tag:blogger.com,1999:blog-2335748440449035592.post2305923152830977203..comments2008-06-18T18:44:10.054-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-90114970583484007472008-06-18T18:44:00.000-04:002008-06-18T18:44:00.000-04:00Yep Finerman on Fast Money also says Flowserve as a water play. The stock has been very impressive. Its sort of a global infrastructure story as well. Quality firm. "Water stock"? Not really but as close as we have really.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-48351622674389582962008-06-18T18:41:00.000-04:002008-06-18T18:41:00.000-04:00Navellier has a spam going around (If there's only one stock you buy this year....) that hawks FLS as a water play. It's doing well because of oil, but there may be something to the water angle. Their annual report says the water business was only 6 percent of their revenues but grew 21 percent in 07. Apparently their valves are used in desalination, water treatment, etc. Of course the valve doesn't help you if there's no water to put through it.worangerhttp://www.blogger.com/profile/11603713707214701770noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-21334886168920801952008-06-18T17:20:00.000-04:002008-06-18T17:20:00.000-04:00right on. *clean* water will take longer to unfold but is a mounting problem behind the scenes. as long as its not in america then to the media its not a problem, right? haha<BR/><BR/>im not in any water names at the moment but have spent a ton of time researching trying to narrow down the names to 3. PHO the etf is actually not a good way to get into water at all, as it uses the term "water" very loosely and there's some strange names in that etf. maybe jmclarty will post up but i believe he's narrowed his water basket down to TTEK CCC CLC HEK and maybe a few more. straight desalination plays that are also worthwhile investments are the hardest to find i've found.<BR/><BR/>nuclear i think as well will be in the same boat in terms of taking longer to play out.j. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.com