2013-02-21
| Bias | Subject | Owned |
|---|---|---|
| SELECTIVE | US EQUITIES | _N/A |
Markets. The pull back is more of an opportunity to put some of the cash you have to work. Markets go through cycles. Retail investors are cautious about getting back into equities. There is still some runway in this bull market. She is bottom up but selective in picking her spots.
Jennifer Radman
Portfolio Manager,
Caldwell Investment Management