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WHAT ARE WE LOOKING FOR?

It's the last day in the series looking at hot niche sectors. Today, we'll look at water companies in the Palisades water index. Companies in this group are involved in cleaning or treating water.

TODAY'S SCREEN

There is an exchange-traded fund of the index called the PowerShares Water Resources Portfolio. Similar to what we did yesterday, we'll look for a name in the index that might outperform the ETF, which is up more than 19 per cent this year. We'll borrow the list of stocks in the index, and rank them by the fastest-growing earnings estimates for next year. As usual, keep an eye on the price-to-earnings ratios in the hope of finding one that isn't already priced into the stratosphere.

EPS
Sept. 19 52-wk 52-wk Est. curr Est. next 5-yr P/E P/E P/E Div Market
close high low FY EPS FY EPS hist. last yr this yr next yr yld cap
Company Symbol ($US) ($US) ($US) gwth % gwth % gwth % EPS est EPS est EPS (%) ($US-mil)
Insituform Technologies Inc. INSU-Q 16.39 29.81 14.73 -70.8 105.4 -7.2 18.2 62.4 30.4 NA 447
Franklin Electric FELE-Q 42.65 57.35 40.69 -42.9 88.6 5.1 17.4 30.5 16.2 1.2 987
Calgon Carbon CCC-N 14.61 14.72 4.21 NA 66.4 25.8 NA 58.8 35.4 NA 590
Southwest Water SWWC-Q 13.04 16.41 11.84 4.2 36.8 -11.9 32.6 31.3 22.9 1.7 314
SJW Corp. SJW-N 35.29 45.33 27.65 -11.7 31.0 7.3 27.6 31.2 23.8 1.8 646
Siemens A G SI-N 129.74 154.35 83.40 71.6 24.7 1.4 30.7 17.9 14.4 1.2 116,276
Itron Inc. ITRI-Q 92.73 95.65 46.87 22.2 24.4 34.8 38.8 31.7 25.5 NA 2,783
Flowserve Corp. FLS-N 77.74 79.90 46.50 78.7 23.5 12.0 39.1 21.9 17.7 0.9 4,435
NALCO Holding Company NLC-N 28.06 29.29 17.97 36.2 23.3 NA 33.4 24.5 19.9 0.5 4,051
Badger Meter BMI-A 35.00 36.74 21.00 18.3 22.4 16.6 36.7 31.0 25.3 1.2 498
Mueller Water Products MWA-N 12.57 19.35 11.59 13.0 22.4 NA 21.7 19.2 15.7 0.6 364
Consolidated Water Co Inc CWCO-Q 29.00 37.49 23.20 36.7 19.8 15.3 49.2 36.0 30.0 0.9 416
Tetra Tech TTEK-Q 21.90 23.64 16.10 22.2 19.6 -2.8 34.8 28.4 23.8 NA 1,272
Pall Corp. PLL-N 38.10 49.00 30.05 30.6 18.6 12.3 27.8 21.3 18.0 1.3 4,686
Agilent Technologies Inc. A-N 37.26 40.42 29.06 6.7 18.5 30.5 21.9 20.5 17.3 NA 14,753
Watts Water Technologies WTS-N 33.21 46.71 30.71 -6.2 17.7 11.8 14.8 15.8 13.4 1.2 1,284
Valmont Industries VMI-N 92.98 95.04 50.29 42.2 17.1 23.1 39.1 27.5 23.5 0.5 2,392
Millipore Corp. MIL-N 76.94 81.14 59.58 16.3 16.9 13.6 26.6 22.9 19.6 NA 4,153
Roper Industries ROP-N 63.43 65.36 42.06 23.2 16.7 23.5 29.5 24.0 20.5 0.4 5,600
Ameron International AMN-N 99.91 116.47 62.63 2.0 16.5 5.4 17.7 17.4 14.9 0.9 910
Gorman- Rupp GRC-A 33.92 42.52 24.06 18.5 15.6 22.3 23.72 20.0 17.3 1.5 453

SOURCES: THOMSON, GLOBE INVESTOR

sadams@globeandmail.com

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