Investing in Infrastructure

<script type="text/javascript">
digg_skin = 'compact';
</script>

As readers of this site know, I am all about the infrastructure boom. Both for infrastructure growth to support the lighting speed growth in China, India, Mid East…and infrastructure repairs needed in the U.S. I am so convinced that this theme trumps all other investable themes out there that my portfolio is now concentrated on this theme, diversified only by the different components of the infrastructure buildout.

First, my conviction is based on the fact that infrastructure is the foundation of modern civilization. We must keep our utilities running so we can have water and power. Witness the chaos in New Orleans after Katrina. New Orleans, a limited area, and yet the importance of our daily infrastructure necessities could not be more obvious.