Opinions Peter Brieger
Xylem Inc.XYLTOP PICKJun 26, 2017
Peter BriegerStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
You might be interested:
Owns share in company and will continue to hold. Rising interest rates and supply chain issues are behind the company (rates expected to fall). Would recommend holding. Strong business for long term investor.
Christine Poole
Core holding for her, she trims when it gets pricey. Recent acquisition will broaden client base. Never inexpensive. US infrastructure bill is a tailwind. She buys on pullbacks.
Christine PooleDominant in water sector. One of the few publicly listed pure plays, so valuation tends to be elevated. Treat, transport, and test water. Clients are utility companies and industrials. Water is a scarce resource. Likes the new acquisition, accretive to earnings in the long run, will expand presence in the space.
Christine Poole
Christine PooleChristine PooleFundamentals remain attractive. She likes the water industry and this is a rare pure-water company. Benefits from ESG fund flows, so the share price ran up to overvalue. It's now more attractive. The semi chip shortage is impacting their business, so they can't fulfill all their orders. Will take time to fill these orders this year. She's long owned this. Definitely hold this. She is slowing adding to her holdings.
Christine PooleChristine PooleChristine PooleChristine Poole
Robert LauzonChristine PooleChristine Poole
This is water. Given the rise in world temperatures, and given the droughts in specific areas, water is going to be in a major scarcity mode. This company is a major player in that area. They are a very socially responsible company and recognize the problems, and are pouring more and more money into R&D. They are basically working with their customers in a broad range of water usage. They have a global orientation. Trading at 23.5X this year’s earnings which is somewhat expensive, but he is seeing consistent double-digit growth. Dividend yield of 1.3%. (Analysts’ price target is $55.)