Dick Sterling
Deep value, contrarian, newsletter provider, portfolio strategy

Why Does Layne Christensen Keep Underperforming, While Aegion Prospers?

One of my preferred areas of investment is water stocks. I hesitate to say the "water sector" because some might argue that there is no water sector per se, as the commodity is so universally integrated into the production of nearly every good on the planet. Still, there are at least 250 publicly-traded companies throughout the world which could be categorized loosely as water stocks, even though very few of them are pure plays. I tend to be bullish on many of these companies' prospects because I see them as a terrific opportunity for investors to take advantage of exploding global water demand.

Within the water theme are several categories, including water infrastructure: these are the companies which build, maintain...

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