Crumbling U.S. Water Infrastructure is an Investment Opportunity
April 11, 2008
US Water Pipelines Are Breaking | ap.google.com
This article points to an area of the water industry that will continue to enjoy positive dynamics. For the investor, the message is simple: companies selling water infrastructure-related products and services, like large pipes, large valves, inspection and repair services, water pipeline engineering and construction, etc., the future has a strong upside. The current housing crisis may hurt some municipalities' ability to fund some of these projects. However, in most cases, delaying them is difficult or impossible, specially when water service to customers is at stake. Further, a new Washington administration in 2009 will look at rebuilding infrastructure as a strong potential avenue to re-energize the economy and create jobs.
May 25, 2007
Water Extraction: Pure water production | www.filtsep.com
Implications: The fundamentals in the global water industry will continue to be quite positive for many years ahead. Economic prosperity brings with it severe deterioration of water availability and quality all over the world. Membrane filtration is a proven method to successfully and efficiently improve water quality and companies operating in this space can be expected to meet or exceed the water industry growth rate.
December 14, 2006
Liquid Assets-Clean water makes a splash on Wall Street | plentymag.com
The Liquid Assets Article implies that water markets are hot and that millions of people lack good water, and that water companies have high PE valuations, which is true, but more than seeing sales growth, how can the investor make money, where and how?
Home Depot continues to move away from core business
November 20, 2006
Home Depot wades into consumer electronics arena | www.retailingtoday.com
Will customers buy into purchasing electronics from a home improvement retailer?
Will the sales associate be knowledgeable about this new product?
What about the space needed to merchandise , will it be the same in all stores or will customers have to search for it.
The shrinking disposable income threat
September 15, 2006
Dollar General Earnings Fall 40% | www.globest.com
As disposable income shrinks due to higher energy and gas prices low income consumers have a choice to make.
Have we seen the end to "dollar" stores?
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Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012
Two global energy pipeline projects deserve attention
November 15, 2011