Here's the outlook for my portfolio's key holdings.
Small cap stocks look attractive as economy recovers
Easy money central bank policies are lifting the economy and stock market.
The case for tech stocks
Arrival of Windows 8 will embolden companies to make buying decisions.
Why I'm extremely bullish on EZChip
I maintain a maximum size position in EZCH.
The undervalued stocks underpinning the Gehman Capital portfolio
Technology stocks have been hit by the slow recovering economy and the pending introduction of Windows 8.
EzChip's stock takes a hit on downbeat order forecast
It is my largest holding and I believe it still has big potential.
The market is brutal yet stocks are attractively valued
I concentrate in small cap, technology stocks, but the rally will probably start with the high-quality, dividend-paying stocks.
Here's how our stock holdings performed in a very tough month
I expect equity prices to be significantly higher by the end of the year.
After correction, stock prices will rally later in 2012
Confidence in the markets is being restored. I expect equity prices to be significantly higher by the end of the year.
QuickLogic: a small tech play with big ambitions
QuickLogic provides an opportunity to invest before the analysts and the public jump on board.
Gerald Gehman
Gerald Gehman
Gehman Capital Solutions, Ltd. is an investment management company based in New York City. Gerald P. Gehman founded the company to search for, and buy securities at prices significantly below their long term valuation level.
