XYL 是核心持仓目标，看好水务板块的可靠性以及当前估值。
逐段跳播
我把这两只放在一起强调的原因是，它们大概是我现在整个市场里最喜欢的两只股票。至少如果我们用这个标准来衡量的话，嘿，市场上是不是有一些股票，你就是对它们的业务、对它们长期的可靠性感到无比看多？我的意思是，有什么可挑剔的呢？
And the reason I'm highlighting those two together is because those are probably like my two favorite stocks in the entire market right now. At least if we're going to measure it by, hey, is there some stocks out there that you just feel so incredibly bullish about their business, about their reliability long term? I mean, what's not to like?
Zyllem 做的是水。水对生活中的一切都至关重要。在我看来，最好的行业、最好的市场，随便你怎么称呼它，最值得投资的就是水。Zyllem 是这方面的一个巨大标的，而且现在的价格非常出色。所以我喜欢这个价格。
Zyllem is in water. Water is essential to everything in life. Like it's in my opinion the best the best industry, the best market, whatever you want to call it, to be investing in is water. Zyllem is a huge play on that and the the price is phenomenal right now. So I love the price.
现在，我只想说，在那之外，Zyllem，再次强调，是我最喜欢的股票之一，但还有 Metronic，它们刚好不在那 50% 之内。我很希望 Zyllem 和 Metronic 能更像核心持仓，进入投资组合的前 50%，我会努力把它们弄进去。
Now, I will just say um right outside of that, Zyllem, again, one of my favorite stocks, but also Metronic, they are just out of that 50%. I would love for Zyllem and Metronic to be like more of a core holding to be in the top 50% of the portfolio, and I'm going to try to get them in there.
Zyllem，绝对。我们下跌了 6%。Zyllem 是我们希望放在投资组合前 50% 的一只股票。我们在它上面是负收益。这根本不用想。我们会买入更多 Zyllem 股票。
Zyllem, absolutely. We're down 6%. Zylm is a stock that we want in the top 50% of our portfolio. We're negative on it. It is a no-brainer. We're going to be buying a lot more Zyllem stock.
所以，我在那里投入了最多的资金，投到 Zyllem，价格 35 美元，然后还有 Vichy，价格 30 美元。我把这两只放在一起强调的原因是，它们大概是我现在整个市场里最喜欢的两只股票。
至少如果我们用这个标准来衡量的话，嘿，市场上是不是有一些股票，你就是对它们的业务、对它们长期的可靠性感到无比看多？我的意思是，有什么可挑剔的呢？Zyllem 做的是水。水对生活中的一切都至关重要。
在我看来，最好的行业、最好的市场，随便你怎么称呼它，最值得投资的就是水。Zyllem 是这方面的一个巨大标的，而且现在的价格非常出色。所以我喜欢这个价格。
So, I deployed the most amount of capital there into um Zyllem at $35 and and then also Vichy at $30. And the reason I'm highlighting those two together is because those are probably like my two favorite stocks in the entire market right now. At least if we're going to measure it by, hey, is there some stocks out there that you just feel so incredibly bullish about their business, about their reliability long term? I mean, what's not to like? Zyllem is in water. Water is essential to everything in life. Like it's in my opinion the best the best industry, the best market, whatever you want to call it, to be investing in is water. Zyllem is a huge play on that and the the price is phenomenal right now. So I love the price.
这个频道对 $XYL 的历次判断
Ale's World of Stocks 在这只股票上只有这一条判断。