There are some dangerous REITS and there are some resilient REITS and we're not taking a chance on the dangerous ones. Michael Underhill More Quotes by Michael Underhill More Quotes From Michael Underhill If you think the next 10 years will look like the last 10 years you are in a for a rude awakening. Michael Underhill environment Billions of dollars in Vale's assets have already been frozen as we discussed this weekend, there remains a fair chance that all of Vale's dams (which exceed 100 in count) will also be coming under great scrutiny going forward. Michael Underhill environment When I think about how big of a deal this is, I think about the Led Zeppelin song 'When the Levee Breaks,' competition is going to get fierce. It forces everyone to get sharp and up their game. Michael Underhill top-news Precision leads to efficiency, efficiency leads to decreased usage, decreased usage leads to decreased margins or margin compression, and that will lead to companies getting leaner and meaner. Michael Underhill environment Instead of buying the Cadillac of seeds or the Tesla of seeds, they may be buying the Chevy version. Michael Underhill environment You will see some more passport controls and higher security, but at the end of the day the business of logistics and travel will keep grinding higher. Michael Underhill company-news When you look at the big picture of what's going on with ethanol, there's an improvement in sentiment. You're starting to see a better risk-reward (balance) for ethanol equities. Michael Underhill company-news
