Looking at $Consolidated Water

Looking at $Consolidated Water(CWCO)$ , they have a major desalination project in Hawaii. They also lost a Baja California project after the pandemic due to local politics in Mexico and ended up liquidating a lot of those holdings.

For me, a key factor for entering or adding to a position is the P/E ratio. I just finished "The Myth of the Rational Market" and had two main takeaways.

First, no human institution is truly rational. The $GameStop(GME)$ saga was a perfect example of that.

Second, since the 1930s, buying at low P/E ratios—under 10—has tended to lead to market-beating results. Probably, if you can believe the statistics. That's the approach of Graham and Buffett.

In my own portfolio, I think $Signet Jewelers(SIG)$ and $Global Ship Lease(GSL)$ have been my best finds this year, aside from $Intel(INTC)$ 's wild run.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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