Mike Underhill, manager of the recently launched Capital Innovations Global Infrastructure, Timber and Agribusiness Fund, tells viewers of TheStreet.com that Louisiana-Pacific is one of his favorite holdings because "longer term, it's a thematic China play." The Nashville-based company, he says, is poised to get a boost from the big growth in the ongoing construction boom in the Middle Kingdom. Rebuilding from Superstorm Sandy also will provide a boost in 2013 and beyond. Shares of LP (Ticker: LPX) are up 130 percent in 2012 and are now at their highest level since October of 2007.
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