Pall Corp. (PLL)

US water filtration. Relatively liquid.

Thinks Uranium in general is going to go a lot higher. Go Long.

He has a model price of $32.84. That's a negative 5.5% differential. Not mispriced.

In a good space, but is a company that he doesn't follow very closely. Would be comfortable owning this one.

A filtration company and into blood (health care), particulate (semi-conductors), air as well as massive municipal water filtration. A fairly safe way to participate in water as a resource. Sees further upside.