Good old H2O continues to be one of my favorite investment themes. Ten years ago who would have dreamed of paying $2-3 for a bottle of water and you thought gas was expensive. Do you think that demand for water is going up or down? Is its demand dependent on the economy? You gotta love a recession proof investment.
I like keeping things simple, so my dollars are in PHO the Water Resources ETF. However, if you are looking for some individual names these were highlighted by Barrons.
PHO has been taking care of business since mentioned here back in August.