-- Continue to see opportunities around the world
-- Europe - has reached bottom and should see growth from here on. There is cautious optimism that things will gradually improve
-- Volatility will continue in the markets, in terms of commodities and currencies. The general macro picture will not improve overnight.
-- Thinks youth unemployment is the greatest opportunity for improvement. The government should do something to tackle youth unemployment. Reforming education systems and collaboration with businesses will help in this regard.
Credit and source: www.cnbc.com, CNBC
Here is the video:
- CEO Buys, CFO Buys: Stocks that are bought by their CEO/CFOs.
- Insider Cluster Buys: Stocks that multiple company officers and directors have bought.
- Double Buys:: Companies that both Gurus and Insiders are buying
- Triple Buys: Companies that both Gurus and Insiders are buying, and Company is buying back.