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Jorge Fernandez, Self - Owner

Jorge FernandezSelf - OwnerIndependent Consultant (Jorge Fernandez) 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

Jorge Fernandez, Self - Owner

Jorge FernandezSelf - OwnerIndependent Consultant (Jorge Fernandez) 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Water Purification by Membrane Filtration is a fast growing global market – By Jorge Fernandez – Partner, Water Science & Marketing, LLC

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.

Jorge Fernandez, Self - Owner

Jorge FernandezSelf - OwnerIndependent Consultant (Jorge Fernandez) 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Making money from water

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?

Larry DoanRetail ConsultantLarry Doan - self employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.
    

Larry DoanRetail ConsultantLarry Doan - self employed 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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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