Covestor manager Tom Yorke on CNBC: Getting bullish on housing

Covestor model manager Tom Yorke of Oceanic Capital was on CNBC Monday, discussing his outlook on the market. Here’s the clip, where Tom discusses the U.S. housing sector (he’s getting more bullish), financials (“interesting opportunities out there – like Wells”), the energy sector (“going to present an opportunity… probably the end of June or beginning of July”) and China: