Water – I’ve been urging my subscribers to invest in water stocks for several years…and Hyflux is one of my favorites. Hyflux (HYFXF: OTC Bulletin Board) operates in China, Southeast Asia, India, the Middle East and North Africa. It is involved in a variety of water projects, from desalination to recycling. It was among the first stocks ever recommended in my investment service, Mayer’s Special Situations, when I launched the “Blue Gold Portfolio” back in the summer of 2006. Since I recommended it, Hyflux is up 75%, while the S&P 500 is down 10%.
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Doing What Wall Street Doesn’t
Last year, I was at a dinner with a bunch of fertilizer analysts from Wall Street and Toronto. To my right was a guy who was really getting on my nerves:
Annoying analyst: We have PotashCorp at overweight. We believe with the structural deficit in potash that —
Me (interrupting): I have a sell on it and dropped coverage.
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