Looks like a buyout of DRS Technologies (DRS) is in the works. I'm guessing just based off shareholder sentiment and a decent earnings multiple it would be at least $80. That isn't why I am long though so be careful. When Engineered Support Systems merged with DRS years back I got some DRS.

One of my favorites, Layne Christensen LAYN in the water play.

I like this water index fund PHO . You don't hear it as much as you hear about oil, energy and commodities but the water play is just as good if not better because fresh water is one of the worlds scarcest resources.

full disclosure: long DRS