Robert Gay, founder of Global Equity Analytics and Research Services LLC (GEARS), tells Wall Street Week’s Al Berkeley that he thinks concerns about an economic slowdown are overdone. Mr. Gay was formerly Director of Quantitative Research at Donaldson, Lufkin and Jenrette and is currently a top-ranked portfolio manager at Covestor.com. In this segment of the interview he discusses sectors he sees bouncing back.
In Part Two of the video (below) Mr. Gay explains his analytical process and focuses on one acquisition minded company where he sees falling costs leading to positive earnings surprises.