We've mentioned energy before.
We think there's value there, despite the hydrocarbon haters. Energy demands will only grow. In the short run it's doubtful alternative energy will make much of an impact.
Opposing forces will see to that. Like the Washington bureaucrats, agreement is hardly a given. And leaving it up to those same bureaucrats will devolve into one of mankind's greatest errors.
So own some energy and that includes water.
http://blogs.marketwatch.com/thetell/2013/05/13/blackrock-avoid-utilities-buy-tech-and-energy/
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