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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: NikhilJog who wrote (48354)	6/18/2012 3:30:46 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78462

XYL - the chinese exposure is not unique to XYL. the problem imo is the stretched valuation. XYL would be a good buy at 10x earnings, but at 12-13x earnings and with significant debt, it's a no better than a hold. have you looked at KSB.DE/ KSB3.DE? Now that is what I call an attractive valuation and it is in the same sector than XYL but trades at 1/2 XYL EV/EBITDA. I also think the ITT stub shares become interesting below 19$.