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...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details