Gunderson Capital Management

May 11, 2013 — 3 Comments

Wealth Management

For high net worth individuals.

Expert Financial Guidance: Now more than ever.

With stock market volatility at an all time high, the need for experienced and accomplished guidance is also at an all time high. Today the market is brutal to traditional investments of all kinds. That is why we seek out value and safety. Dividends and capital appreciation. Performance and returns.

Tough Times. Good investments.

Look at your portfolio: Is it full of well known companies such as Cisco, GE, Pfizer, Microsoft and even Intel?

From Bill Gunderson Forbes.com:

“Not only do they drag your portfolio down, many of them have gone backwards for years,” Bill Gunderson told Forbes. “General Electric is probably one of the most widely held, well known stocks in the world … If you look at GE over the last 10 years, it is down 60 percent during that period of time. On the other hand, during that same time, you have a stock like Priceline (PCLN) that is up 600 percent.”

Bill Gunderson, Forbes.

We choose The Best Stocks Now.

We are Gunderson Capital Management. San Diego Magazine named us a “Top Wealth Manager” for three years in a row from 2009 to 2011. Our President, Bill Gunderson, has been featured in Fox News, Fox Business TV, Lou Dobbs, Megyn Kelly, David Asman, Barron’s, Bloomberg Radio, Forbes, The Street, Los Angeles Business Journal, Phoenix Business Journal, Yahoo Finance, and dozens of others around the country.

We don’t put our clients in big, sexy stocks with media-savvy CEO’s and dismal records of delivering profits to owners.

We choose value. We choose performance. We choose safety. Here are a few of our Best Stocks Now: Alkermes (ALKS), Gilead Sciences (GILD), Pharmacyclics (PCYC), Realty Income (O) and Visa (V).

When Apple was at $250, people laughed when Bill Gunderson said it would go to $500. When Apple was at $360 in August of 2011, Gunderson wrote in SeekingAlpha.com that Apple would double again. He sold it at $630.

Is that the kind of performance you are getting?

Long before anyone in the media ever heard of Solyndra, Bill Gunderson was wondering why the President was visiting a company whose own auditor said it was “not a going concern.”

Megyn Kelly of Fox News said Bill Gunderson was the only one paying attention. On the air, she said:

“Bill Gunderson was telling us about Solyndra months before President Obama touted it as the company of the future.

“You had been reporting on it when most of us were not paying attention.”

“You, unlike most of us, were paying attention long before. And you must be scratching your head wandering how others did not see the red flags you saw.”

Is that the kind of analysis and expertise you are getting?

In volatile times, we aren’t afraid to hedge our portfolios with inverse ETF’s that go up when their underlying indexes or sectors go down.

It used to be very difficult to hedge a portfolio. You had to short individual stocks or purchase options. You also needed a margin agreement or options agreement. In addition to this, many custodians would not let you short stocks in an IRA account.

Now with the advent of inverse ETF’s (I like Profunds) it is very easy to hedge or un-hedge a portfolio.

Using our proprietary Gunderson rating system, we have tons of “A” rated stocks that we put in portfolios at Gunderson Capital Management.

They might be right for you too.

Find out for yourself.

Become a client.

Wealth Management from Gunderson Capital: “Best Personal Wealth Manager” San Diego Magazine.

We’ve been writing about the Best Stocks Now in our newsletter and talking about them on the radio for years too.

That is why you need our newsletter: Best Stocks Now.

We use the Gunderson Grading System that measures profits and performance and tells us when to buy and when to sell.

Get four weeks free. Pretty simple.

Our radio show airs on AM 1330 in Seattle, AM 1520 in Orlando, AM 1570 in Minneapolis, AM 1190 in Atlanta, AM 760 in Honolulu and AM 1220 in San Francisco. You can listen live from my radio show page. You can also subscribe to my podcast oniTunes!

Get the Best Stocks Now App on iTunes today!
Get the Best Stocks Now App on the Android Market today!
Follow me on twitter @billgunderson

Gunderson Capital Management Inc. is a Registered Investment Advisory Firm

Gunderson Capital Management
101 West Broadway, Suite 1975
San Diego, California 92101

In Best Stocks Now ap., Radio Show, Uncategorized Best Stocks Now ap., Bill Gunderson

There is Nothing Wrong with Being a Co-Star (CSGP) Up 42% since Dec. Purchase!

June 19, 2013 — Leave a comment

Listen to Bill’s analysis of “There is Nothing Wrong with Being a Co-Star (CSGP) Up 42% since Dec. Purchase! “ as of June 19, 2013.

CSGP data by YCharts

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In Blog

When Should a Stock be Sold?

June 19, 2013 — Leave a comment

Listen to Bill’s analysis of “When Should a Stock be Sold? “ as of June 19, 2013.

In Blog

A Fresh, New Breakout in the Oil Patch (CLB)

June 19, 2013 — Leave a comment

Listen to Bill’s analysis of “A Fresh, New Breakout in the Oil Patch (CLB) “ as of June 19, 2013.

CLB data by YCharts

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In Blog

How the FED decision affects your portfolio

June 19, 2013 — Leave a comment

Listen to Bill’s analysis of “How the FED decision affects your Portfolio “ as of June 19, 2013.

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(CSGP) CoStar Group Inc.

June 19, 2013 — Leave a comment

Listen to Bill’s analysis of “(CSGP) CoStar Group Inc.“ as of June 19, 2013.

CSGP data by YCharts

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(CLB) Core Laboratories N. V.

June 19, 2013 — Leave a comment

Listen to Bill’s analysis of “(CLB) Core Laboratories N. V.“ as of June 19, 2013.

CLB data by YCharts

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Sideways market can’t stop this stock: Drew Industries ($DW)

June 19, 2013 — Leave a comment

My latest from Dow Jones MarketWatch

By Bill Gunderson

There is a dominant pattern in the market right now — stocks that have been going up for a long time are now beginning to level off. You can thank the use of the word “taper” by the Fed. After a run of seven straight up months, the mere mention of one word has caused the momentum in the market to cool off for now. That doesn’t mean that everything has gone cold, however.

In an uptrending market, the majority of stocks go along with the rising tide. Even dart throwers can look like good stock pickers in a rising market. As the market starts to level off however, fewer and fewer stocks continue to trend higher.

The vast majority instead follow the market trend, which is sideways right now, as you can see.

Enlarge Image

Another name for a sideways market is an undecided market. Much of the next decision that the market makes is based on what the Fed has to say about the future of their bond-buying program. A sideways or undecided market is not the end of the world; it just becomes a lot more difficult to find winners. Stock picking needs to be more like rifle shots than shotgun blasts.

The leadership in the market is also getting narrower each and every day. Right now the leadership of the market is basically concentrated in the pharmaceutical, biotech, health care, consumer and building sectors. Also, with oil now approaching $100 per barrel once again, energy stocks are starting to heat up.

Data from Best Stocks Now app

Even in a sideways or undecided trend, stocks can still emerge out of bases and go on to be big winners. There are just fewer of them. But they do really stand out when the vast majority of stocks have turned dull.

One such example is Drew Industries Inc. DW -0.82% , a small-cap domestic stock headquartered in White Plains, NY. DW is a leading supplier to the recreational-vehicle and manufactured-homes industries, and through its wholly owned subsidiaries, Lippert Components Inc. and Kinro Inc., produces a broad array of components at facilities across the U.S. DW remains focused on its long-standing strategy of market share growth, new product introductions, accretive acquisitions and operational efficiencies.

Data from Best Stocks Now app

Low interest rates have been very instrumental in helping the home-building and automobile sectors thrive. It would only make sense that the RV sector is doing well right now also. In fact, currently the RV market is increasingly attractive for two major reasons:

Baby boomers are now in the sweet spot age-wise for RV purchases. Also, RV buyers are getting younger and overtaking the older customers as the largest age group of buyers. This demonstrates the broad-base appeal of RVs.
RVs are increasingly seen as an affordable family vacation choice. Additionally, RV trips offer a combination of home-like comforts with family-bonding outdoor experiences.

Furthermore, as previously stated, DW not only sells RV components, but also sells manufactured-homes components, which is now benefitting from increased demand for affordable housing.

Now let’s discuss my requirements that make DW a “Best Stock Now.” I grade stocks based on the following formula:

Performance: Short-term, intermediate-term and long-term where possible. I compare the performance of the stock with its peers and against the other 3,400 stocks that I monitor.
Valuation: While I like performance, I have seen way too many momentum darlings come crashing back down to earth due to astronomical valuations. We have learned huge valuation lessons from incidents like the crash of the Nasdaq in 2000-2001, the crash of the housing market in 2006, and many other such bubbles. Valuation does matter.
A healthy stock chart: I don’t like sideways trends (Apple would be a good example of this), I despise downtrends (Inverse ETFs would be a good example of this), and I get very nervous with extended uptrends, unless the valuation is still compelling. And, of course, the most dangerous trend of all is a topping out trend that is beginning to roll over.

Performance

Finish reading at Dow Jones MarketWatch:

Best Stocks Now ap

In Blog

Go Team! (TMH)

June 18, 2013 — Leave a comment

Listen to Bill’s analysis of “Go Team! (TMH) “ as of June 18, 2013.

TMH data by YCharts

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In Blog

As Oil Approaches $100, This Stocks is Breaking Loose (PXD)

June 18, 2013 — Leave a comment

Listen to Bill’s analysis of “As Oil Approaches $100, This Stocks is Breaking Loose (PXD) “ as of June 18, 2013.

PXD data by YCharts

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In Blog

Dividends and Salsa?

June 18, 2013 — Leave a comment

Listen to Bill’s analysis of “Dividends and Salsa? “ as of June 18, 2013.

BGS data by YCharts

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In Blog

Stock Picking is Paramount in a Sideways Market

June 18, 2013 — Leave a comment

Listen to Bill’s analysis of “Stock Picking is Paramount in a Sideways Market “ as of June 18, 2013.

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Mid Week Report: Know when to hold ‘em. Know when to fold ‘em.

June 18, 2013 — Leave a comment

Mid Week report: You got to know when to hold ‘em. Know when to fold.

Stocks to buy. And sell.

Good stocks are harder to find in a tight market.

But last week, using the Best Stocks Now app, i could not resist these winners:

USANA Health Sciences, Thor Industries, Drew Industries, Isis Pharmaceuticals, Cornerstone OnDemand:

Here’s some Year to Date Information on these five stocks I recently purchased for my Aggressive Growth Portfolio.

Year to Date:

USNA data by YCharts

I had a good run, but I sold these five stocks over the last week:

Onyx Pharmaceutical – ONXX.
Aegerion Pharmaceuticals – AEGR.
Asbury Automotive Group – ABG.
Lions Gate Entertainment – LGF.
Regeneron Pharmaceuticals – REGN.

Year to Date. Total Return.

ONXX Total Return Price data by YCharts

In Blog

Recommendation from two months ago: Tractor Supply (TWCO) from April 16 – How did I do?

June 18, 2013 — Leave a comment

On April 16, I wrote an article for Dow Jones Market Watch on Tractor Supply. (TSCO)

Here it is. How did I do? (Chart below.)

“Tractor Supply looks like a buy here.”

By Bill Gunderson

A farmer’s duties and responsibilities require the wearing of many hats, and the tasks vary according to the type of operation. A farmer who raises crops is busy preparing the land in April and May for planting, and then caring for the crops until harvest time in the fall.

Some farmers sell their own crops at the market, while others have contracts with processing companies or other organizations. Both require a certain amount of business savvy and management skills.

Some farmers use their crops for livestock feed such as hay or grain, and some grow fruits and vegetables or specialty crops, such as cotton, for our use.

And then there’s a wide variety of farming machinery and equipment that farmers must be adept at servicing, maintaining and operating. Whether they are a crop or livestock farmer there will be tractors, trucks, plows, combines, milking machines, sprayers and harvesters to keep maintained and operational.

Nobody likes bugs in their cereal.

In order to keep things operating correctly, farm personnel need a reliable source for supplies. One such supply source is a company called Tractor Supply Company TSCO +1.16% .

Data from Best Stocks Now app

The company was founded in 1938, and as of December 29, 2012, operated 1,176 retail farm and ranch stores in 45 states under the names of Tractor Supply Company and Del’s Feed & Farm Supply.

They provide merchandise for livestock and animals, such as items for their health, care, growth, and containment; hardware, truck, towing, and tool products; seasonal products comprising lawn and garden items, power equipment, and maintenance products for agricultural and rural use. They even carry work and recreational clothing, as well as footwear products.

How did I do?

Here’s the chart from April 16 to June 18:

TSCO Total Return Price data by YCharts

Thank you, Best Stocks Now, app.

In Best Stocks Now ap., Blog, Radio Show Best Stocks Now ap., Bill Gunderson, tsco

(TMH) Team Health Holdings, Inc.

June 18, 2013 — Leave a comment

Listen to Bill’s analysis of “Team Health Holdings, Inc.“ as of June 18, 2013.

TMH data by YCharts

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(PXD) Pioneer Natural Resources Co.

June 18, 2013 — Leave a comment

Listen to Bill’s analysis of “(PXD) Pioneer Natural Resources Co.“ as of June 18, 2013.

PXD data by YCharts

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In Blog

(BGS) B & G Foods

June 18, 2013 — Leave a comment

Listen to Bill’s analysis of “(BGS) B & G Foods “ as of June 18, 2013.

BGS data by YCharts

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In Blog

Performance Plus Value In A Leading Sector: TMH

June 18, 2013 — Leave a comment

My latest article from Seeking Alpha on TMH:

Performance Plus Value In A Leading Sector: TMH

by Bill Gunderson

With Obamacare set to take hold in 2014, is it any surprise that healthcare continues to be one of the top performing sectors in the market?

Of the sixty sectors that I track with my Best Stocks Now™ App, four of the top ten are currently healthcare related. I rank them on short-term, intermediate-term, and long-term performance.

(click to enlarge)

Data from Best Stocks Now App

I have been heavily weighted in the drug, biotech, and healthcare sectors for over one year, and I continue to reap the benefits from them. I have also noticed lately that as this current seven-month old uptrend in the market gets longer and longer in the tooth, the leadership in the market continues to get narrower and narrower.

The once, red-hot building and construction sector has cooled off considerably and has fallen from its leadership perch. And although I have cashed in on most of the profits that I was able to garner from this sector from earlier in the year, I still believe that the housing sector is in the early innings of a multi-year rebound. In other words, this sector will eventually come back into favor once again.

Stocks, sectors, and asset classes fall in and out of favor during the cycles that the market goes through, and I am a big believer in rolling with those cycles as opposed to fighting them. Just look at the huge difference in the performance of domestic stocks vs. foreign stocks so far this year. While the home-grown S&P 500 is up about 15% year-to-date, the emerging markets (VWO) are down over 8%, and China is down over 12%!

Best Stocks Now ap

In Best Stocks Now ap., Blog, Radio Show Best Stocks Now ap., Bill Gunderson, HMN

The decade’s best stock not named Apple.

June 18, 2013 — Leave a comment

You knew that: Priceline.

I’ve been writing and talking about it for years. Here’s my latest from two weeks ago in Dow Jones MarketWatch. How did I do?

May 31, 2013, 9:42 a.m. EDT

One of the decade’s best stocks not named Apple

by Bill Gunderson

After underperforming the market for the last year, Priceline.com is finally coming back into favor. I featured the stock on my daily radio show recently. Let me tell you why.

Data from Best Stocks Now app

Priceline’s PCLN +0.85% headquarters are in Norwalk, Connecticut, and as many of you are probably aware, its website offers flights, hotels, rental cars, cruises, etc. All you have to do is go online and name your own price — you might get it, or you might not.

On its way to today’s current market capitalization of $40 billion, Priceline became one of the biggest winning stocks of the last decade.

Data from Best Stocks Now app

Believe it or not, Priceline has performed almost as well as Apple.

What has Priceline’s stock done for investors over the past 10 years? It has delivered a whopping average of 40.7% per year over the past 10 years. During that same period of time, the S&P 500 has delivered 5.7% per year, while Apple has delivered 47.9%.

But what have you done for shareholders lately, Apple? Not much. That is why I sold it months ago at $637.

Over the last five years, Priceline has delivered 43.1% per year while the market has only dealt 3.4% average gains.

Over the last three years, the stock has averaged 60.6% per year. The market has averaged 14.8%.

As you can see, however, Priceline has been underperforming the market over the last 12 months.