Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 17, 2013

Limited partnership. All about midstream oil/gas assets. Structured so that it owns core assets in oil and gas. These assets pay cash flow i.e. tolls on a pipeline. Pays cash flow out in the form of a dividend. Dividend yield of 5%.

Limited partnership. All about midstream oil/gas assets. Structured so that it owns core assets in oil and gas. These assets pay cash flow i.e. tolls on a pipeline. Pays cash flow out in the form of a dividend. Dividend yield of 5%.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$67.270
Owned
Yes
DON'T BUY
DON'T BUY
September 17, 2013

India has structural issues. They are struggling with how to control monetary policy. There are overnight inflation rates. Have food inflation. Have multiple challenges from a regulatory and policy standpoint. Not bullish on this in the next 2-3 years.

India has structural issues. They are struggling with how to control monetary policy. There are overnight inflation rates. Have food inflation. Have multiple challenges from a regulatory and policy standpoint. Not bullish on this in the next 2-3 years.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$10.210
Owned
No
TOP PICK
TOP PICK
September 17, 2013

Looking at the assets they have in their balance sheet, it is all about pricing power. The ability to take the commodity price increase and pass it on in the form of price hikes to its customers. He is going to hold this one for several years to come.

Looking at the assets they have in their balance sheet, it is all about pricing power. The ability to take the commodity price increase and pass it on in the form of price hikes to its customers. He is going to hold this one for several years to come.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$45.920
Owned
Yes
TOP PICK
TOP PICK
September 17, 2013

Avocados. Looking at consumption patterns, trends, and how the US population has changed demographically. Usage is on the increase and it’s exponential.

Calavo Growers(CVGW-Q)
September 17, 2013

Avocados. Looking at consumption patterns, trends, and how the US population has changed demographically. Usage is on the increase and it’s exponential.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$30.010
Owned
Yes