WATER/GREEN Oversold down to $60----BUY, BUY, BUY, BUY. Only pure H2O stock; French ADR, large prescence in China's dirty water problem, international (USA) reach to design, engineer and construct municipal/state/private water purification plants as well provide large scale remediation SUSTAINABLE; AOMFF, another large French holding, OTC, is building metro transit/train systems, turbines for nuclear power plants and operates nuclear plants in Europe worldwide

ALTERNATIVE ENERGY/CHINA Fast growth, energy conversion for solar and wind technologies and expanding internationally, from its Governnment Ownership start-up to a more market oriented busines; has ties with major Chinese Universities for R & D

BASIC MATERIALS Best pure "Non China" China play; Located nearby with all the iron ore to supply China's industrial revolution for years to come and highly diversified internationally and within commodity markets--gold,copper,oil/gas,etc SUSTAINABLE (this is not cyclical anymore)

ENERGY Best deepwater drilling technology; give me this high tech company and let GOOG play on the internet while RIG brings up the oil SUSTAINABLE

ENERGY Builds stuff/high tech rigs for RIG and the others; nice recent pullback below $65 (soon to acquire GRP creating a formidable world "go-to company for all drillers and exploration companies SUSTAINABLE

INFRASTUCTURE/WATER No Capitlal investment, just expertise to design, engineer and oversee water plants, envirnmental remediation, power plants, rapid transit and roads and bridges SUSTAINABLE

EMERGING MARKETS INFRASTRUCTURE Cement manufaturing euipment, lots of cash, backlog and 50% of sales in Russia, 25% in Asia and 25% in the Middle East

FOOD Owns and operates some of the most fertile land in the world; large cattle operation( best beef in the world and I am from KC) exported to China's middle class, dairy production and grains, "Beans", etc. Also a deveoper Argentinian and SUSTAINABLE