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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (53919)	5/22/2014 12:12:25 AM
From: Spekulatius	Read Replies (2) of 78576

Re ERII - I wonder what sort of disruptive technology they can develop for pumps. Not much fundamentally new that I have seen and there are a lot of established players out there - Xylem, Sulzer, KSB (which I own) and Weir (specialized in the Oil and Gas sector). I think this is a sector where you are going to see continuous improvement in terms of materials used, energy efficiency, but not much in terms of breakthrough technology. I recommend you watch this one closely and make sure that they are as good at selling pumps as they are selling their story to investors.

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