The Rude Awakening
Wall Street, New York
Wednesday, July 26, 2006

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• Indifferent about $3.25 gas? We thought not,
  
  
• Outperforming the U.S. stock market and
  simultaneously sating another deep thirst,
  
  
• Friendly border greetings, a sunny bicycle ride, all
  the market data and more...

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Joel Bowman, reporting from sunny Vancouver...

Ah...back in the Commonwealth! From the friendly welcome at
the Canadian border to the picturesque bicycle ride around
Stanley Park to the spicy bloody Marys dished up at the
Fairmont Hotel...this has been one fantastic week. And
that's not even mentioning the real reason your Rude team
traveled to this most agreeable corner of the world. A
plethora of top-notch financial speakers have delighted,
amused, informed and bewildered us with their take on a
very pertinent economic theme: Investing in the age of
empire.

Keynote speakers, Addison Wiggin and Bill Bonner, were
followed by the Mogambo Guru, Dr. Steve Sjuggerud, Alex
Green, Dan Denning and Rick Rule in the first day of what
is shaping up the be a very exciting week of presentations.

Speaking to a number of Agora Financial Reserve members at
the after hours reception was quite a treat too. Readers
from Scotland to the Cayman Islands relayed their comments
about the morning's ideas and heaped praise upon the fair
city of Vancouver. 

When the Agora Financial Reserve lifetime package was
launched last year, these readers took the opportunity to
consolidate their existing subscriptions. Not only are they
currently enjoying the wealth of research and investment
tools now at their disposal, they are also enjoying them at
a deeply discounted rate.

If you subscribe to one or more of our services you would
do well to take a look at the Agora Financial Reserve. You
may even qualify for a refund in addition to a picking up a
few extra services and invitations to events just like
this.

This will take but a few moments to review and could save
you some serious money so, before you get into your daily
Rude reading, check out the Reserve right here:

Consolidate Your Subscriptions here:
http://www.isecureonline.com/Reports/AFR/EAFRG716

Cheers,

jOEL

P.S. It should be noted that this offer is only open until
the end of the week. When the final curtain falls on this
conference, the opportunity to grab this asset at this
special price will be gone. Check it out here before the
doors close again.

The Agora Financial Reserve – Open Until July 30 Only
http://www.isecureonline.com/Reports/AFR/EAFRG716 

--- Special Situations Investment ---

BLUE GOLD: The $661 Billion Market Your Broker Didn't See

It's not oil...it's not gas...

Even in the face of skyrocketing energy prices, its
outperformed them both -
Raking in 49 times better gains than the S&P 500.

This global industry is set to grow 500% over the next
decade.

And it's just one brand-new "Special Situation" that can
net you 300% gains this year - guaranteed!

http://www.isecureonline.com/Reports/MSS/EMSSG731
 
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The Sleuth...Silently Beating the Blue Chips
By Greg Guenthner

Clean water is one of the most important public health
issues affecting the world today. It's something most
Americans don't notice, because for our entire lives, clean
water has been delivered directly to our homes and dirty
water has been pumped out.

Of course, this same indifference could be said about
energy as well - at least until recently. It's hard for the
average person to be indifferent about $3.25 gas. And I
suspect it will be even harder for him to stomach first $4,
then $6.

And while energy prices affect everything from how much it
costs to heat your home to how much you pay for a loaf of
bread, the availability of potable water is paramount to
your health.

I distinctly remember an interview I had with a health
official a few years ago about the possibility of a
worldwide flu pandemic. The discussion wandered off-topic
to general health. He said that some of the most important
advancements in medicine were improvements to public
health. Advanced cancer research, robotic surgery and new,
cutting-edge drugs are great, he said. But he also said
standard vaccinations, health education (such as anti-
smoking campaigns) and public water and sanitation are most
responsible for the increase in quality of life over the
past century.

Our longevity as a country has been dependent on public
health advances like these. And as America's water
resources dwindle and the infrastructure falls into
disrepair, you can bet that states, municipalities and
businesses spend every dime necessary to keep the pipes
full.

[Ed. Note: New to the water argument? You'll want to check
out my July 3 column where I'll show you three ways to play
the impending water crisis. You can find it here, at the
Sleuth's Archives:
http://www.pennysleuth.com/issues/07.03.06.html

Capital & Crisis editor Chris Mayer has also been hard at
work preparing his new Special Situations report, where
he's found water plays that could show you gains
of 500% or more. Chris is seldom wrong when it comes to his
recommendations. In fact, his Capital & Crisis portfolio
went up 63.4% last year while the S&P 500 grew by only
6.9%.

Learn more about Chris' Special Situations water report
here:

http://www.isecureonline.com/Reports/MSS/EMSSG731

***Water's Quiet Track Record:

Water's track record -- though virtually unnoticed by the
average investor -- has been one of the best performers on
Wall Street.

I was reading through some data online at the Gillespie
Research Archives when I came across an older article by
John Dickerson, president and CEO of Summit Global
Management, Inc.

As it turns out, water utilities have been quietly
outperforming the market for years. Check out this five-
year performance comparison:

5-Year Summary: Dec. 31, 1998 - Dec. 31, 2003
----------------------------------
                        Total Ret.      Annual
-----------------------------------------------
Water Utility Stocks    107.96%          15.77%
S&P 500 Index           -2.81%          -0.57%
Dow Jones Industrial    24.97%           4.56%
Nasdaq Composite         -7.04%          -1.45%

"A striking and very illustrative fact is that we have not
found any randomly selected five-year period in the last 25
years (1982-87, 1993-98, 1979-84, etc.)where water
utilities were not among a very small group of best
performing sectors in the U.S. stock market," Dickerson
wrote.

In fact, two water utilities were some of the best
performing stocks between 1983 and 2003. Philadelphia
Suburban Corp., which is now Aqua America (WTR: NYSE), had
a total return of 2,033.07%, or 16.52% annually, over this
same timeframe. SJW Corp. (SJW: NYSE) boasted total gains
of 1,433.28%, or 14.61% annually.

To put this in perspective, Aqua America outperformed both
General Electric and Exxon Mobile from 1983 to 2003, as
they posted annualized gains of 16.47% and 16.20%,
respectively. During this 20-year period, only eight stocks
outperformed Aqua America: Home Depot, Wal-Mart, Gillette,
Coca-Cola, Merck, Johnson & Johnson, Disney and Procter &
Gamble. General Electric came in tenth.

And I'd bet money there's only one company on this 20-year
top-10 list that the average person wouldn't recognize:
Philadelphia Suburban Corp. (Aqua America). In what other
sector could you find such a strong performer that has
managed to stay under the public's radar while clobbering
the Street for 20 years? How much longer will it be before
Joe Stockwatcher catches on? It might take a disaster
before he opens his eyes...

It will take a true crisis for the common investor to
notice these profitable water stocks. As the rest of the
world slowly begins to wake up to "blue gold," those who
ultimately profit will be those who first recognized that
the most important liquid on Earth is water, not oil.

--- The Final Week ---

The Agora Financial Reserve Is Open...THIS WEEK ONLY.

The Agora Financial Reserve is open...join now and get all
of our top research - for life . Make sure you secure your
membership soon...this offer is only good until midnight on
July 30, 2006. Click on the link below for a letter from
the Reserve Founder:

Agora Financial Reserve - Open Until July 30

www.isecureonline.com/Reports/AFR/EAFRG735

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And the Markets...