Value, growth at reasonable price, long-term horizon, long/short equity

Consolidated Water - An Attractive Opportunity In The Water Industry

In the very near future, fresh surface water will become more scarce and as a result, more valuable. If you don't believe this then ask yourself why governors of eight U.S. states and premiers of Quebec and Ontario signed a pact banning all large-scale water diversions from the Great Lakes basin.

The governors of Michigan, Indiana, Wisconsin, Illinois, Minnesota, Ohio, New York, and Pennsylvania, along with their Quebec and Ontario counterparts know what will happen in the future as regards fresh water availability. The pact will prevent the exportation of approximately 20% of the total earth's fresh surface water to water-scarcity prone states like Nevada, Arizona, and California.

(click to enlarge)

Source: Coastwatch

In my article on Xylem Inc. (NYSE:...

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