Opinions Christine Poole
Xylem Inc.XYLTOP PICKFeb 17, 2017
Christine PooleStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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Treats, transports, and tests water (drinking and wastewater). Water is a scarce resource; 70% of the earth is water, but only about 2% is drinkable. Aging infrastructure in developed countries needs to be refurbished. Lots of industries require water. One of the few pure-play, publicly traded water companies, and so it trades at a premium.
International, with 50% of earnings coming from the US. Going through an operating margin improvement program, to refine focus on customers and products that are most lucrative. Yield is 1.24%.
Christine PooleThere will be a water shortage, and he expects a lot of cities city spending on upgrading, maintaining and expanding their water systems. A recent takeover should be accretive,
(Analysts’ price target is $151.31)
Brendan CaldwellOwns 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.
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They are in the business of transportation, testing and treatment of water. Drinkable water is a very scarce commodity. 21% of revenues are from emerging markets. They are trying to give people access to sanitation. In the US there is a lot of overhaul required on the existing systems. In 2012 state governments cut back because there was no funding. XYL-N also have exposure in the UK. They just acquired a smart metering company and will do some cross selling. (Analysts’ target: $54.00).