Quote from nutmeg:
"You ain't gonna see him coming......."
Haven't been up on the news on WEB, but I would venture a guess it would be utilities. I think he may be there already (seems I read something last year?). Not like we can import electricity, there also was another reason which I have forgotten, a regulation or tax treatment that made utlities favorable for an investor like him.
I thought the British were buying some american utlities. Sorry for the vagueness of the thoughts. At the time when I was following this line of thought on WEB next purchase, the time frame was not really what I was looking for and since have moved on.