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

Hawkins Is A Solid Company Yet Seems Destined To Underperform

An area of particular interest to me is water stocks. There are several niches within this space, one of which is water-treatment. This broadly includes companies which supply or install filtration systems, desalination equipment, or chemical solutions. Some of these companies are small and in the process of developing new technologies, but there are also many which are established companies with long histories. Relatively few companies within this niche are publicly-traded. In fact, the number of public companies worldwide which can generally be categorized as water-related is limited to about 250. Of these, more than half can be defined as water-treatment businesses.

I view these companies as a potential way for investors to take advantage of increased domestic and global...

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