Pall Corp. (PLL)

BUY
US water filtration. Relatively liquid.
BUY
Thinks Uranium in general is going to go a lot higher. Go Long.
DON'T BUY
He has a model price of $32.84. That's a negative 5.5% differential. Not mispriced.
BUY
In a good space, but is a company that he doesn't follow very closely. Would be comfortable owning this one.
BUY
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.
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