In today’s episode, Bill Gunderson shares his expert analysis on the current state of the economy, focusing on interest rates, Bitcoin, and gold’s market performance. Listen as he explains the implications of NVIDIA’s giant strides in AI and robotics, and the challenges they face with Chinese sales restrictions. The conversation also touches on market trends in bond funds and the importance of informed asset allocation. Learn how Gunderson Capital Management sees the future of investing in a dynamic economic climate and why NVIDIA remains a key player in tech advancement.
00:00:00 Introduction to Bill Gundersen and the Best Stocks Now Show
He’s been seen on CNBC, the Fox News Channel, and the Fox Business Channel. His articles can be found on MarketWatch, Seeking Alpha, TheStreet.com, and many other places. He’s the author of the weekly Best Stocks Now newsletter and the inventor of the Best Stocks Now app. He’s president of Gundersen Capital Management. Here is professional money manager Bill Gundersen.
SPEAKER 04 :
And welcome to the Thursday post-NVIDIA earnings edition of the Best Stocks Now show with professional money manager Bill Gunderson, president of Gunderson Capital Management. And I’m here with Barry Kott, our chartered financial analyst. We have kind of a volatile overnight session in the market, although I look at that as it really doesn’t count because it’s futures and whatnot. It’s not actual trading. But the reaction to both CrowdStrike, NVIDIA, and you can throw in Snowflake too, kind of was all over the map. It was positive, then it was negative, then it was positive, and then it was negative. And when all is said and done right now, the NASDAQ was positive. Well, now it’s gone positive again. Wow, this is a volatile session if I’ve ever seen one. The NASDAQ is now up by 29 points to 21,614. The Dow is down 66 points to 45,498. And the S&P, which hit a new all-time high yesterday, and don’t forget the Dow hit one last Friday after Powell’s remarks in Jackson Hole. The S&P is down four points right now to 6,477. I saw a pretty big drop in interest rates today. That’s good news. I saw the 10-year clear down at 4.23%. Gold has been pretty perky here recently, too, and we’ve got Bitcoin up $1,300 today. So welcome to today’s Best Stocks Now show. with professional money manager Bill Gunderson. And the name Best Stocks Now show comes from some of the best stocks in the market that I’ve seen over the years. NVIDIA would definitely be one of those, if not the best.
SPEAKER 03 :
It’s in the Hall of Fame for sure.
SPEAKER 04 :
I think I could make an argument that it’s at the top of my list. I’d have to look at some of the others. Of course, Apple was there at one time. Microsoft has been there. Cisco has been there. But as far as the sheer magnitude of and how fast and what a lead they have on the competition, I’ve never seen anything like NVIDIA before during my career in the industry. and especially one that was in a different business altogether, in a way, making graphic cards, and then all of a sudden catapulting itself with the chips, the Blackwell chips, which is where they’re at today. Now, NVIDIA has also been all over the place during this kind of wild overnight session. And it even went positive this morning, and now it’s down 1.5%. But the raw numbers are pretty darn impressive, especially for a $4.35 trillion market cap company. Their sales were only up 56% year over year. Not bad. And this is like, you know, it’s getting to be a more of a mature story. This is not a new story. This is well into the explosion here in the sales and earnings. But 56% growth for a $4.4 trillion company is unheard of. Normally, by this time, they’d be paying a dividend and losing 10% a year like AT&T or one of the others. But no, they’re still in the prime of their life as far as I’m concerned. Their earnings are up 54% year over year. 54%. Now you could say sales growth is decelerating. If we go back four months or four quarters ago, their sales growth was 94%. That was the ascent off the runway. Now it’s only at 56%. But when you put that next to a mega cap stock, this is unheard of. type of growth and why is the stock not up more well i think it came in line with not only did it come in line with estimates it beat the sales and earnings estimates i think you’d have to really get into the weeds of what jensen wang said the initial reaction was the stock was down four percent That was before the press conference, okay? I didn’t listen to the press conference. I’m going to look at some of the highlights from it today. But there has to be something. I’m guessing it probably has to do with China.
SPEAKER 03 :
It does, yeah. I mean, in their go-forward guidance, it’s actually interesting. In their go-forward guidance, they didn’t even… I don’t believe they included any sales to China of the H-20. And so… So regardless, if they sell any H20s, then that will increase upside there. It’s certainly around China and just the uncertainty there. One interesting thing is I saw their robotics revenue increase. really starting to ramp up, which is just an interesting offshoot of AI and places where their chips, other functions for their chips that they’re making.
SPEAKER 04 :
Well, you know, we make a big deal out of Tesla and all the upside they have from their humanoid robots, but I would say that NVIDIA is a much bigger player. in the robotics industry. That’s a business that’s not even hardly being talked about, and yet a lot of factory automation and a lot of these robots and whatnot are tied to NVIDIA.
SPEAKER 03 :
As Jeff has referenced, those smart factories, right? Yeah, the smart factories. And what they can do, yeah.
SPEAKER 04 :
Well, CrowdStrike, its initial reaction last night was down 13% or something like that. It was pretty ugly. And now it’s up 2%. So there’s been a volatile session in CrowdStrike also. And then the third big tech stock that reported, it’s the stock of the day for me. I sold it because it had a very weak chart. It was not looking good. It’s the only company I know that is headquartered in Bozeman, Montana. I know Jeff Webster is headed up that way. I’m going to have him look for any Morgans that are related to me. If the last name is Morgan in the Yellowstone area. My uncle owned a very well-known resort up there, Morgan’s El Western Hotel, right on the Madison River, some of the premier fly fishing. And my cousin was a world-famous builder of classic fly fishing rods. He built those rods handmade all over the world for very well-known people. He finally passed away recently. A few years back, the poor guy ended up getting muscular dystrophy or multiple sclerosis, I believe it was. And was in a wheelchair. And he would direct his wife. She was making the fly rods in the end. He wanted to fulfill his commitments. And he was speaking to her and guiding her through that fly rod making process. But Snowflake is up 19.4% today. $39 per share. Oh, I wish I wouldn’t have sold it. It competes with Databricks, which is a… A private company, and the AI stocks in general are very strong today. Astera Labs, let me just see.
SPEAKER 03 :
Pretty lofty multiple on Snowflake. For a Bozeman company especially.
SPEAKER 04 :
You wouldn’t expect that out of Bozeman. Maybe in Silicon Valley.
SPEAKER 03 :
180 on the forward PE ratio.
SPEAKER 04 :
Yes. But some of the other AI stocks that are pretty perky here this morning, Astera Labs, Credo Technology, VRT, which is, what’s VRT’s name? It’s another one of those. That is Vertiv, Vertiv Holdings, which makes infrastructure. So, you know, I see nothing wrong with NVIDIA’s earnings report here today. And maybe we’ll dig into it a little more. They have a massive share buyback program. Okay, so instead of instituting a dividend or raising their dividend, no. They think the best investment they can make with their extra cash, and I’m guessing there’s a lot of extra cash. I’m glad to see Jensen Wang’s not buying Dogecoin or crypto increasing. A lot of these companies, that’s their business plan now.
SPEAKER 03 :
I mean, I feel like he could create tokens in his basement if he wants to. He doesn’t need to buy them.
SPEAKER 04 :
Let’s not forget that NVIDIA plays a huge role in crypto and Bitcoin mining with those high-speed chips. Data center revenue jumped 56%, coming in at $41.1 billion. Automotive revenue, yes. Let’s not forget the autonomous vehicle. All these areas that are such hot areas of the market, NVIDIA’s in all of them, basically.
SPEAKER 03 :
And I saw a story, what, in Louisiana, they’re building a data center that’s supposed to be, I think it’s in Louisiana. Data center is supposed to be the size of Manhattan.
SPEAKER 04 :
Yeah, that’s Meta. Meta is building that data center. And they did an overlay of downtown Manhattan, and it’s going to be as big as that. So this is crazy stuff. We’ve never seen anything like this. I’ve never seen a revolution like this, and I’ve seen some big ones during my years in the business. We’ll be right back.
SPEAKER 1 :
Music
SPEAKER 04 :
And welcome back here to the second quarter of today’s Best Docs Now show. You know, Barry, there’s other numbers and margins. They have a gross margin, NVIDIA does, of 73%. Oh, man. You know, like Walmart’s gross margin.
SPEAKER 03 :
Just a cash cow.
SPEAKER 04 :
I mean, this is unbelievable. And they are accelerating investments. And that’s another thing. They’re kind of a soft bank in a way. They’re investing in a lot of other companies, up-and-coming companies. because they have so much cash on hand.
SPEAKER 03 :
Yeah, a lot of applications of AI. I mean, they’ve had notable investments in health care. They’ve had notable investments in robotics and self-driving. Actually, I think they were part of a group. I think they got kind of approved by the MotorTran, some kind of company.
SPEAKER 04 :
organization out there in terms of their self-driving software so i mean they’re anything that’s computing it it’s in there i mean you talk about the tech titans over the last uh several decades uh out of the silicon valley and everything with jobs and gates and uh Some of the others, Ellison. Man, I’ll tell you what, Jensen Wang, I don’t know that anybody’s accomplished what he has accomplished. They expect the infrastructure spending. over the next several years i mean to just be in the trillions of dollars and uh it’s a crazy story i don’t know that we’ll ever see another one like it in our lifetime now here’s the best news of all if you were worried about the dividend They’re going to pay their quarterly dividend of one cent per share to shareholders on October 2nd. If you own this stock as of 9-11-2025, or if you still own it at that point in time, you’re going to get one cent per share in dividend. I guess that’s just a token. I don’t know, but maybe it’s like we owned it in our dividend and growth portfolio because they did pay a dividend. Okay, the next five years they expect $3 to $4 trillion in AI infrastructure opportunity. The Blackwell Ultra platform has had a strong quarter generating tens of billions in revenue. In late July, the U.S. government began reviewing licenses for the sales of the H-20s to China customers. A select number of Chinese customers have already received a license in the past few weeks, but they have not shipped any H-20s based on those licenses. And lastly, well, networking, total revenue expected to be $54 billion next quarter. This is a company that could get to a trillion dollars in sales, which I don’t think we’ve ever seen that. in our lifetime so the magnitude of nvidia and what they’ve done and oh by the way their gaming revenue which was their was their uh key business core business before the nvidia chip came along They also had a pretty big increase in their gaming revenue for all you gamers out there. Okay, now we get back to the mundane initial jobless claims on this Thursday. They come in at 229,000. That’s a good number. The jobs market remains strong. There’s no issue yet. And like we’ve said many times, the first area that we’ll start to see weakness in the jobs market show up, which is usually what are the first signs of a recession blowing in the wind. We’re still seeing no signs of that whatsoever with the initial jobless claims coming in at 229,000. Now, in addition to this, Q2 GDP growth was revised higher to 3.3%. It was at 3.1. So, you know, we’ve been talking about Europe and their hundreds of a percentage growth over there. It’s usually .001 or .002.
SPEAKER 03 :
Yeah, Germany, you said they had to go a few decimal points.
SPEAKER 04 :
Yeah, we’re at 3.3, and that was another thing with the Congressional Budget Office. They factored in zero growth when they did their analysis of the so-called big, bad, beautiful bill, and the Trump administration was actually factoring in 3% growth, which would have a massive impact on… The debt that the U.S. is carrying, you know, already they’re saying that $4 trillion could come off of that massive debt because of the tariffs we’re collecting. But if we can maintain 3% growth, that would have a huge effect. on reducing that big debt that the U.S. government has. So Q2 GDP revised higher to 3.3, and there’s still more good news. The PCE was revised lower to just 2%. And that’s the gauge that the – there is no excuse for not having a rate cut at the next meeting. And I would say more than that, I think it should be 50 basis points myself. And I’m sure Trump agrees with that. But I just think they’re behind the curve. And because of his stubbornness and, you know, his worry, which is ill-founded of inflation – They’ve stood pat for the last nine months, and so there’s two very good numbers on not only growth, but the jobs market, three good numbers, and a very soft inflation number, which was revised downwards. Now, tonight we’re going to get earnings from Dell, which at one time, It never reached the magnitude of NVIDIA. But I witnessed the PC revolution when we didn’t have personal computers. We didn’t have a computer on our desk. My first computer was a K-Pro computer. That’s got to be in the early 80s, I’m going to say. And it weighed about 60 pounds. And it packed up. You could never take that on a business trip with you. That thing was heavy. But you know what? I thought I’d died and gone to heaven when I plugged it in. And all of a sudden, it was all one unit, right? The keyboard, I want to say the keyboard, I wish I still had it. My friend does. Douglas has his. The keyboard, the screen, everything was one unit. And it was in like a metal type of suitcase kind of thing. And you opened those buckles and you opened that baby up and you plugged it in. Took about a minute to boot up, Barry. And then there was that amber, you had that dark screen with amber text and type. And there it was, my first computer ever. Oh, man, I fell in love, and it’s been a love affair ever since with the personal computer and the advances thereof. We’ll be right back. We’re going to talk about kind of an unbelievable statistic, if you ask me. We’ll talk about that when we come back. This is Bill Gunderson. Thank you for tuning in to today’s Best Stocks Now, Best Inverse Funds Now show. I put several hours of research in during the wee hours of the morning each day to bring you the very best cutting-edge stories that I can. To get two free weeks of my newsletter, go to GundersonCapital.com. To talk to us about our fee-based only money management services, call us at 855-611-BEST. Now, back to the second half of the show.
SPEAKER 06 :
Because there’s something in the air.
SPEAKER 04 :
And welcome back here to the second half of today’s Best Stocks Now show. I want to just reiterate one of the findings that I have really been astonished. I didn’t realize how poorly bond funds. Now, Barry, as people transfer their accounts to us from other places, right? I mean, the first thing I do is go through and analyze what transferred in. And we’ve had several over the last couple of weeks that had quite a number of positions. So I became very familiar with a lot of positions that I haven’t looked at in a while. And a lot of them happen to be mutual funds and bond funds, et cetera. And I just look at the track record. That’s where I begin. So you would think that JP, and I’m not knocking JP Morgan. I think this is true of most bond funds. J.P. Morgan Core Bond Fund. Okay, you’ve got to believe that that’s pretty much a bellwether, right? I mean, this is one of the biggest banks in the world. They’re running a core bond fund. It’s a mutual fund. And, you know, with their management, and this basically has followed the aggregate bond index. Okay, it’s been around for 15 years or more. The 15-year track record is 2.44%. 15 years at 2.44%. I mean, put that up against the S&P 500, which is probably up in the round 16, 18%. Over the last 10 years, the J.P. Morgan Core Bond Fund has delivered to investors an average annual return of 2.03%. Over the last three years, it’s 3.04. It’s gotten a little better. And year-to-date, it’s probably having one of its best years ever. This is about the most you can expect from a bond fund, I would say. It’s up 5.1% year-to-date. But you look at the 15-year track record, 2.44%. So, you know, I just ask myself, and I look at the age of the investor, and they’re still in the accumulation phase, which we talk about all the time. They’re not in the distribution phase. And by the way, it would be pretty hard to live off of 2.44%. If you had a million dollars, you’re living off of 24 grand a year in returns in a core bond fund. I have really, and we’ve never, we do not buy bond funds here at Gundersen Capital other than the inverse bond fund.
SPEAKER 03 :
I was going to say we use that inverse treasury fund to help reduce some duration, but yeah, that’s it.
SPEAKER 04 :
Here’s my thought. How much of America’s retirement money is in bond funds. A lot.
SPEAKER 03 :
I mean, yeah, the bond market is huge compared to, you know, it dwarfs the stock market. I mean, it’s the biggest market there is on the bond market.
SPEAKER 04 :
And we’ve analyzed how many of these big firms or guys like my size firm doing asset allocation based on age. And I’m guessing somewhere in the 90% area are using the asset allocation model. And let’s just say your average client is 65 years old. That would mean you’ve got 65% of their assets in bond funds. And I’m just going to tell you, these portfolios come to me from other firms. They’re not in individual bonds. They’re always in bond funds. And a lot of times they’re totally diversified within the bond. So let’s just say you’re 60 years old and you’ve got 60% in bond funds. A lot of those bond funds are short term, which are like half a percent or whatever. And they build the diversification and asset allocation model amongst your bond holdings, which even waters down the 2.4 even more. I think the Wall Street is doing a tremendous disservice. uh the the the financial planning community itself i wonder if they’ve ever really stopped and looked at the return of these bond funds and what they’ve done you can say well it’s safe money Well, if it’s 60% of their portfolios, why not still have it growing a little bit? I mean, I’d take a dividend portfolio or stocks. I see these bond funds as just being horrible investments.
SPEAKER 03 :
There’s a fine line in using them as diversification or as kind of a steady piece of the portfolio versus it being really an anchor or drag on returns. I mean, having… If you have 30% in bonds and you compare whatever your self to, say, the S&P 500, well, that 30% is such a drag that there’s no way that you’re ever going to have that growth. I mean, it’s really set up to fail to a certain extent.
SPEAKER 04 :
Yeah, yeah. The asset allocation model is set up to fail. What can I say? All right, White House fires CDC Director Monteraz after refusal to resign. You know, what can I say? RFK is shaking things up big time. We’ve had clients that worked at the CDC, which is headquartered in Atlanta. Hey, I’ve got a little Atlanta story. I saw a… I saw a pop-up ad. It was a HO locomotive, and I really liked the color. It really caught my eye. It was green and yellow, Canadian Pacific. And it was a Broadway Limited, which those are like, oh, man, they smoke. They make real noises like a real train. And I looked at the price, and I said, wow, that’s a decent price on that thing. So I ordered it off of eBay. I got it today. Yes, the guy writes to me, Hi Bill, thanks for your purchase. I have listened to your show for many years and have gained much wisdom. Now that is the best compliment you can give to a guy like me is wisdom. I’m happy to see you are into trains. Isn’t that crazy? That’s a small world right there. Yeah, it’s a small world. But, you know, we’re back in Atlanta with our show after a long absence because they sold the station we were on. And I can’t wait to get back to the perimeter. There’s some great restaurants out there, teach some workshops, visit the folks. uh… anyways microsoft fires two workers over a sit-in protest at the president’s office yet the president comes to work and there’s two cooks that in his office because of their involvement with israel okay uh… tesla’s europe sales slump forty percent year-over-year meanwhile BYDDF surged 225% year over year. Can you believe that? How, you know, the China has just snubbed. Well, I don’t know that they snubbed. I don’t think he’s competitive from a price point anymore in China with his EVs. We just read recently how much a Tesla costs. The highest level models, like $110,000 in China. And BYDDF is producing and selling them in the 30, 40 grand. So anyways, they are just killing. That’s Europe. That’s Tesla’s Europe sales slumped 40% while BYDDF is up 225%. Okay. I talked about this earlier in the week, and now it’s official. Lumber is on the brink of a bear market territory as tariff-driven rally fizzles out. I had that from boots on the ground in a private conversation I had in the halls of church. That’s what I talk about in the hallways of church on Sunday. I talk to people in different industries. And he said, Bill, the lumber industry, I’ve never seen it this bad. We’ve got to stop Canadian lumber from coming into the country. He says, we don’t need it. We’ve got plenty of trees, plenty of lumber here in the U.S., Maybe it will start to show up in a price of a 2×4 over at Lowe’s. Kathy Woods, ARK Invest, buys another $15.6 million worth of Bitmine. B-M-N-R. She is all in on crypto. Bitmine is a $5.2 billion company. It’s a blockchain technology. I think it was a SPAC company. It went from $6 to $161 a couple of months ago, and now it’s settled into the $50 area. Bitmine Immersion Technology. If you want to follow Kathy… I think that this company is headquartered in the right place. I really do. It’s headquartered in Las Vegas, Nevada, which is the gambling capital of the world. And I look at BitMine, which has $2 million in sales and a $5.2 billion market cap, a stock that went from $4 to $161 in three days and is now back at $47 billion. That’s a perfect headquarters for it in Las Vegas, and Cathie Wood is all over it. Wow. Okay, now, when we come back, there were several other companies that kind of get lost when NVIDIA is reporting. But there were some pretty darn good earnings reports last night. We already talked about Snowflake, which is the stock of the day. There’s plenty of snowflakes in Bozeman, Montana, but the big one is SNOW, the software company. We’ll be right back.
SPEAKER 05 :
And welcome back here to the final segment.
SPEAKER 04 :
of today’s Best Stocks Now show. I’ve been texting back and forth with my brother, Barry, him and his wife. He’s, I think, five years older, six years older than me. He is on a bike trip, him and his wife and another couple, from the Oregon border to the Bay Area, San Francisco. I don’t know how many miles that is. And that’s bicycle or motorcycle? No, bicycle. Oh, a real bike trip. That’s Highway 1. I mean, there are some steep inclines. The scenic route. Oh, yeah. My brother has been like that all of his life. I mean, I remember when he rode from San Diego to Cabo San Lucas on his bike. That’s 900 miles. But he’s the one that rebuilds Ferraris and is world famous for Dino restorations. He does that out of the love of it. You know, he doesn’t need to work. But I said, hey, you’ll be there just in time, September 16th, 17th, and 18th at the pace you’re going. I think they’re doing 60 miles a day. 60 miles a day, so you’d have to do the math. But anyways, I said, we’ll be there September 16th, 17th, 18th at the Santa Clara… Marriott which really looks like a nice place. I hope they have a good breakfast And that Tuesday night is a workshop September 16th at 7 p.m And you know we haven’t done a workshop. I haven’t done a workshop in the Bay Area for a long time I remember doing one many years ago in downtown San Francisco And then, of course, on that Tuesday, 16th, 17th, and 18th, we’re meeting in private meetings, one-hour meetings that you can book. There’s no obligation. We’re just going to show you what we do, how we do it. You can have a review of what you’re doing now, whatever you’re invested in. Edie’s booking the appointments. I haven’t checked with her lately. I’m just kind of giving it time, but I know it’s filling up. I do know that, okay? If you want to grab one of those appointments before they are all gone, you can go to give her a call at 855-611-BEST. 855-611-BEST.
SPEAKER 03 :
Yeah, she does a great job setting those things up.
SPEAKER 04 :
Oh, man, like clockwork. It’s just like clockwork. Every one hour, I go, you know, I think I’ll get up and grab a Diet Coke or something. No. Oh, no. We’ve got Diet Cokes. You’re not going anywhere, mister. Like 20 a day. No, it’s not 20 a day. It’s 10 a day, usually. Okay, so that’s that. Now, a few other earnings last night that are worthy of mention. Pure Storage, that’s PSTG. Kind of a little bit of a lower-end stock, but what can I say? You know, it beats Snowflake. They provide flash-based storage systems for large and mid-sized organizations in the U.S. and abroad. PSTG just blasting off today. Another sign. And guess where it’s headquartered? Santa Clara, California. I could probably see it from my hotel room when I’m there. Pure storage is up 29.6% today on 2,378% higher volume than normal. So great. And you know their quarter, their sales were only up 13% and their earnings were down 2%. But there’s some big news on this stock here, PSTG. And the analysts are just giddy over PSTG’s report here. There’s your stock of the day. Snowflake falls down to second place here. Another one, HP. Now that is a dog. That’s Hewlett Packard. That’s one that’s been left in the dust many years ago. has been just a total non-performer. Now they’ve got ink that you don’t ever have to replace, it seems like. I bought a printer. I have not replaced the ink in that thing. I’ve had it for two or three years. I guess I’m not doing as much printing as I used to, or that thing’s just got a reservoir. So I don’t know where their profits are anymore. uh… not a good route actually that’s hps uh… no he will packard that’s it yeah okay all right now uh… best buy well i remember when best buy was a viable stock but now we all buy our computer was the last time you went to a best buy and shop for a laptop you get a mit costco you get a little wal-mart you can get them online at amazon best buys going nowhere uh… i see that as a total non growth company We mentioned CrowdStrike, which I consider to be the second best software company behind Palantir. It’s up 1.8% today.
SPEAKER 03 :
Those things are always volatile, aren’t they? They’re volatile. Whenever they have earnings. I mean, you said how much was it down at one point after earnings, and then now it’s a positive percent? Yeah.
SPEAKER 04 :
It was down 13 in the after hours. They’ve averaged 96% growth over the last five years. But their earnings growth, to me, is slowing down a lot. And that’s why we don’t own it anymore. But I still think it’s the second best one out there. Dollar General, which is on every corner in America. There’s about as many Dollar Generals as there are Starbucks. Well, they have 20,000 stores, Dollar General. It is up 1% today. I guarantee you they don’t have gross margins of 78% over there at Dollar General. It’s probably like 2% or 3%. And then there’s one more, Burlington Stores, B-U-R-L, which actually had double-digit growth, which is surprising. It’s up 7%. So the consumer, oh, and there’s one other one, Dick’s Sporting Goods. Let’s see how Dick’s is doing. Dick’s is down 5.2%. I’m not a big fan of retail bricks-and-mortar stocks. Okay, well, never a dull moment. That’s my motto in the markets. And, of course, we’ve had plenty of excitement and adventure and news lately. and more to come so stay tuned i start to kind of thinking about the newsletter today i’m traveling tomorrow i’ll be writing the newsletter getting a head start on a cross-country trip to california we’re going to see the pacific classic my wife wants to see journalism run she wants to go to two padre games and we’re going to a funeral at the del mar racetrack not for a horse But a friend of ours that owned a big racing publication, and we owned a few horses together, and he passed away recently. So got a fun weekend, I guess, kind of. Mixed bag coming up. To get the newsletter, go to GundersenCapital.com, GundersenCapital.com. It’s an education. That comes out every Saturday. To set up an appointment with us, either in person there in the Bay Area or over the phone, 855-611-BEST. 855-611-BEST. Have a great day, everybody. And looking forward to Labor Day weekend. Take care.
SPEAKER 01 :
This show is not a solicitation to buy or sell any securities. Bill Gunderson or clients of Gunderson Capital Management may have long or short positions in stocks mentioned during the show. Past performance is not indicative of future performance. Gunderson Capital Management is a fee-based registered investment advisory firm. All accounts are held at Charles Schwab. Schwab is a member of SIBC and FINRA.
