Contrarian Value Ideas

[gfp927z]

Derf, >> PHO, FIW <<

There's an updated summary on my Water Sector board (link below). Scroll down on that page to see their current holdings. Looks like PHO has more concentration in the top holdings, but performance has been very similar. The expense ratio difference isn't that much (0.60% vrs 0.53%), but both are somewhat on the high side. Performance-wise, FIW and PHO both beat the other Water ETFs by a sizable margin (CGW, EBLU, FLOWX, PIO), and FIW / PHO have beaten the S+P 500 over time.

So a good way to participate in the sector. I noticed their portfolios have shifted away from water utilities more toward the equipment type areas. I figure one problem with water utilities is the amount of $ that will need to go into improving their aging infrastructure. That will be a drag on utility's earnings, but will be a boost for the equipment suppliers. So that could explain the shift away from the utilities toward the 'picks + shovel' type stocks -


Water Investment Ideas -

https://investorshub.advfn.com/Water-Investment-Ideas-31293



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