Continue reading Veolia Environement (VE): A European Bargain

Veolia Environement (VE): A European Bargain originally appeared on BloggingStocks on Fri, 23 Jul 2010 12:30:00 EST. Please see our terms for use of feeds.

Continue reading Clean Harbors (CLH): Cleaning Up in the Gulf?

Clean Harbors (CLH): Cleaning Up in the Gulf? originally appeared on BloggingStocks on Mon, 14 Jun 2010 10:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"Our top pick for 2010 is engineering and construction (E&C) firm AECOM Technology (ACM)," says Geoffrey Seiler.

In his BullMarket.com the advisor explains, "AECOM, unlike some better-known E&C names, offers a relatively low-risk business model. It performs no construction work at all and thus has none of the lump-sum, fixed-rate contracts that other companies might sign."

Continue reading Top Picks for 2010: AECOM Technology (ACM)

Top Picks for 2010: AECOM Technology (ACM) originally appeared on BloggingStocks on Thu, 07 Jan 2010 14:00:00 EST. Please see our terms for use of feeds.

"Water, one of the most precious of resources, continues to be the most mispriced," says Neil George.

In his Profits Hidden in the News advisory, he explains, "Millions of Americans are drinking dangerous water from the tap." Here, he looks at two ways to profit as this situation gains attention.

"The US Environmental Protection Agency has recently updated its data on US municipal water and, as with previous surveys and reports - the news is not good. In fact, for wide swaths of the US population - including those in the nation's capital - its flat out scary.

Continue reading Clean water profits

Clean water profits originally appeared on BloggingStocks on Mon, 26 Oct 2009 10:20:00 EST. Please see our terms for use of feeds.

"A smart grid makes use of coded signals that travel along power lines, much like DSL broadband messages move through the phone telephone," explains growth stock expert Jim Powell.

In Global Changes & Opportunities Report, he looks at two favorite plays on the development of a smart grid: Esco Technologies (NYSE: ESE) and Quanta Services (NYSE: PWR).

"In a smart grid, the signals allow electric meters to report power consumption automatically to suppliers. At the same time, signals can be sent to customer's appliances such as freezers and refrigerators to prevent them from cycling on and off at the same time.

Continue reading Power plays: Investing in a smart grid

Power plays: Investing in a smart grid originally appeared on BloggingStocks on Tue, 21 Apr 2009 12:00:00 EST. Please see our terms for use of feeds.

"Clean Harbors (NYSE: CLH), the nation's largest hazardous waste firm, represents a great way to add some recession-resistance to your portfolio," says growth stock expert David Fessler.

The contributing editor to The Oxford Club adds, "This stock is also a way to get paid from cleaning up our nation's biggest environmental messes in the process." Here's the advisor's review.

"Clean Harbors is a one-stop clean-up shop for waste. We're talking hazardous waste, toxic chemicals, radioactive materials and biologic or infectious waste.

"With a superior portfolio of over 100 waste management facilities, Clean Harbors is North America's largest vertically integrated environmental services and hazardous waste-treatment company.

Continue reading Clean Harbors (CLH): Cleaning up in hazardous waste

Clean Harbors (CLH): Cleaning up in hazardous waste originally appeared on BloggingStocks on Thu, 12 Feb 2009 14:40:00 EST. Please see our terms for use of feeds.

This post is part of a special report, A Dozen Ways to Play an Obama Building Boom.

"Stocks in the water sector could soon flood their shareholders with a deluge of profits," says value investor Nathan Slaughter. In his Half -Priced Stocks, he explains, "Even in the 21st century, UNICEF reports that a staggering 1.1 billion in emerging markets still lack access to safe drinking water.

"And here in the U.S., the EPA has said we need to spend $275 billion to replace aging facilities -- including 800,000 miles of leaky, corroded pipeline that haven't been upgraded since the 1800's in some places.

"We see an incredible opportunities for the companies trying to combat the problem, particularly those involved with water distribution pipes, treatment facilities, purification technologies and other critical infrastructure.

"My top play in the sector is Veolia Environnement (NYSE: VE), a global juggernaut with $45 billion in annual revenues, operating on every continent.

"From humble origins supplying water to Parisians over 150 years ago, Veolia has grown to become the world's largest water utility. Today, it provides water and sewerage services to 130 million people in nearly 60 countries worldwide.

Continue reading Veolia (NYSE: VE): Infrastructure spending in water sector

Veolia (NYSE: VE): Infrastructure spending in water sector originally appeared on BloggingStocks on Sun, 21 Dec 2008 10:00:00 EST. Please see our terms for use of feeds.

Jim Stack is well known for his "safety-first" approach to money management, focusing on a balance between risk and reward. In his InvesTech market Analyst, he notes, "We now see a window of opportunity in Waters (NYSE: WAT).

Here, Bruce Morison, consultant for Stack Financial Management, explains, "In a market overreaction to a weaker-than-expected fourth quarter, an opportunity has been created to invest in this high-quality company at an attractive valuation level.

"The stock dropped 20% when the company reported earnings that were $0.08 shy of the $1.06 estimate that Wall Street was forecasting. The shortfall was primarily a result of a higher-than-expected tax rate for 2007 and weaker sales in Japan.

"The Japan results reflected a change in government regulations for water testing. Our concern over this event is limited given that Japan accounts for less than 10% of the Waters' sales and is not a key growth market for the firm.

"A quick recap of the company ... Waters Corporation is a medium sized company based in Milford, Massachusetts which designs, manufactures, and services high performance liquid chromatography (HPLC) and mass spectrometry (MS) instrument systems.

Continue reading Waters (WAT): An 'environmental' investment

Waters (WAT): An 'environmental' investment originally appeared on BloggingStocks on Fri, 21 Mar 2008 13:00:00 EST. Please see our terms for use of feeds.