Mueller Water Products, Inc. (NYSE:MWA)

MVA is now an undervalued

long term hold, strong mangement with stock options above current price ($14.00 vs. $16.00), the big guy from Walter decided to go with Mueller. Lots of rationalization potential, but little real information to model their economics. Great industry, with lots of talk about urgency to rebuild, but little actual incentive to make the investments. I think it will continue to grow at a steady pace and outpace the market.

Drinking only bottled water is bad for your teeth. U.S. water infrastructure in dire need of upgrade.

OOPS! I thought that CAPS would add this for me automatically when it was spun out from WLT. Apparently, CAPS is not that smart. This is a play on the growing need for expansions, replacements, and renovations in the US water supply system. After a recent water main break in the city where I live, water system officials expressed surprise that the main broke considering that it was "only 100 years old." I guess the AVERAGE age of the major mains around here is 108 years. And Boston still has some wooden water mains - they must hope for no termites.

I reallly like this company as a turnaround play. Super boring business in a long term growth industry.

Tracking everyone! + Hidden Gem

Water infrastructure needs massive overhaul. This is a classic Lynch business as well. Whats more boring than pipes and valves?

Time is catching up to our old sewer systems and they will have to replaced>>Along with new systems this becomes a large field to expand in>>

A pure (no pun intended) play on water. Plan of holding for 10 plus years

Sold WLT, kept MWA-B.

This company stands to gain from the coming upgrade cycle in US water infrastructure. They produce the equipment that is needed as municipalities and corporations make the upgrades that they can no longer postpone.

Should do well in the next few years

Water is vital and its importance will only grow, but the sector is and will always be fraught with politics, which may cloud

Spin off of WLT Walter Industries, Water infrastructure will be in big demand in coming years, those old pipes - valves and new infrastructure will need to be maintained / replaced
MWA will be well placed domestically

Old business manufacturers and sells water infrastructure and flow control equipment to city governments. Growth will be slow but steady, and I look to see its growth rate eventually outpace the S

Water in the next oil? Maybe not but future is bright

Water distribution will come into focus. The longer that states and municipalities delay addressing the (generally) decaying infrastructure, the larger the capital outlays will be. Regardless of the technology used or developed for purification, distribution is unlikely to change in the foreseeable future.

What a gem

water infrastructure will see huge spending in the next several years. Don't like the P/E ration though.