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.
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