Q: If I were to pick only two themes for long term investment, they would likely be urban water supply and the electrification of North America. (Would appreciate your thoughts on those choices...).

Regarding electrification, I'm well positioned in energy providers, including green & conventional energy producers. I have a half position in HPS.a and a small amount of GRID. I am struggling to decide if I should move upstream into a copper producer (BHP?) or if I should stick with small caps like HPS.A to get more torque.

I'm retired and no longer young; my finances are solid. Most of my investments are with a professional manager. I keep about 20% for fun, but even the fun money is mostly in fairly blue chip stuff. It is in this small chunk that I shall play around, and I am okay with adding a bit of risk.

So the question is: raw material producer or end user stocks? Where would you head? Specific suggestions most welcome.

Thanks in advance.

Q: Hello 5iR
What is your opinion of MWA as a buy. Thanks. Cheers

Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?