Nice move up. BWTR is going higher. Im going to be careful around report time. They'll prob. miss their numbers and with this nice run the stock might get beat up this time. Only other water play I like are the power shares PHO a conservative play. Thats been moving nice. Also, CWCO Ive been watching that since it was at $23. Now close to 30 smakers. Id wait till this one pulls back. Other water plays are UU, VE, SZE, SBS but ID stay away. I was heavy in oil and just got out. Probably too soon. Made a killing on ALJ. Good luck. Whats your take???
"They'll prob. miss their numbers and with this nice run the stock might get beat up this time."
They might miss their numbers... but they already said they wouldn't be profitable until 3rd 4th quarter. So I think the miss is factored in. With the floods contaminating water supplies, and the lack of water in many large segments of the country I think if they do miss, it will be forgiven quickly.