I believe we are in a secular bull market for commodities and natural resources. One of those scarce resources, although it gets little attention in the news today, is water. The best time to begin accumulating a position in companies that will help solve a problem associated with a scarce resource is before the problem hits the mainstream news (see rare earth metals back in early 2010). The strongest water companies will provide excellent long term gains for those with patience, specifically in areas such as China where they will be needed the most.
