David McMillan's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/223806/comments http://seekingalpha.com/article/165589/comments?source=feed#comment-724323 724323 Wed, 21 Oct 2009 17:55:54 -0400 http://seekingalpha.com/article/121209/comments?source=feed#comment-404560 404560
It may have been better stated that my emphasis was on urbanization and industrial development as the most significant driver for water stress, even though population numbers can play a huge factor. It is also distinctly possible that we may even see China's population numbers decline in this century while water demand and scarcity reach even higher levels.]]> Thu, 26 Feb 2009 11:32:41 -0500
It may have been better stated that my emphasis was on urbanization and industrial development as the most significant driver for water stress, even though population numbers can play a huge factor. It is also distinctly possible that we may even see China's population numbers decline in this century while water demand and scarcity reach even higher levels.]]> http://seekingalpha.com/article/121209/comments?source=feed#comment-400538 400538
Aqua America is the holding company for various regulated utilities services to customers in 13 different states throughout the nation. They have a very strong operating margin and revenue has been strong even throughout 2008. They aggressively pursue smart acquisitions (more than 100+ in the last few years alone), and are backed by an experienced and solid management team.
Visit ir.aquaamerica.com/ for more information.
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Aqua America is the holding company for various regulated utilities services to customers in 13 different states throughout the nation. They have a very strong operating margin and revenue has been strong even throughout 2008. They aggressively pursue smart acquisitions (more than 100+ in the last few years alone), and are backed by an experienced and solid management team.
Visit ir.aquaamerica.com/ for more information.
]]> http://seekingalpha.com/article/92760/comments?source=feed#comment-239555 239555 I think your article comes from the right place in illustrating some of the alternatives for ethanol production, particularly in the cellulosic space where harvesting existing plant yields are not neccesarily put at risk. The extensive work being done in alternative biodiesel and biogas production, especially in Europe is also worth investigating, particularly from a vehicular perspective due to the higher mpg yields of these fuels.
Thanks for writing on the topic and getting more exposure out there.]]> Tue, 26 Aug 2008 16:25:41 -0400 I think your article comes from the right place in illustrating some of the alternatives for ethanol production, particularly in the cellulosic space where harvesting existing plant yields are not neccesarily put at risk. The extensive work being done in alternative biodiesel and biogas production, especially in Europe is also worth investigating, particularly from a vehicular perspective due to the higher mpg yields of these fuels.
Thanks for writing on the topic and getting more exposure out there.]]> http://seekingalpha.com/article/72873/comments?source=feed#comment-218770 218770 Wed, 30 Jul 2008 17:30:35 -0400 http://seekingalpha.com/article/84375/comments?source=feed#comment-202688 202688
Rather than a 'hodge podge concoction', the portfolio has been carefully crafted with a great deal of attention given to offsetting non-correlated asset classes, macro level themes and specialty plays managed using a top down economic forecasting approach.

By only managing 20 ETFs allows for a very simple model to be handled by our portfolio team and one that only requires reallocation on a quarterly basis. Inclusion of sectors only recently appearing in the ETF universe is also providing significant alpha to the composition in the first half of the year.

To provide greater detail on the specific weightings and recent modifications I can be reached off list at mcmillan@agilewealth.c...]]> Thu, 10 Jul 2008 23:44:20 -0400
Rather than a 'hodge podge concoction', the portfolio has been carefully crafted with a great deal of attention given to offsetting non-correlated asset classes, macro level themes and specialty plays managed using a top down economic forecasting approach.

By only managing 20 ETFs allows for a very simple model to be handled by our portfolio team and one that only requires reallocation on a quarterly basis. Inclusion of sectors only recently appearing in the ETF universe is also providing significant alpha to the composition in the first half of the year.

To provide greater detail on the specific weightings and recent modifications I can be reached off list at mcmillan@agilewealth.c...]]>