Covestor manager Gerald Gehman recently shared with us his outlook on the market through the rest of this year:
Gehman Capital’s Covestor model is Undervalued Growth Companies.
Here’s a transcript of Gerald’s remarks:
We’re going to have a very exciting year in 2012 in the stock market. The central banks around the world have just plied everybody with money, whether it’s banks, insurance companies. They’ve done everything they can to make sure that we don’t have a liquidity problem throughout the world.
We started in the U.S., now you’re seeing the European central banks doing it, not just the ECB – all the banks. And in China
now you’re seeing rates come down and they’re making money available in China so it’s a real opportunity.
You do have to be careful what you do – it is going to be very volatile – but if you if you study and you look closely at these companies there’s a real opportunity ahead.
