04-04-2015, 11:59 AM
(This post was last modified: 04-04-2015, 12:40 PM by Roadmap2Retire.)
Rapid, Between your picks and the picks from DivWatcher, you have most great companies covered. My comment would be on the utilities sector - to look into/explore water utilities.
Usually, we tend to think of utilities as just electric companies and sometimes look at diversified utils, but water utilities imo has a bright future. Water is probably one of the most precious commodities of the future - and with the dwindling water supplies everywhere (California is just the beginning of this issue), investing in water is no-brainer. If the climate change models are to be trusted, we will see a lot of disruption not only in the coastlines and population displacement, but also in the freshwater availability.
Unfortunately, the market is not developed enough and you cant trade water like oil or other commodities (the leader here seems to be the Australian market which is much more advanced in water trading). For us here in N.America, utilities seem to be the only way to play water right now. The other alternative to look at companies like Veolia (did they get delisted from NYSE?...I thought it was available to trade on the N.American markets - I just checked Google Finance and couldnt find a ticker) or look at companies which have a desalination/water treatment component (a company like Ecolab springs to mind - but I havent done enough research there yet). Also, I think PH has a water component to it, but Im not sure what exactly it does.
Usually, we tend to think of utilities as just electric companies and sometimes look at diversified utils, but water utilities imo has a bright future. Water is probably one of the most precious commodities of the future - and with the dwindling water supplies everywhere (California is just the beginning of this issue), investing in water is no-brainer. If the climate change models are to be trusted, we will see a lot of disruption not only in the coastlines and population displacement, but also in the freshwater availability.
Unfortunately, the market is not developed enough and you cant trade water like oil or other commodities (the leader here seems to be the Australian market which is much more advanced in water trading). For us here in N.America, utilities seem to be the only way to play water right now. The other alternative to look at companies like Veolia (did they get delisted from NYSE?...I thought it was available to trade on the N.American markets - I just checked Google Finance and couldnt find a ticker) or look at companies which have a desalination/water treatment component (a company like Ecolab springs to mind - but I havent done enough research there yet). Also, I think PH has a water component to it, but Im not sure what exactly it does.