Consolidated Water shares have been under pressure in the past year, but that will change as more people acknowledge the systemic risk associated with water scarcity, said Garvin Jabusch, Portfolio Manager for the Shelton Alpha Mutual Fund. Jabusch added that Consolidated offers growth potential due to its new plant in Mexico, plus a healthy dividend. He is also bullish on Advanced Energy Industries, saying the company’s solar business is clearly performing well despite the recent drop in oil prices. Finally, Jabusch is positive on shares of Autodesk because of its strong rendering software business as well as its great management and wide margins.
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