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Water Infrastructure: Stimulus Dollars and the Opportunities Ahead

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Manage episode 425616446 series 2987817
Content provided by Oppenheimer & Co. Inc. and Co. Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oppenheimer & Co. Inc. and Co. Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Let's Talk Future™, Jane Ross and Bryan Blair explore the pressing state of water infrastructure in the US. With record-high heat indexes and aging pipes, pumps, and facilities, the challenges are enormous. They discuss the impact of stimulus dollars and highlight companies like Xylem, Mueller Water, and Advanced Drainage that can possibly benefit. The conversation also analyzes potential solutions, key areas of concern and opportunity, and the influence of the upcoming US presidential election — all crucial for understanding the future health and safety of our water resources over the next 12 to 18 months.

Episode Disclosures:

This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates.

This presentation may contain forward looking statements or projections regarding future events. Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections. Past performance does not guarantee future results.

The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments. Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities. Individuals cannot invest directly in an index.

Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC. 6677637.1

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88 episodes

Artwork
iconShare
 
Manage episode 425616446 series 2987817
Content provided by Oppenheimer & Co. Inc. and Co. Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oppenheimer & Co. Inc. and Co. Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Let's Talk Future™, Jane Ross and Bryan Blair explore the pressing state of water infrastructure in the US. With record-high heat indexes and aging pipes, pumps, and facilities, the challenges are enormous. They discuss the impact of stimulus dollars and highlight companies like Xylem, Mueller Water, and Advanced Drainage that can possibly benefit. The conversation also analyzes potential solutions, key areas of concern and opportunity, and the influence of the upcoming US presidential election — all crucial for understanding the future health and safety of our water resources over the next 12 to 18 months.

Episode Disclosures:

This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates.

This presentation may contain forward looking statements or projections regarding future events. Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections. Past performance does not guarantee future results.

The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments. Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities. Individuals cannot invest directly in an index.

Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC. 6677637.1

  continue reading

88 episodes

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