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Stocks B / Berkshire Hathaway


Subject:  Re: OT: Global Water shortage. Date:  4/18/2013  11:42 PM
Author:  putnid Number:  201035 of 226507

how does an investor (like you) approach this problem? - jan

I can't offer an adequate answer. As it happens, environmental engineering was my profession (I'm retired now). The firms that participate in the water supply/desalination arena are far-flung and typically engage in a broad spectrum of activities that can't be categorized as "pure plays" in the water supply niche. I'm still doing research, though, and may find a good candidate or two in the coming years.

Not wanting to leave you empty-handed, I'll reference something I posted on Value Hounds recently. I mentioned GDF Suez (GDFZY):

Water supply services/desalination constitute just a small fraction of the company's portfolio. Even so, I rather like that aspect of the company.

That's just one idea...something others may find worth chewing on.

I'm keeping my eyes open for other opportunities. And I sure as heck will appreciate the fact that others may have sharper eyes than I...
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