Take a look at Intrepid potash (ipi) and a leveraged oil play that owns 2 million acres in California and actually produces water-crc. Prem Watsa is a holder of Intrepid which has now revealed itself to be a water play. If only Denny crane had a better Macro view on resources, boy would we make money when the turn comes!
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.