| Commodity stocks in the food, timber and infrastructure sectors look attractive for 2013, Mike Underhill, founder and chief investment officer of Capital Innovations, told CNBC. "Commodities have always been an interesting asset class. But playing commodity stocks in a portfolio that's diversified prudently is a way to gain capital appreciation with hard asset ownership as an inflation hedge," Underhill said.
He likes stocks with exposure to food, fuel and forests. All three resources will be in demand as the global population only continues to grow...............................................Full Article: Source
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