Of Health & Water

by | Apr 22, 2001 | Archives

Purple mountains bite at a thin Rocky sky and loom large in the thin, fresh air. Granite grandeur in small valleys. Elk and pine, freshened by white ribbons that are mountain streams rushing for the valley floors below.

Aspen Colorado in the brilliance of fall. I missed an opportunity of a life time. Learn what I gained from that lesson about liquids and treasures below.

Many years ago I was speaking at an investment seminar conducted in Aspen and loved walking in the crisp mountain air, enjoying the aspen in their yellow autumnal glory. But I worked as well, speaking several times and meeting other financial experts, talking about markets, feeling them out. There was an exhibit hall where sellers of investments had set up and I investigated, looking at offers trying to find some investment idea that could be hot. On that tour I spied what I thought was the dumbest thing I had ever seen. A bottled soft drink, called “Clearly Canadian. “Why would someone want to buy a sweet drink that looks like water”, I asked. I passed on the initial share offering of this little firm which went o to become one of the greatest soft drink success stored in history. Every time I walked in a store or stopped at a gas station and saw the stacks of these bottled drink, I was reminded of the opportunity that had passed.

I am not one to look back with regret, but I do believe that when we miss something good we should learn lessons. “Maybe I should invest in water”, I thought, even back then. Then sometime later I found an Indian astrologer who was very accurate in directing me towards the right investment for me. “Business in communication and publishing is good for you,” he said. “But invest in liquids.” So I have been focusing in the area more and more which suits me (lesson number one of inspired investing is to invest in what you know and be sure you know what you are investing in).

The reason I missed the Clearly Canadian opportunity is because first I did not understand the retro nature of humanity. Once mankind has perfect central heating, everyone wants a fireplace. Once the highway system of America was perfectly paved everyone wanted a four wheel drive off road SUV, etc. Once the water supply of the U.S. was deemed to be safe, people started wanting bottled water and healthier liquids to drink. Clearly Canadian (though it was a sugary soft drink that is probably horrible for health) tapped into this subconscious desire. The stuff looked good, clear, pure and healthy which was enough to launch a great demand.

Their is an inexorable link between water and health (at least in the mind of consumers) and I believe we will see more and more water related-health products in the years ahead.

An example is the recent introduction of products that fuse additives with the low calorie appeal of water. Fro about ten calories a consumer can now get a portion of their daily requirements of vitamins C, B6, B12, plus potassium and sodium. Reebok has introduced such a vitamin laced drink called Fitness water and Gatorade has a similar product called Propel. Serven rich is an oxygenated water and Coca Colas has introduced Dasani, a purified water enhanced with minerals.

Investments in intelligent ways to use supplies of pure water with health make sense in this day and age.

One might consider investing in the companies that produce these vitamin drinks above.

Here are some examples of ways I am looking at investments that connect water to health. These are not recommendations but are shown to show the wide diversity of ways that investments can revolve around water. I am showing these examples to help you think beyond the normal ways of buying shares in public listed companies (which is often the least profitable way to invest).

Hot Springs: I have watched a hot spring resort high in the Andes outside of Quito (called Papallacta), grow by leaps and bounds over the past five years (despite Ecuador going through its worst economic depression ever). Soaking in exotic therapeutic waters is likely to grow in popularity in the U.S. because it fits into three of the big trends in the imagination era (the market for adventure, health and longevity and the market for togetherness). We will take the delegates of our upcoming Haciendas, Health and Hot Springs Tour to spend a day at this resort. more information on this and other courses

Tip: On the next real estate tour Merri and I will conduct we will show delegates a piece of land for sale about 45 minutes from Cuenca with two incredible volcanic hot springs located right next to a beautiful river. This property is perfect for development as a hot springs resort. There is 150 acres and the asking price is only $150,000 for 300 acres. more information on this and other courses

On the subject of soaking Merri and I we honored and privileged to discover that we have a huge spring on our land that is a historical site. The spring is called the Indian's Trough because the Natives who originally hunted this land gouged a trough in the rock to water their horses. the water has been taken by the locals for centuries for its therapeutic qualities. Recently one of the last requests of a neighbor who was passing with cancer was to have some of the water to drink. We have installed a Cedar Japanese soaking tub which is heated with a submersible wood burning fire so those who visit us here on the farm can soak in the waters of the Indian's Trough. more information on this and other courses. This is one way we are investing in water.

As you can see there are a multitude of ways to link investments to water. I hope that one of them can help you and will be sending more water ideas soon. Until then, Good global investing!