. I saved it as a porfolio and will go back to it. My father keeps telling me to look at Digitel (could be DIGI-TEL ?) as they have been winning many contracts in South America, but I haven't been able to find this Company. Maybe it's private. Some of the stocks in the list caught my eye and I've got a few to add to that list. I'll be going back and doing some reading and dd.

Another sector offering growth and opportunity that may be of interest to you is water related stocks. Water is more expensive than oil in many places. The factors:

* Increased population = greater consumption= scarcity
* A percentage of our present water supply will become contaminated
* Increased Govt.$$$$ - Clean Water Act and Safe Drinking Water Act.
* Aging local water systems needing updating and repairs.
* Industry consolidation (made a nice profit on US Filter before it was acquired).
* Increase consumption of bottled water.
* Droughts are expected in sections of this country and the world in the next few months.

Take a look at recent news stories for more details:
uswaternews.com

There is a thread on this topic here on SI:
Subject 26703

In case anyone has heard of it, I am interested in learning about the Edward D. Jones Water Utility Index. Anyone have a link?

Some water stocks:
finance.yahoo.com

AS