In this episode of the Best Stocks Now show, professional money manager Bill Gundersen provides a comprehensive analysis of the current state of the markets. From the U.S. government’s financial surprises to soaring Bitcoin and commodity prices, explore the landscape of market opportunities in light of global challenges. Don’t miss their in-depth discussion on the implications of persistent trade disputes, key earnings reports to watch for, and the potential impact on various sectors.
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 :
Good morning and welcome to the Best Stocks Now show, the Monday morning edition on July 14th, maybe the trade edition. We’ve got Bill B. on here in a minute. We’ve got a little technical difficulties.
SPEAKER 03 :
Didn’t hear any music.
SPEAKER 04 :
Oh, go for it, Bill.
SPEAKER 03 :
Yeah, yeah, I’m here, here. I don’t know, we got a little, hey, it’s Monday. We’ve got a little bit of a downdraft to the market right now. The NASDAQ down 30, the S&P down 11, and the Dow is down 57. Now, look, the futures were down a lot more last night. with all of the trade turmoil taking place. So, you know, you can’t be too concerned with a pretty decent open to the market, actually, considering all of the different factors, all the different turmoil we have in the world. So welcome to today’s Best Stocks Now show with professional money manager Bill Gunderson, president of Gunderson Capital Management. And I’m here with Barry Kite, our chartered financial analyst. You know, here’s what’s amazing to me, Barry. With all of the turmoil, with mostly the trade, I guess, and the Fed really not stepping forward and doing anything, keeping rates at the same rate, we’ve got new highs last Thursday in the NASDAQ. All-time highs, not 52-week highs, all-time highs. We have new 52-week highs in the S&P 500. We have new all-time highs in gold recently, over 3,400. You’ve got Bitcoin hitting a new all-time high today, crashing through 120,000 for the first time. You’ve had nothing but good reports on the jobs market here recently. And I don’t know. I don’t think probably the current administration gets enough credit. Okay, this is all left over from the Biden administration. You know, you can look at it however you want, but a fact is a fact. You’re hitting new highs last Thursday, despite all of the hectic turmoil that has been taking place. And believe it or not, I don’t know if you saw this, Barry, but do you know that in June, the U.S. government took in more than it spent last When’s the last time? I was going to ask you first. When’s the last time we did that? Well, I will say this. Usually every April, okay? Every April, you know, you get all those tax receipts. It’s very unusual for June to actually, you know, I think the estimate was for $53 billion to the downside. Instead, we came in with a surplus income. A surplus of, I think, $41 billion. I’ll get to that story here in a little bit. So anyways, there’s a lot that’s going right in the world today and in the U.S. today and in the markets today. And I don’t know that maybe that we emphasize that enough. Now, the markets did close in the red on Friday. Both were down. Towards the end of the day, Trump started turning up the rhetoric on the tariffs. And I think everybody’s received their letter by now. Did you get your letter, Barry? How much is your tariff over there at the Kite household?
SPEAKER 04 :
I got a college tuition letter, put it that way.
SPEAKER 03 :
Well, you know, I did see along those lines, I saw that the government is kind of backing out and lowering their exposure to student loan, the student loan market. They’re going to let private enterprise take over. It hasn’t been a very good investment for the U.S.
SPEAKER 01 :
I don’t know.
SPEAKER 03 :
How much debt do you think we’re carrying in defaulted loans or loans that are behind? On the one hand, the government should encourage folks to go to college, I guess. And on the other hand, does the U.S. government really want to be in the lending business? It has not been a very good business, and I’m sure we’ve racked up some pretty big losses. Now, on the other hand, you’ve got the private companies. I think SoFi is really putting a foot forward to address those markets. I’m sure SoFi won’t be so friendly. I doubt that they’ll just wave a wand and forgive all the student debt that they’ve lent over the years. I guess I’m a fan of it being more privatized. Otherwise, the taxpayers eat it. I mean, that’s basically what it ends up with. So we’ve got Bitcoin soaring through 120,000 for the first time ever. You’ve got the S&P up around over 6,200, which is record highs. The Dow is the only index that hasn’t made record highs here recently. And if you listen to the show enough, you know there’s a lot of soggy stocks there in the Dow. And then you’ve had the NASDAQ busting through 20,200, and those are all-time highs on the NASDAQ. Now, in the background, we kind of work our way down from the global picture. down to individual stocks. Trump says the U.S. will send Patriot missiles. That’s pretty much Raytheon, okay, for the most part. But the EU is going to fund it. Okay, now when’s the last time you heard that? Yeah. I mean, not only did you hear about a surplus in June, President Trump announced Sunday that the United States will provide Ukraine with Patriot Air Defense Systems with the cost to be covered by the European Union. Okay, so in other words, it’s our technology. It’s our company, a U.S. company. There may be a few others involved, but Raytheon is the main player in the Patriot system. And, you know, we’re providing, and they’re going to pay up. So that’s a little bit of a change from what we’ve done in the past and just – Not only sending Ukraine billions and billions of dollars, but sending them billions and billions of weapons with nothing in return. So that’s quite a difference there between the last administration and this administration. I talked to somebody at church on Sunday who pretty much in on the know at Boeing. And he says that the cockpit chatter between the pilot and the co-pilot was the pilot asking the co-pilot, why did you just turn off the fuel supply?
SPEAKER 04 :
I read that. Yeah, I read a long story about that. And it was – they’re not easy to – It’s not easy to turn them off, and it’s not easy to turn them back on. You’ve got to pull the switch out and push it up. I think it’s covered by a covered switch. I don’t know if that’s something intentional. It seems like it would be hard to do accidentally.
SPEAKER 03 :
He says that he is an expert. He’s one of the top engineers over there at Boeing here in South Carolina. And he said, it takes a lot of effort. I mean, you’ve got to know how to do it. And it is meant to not, oops, I just cut off the power, the fuel supply. You have to pretty much intentionally do it. And, of course, you know, the immediate reflex was to blame, uh-oh, Boeing’s got a problem with their safety system. But it looks like a mass homicide here as it looks right now. That’s according to somebody I know that’s pretty high up in the engineer inspection bill. He checks all the planes before they take off, you know, the new planes. He’s like the last guy to give the approval for them to leave the Boeing plant. So he ought to know. But he says it’s the cockpit tapes. that pretty much tell all. Now, you’re getting other stories in the media right now, so we’ll see, but it definitely is not a Boeing problem. Okay, which happened on Saturday, maybe it was Friday after the close of the market, the EU was expecting a lot lower tariff than 30%, and they got their 30% letter and nearly had a heart attack. And Mexico also got their 30% letter. And I’m sure they’re not happy. That’s on August 1st. I think that’s a hard deadline. I don’t think there’s any wiggle room on there unless they get really, really, really, really, really close to a deal. But that, you know, the EU was at 20%. That was the liberation. And then he cut it to 10% during the 90-day pause. Now he’s going back to the 30%. So anyways, we’ll see where that ends up. August 1st, two weeks out, a little over two weeks out. And, you know, Trump is saying that Mexico has helped in securing the border. But what Mexico has done is not enough in his letter to the president of Mexico, Claudia Scheinbaum. And, of course, with Europe, he’s had some issues with Europe here recently. And then, of course, Brazil is at that 50% threat amount because of the way that they’re dealing with their former president, Bolsonaro. So that’s going to dominate the headlines this week. But that’s not the only thing that’s going to dominate the headlines this week. When we come back, we’re going to talk about the earnings, the earnings that are already underway. We already have an S&P 500 company that has reported earnings. This is Bill Gunderson. And welcome back here to the second quarter of today’s Best Stocks Now show. You know, Barry, we may have to catch a Detroit Tiger game while we’re back there in a couple of weeks in the Bloomfield Hills, Detroit area. Detroit is up 11.5 games on the Minnesota Twins. Kansas City is 12 back. Cleveland is 12 back. And the poor Chicago White Sox, they’re 57 games out of first place. But those Tigers are on a roll, and I can’t wait to go back to Michigan. Now, their manager, A.J. Hinch, he was our general manager in San Diego. Now, when they leave San Diego, they go on to win World Series and all kinds, like Bochy did with the Giants. But Hinch went to Houston first from San Diego, won a couple World Series, right? And then he got fired from Houston over the sign-stealing debacle and got hired by Detroit. What can I say? The guy’s a winner. I don’t know that sign-stealing makes that big. Oh, well, okay. I guess it does. If you know what pitch is coming, it certainly helps. But he lost his job over that, goes to Detroit, and they are 21 games over .500. We’ll be there August 5th and 6th. That’s a Tuesday and a Wednesday. Tuesday night I’m teaching a workshop, which I love to do, From 7 to 8.30 at the Kingsley Hotel in Bloomfield Hills. That’s from 7 to 8.30. And then on Tuesday and Wednesday, we have a one-hour appointment set aside. All day Tuesday, all day Wednesday. You can grab an appointment. They are filling up pretty quickly. Call E-11 Best, 855-611-BEST, and you also need to reserve a spot to the workshop. Those are always full, usually close to standing room. We also need to know how many brownies to bake. Barry needs to know how many brownies to cook. 855-611-BEST, 855-611-BEST. That’s the Detroit-Bloomfield Hills trip, August 5th and 6th. Okay, European Union.
SPEAKER 04 :
It looks like the Twins actually play at Detroit. We might make a trip over there.
SPEAKER 03 :
The last trip we made, I sent all of you to the Detroit Red Wing gang to get you out of my hair so I could work, and you had a good time. You had a good time at the Red Wings. Okay, EU warns Trump 30% tariffs could cripple transatlantic trade as the block weighs retaliatory action. So that’s where it stands right now, okay? with August the 1st looking like a pretty hard deadline, and Mexico also at 30%. There are letters in the mail. They got it. They opened it and saw the 30% tariff. See, I thought the markets would be down more than they are today. Actually, they’re handling it pretty well. And you’ve got some countries that are already making some big concessions. Thailand mulls zero duty for U.S. goods. Okay, I don’t know how big the Thailand market is. But they are saying, hey, you know, we won’t charge anything on your goods coming in. We’re going to open up our nation and have a zero percent tariff. So we’ll see what happens. That was another thing when I talked to my Boeing friend. He said, man, they’re rushing to get a lot of those planes out before the whole tariff situation hits, right? Especially the ones that were headed for deliveries up. Yeah, big time. He says we are getting those things out the door because of the tariff threat. Okay, so we have Thailand coming around. The EU is getting ready to impose $21 billion in tariffs on the U.S. if the trade talks fail. I think they’re going to work it out. I think they’ll work it out. We’ll see. But, you know, it’s going to come down to the wire. South Korea is open to allowing U.S. farm products in, which I’m sure would please our farmers. Across America, their top envoy said that reaching an in-principle trade agreement by August 1st is possible. That’s South Korea, which is a pretty big trade partner, and indicated that Seoul may be willing to offer increased access to its agricultural markets. for us to sell our goods there into their country. And I don’t know where Vietnam is at. They were surprised because they were at 10%. And, of course, that helped Old Navy and Abercrombie and Fitch and, you know, the Shoemaker, the Hoka Shoes, Decker.
SPEAKER 04 :
Decker, Nike, yeah.
SPEAKER 03 :
Yep, and then he raised it to 20%, which was a surprise to Vietnam, and it hurt all of those stocks. So I don’t know where we’re at there with Vietnam. Now we have a new wrinkle in the Fed chairman, Powell. He’s in hot water. They renovated the Fed. They spent $2.5 billion. I don’t know. I guess they got gold-plated sinks and toilets and whatever else. It was a $700 million cost overrun. It was the biggest project in Washington, D.C., building those palatial headquarters for the central bank. Can you believe it? Do we know if it’s completed? Well, here’s what Kevin Hassett says. This is the most expensive project in D.C. history. To put that in perspective, the cost overrun, just the cost overrun alone, $700 million is about the same size as the second biggest building overhaul in American history, which was the FBI building. He says the Fed has a lot to answer for. Well, I don’t think Powell’s going to be back. I don’t think Powell will be back. I don’t think that was a very well-managed project. And, of course, that’s also a taxpayer expense, right? And then here’s your surplus. We took in $27 billion more than we spent in June. Wow, I can’t even believe it. We were expecting a $41.5 billion deficit deficit. The prior month we had a $316 billion shortfall, so that was quite a surprise there. The other surprise right now is silver. Silver has overtaken gold and broke out with a vengeance on Friday. Gold has cooled off quite a bit. Silver hits a 14-year high. So you can add that to the list of asset classes. You’ve got now the NASDAQ new high, S&P 500 new all-time high, Bitcoin, all-time high. Gold, an all-time high. Silver had that one weird little period of time when they tried to corner the market, the Hunt brothers. So you can’t say it’s hitting a new all-time high. But where it is now, it’s certainly hitting a 14-year high. on spot silver and silver is also a it’s tied to the economy also because it is also an industrial metal uh yeah interesting man it does both it does both yeah we don’t put gold in a lot of industrial you know like wiring around the house and But silver is used a lot in a lot of different applications. Okay, when we come back, welcome to earnings season. It pretty much began today. The ball has been kicked off. Fastenal is running and returning the ball. We’ll see how far they got. We’ll be right 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 GundersenCapital.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 05 :
And welcome back here to the second half of today’s Best Stocks Now show. Quick glance at the market here. The Dow’s down 56. The NASDAQ down 27. The S&P down 12.
SPEAKER 03 :
There’s still a lot hanging out there. the way of tariffs 30 seems to be the magic number right now with the eu with mexico and with canada and they’re not happy and uh we’ll see what happens here uh between now and it looks like august 1st going to be a pretty hard deadline now earning season is underway again Barry, we go through this four times a year. It’s fun. I mean, it’s fun to watch. Sometimes you get companies that come in and clobber, and sometimes you get companies that come up short, but it gives us a good clue as to where we’re at in the economy. It gives us a good clue to where we’re at with the sectors of the market. And it gives us a good clue with where the individual companies. Right now, the expectations for this quarter that ended on June 30th, 15 days ago, is for 4.8% growth over the same comparable quarter last year. So that’s where we begin. Now, recent quarters, we’ve finished a lot higher. than what the expectations were. Okay, and we’ll see if that pattern holds true. There’s a couple things in effect there. On the one hand, the companies do a really good job of sandbagging and talking down the analysts so they can come in and beat. And that’s why you usually get those numbers start nudging up as companies report. Right now, I think 4%. We’ve had 20 companies report so far in the S&P 500 report. The old earnings game as the CEOs deliver to it. The old earnings game. They like to beat estimates. What do you call that? Under-promise and over-deliver. Under-promise, over-perform. Exactly.
SPEAKER 04 :
Doing it the other way is not as good.
SPEAKER 03 :
The other way is not good. Okay, now, here’s who we’re going to hear from this week. I know Netflix is on the docket for this week. Netflix is probably the biggest one. Netflix has been a powerful stock recently. It’s just amazing how they’ve continued to reinvent themselves and become the massive conglomerate. In that space, I mean, just swamping all other streamers and media companies and have also, I mean, pretty much upended Hollywood and how they make movies and distribution and everything like that. That will be a big one. We’re going to get, let’s see, second quarter earnings with a week full of report from companies. Big banks, JP Morgan, Wells Fargo. They’re usually on Friday. Wednesday, we’re going to get some health care stocks and semiconductors. Good old Johnson & Johnson, my favorite stock to pick on, is going to report on Wednesday. ASM Lithography at the other end of the spectrum, a very high-growth company out of the Netherlands, which makes the equipment that NVIDIA needs to make the chips. So a very key player in the AI space, ASML. Thursday is Netflix GE Aerospace, which, I mean, GE has had a fantastic, unbelievable comeback. under the uh leadership of larry colt we’re going to get pepsi we call that a soggy soggy company it’s a member of the dow but it’s it’s a single digit grower all things being equal a single digit grower is going to return in the single digits to investors that’s the way it works because stocks follow earnings we’re also going to get american express which is a very important financial. It manages to stay one step ahead of being a soggy stock, AXP. Actually, it’s been a pretty good company over the years. We own that bond.
SPEAKER 04 :
It’s been a good bond.
SPEAKER 03 :
Yeah, we own the bond. Bank of America is going to report. Goldman Sachs, which is, if you’re going to own a bank stock, I would say it’s the one. It’s most tied to the tech sector, I would say, and it’s always been a very good growth company. Morgan Stanley, another one I like to pick on, is going to report. Citi. Taiwan Semiconductor, that’ll be a big one. Abbott Labs. 3M, which had a horrible report not too long ago, Schlumberger, United Airlines, and those are pretty much the docket. That’s pretty much the docket for this week. So pretty important companies, actually. We’ll get a good feel, I think. Usually the way earnings season starts that first week kind of sets a trend. And by this Friday, you know, we’ll see if that 4.8% growth is going to go up or down. In recent quarters, it’s had a tendency to just get stronger as the earnings came in. OPEC sees strong Q3 oil demand. So we’ll see what Schlumberger reports. But overall, it’s been a tough environment to invest in oil stocks, oil and gas stocks. I don’t think we own. Well, we have one that we still own, but I just don’t have any exposure. There’s two schools of thought there. One school of thought is you want exposure to every industry across America. The other thought on that, and it’s my thought, is I don’t want to be in sectors that are struggling right now and have been struggling for a long time. The building sector is struggling because of interest rates. The energy sector is struggling. Why do I want to have exposure there? Well, diversification. I call it diversification, spreading your money into sectors that are underperforming the market. I would rather pick on and cherry pick the very best performing sectors in the environment that we’re currently in. One of those is the utility sector, especially the alternative sector. nuclear-related sector, U.S. utilities are seeking the biggest hikes in electricity rates. Guess why, Barry? Data center demand is booming. So unfortunately, the little guy in Silicon Valley is going to pay for the big guy gulping up all that data center. But then again, the little guy is partaking of chat GPT and artificial intelligence in whatever way, you know, to get answers you’re looking for or choosing restaurants or whatever the case may be. But electricity rates are going higher. because demand is going to outstrip supply here. I think we’re already kind of at an inflection point. German defense minister calls arms makers to ramp up capacity. You know, I think they’re a little nervous. over in Europe with Putin not backing down at all in Ukraine and looking like he wants the whole thing. And for them to pony up and pay for the Raytheon systems, the air defense systems, apparently Putin hasn’t figured out how to penetrate those systems, which is a blessing. thanks to our technology but anyways you know the germany has some pretty good defense stocks and they’ve done very well this year rhein metal for instance and of course the one that i mentioned there’s an etf that is just european defense stocks that was the number one performing etf at one time costco continues its aggressive pace of store openings now i’m surprised by that You wouldn’t think that Costco has missed too many spots. They opened their largest store this past week. Where do you think? What state is known for it? It’s got to be Texas. They only go big. It’s got to be Texas. Go big or go home. Texas. Midland, Texas. Record crowds show up at the Midland, Texas Costco. But they’re undergoing an aggressive expansion. One of the great retailers of all time. Earlier this year, they launched several new stores. Brentwood. Highland, California, Sharon, Massachusetts, Genesee County, Michigan, Prosper and Weatherford, Texas, and Stewart, Florida. Internationally, new locations have debuted in the Manami Alps, Japan, Australia, reflecting Costco’s commitment to global growth. So it continues to be pretty decent. I mean, it’s a single-digit grower, really, though. Maybe the high single digits. Kraft is considering splitting to unlock value. Well, I don’t know where the value would be hidden, Barry. You know, they used to tease… Well, I mean, they used to advertise the slow ketchup. They turned that ketchup bottle upside down. Unfortunately, the stock… has matched the movement of the ketchup out of the bottle i’ll just i’ll just throw some numbers at you when we come back because the first thing i do is i look at the track record of a company and how they’ve delivered over the years have they underperformed and under uh promised and over delivered we’ll see we’ll check in on crap when we come back And welcome back here to the final segment of today’s Best Docs Now show where we love to feature and talk about really good management out there, really good companies that have turned in, obviously no guarantee that they’ll continue to rack up their returns for investors, but I feel a little bit more comfortable investing in a company that has a good track record of delivering results for their shareholders, and I don’t feel very comfortable at all. In fact, I avoid like the plague And I liken it to baseball cards. You turn the baseball card over to see the statistics over the years. And I just, you know, like last week I showed you ConAgra. Okay, let’s look at another one. How about Kraft Heinz. Okay, on the front of the card, you’ve got Oscar Mayer or Ida. Kraft Mac and Cheese. Oh, you’ve all had that. Classico Spaghetti Sauce. Velveeta. Smart Ones. Jell-O. Who hasn’t had Jell-O? Weight Watchers. Kool-Aid. I’m drinking a bit of Kool-Aid in my life. Capri Sun. And not the kind that the Jones people, the Jonestown. Philadelphia Cream Cheese. Okay, that’s good stuff. Maxwell House. Grey Poupon. Pass the Grey Poupon, please. Now, let’s turn the baseball card over. And if you have a portfolio at a big wire house firm, get the four-week trial to my app and look up every one of your stocks. And you’re going to find, you’re going to say, why in the world do I own Kraft Heinz? Okay, maybe there’s a turnaround in place to unlock value. Maybe if they spin out the SpaghettiOs, there’s some value there. I don’t know. But let’s just look at, here’s what the stock has done. And this, one of the main reasons I did the app was for myself because I wanted to look very quickly at the first thing I look at. And the first thing I look at is their track record. Just like a player that comes up to bat for the Detroit Tigers, I haven’t heard of a lot of those Detroit guys. We’re in the National League with the San Diego Padres. So I want to look at the board. I want to see the batting average. I want to see the RBIs. I want to see the home runs to get a feel for this kid. Well, Kraft is no kid. In fact, John Kerry, you know, is married to one of the heiresses, Teresa Kerry Hines. But management over the last 10 years, minus 6% per year, Barry. Backwards. I’ve eaten box after box trying to boost that stock, and it has lost 6% per year, while the market has delivered 20% per year. Now, how does a CEO… Yes, it’s the food sector. This is not a glamorous sector. This is a… This is a low-margin business. But still, I’m an investor. I want my portfolio to grow. I want my IRA to grow. I have no confidence in a stock that has lost investors 6% per year over the last 10 years that it’s going to turn itself around over the last five years flat. Over the last three years, minus 6% a year per year. Over the last 12 months, it’s down 10.5% while the market’s up 11.2%. You say, well, this is probably dripping with value right now. Well, my five-year target price gives it 58%. upside potential where we like 80 or more and it’s ranked 3253 out of 5106 now tell me that’s not valuable information to know about the stocks that you own in your portfolio well and the good things you can see it and just move on and just move on put your focus on the 400 stocks that are actually investable at the moment Exactly. And I mean, this one will probably never be investable unless they really come up with something big. But now let’s look at the institutional ownership of the stock. Oh, they love this thing back on Wall Street.
SPEAKER 1 :
50%.
SPEAKER 03 :
What do you show as institutional ownership? I show 50 here on my IBD, on my MarketSmith, MarketPulse. They keep changing the name. MarketSurge, I guess it is. Suffice it to say, it’s heavily owned by the institutions. The institutions got to place that stock somewhere, and they place it in the folks’ portfolios.
SPEAKER 04 :
I’ve got on KHC, Kraft Heinz Company, 83.26%. Okay, there you go.
SPEAKER 03 :
Institutions. And they trade those stocks amongst themselves. I swear they do. so i’m not sure half the way i think is probably the institutional owner that doesn’t show up on the uh… on the number you’re looking at it from that was all okay because there may be not considered an institution not quite right exactly and you know i mean he has to own big big old stocks like this and he’s probably on craft for a long long time okay salesforce keeps its buy rating bank of america now salesforce you’re gonna see better numbers on salesforce My issue with Salesforce is recently it hasn’t done a whole lot. The valuation is pretty rich on Salesforce, a member of the Dow, one of the tech stocks in the Dow. My target price for Salesforce, 74% upside potential. I like 80 or more. That’s a heck of a lot better than Kraft. I mean, I would own, if it came down to two stocks, Salesforce over the last 10 years has delivered 13.9. Not that great, really. The S&P is 20.2. And over the last five years, it’s only delivered 5.5% per year. The S&P is almost 20% per year. So Salesforce is ranked pretty low, and for that reason, it’s not one we own. It’s ranked 3,155 out of 5,106, yet… Bank of America, which is basically Merrill Lynch, they got a buy rating on Salesforce and they’re all over it. Okay, Wedbush says that there’s robust cybersecurity growth. Well, you know, we’ve said for a long time that CrowdStrike and Palantir, a couple of huge players there in cybersecurity, Then you’ve got Palo Alto right there with them, but not quite the growth that CrowdStrike has. And you’ve got a few others. You had Zscaler and some others. Well, we talked about quite a few stocks, trade, we talked about earnings season, Detroit, August 5th and 6th, to reserve a one-hour appointment with us while we’re there over those two days, Tuesday and Wednesday, or to come to the workshop Tuesday night, 855-611-BEST, or to set up an appointment with us from anywhere in America, 855-611-BEST. Have a great day, everybody.
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.
