Xylem Inc. (XYL)

Doesn't trade on the commodity exchanges, but you could call it "commodity-related". Has broken out, and he likes breakouts. Might be due for a pullback. If you own it, hold. On a pullback, add to your position.

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%.

There 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,

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. 

It beat top and bottom lines last week but shares still sold off. They beat revenues and exceeded organic growth estimates. A great quarter.

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.

Americans take clean water for granted. Xylem makes water and wastewater pumps and treatment equipment.

Dominant 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.

Fundamentals 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.