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H2O Innovation Inc. (HEO)
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Ecolab Inc. (ECL)
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Flowserve Corporation (FLS)
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Flexible Solutions International Inc. (CDA) (FSI)
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Itron Inc. (ITRI)
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MUELLER WATER PRODUCTS (MWA)
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Evoqua Water Technologies Corp. (AQUA)
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Watts Water Technologies Inc. Class A (WTS)
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Badger Meter Inc. (BMI)
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IDEX Corporation (IEX)
Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?
Q: Under current market conditions, which one would be a preferred choice? Or should one wait for a correction?
Thank you for your input!
Thank you for your input!
Q: Hello 5i
Thank you for FLS suggesting in March (I purchased instead of xyl - which had run up too much). I have a >2% position. Should I purchase more? Why the 11% pop? It is one of my industrial holdings where I am still underweight.
Thank you for FLS suggesting in March (I purchased instead of xyl - which had run up too much). I have a >2% position. Should I purchase more? Why the 11% pop? It is one of my industrial holdings where I am still underweight.