This may sound starnge to a lot of you, but the water indusry is getting ready to blast off. Thanks to new goverment regulation, states will be forced to spend billions over the next couple of years to update their infrastructure. Here are some thoughts to think about. Again, as I stated in my previous post any company mentioned here should not be looked at as a buy, do your own research!
- Water infrastructure repair and replacement is the attracting the big money.
- Wastewater treatment is right behind it.
- Desalination will experience the biggest new technology breakthroughs over the next 12-24 months.
- Greatest growth likely to occur in Asia & North America.
- Well-Positioned Companies:
GE
Insituform
Fluor
3 comments:
"states will be forced to spend billions over the next couple of years to update their infrastructure".
Interesting, do you have the actual government release that shows funding increase for new water infrastructure projects?
The EPA will begin to enforce the Clean Water Act.
The state of Tennessee has been crackingdown on all cities, townships, and incorporated areas that have and manage a storm
water system and requiring that they institute a state approved program to comply with the clean water act. Also under a state & EPA audit, all the local utilities in the Knoxville, TN area have begun revising required standards of installation…The revised standards in general require more parts to install new services, and in many cases more expensive parts.
Another trend to look at is the Regulation of Pharma waste which has been getting a lot of attention lately.
Check out SBS if you want a nice water player. Harshly undervalued with great dividend.
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