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To: Spekulatius who wrote (48355)6/18/2012 3:37:35 PM
From: NikhilJog  Respond to of 78462
 
Clown - i have them valued at $21 on the low side. I heard the CEO talking about the stuff and she was honest in expressing concerns.

Have to taken a look at the very specific exposure XYL has in china? like did u dig into exactly how its exposed in china?

I will look at KSB.



To: Spekulatius who wrote (48355)6/22/2012 9:48:01 AM
From: Spekulatius  Respond to of 78462
 
ITT - bought a starter in ITT at 18.05$ today. Price seems attractive but there is definitely European exposure and asbestos liabilities to consider. The asbestos liability are offset by net cash, but of course they have a way of creeping up.