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  • Positioning for When Water Runs Out: Part II [View article]
    HOO and FELE can be looked at as well
    Jun 27 18:08 pm |Rating: +2 -1 |Link to Comment
  • Blue Gold: The Ultimate Commodity [View article]
    Just a devil's advocate though here.

    Let talk risks here, for example lets take nationalization risk here.

    We are talking about a necessity asset, a requirement for life. We have seen what happens to oil assets being seized , food riots, etc.

    What happens when water runs dry? When push comes to shove and lives are at stake over water.

    There may be risk of seized and lost assets by governments far greater than we could ever imagine.

    Just throwing out thoughts here
    Apr 18 03:23 am |Rating: +1 0 |Link to Comment
  • Blue Gold: The Ultimate Commodity [View article]
    what is a slefish? lol


    On Apr 16 06:39 AM granger wrote:

    > Great article. Loved it. Has been a huge focus of mine, dedicated
    > almost 15% of my portfolio to it.
    >
    > Must take issue (slefish reasons, you missed 3 of my 4 holdings)
    > for water exposure.
    > I own: DHR, HOO, LNN, FELE.
    >
    > Everyone please provide other ideas as well. Lets build a huge list
    > of opportunity.
    >
    > Thank you for the article, great info. Keep it coming.
    >
    Apr 16 06:41 am |Rating: +2 -1 |Link to Comment
  • Blue Gold: The Ultimate Commodity [View article]
    Great article. Loved it. Has been a huge focus of mine, dedicated almost 15% of my portfolio to it.

    Must take issue (slefish reasons, you missed 3 of my 4 holdings) for water exposure.
    I own: DHR, HOO, LNN, FELE.

    Everyone please provide other ideas as well. Lets build a huge list of opportunity.

    Thank you for the article, great info. Keep it coming.
    Apr 16 06:39 am |Rating: +5 -1 |Link to Comment
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