Little Horse Creek at Merrily Farms
That article viewed investing in land with water.
Another way I invest in water is with shares in water processing companies.
An interesting downwards trend has developed in water shares. I always look twice when something about a clearly needed fundamental seems amiss. In this case… the world needs water! Why would shares in water companies fall?
This series will revisit the three water companies we held in our Green Portfolio that rose 260%+ before the 2007 crash… Hyflux, Kurita Water Industries and Séché Environnement SA.
Then we’ll look at an investing tip that can make sure that water shares do not leave your investments and savings all wet.
This message looks at Hyflux Ltd chart from sg.finance.yahoo.com. Hyflux trades in the USA as OTC code HYFXY.
(click on photo to enlarge)
Hyflux shares up +590% in ten years.
We have been recommending (and investing ourselves) in Hyflux since 2004. Each time the price drops I mention these shares again.
Right now one downwards concern (that could continue to press) on Hyflux shares are its large contracts in the Middle East and North Africa region. This business contributes 60 percent to the groups revenue.
We first recommended Hyflux in 2004. Then we wrote about Hyflux again in 2008… both times before the shares began to rise. You can see oin the chart above how those who purchased Hyflux in 2004 and 2008 have been in a position to make huge profits.
Here is what I wrote in 2008:
#1: Is Hyflux a well managed company?
I have liked the management team for years. The group is headed by Olivia Lum who has proven to be an astute leader. Hyflux Limited SGX: 600 began in 1989 as Hydrochem (S) Private Limited, a trading company selling water treatment systems in Singapore, Malaysia and Indonesia and later, China. Lum has been progressive. She added a team of scientists and engineers that created technology for Singapore’s water recycling plants that filter and treat waste water.
These technologies are based on semipermeable membranes and reverse osmosis that is capable of extracting potable water from residual, sewage and salt waters.
Hyflux was the first water treatment system company to be listed on Singapore’s equivalent of NADAQ in 2001 and the first to be upgraded to Singapore’s main exchange in 2003, again making history.
The group has been expanding geographically first to China, then lucrative Middle Eastern markets and is now entering India, Southeast Asia and Africa.
#2: Is the company in a growth industry?
There are few sectors with as much potential as water. China, the Middle East and India offer special opportunity.
#3: Are the shares available at a good value?
The shares are certainly a better value than a few months ago as the chart above shows.
This is a good time to be looking at Hyflux shares.
An investment in Hyflux by the way, also represents an investment in Singapore dollars so all the numbers above have been enhanced by this added forex growth.
This chart from sg.finance.yahoo shows the benefits of a multi currency portfolio as the Singapore dollar has given a 20% extra profit versus the US dollar over the past five years.
More Vital point About Investments and Water.
The United Nations Water agency UNwater.org says: A Drought in Your Portfolio?
The World Water Assessment Programme (WWAP) participated in the EIRIS conference on global water risk research. The conference explored the investment case for considering the risks and opportunities arising from water scarcity as part of a wider sustainable investment strategy, and heralded the launch of the EIRIS’ Global Water Risk report.
The report shows that out of the 2000 global companies analysed 54% are exposed to water risks but take little or no action to mitigate them, and approximately half show no evidence of any management response to water risks whatsoever.
The shares fell in 2011 due in part to the facts that the Middle East and North Africa (MENA) region, contributes 60 percent to the group revenue and delays to the company’s Libya contract as well as overall concerns about its Middle Eastern exposure.
On the positive side, not long after Hyflux was chosen as the preferred bidder to build and run Singapore’s largest-ever desalination plant, it was worth a total of S$890 million ($703 million).
Hyflux also added a concession to build and operate a plant to treat up 150,000 cubic meters of wastewater per day for Zunyi City in China’s Guizhou province.
An August 2012 Reuter’s article entitled “DBS downgrades Hyflux to hold” Said: DBS Vickers downgraded water treatment firm Hyflux Ltd to hold from buy and cut its target price to S$1.45 from S$1.66, citing less-than-expected second quarter earnings due to weak margins for Singapore.
This was interesting since Hyflux had record profits in the first quarter of 2012 and second quarter net profits rose 21 percent from a year earlier to S$17.5 million.
What caught my attention in the article was the statement: The Arab Spring caused a drought in water contracts over the last 2-3 years, resulting in pent-up demand, DBS said, adding it believes Hyflux was bidding for two major projects in Saudi Arabia and Oman.
This creates a special three point opportunity… strong currency… undervalued sector and pent up demand for a well managed company.
This may not be quite the time to jump in (though I do hold Hyflux shares myself since I usually try to get in ahead of the rise).
Here are three important points about share investing to remember.
#1: Cheap stocks outperform expensive stocks.
#2: Stocks in companies with rising earnings outperform stocks in companies with falling earnings.
#3: Stocks with high earnings and rising earnings outperform stocks with low and falling earnings.
In other words, look for high quality companies with share prices already in established up trends that are cheap (price earnings), with high and rising earnings and increasing attention from the market.
Hyflux shares meet all the criteria except the action and market attention. When these events fall into place expect some great opportunity.
We’ll look at Kurita Water Industries and Séché Environnement SA later in this Water Investment series because water shares have been falling while the need for good water in on the rise.
Gary
We’ll look at investing in water in shares, Ecuador and Smalltown USA at our February 1-2-3 Super thinking + Investing and Business seminar. See how to attend this seminar FREE below.
Belong to the International Club
Join Merri and me. Spread an epidemic of success… in health… wealth…. service to the community and personal fulfillment. Be infected with positive purpose…. enthusiasm… fulfillment… extra income, profits and fun.
I invite you to join the International Club for 2013-2014.
As a club member you save on seminars, courses, online courses plus Spanish lessons and Ecuador tour discounts.
Join Merri and me for all the courses and seminars that we’ll conduct in 2013 and 2014 FREE. Gain positive solutions to economic, financial and lifestyle developments.
Here are the courses you can attend at no cost.
August 31- Sept 1-2 Super Thinking Writer’s Camp West Jefferson, NC.
October 4-5-6 Super Thinking Writer’s Camp, West Jefferson, NC.
November 15-16-17 Super Thinking Writer’s Camp, Mt. Dora, Fl.
January 10-11-12, 2014 Super Thinking + Spanish, Mt. Dora, Fl.
February 14-15-16, 2014 Super Thinking Writer’s Camp, Mt. Dora Fl.
In addition members receive discounts on Ecuador farm tours and Spanish courses conducted by our Ateam Ecuador and Super Spanish teachers. For example Super Spanish courses that are normally $699 are $175. Ecuador real estate tours are reduced 20%.
Here is the Super Spanish teacher schedule:
June 21-22-23 Super Thinking + Spanish St. Charles, MO (Teacher Mark Frakes)
July 12-13-14 Super Thinking + Spanish Kelowna, BC, Canada (Teachers Shawn & Suzanne Bandick)
August 16-17-18 Super Thinking + Spanish St. Charles, MO (Teacher Mark Frakes)
September 27-28-29 Super Thinking + Spanish St. Charles, (Teacher Mark Frakes)
October 3-5 Super Thinking + Spanish Atlantic City NJ (Teacher Rick Brown)
November 21-22-23 Super Thinking + Spanish Puerto Aventuras, Mexico (Teachers Suzanne & Shawn Bandick)
We conduct our courses in the peace and quiet of Smalltown USA.
Part of the courses we conduct are held at Jefferson Landing where we conduct seminars in West Jefferson NC
Jefferson Landing
50 delegates joined us.
The seminar in action.
Here are photos I took of Mt. Dora…
After the seminar, International Club members join us at our home to talk with the speakers.
International Club members meeting in our home after a North Carolina seminar.
There are many benefits of membership.
Most members join us for at least three courses… one investing and business, one writers camp and one Spanish course. That alone creates a $1,198 savings. Some members attend every course plus more.
You (and a guest of your choice) can attend all of the seminars we have already set for 2013 and 2014 plus any others we decide to conduct in the year ahead FREE.
As a club member you also receive seven online reports, courses and workshops worth $1,246 FREE.
The first of these seven online courses is “Tangled Web – How to Have an Internet Business,” normally sold at $299.
The second is our online course “Self Fulfilled – How to be a Self Publisher”, which has a $299 value. I am sending you this extra course free as I think it will help you have greater success. This is an extra $299 savings.
The third is our online course “International Business Made EZ” sold at $299.
You also receive fourth the 50 minute video by our webmaster David Cross on “How to Get Your Web Business Started”.
Your fifth course is the 50+ lesson course “How to Create your Own Website Using Sitesell” by Michelle Toole. (We are proud that this course was written by a student of our courses showing how well the 43 years of knowledge that Merri and I have accumulated and put into these programs can help you start your own global micro business.)
Sixth, you become a beta member in our newest online course “Event – Full Business – How to have a Seminar and Tour Business” currently offered at $349.
When you enroll, we’ll send you a password that makes the online courses easy to access at the Club website. You can reserve as many seminars as you desire.
Five Positive Steps
Join Merri and me as we look at positive ways to prosper during 2013 and 2014. Here are five ways to gain from the forces of change.
#1: Having your own micro business for extra earnings, freedom, fulfillment and fun.
#2: Living and prospering in lower cost countries or small towns.
#3: Multi currency investing through US brokers and bankers abroad.
#4: Commodities that rise with inflation.
#5: Good value real estate…. especially multi dimensional and agricultural property.
We have specialized for over four decades in helping our readers excel in these five inflation beating opportunities.
The big benefits of belonging to the International Club are the power of repetition, updates and international friendships. As a club member, you become friends with other members as you meet again and again.
Your first saving is on waived seminar fees for the seminars over the next year.
As you will see above and below you can attend Florida & North Carolina seminars. If you attend just two of these seminars, the $1,799 membership fee will have already created a savings for you.
Yet there is more. Much more.
International Club members meeting in West Jefferson for a reception after the North Carolina seminar.
Enough…. Enough with the Bad News.
Our mantra is BE POSITIVE in this negative world. There is nothing as valuable as rarity but we need to remember that bad news sells. This means the mainstream media has slipped into offering information with an adrenaline rush. Mayhem, murder and natural disasters. These negative events will happen…. globally. We cannot do much about this. Dwelling on insolvable negativity is not good for our health or wealth.
A recent quote from the Abraham Hicks website explains why nicely.
Continuing to tell stories of shortage only continues to contradict your desire for abundance, and you cannot have it both ways: You cannot focus upon unwanted and receive wanted. You cannot focus upon stories about money that make you feel uncomfortable and allow into your experience what makes you feel comfortable. A different story will bring different results: My thoughts are the basis for the attraction of all things that I consider to be good, which includes enough money, and health, for my comfort and joy.
Make the Years Ahead Your Best Years Ever
What we can do is make ourselves Friendlier, More Compassionate, Happier, Stronger, More Energetic with greater intellect. The way to start is to surround ourselves with successful, friendly, compassionate, happy, stronger, smarter, positive people who think as you do.
The International Club brings together experienced, like minded souls, who take a positive view and think outside the box… in constructive, thoughtful, doable ways.
Being in the club surrounds you with successful… positive… like minded souls. This benefit alone is truly powerful stuff!
The courses you can attend free integrate Super Thinking with business and investing ideas and experience that enhance your health and wealth.
Focus on Ecuador & Smalltown USA & Canada
Learn how to create a BIG INCOME by thinking SMALL. At the seminars you meet speakers who are attorneys and real estate experts for both Ecuador and small town USA. You’ll rub shoulders with experts on global investing and pensions who can help you increase and protect your savings and pensions also how to increase the income you earn in positive ways you enjoy as you help your community.
(See a list of speakers you’ll meet at the club meetings along with other club members below).
Absorb through Osmosis
Merri and I are in our 45th year of organizing courses, seminars and newsletters about international and Super Thinking lifestyles. The importance of this sharing… by like minded souls… was reinforced when a delegate from a course sent an email that said:
My Dearest Merri and Gary, Thank you for your most gracious hospitality last weekend. I am just thrilled at being a part of your group. You and Gary were exactly as I imagined you to be, warm friendly, kind, considerate, genuine, helpful, fun, sincere, what else can I say……I felt so comfortable in your presence and learned so much in your course. I was sad to leave the farm that Sunday afternoon. You made us all feel so welcome and cared about. You were so kind to make arrangements for a ride with the other delegates from the Charlotte Airport. They were so nice to me and so helpful, by the time the weekend was over I felt like they were my long lost brothers. Monday morning we all had breakfast at the airport together and I was so sad to see them go, I was sad the weekend was over, perhaps sad is not the right word for how I was feeling perhaps Gratitude is a better way to describe it. Grateful for having the opportunity to share the weekend with such wonderful, like minded Human Beings, in the beautiful mountains of North Carolina. Thank you Merri and Gary. Thanks to you I now have new hope and a new direction to move forward in my life. I know by attending your classes and conferences that through education and due diligence I will make the right choices.
This delegate’s comments about “belonging and feeling like a brother” to the other delegates is a wonderful refrain we have heard from our readers, year after year.
24 years ago Merri and I created a way that readers can join us to be immersed in a year-long learning program through our International Club.
The ideas behind this program began all those years ago in Vienna, Austria while we were conducting a course there. One of our older delegates, had some sort of attack. The first fear was heart trouble. Several delegates took him to the hospital. Others stayed with him there. I don’t think that delegate was alone for a minute!
What impressed Merri and me was that no one asked the delegates to help this man.
The friendships of delegates sharing many courses had just grown so strong that it was a natural reaction, just as if a family member was ill. Fortunately, it was only travel fatigue and the delegate didn’t miss a session of the course!
When you join our International Club 2013 you become part of a special family. The very first member to join the club all those years ago wrote, Thank you for the enjoyable and informative courses. I am pleased to be part of your international family and look forward to continuing my education at the next course.
His feeling struck a familiar chord. It has always been one of my greatest satisfactions to see how much fun delegates have getting together, sharing information and making friendships as we learn how to improve our health and increase our wealth.
The courses draw like-minded souls. For this reason some delegates come back again and again. They come to learn, but also to be with their many friends made at the courses. When like-minded souls get together again and again to discuss a common purpose, magic happens! I can’t explain it in any other way-but it is true.
In a way our meetings are almost like family reunions. Perhaps it is getting together and reflecting on what has been said and what has been happening.
Learning with those who are also interested in the world creates thoughts that multiply the value of what we gain. This is hard to describe but results are most powerful and wonderful! This is to me is as important as the great financial benefit of attending many of our courses.
See the 2013 seminars in detail below.
We started and have continued the International Club for 24 years because there are wonderful benefits from having repeat delegates at courses. Having repeat delegates makes the whole course somehow more exciting for all. Being a repeat delegate makes it easier to make and keep wealth and to lock in the knowledge you gain. It’s an exciting lifestyle. We have fun, gain adventure, discovery and friendships and share ways to improve our health and wealth!
You can see from the schedule above a very busy schedule for 2013. Very few club members actually attend every seminar. Many attend almost all of them! Of course we hope you be with us for all of them, but even if you attend just two of the seminars, you gain considerable savings.
Another savings: Lifestyle for Two.
We want couples! As a member of the program, you are entitled to bring another person to every single course or tour. The cost for that extra person will be ZERO! You can bring whomever you wish. Bring your spouse, a friend, son or daughter, partner, accountant, adviser. You can bring the same person each time or a different person, whomever you choose to accompany you. (Accommodations and air fares relating to the courses are not included for members, delegates or their guests.)
The International Club fee of $1,799 is less than the price of two seminars.
I invite you to be a member of the International Club which allows you and your guest of your choice to attend all of these courses and tours.
Let’s prosper in these times of change. Won’t you join us in this exciting club and share Merri’s and my lifestyle for the next year? Join us at our farms and visit Ecuador. We look forward to seeing you at as many courses as possible and sharing this wonderful world of abundance and well being with you!
Gary
You can attend all of our seminar , courses online courses and more plus $1,246 of online value. Club membership is $1,799.
Become an International Club Member $1,799.
Attend as many of the courses below as you desire.
August 31- September 1-2 Super Thinking & Writers Camp at Merrily Farms, NC.
October 4-5-6 Super Thinking & Writer’s Camp West Jefferson, NC
November 15-16-17 Super Thinking & Writer’s Camp Mt. Dora, Florida
January 10-11-12, 2014 Super Thinking + Spanish Mt. Dora, Florida
February 14-15-16, 2014 Super Thinking & Writer’s Camp Mt. Dora, Florida
In additional Super Spanish courses will be scheduled in Canada, Mexico. and the US throughout the year.
(Dates subject to change).
Join us in 2013 – 2014 and learn how to take advantage of the fact that the Sun Always Shines Somewhere
Here is the Super Spanish teacher schedule:
June 21-22-23 Super Thinking + Spanish St. Charles, MO (Teacher Mark Frakes)
July 12-13-14 Super Thinking + Spanish Kelowna, BC, Canada (Teachers Shawn & Suzanne Bandick)
August 16-17-18 Super Thinking + Spanish St. Charles, MO (Teacher Mark Frakes)
September 27-28-29 Super Thinking + Spanish St. Charles, (Teacher Mark Frakes)
October 3-5 Super Thinking + Spanish Atlantic City NJ (Teacher Rick Brown)
November 21-22-23 Super Thinking + Spanish Puerto Aventuras, Mexico (Teachers Suzanne & Shawn Bandick)
Yes, I want to become an International Club Member.
