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Compiling comments that experts make about stocks while on public TV.


General Comment by Adam Thomas

Bias Subject Owned

Educational Segment.  Demographics. You have two natural drivers of growth:  Growth from population growth and growth from productivity growth.  From the sum of the two we get about 1.3% growth in the world.  We have a growth problem, despite all the money being spent in the world.  We are in a low growth world.  The vast majority of the growth in the world is from China, India and Africa.  But China is near finished growing.  AFK-N and INDA-N are ETFs he likes.  Buy on pullbacks.

Adam Thomas
Vice President & Portfolio Manager, Qwest Fund Management

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