Q: Hi, Eddy Elfenbein mentioned Waters Corporation in his latest newsletter, and there hasn't been a recent question on it. What do you think of it at current valuations for a long term hold? Do you see any red flags? Many thanks, Michael

Q: Recent XYL results and the stock drops 7%. I've held for years and it has been one of my more volatile and poorer performing stocks. Yet even after today's action I'm up 15%.

I really want to own XYL largely b/c I firmly believe we'll need more 'engineered' water solutions. However, I'm ready to sell and try something different.

Please tell me why I should continue to hold XYL and not sell to buy WAT, AWK, DHR or and ETF like PHO.

Thx.

Q: The above companies got punished today. Do you think this represents a buying opportunity?