This episode of the Best Stocks Now Show unpacks the recent buzz in the stock markets, from the unprecedented growth trajectories set by tech giants to the looming Federal Reserve meeting that could shape the rest of 2025’s fiscal landscape. Bill and Barry offer insights into pivotal earnings reports from industry leaders, evaluating how tariff reductions may alter global trade dynamics. Listen in to arm yourself with crucial knowledge as they discuss value stock strategies versus high-risk investments in the current market climate.
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 06 :
And welcome to the Monday. It is the Monday edition of the 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 and certified financial planner. It’s been a busy weekend. in the market even though the market was closed there’s always something happening out there so it would seem and uh… we do have uh… news here today to report in a bit trade agreement in the meantime the dow is down two points so kinda shrugging off uh… the trade agreement the dow was up like a hundred something like that in the pre market now it’s down to the nasdaq however is up eighty four That’s a new all-time high, 21,193 is where the NASDAQ is right now. S&P 500, new high, 63.99 today only, 63.99. Come and get it. Almost at 6,400. The S&P is up 10 points so far here today. Small caps down just a little bit. The 10-year is up a couple of basis points to 4.41. Doesn’t seem to be anticipating a rate cut this Thursday. We’ll talk about that in a bit. And gold continues to slide a little bit. Gold is down 35 basis points to 33.23. And Bitcoin is up $233 to 118.448. So welcome to today’s Best Stocks Now show on this July 28th, 2025. This is Bill Gunderson, president of Gunderson Capital Management. You’re listening to the Best Stocks Now show. And I’m here with Barry Kite, our chartered financial analyst and certified financial planner. Well, I guess the market week kind of began yesterday, I want to say late afternoon, Barry, when we got news that they had struck a deal. And it sounds like instead of paying a 27% tariff on that new BMW that you were going to buy there, Barry, it’s only going to be 15% now. Same with the Mercedes. So we kind of are in that same range that the Japan deal was pretty much 15%. There’s a lot of carve-outs where there will not be any tariffs, but I’m sure that a lot more details will continue to emerge. The market was excited initially. The futures were way up last night. But here’s what you’re fighting. You’re fighting a very expensive market right now. I mean, what’s it going to take to keep it making new highs? It’s going to take momentum and earnings, continued good earnings. But we are trading at 20-year highs right now on price-to-book value, price-to-sales, price-to-cash flow on the S&P 500. So that makes it a little tough to get the market right.
SPEAKER 05 :
really gone it’s it’s exceeded most market abundance target price here so far this year as the s&p 500 is now at 6400 okay oppenheimer raised theirs to i think highest on the street now at 7100 today they went i think they went from five i don’t know it was like it was around just call it around 5500 or so was their target and moved it to 7100 so now they’re uh Wow.
SPEAKER 06 :
Yeah, that is the high one on the street. They’ve got to be using a pretty lush multiple there to get to 7,100. Well, we finished off the week with the bang. Really good finish to the market on Friday. The Dow was up a couple hundred points. The S&P hit a new all-time high. The NASDAQ hit an all-time high. The S&P 500 is now trading at a P.E. ratio of 26.92. That’s very, very high. And I publish a chart every week. I think this year I did a 20-year chart. How does that compare to the last 20 years? Well, I mean, you’re up there. It got up to 30 during 2021 when all of the COVID money was sloshing around, all of the stimulus going into the economy. We got as high as 30 on the S&P 500. We’re at about 27 right now. And that’s about as high as it gets, okay, unless we’ve got a new paradigm going here in the markets, which, I don’t know, valuation paradigms don’t change much over time. They have expanded in recent years, obviously, because of the growth and, I think, big tech and new inventions and things like that. But still, valuations do matter, and we are up in rarefied air right now. The forward PE of the S&P 500 finished on Friday at 22.49, 22.49. That’s also at the upper edge, the upper band of valuation for the S&P 500. The NASDAQ currently has a PE ratio of 32.3. Very, very rich. Forward PE, 28.5 times forward earnings estimates. That’s also very rich. The PEG ratio comes in at 2.2, which it’s palatable, okay? It’s palatable. I can take it. But it’s going to take some super earnings here to continue. We’re off to a good start with earnings season. This week is really telling. because we get a lot of your mainstream tech stocks reporting here this week. Okay, European automakers, BMW, Mercedes, shielded from U.S. tariff blow. They get their tariff reduced from 27.5 to 15. That’s going to help, but it’s not… You know, it’s not a very good deal for Europe. It doesn’t seem like. It seems like they’re going to have a hard time. Are you really going to lean towards a European car and pay an extra 15% for that tariff? Well, only time will tell. But at least we have a big chunk of an unknown taken out of the market. Okay, the question is, why are the markets ignoring these elevated tariff rates? The answer is quite easy, and it’s the same answer I gave back on March 8th when I said I think the tariffs are going to work. It has had very little, if any, impact on earnings expectations going forward. And as you said, you just saw Oppenheimer up their target price. On the S&P 500, they’re obviously not seeing any impact on earnings. And in the consensus, okay, so this is all the analysts covering all the S&P 500 companies. I’ve only seen earnings estimates go higher. this year i haven’t seen them go lower at all now the expectations people priced in a big dip in earnings back in march of this year and they were wrong and then they quickly had to turn around and buy into the market as quickly as possible to play catch up and now we’ve gone too far the other way so i would say this okay i mean things have a way of going beyond the mean and then reverting to the mean The market got way oversold and inexpensive in March, and now we’re very oversold and very expensive after all of that catch-up as we sit here almost in August. And that’s why the markets are not selling off because of tariff risk, because at the end of the day, we look at earnings. And had earnings had a 10% lowering because of impacts of tariffs. Of course, all these companies that are reporting right now, their earnings season is well underway. We had 122 last week. I’ve heard just hardly any companies at all. I don’t think Chipotle can change their big miss. They had sale. They had a big sell-off. Now, maybe the price is starting to get too high on a Chipotle burrito. for the average Gen Z-er or Gen X-er. But I’m not hearing many companies say, wow, we’re going to take a 10% hit because of these tariffs. In fact, 80% of the companies that reported last week beat their earnings estimates. And even more importantly, their numbers going forward, which is really the key to it all, They went up also. Not only did they beat, but they raised or they kept their forecast the same. Now, this is the biggest week of all. This is the mother load. 150 S&P 500 companies are going to report earnings this week. We’re going to go through some of those names. It’s a very critical week. But the momentum and the trend of this earnings season is once again up with companies coming in and beating forecasts. And then we have a huge event on Wednesday, which could be a non-event. We’ll see. But I want to dig into who’s reporting this week when we come back. This is the Best Stocks Now show. And looking back here to the second quarter of today’s Best Stocks Now show. Well, it’s a high-stakes week, I suppose you could say. And it could kind of shape the trajectory of markets and the economy for the rest of 2025. Wednesday is the Federal Reserve meeting where interest rates are expected to remain up. Unchanged. I don’t think the pressure that Trump’s putting on Powell is going to change his mind, Barry. I don’t think it has any impact at all. They want to remain totally independent, and they’re going to do what they’re going to do. And I have seen no indication whatsoever of a rate cut coming this Wednesday. And I’m sure there will be lots of griping coming from Washington this Wednesday, wouldn’t you think?
SPEAKER 05 :
yeah i mean we’re gonna get number one we’re gonna get some dissent from waller um you know likely we’ll dissent which i think it’d be like the first time somebody’s dissented maybe since like 92 i like a little dissent from time to time you know yeah i mean you know i’m sure they i’m sure they uh have a little dissent and uh quasi arguing uh behind closed doors but usually when they come out with the statement they’re all kind of unified but waller and uh And another, I think Bowman may potentially dissent. They potentially will set up a rate cut for September. I think I’ll look at the percentages here in a minute. But in terms of what the chances of, say, a cut will be at the September meeting, it’s very, very low for this week.
SPEAKER 06 :
That’s unbelievable. Yeah. Well, okay, maybe by September. Maybe Waller and the other guy are positioning themselves – to fill Jerome Powell’s little shoes when he leaves.
SPEAKER 05 :
Well, Waller, I think Waller’s name has potentially been floated, along with what they refer to as the Kevins. There’s two Kevins out there who may be also on the mix.
SPEAKER 06 :
There’s one in New York City somewhere that the parents left behind, right?
SPEAKER 03 :
Yeah, exactly. Home Alone. Around the Plaza Hotel at Home Alone.
SPEAKER 06 :
Okay, well, let’s hope for Kevin to replace Jerome when that time comes.
SPEAKER 05 :
Yeah, 64% chance of a cut in September. Yeah, so that’s what we’re looking at.
SPEAKER 06 :
Okay, all right, so Wednesday, you know, we get that in at about 2.30 p.m. 2.30 is usually the, maybe it’s 2.30 and 3, we get the actual press conference. And that’s going to be critical as they’re going to lay the groundwork for their, you know, plans going forward, right?
SPEAKER 05 :
Yep, and we get a good bit of economic data this week. We’ve got consumer confidence tomorrow that Joel Joltz report to in terms of job openings. We get a GDP reading on Wednesday. Of course, as you mentioned, we’ve got the FOMC rate decision on Wednesday. We’ve got, as we always get, the initial jobless claims on Thursday and PCE inflation. You think they get the PCE numbers before the meeting? I would imagine.
SPEAKER 06 :
Now, let’s get more granular. Let’s dip down. There’s not much in the way of earnings today. You’ve got Tilray, which is a weed stock, one of the worst stocks. Cadence Designs is pretty important. It’s become important because it’s one of the companies that designs chips. And they benefited from the deal with China. So Cadence is the big one today, CDNS. Tomorrow, Boeing. I’m just going to tell you, we were, I drove by the Boeing plant twice last week. That thing is packed with planes to deliver. I don’t know what stage they’re in.
SPEAKER 05 :
And they’re adding stuff onto it. You saw where they destroyed that one building and rebuilding something, adding on to that plant, so.
SPEAKER 06 :
I would just say that things are going gangbusters right now at Boeing. Also, reporting. Let’s see. This is going to be tomorrow. Besides Boeing, you’re going to get PayPal, Starbucks, the venerable Procter & Gamble, the venerable Merck. Teladoc, which has seen much better days. The troubled UnitedHealthcare. The slow growth UPS. SoFi has been a pretty fast grower here recently. Then you’ve got some other soggy stocks. AstraZeneca. Spotify, one of the best stocks. Booking, still one of the best stocks in the market today. That’ll be tomorrow. Seagate, JetBlue, and a few others. And then on Wednesday, the big guys are going to weigh in. Microsoft, okay, that’s going to be a big report. Meta, there’s a couple of those fabulous seven. And then you dip down to Ford. Then you’ve got Qualcomm. You’ve got Altria Group. Kraft Heinz, one of the soggiest stocks in the entire market. Etsy. GlaxoSmithKline, eBay, Agnico Eagle, an important gold stock, MGM. And then on Thursday we get Apple. That’s July 31st we get Apple. Amazon, the two A’s, Amazon and Apple. uh ab v bristol myers a lot of soggy stocks on thursday on thursday bristol myers cvs mastercard then we get roku shell coinbase uh veil first solar anhauser bush where the potteries took two out of three in st louis over the weekend from Bush Stadium, those Cardinals.
SPEAKER 05 :
A couple of fights.
SPEAKER 06 :
You had some bench-clearing deals, right? Hit by pitch a couple times, intentional. It’s never intentionable. I didn’t mean to hit him in the shoulder like that, even though I threw right at him. Rocket Companies reports, by the way, the Padres are just four games out of first as the Dodgers are fading in the West. I haven’t heard Jeff Webster lately talking about the Dodgers. He’s been really quiet. He’s been avoiding me, you know. Chevron, Exxon Mobil on Friday, a couple big oil stocks. So that’s all important. It’s all interesting. And I’d say the trajectory of earnings has been up. In other words, BTE, better than expected. And I need to, you know, I’m going to send an idiot text. I got to get an update today. Last I heard, and this was a long time ago, Tuesday and Wednesday were filled in Detroit, which is coming up. I’m flying out a week from today. I guess we’re all flying out a week from today. We’re gathering for the fourth stop on our tour, on our world tour, on our America tour this year. in Bloomfield Hills, Michigan, and there will be a workshop Tuesday night, which has become part of the schedule now. I do love doing that on the Tuesday night, and then all day Tuesday, all day Wednesday, meeting with the folks. And I know she opened up Thursday. That’s where I’ve got to get an update on and see how many spots are left on Thursday. We’ll open up Friday if necessary. What the heck. To reserve a spot to the workshop Tuesday night at the, is it the Kingsley Hotel?
SPEAKER 05 :
Yeah, Kingsley Hotel in Bloomfield Hills. Yeah, looking forward to getting up there. It was beautiful when we went there last time. I think last time we went there was early October, maybe last year. Yeah.
SPEAKER 06 :
Yeah, it’s a great spot to go. I can’t wait. And so, yeah, the reserve a spot, 855-611-BEST. And, you know, to stay on top of this earnings season and the macro outlook and the valuation levels of the market, we’re all coming up on some very, very critical issues in the market. We’re going to have to stay on our toes here, get the four-week trial to my live trades and all five portfolios that I manage, the weekly newsletter, and access to the all-important Best Stocks Now app. Give us a call at 855-611-BEST or go on our website at GundersenCapital.com. We’ll be right back.
SPEAKER 03 :
And I wonder what it’s good for.
SPEAKER 06 :
Now, back to the second half of the show.
SPEAKER 04 :
Thank you.
SPEAKER 06 :
And welcome back here to the second half of today’s Best Stocks Now show. Well, here’s a theory on the market. I’ll run it by you, Barry, and then I’ll give you my two cents on it. I’m reading that investors are shifting towards value. as market froth and meme stock mania stir caution. Well, I agree with the market froth, and I agree with the meme stock mania. I mean, I’m seeing renewed action in, oh, you know, weird stuff that they like to all of a sudden gang up and start buying, or, you know, they’re back into some of the more speculative nuclear stocks and things like this. there’s definitely a lot of speculation. However, is moving into a stock that is trading at a lower P.E. ratio and getting rid of your NVIDIAs and your CrowdStrikes and your Palantirs of the world, is that a safe move? Will that protect you from a market sell-off?
SPEAKER 05 :
Well, it depends on growth.
SPEAKER 06 :
What say you, Barry? I’ve got my answer, but I want to hear your take first.
SPEAKER 05 :
Yeah, I mean, stock selection is still important. I mean, you look at, you know, some of these value, I mean, you know, with the market, you know, multiple, you know, overall market multiple higher. I mean, I pick like, you know, for example, Procter & Gamble is a value stock, right? You know, PE ratio on there is 23. Would you rather, you know, PG at 23 times earnings or, you know, NVIDIA at whatever its valuation is at the moment? I think… I think just buying a stock just because it’s a quote-unquote value name isn’t necessarily an all-encompassing great strategy. I think the fact is that you’ve got to be selective, and valuations are important. But that old moniker of just pure value names, just buying a stock, Some of those names are an 8 PE for a reason, right? Because they’re not great stocks or they don’t have many growth prospects.
SPEAKER 06 :
And at the same time, I don’t see them being shielded from a market sell-off of 0.5%. You’ve got market risk in a high PE stock and a low PE stock. But having said that… There’s definitely more volatility. You’re going to see higher highs in a high PE stock. You’re going to see bigger gains. And you’re going to see bigger sell-offs when the market does decide to correct. That’s the nature of the beast. So you try to take some of the peaks and valleys off of that by maybe watching your technicals very, very closely. But the notion that that’s a safe haven to move into value stocks right now, you know what? They’re vulnerable to a market sell-off also. I’d say you still have to take it stock by stock. Because I can still make a value case for a lot of the big stocks that have been leadership stocks so far this year. And yes, I mean, let’s say the market goes down 35% over the next 12 months. Maybe Procter & Gamble only goes down 25% and the other ones go down 45%. You were way ahead of the game before they went down 45. And if you can kind of put some kind of a net underneath those stocks and have big gains and protect yourself a little bit. But there’s definitely, you know, we’re at a very expensive market. What would it take for a big sell-off? Bad news on the economy. A big inflation report, some kind of event in the world, you know, bad news in the jobs market, layoffs, et cetera. Now, we did have a few stocks last week that set up yellow flags. The health care sector, Centene, is down 56% year to date. It’s not doing well, and, you know, that goes along with the rest of the health care insurance stocks.
SPEAKER 05 :
And guess what? Those are usually historically considered value stocks and defensive stocks, which they haven’t been.
SPEAKER 06 :
No, they can get clocked, too. So you may as well be in superior growth stocks to begin with. in my opinion, because even these low PE stocks get clobbered. Now, there were some others. We had Chipotle is down 24% year-to-date. There’s a crack in the economy there. I personally think more people are getting delivery and they’re going out less. I’ve also read… quite a bit of anecdotal evidence from around the country that the tourist areas are not getting the kind of tourism that they normally get. I’m seeing that here in Charleston.
SPEAKER 05 :
I saw that report from Las Vegas, which obviously is always a boomer bus cycle there, and particularly they’ve had a lot of Canadian visitors who haven’t showed up to Vegas this year.
SPEAKER 06 :
I think they’re mad that Trump might have something to do with it. You know, the Canadians are a little sour on him. Some Canadians. And a few other, Elevents Health was another one, a health care stock. And then the interest rate sensitive stocks, you take Fair Isaac, which does FICO reports, down 22.8% year to date. Morningstar down 17.3%. That’s kind of a stock market research. They were a vendor of ours until they decided to just get out of that business they were providing to us, right, which was our data on all of our clients so we could do the billing and everything. So they’re having their issues. Now, here’s a trend I do not like, and I’m going to warn everybody out there about this. I’ve warned people before about different trends. I don’t like this being able to buy private assets in a 401k. All right? And here’s my reason. On the risk scale, private assets are at the very highest risk possible because there’s not a market for private assets.
SPEAKER 05 :
Illiquidity.
SPEAKER 06 :
Illiquidity unless you want to sell the huge discount. And how many private companies never have a liquidity event? which is either getting bought out, merging with somebody, or going public. The vast majority of them never have a liquidity event. And I just see, I’m seeing a lot of the big Wall Street firms packaging now Private equity, okay? You’ve got to understand that is really, really risky.
SPEAKER 05 :
Big time risk. And, you know, I mean, it’s kind of, to me, it’s a little, yeah, I mean, it’s a little scary because you know where those firms are going to end up getting their liquidity from is from the 401k folks who are putting money in. Well, now they have liquidity, right? The banks have liquidity. But you know who doesn’t have liquidity is the person in the 401k.
SPEAKER 06 :
They’re always last in line. The investor in Wall Street’s way of doing things, the investor always comes last. They look at you and they say, how much money can I make off this person? And they can’t deny it. I’ve watched it and watched it since I’ve been in the industry. They size you up. How much can I make off of this person? What can I sell them? that will provide me with liquidity, will provide me with big profits, will let me earn the big commissions. That’s just the way I see it. And this private equity move, and Trump’s giving it his blessings. There’s two things I don’t like. I don’t like this big move towards the crypto either and making it more mainstream. I just don’t think it’s backed by anything. And at the end of the day, something, whatever takes it down, I don’t know. But I just don’t want to have too much money crammed into any one of these. And it reminds me of 08 and 09 when they were cramming everybody into the subprime mortgage. Now they’re creating all these instruments of private debt. Barry, that’s even more risky. At least with a home subprime mortgage, you have a little bit of skin in the game. You’ve got the house itself. Private debt is just nothing. It’s not securitized at all. Those are two big, big trends that I do not like, and I am here to warn you. I put up the red flag on that stuff. Uh-uh.
SPEAKER 05 :
Don’t even go there. Well, and the value of some of those private, you know, deals is the fact that they’re illiquid, right? That’s why they’re usually, you know, some of that return, the reason you get an outsized return sometimes on private equity, number one is the underlying risk, and number two is the illiquidity for a period of time. So, you know, once you, it’s no different than a private REIT and a publicly traded REIT. The publicly traded REIT automatically, you know, a lot of those will, you know, market goes down They’ll go down in sympathy with the market because they’re publicly traded versus some real estate where it’s not publicly traded. It’s not going to show that value decrease, but it’s one of these trends. To me, I just think it’s a… I think it’s a liquidity grab for the folks that are selling those investments.
SPEAKER 06 :
That’s usually the way it goes, and the investor is last in line. How many private REITs have transferred to us, and they’re illiquid? I never bought one.
SPEAKER 05 :
We still have them.
SPEAKER 06 :
We still have them. They’re on the books. They’re illiquid. They’re on your statement every month, but you can’t get rid of them. It’s not worth anything, really. Okay, when we come back, there is a big winner in this Europe deal, and those stocks are hot today. We’ll talk about that. And has Huawei finally caught up to Nvidia? Could be. We’ll be right back.
SPEAKER 01 :
On a winter’s day.
SPEAKER 06 :
And welcome back here to the final segment of today’s Best Docs Now show. It looks like LNG is a big winner in the European, the EU deal. They agreed to buy quite a bit. I think that was one of Trump’s biggest points. Yeah. Yeah. Why are you buying it from Putin? Russia. Yeah, right. Yeah. That makes no sense whatsoever. On the one hand, you’re arming yourselves to the gills to protect yourself from Putin. On the other hand, you were monetizing his war against Ukraine and Europe. So anyway, Chenier Energy is up 2.2% today. I think that was probably one of the biggest points that Trump wanted to get out of that deal was selling more of our LNG. He was really mad his first term, you know, when they went to decided to buy gas. That pipeline is blown up now, isn’t it, the pipeline, Gary? There’s still Russian gas, though, flowing into Europe. Yeah, there’s one pipeline.
SPEAKER 05 :
Yeah, it was that one that was underneath the water, right? It’s the one that blew up.
SPEAKER 06 :
We still don’t know who blew it up. We have some good ideas who blew it up, but nobody’s saying nothing, you know, about nothing. Anyway, so LNG is a big VG is another one there. Venture Global is another big LNG play. It’s up 4.1%. So I’ll keep my eye. The biggest problem that LNG has had is the price of LNG. The product that they sell. has been pretty depressed, and that’s kept prices down. One other one that usually moves when LNG is not moving to date, though, is EQT. They’ve made a lot of comments recently. Huawei unveils an AI computing system that is a potential rival to NVIDIA’s most advanced… product. Well, is this big news? Let’s see how NVIDIA is reacting today. You know, it didn’t even blink. NVIDIA is hitting a new all-time high today, 4.27 trillion. NVIDIA is up $1.47. So the market seems to be shrugging that off right now. And in the robo-taxi space, you’ve got some developments in Saudi Arabia. We Ride, which is a Chinese company, is expanding its global fleet. That’s a pretty speculative stock, however. That’s a $10.38 stock. Pony is also getting some business in one of the big provinces in China. Pony is down a little bit. I would say it’s a little better than WeRide. And then, of course, Uber is your other big robo-taxi stock. It’s pretty flat these days. Your other big robo-taxi stock is Alphabet, which has got the Waymos. And that stock, which was breaking out, had a pretty good earnings report, is flat today. And then, of course, Tesla. Who continues, that stock is rebounding, though. It’s probably Cathie Wood buying on its way to $2,500. When will it get there? It’s at $325 now. She says it’s going to $2,600. Tesla is up.
SPEAKER 05 :
Yeah, they had a big order, I guess. Samsung is getting a big pop today because they had a big order. They’re going to spend, I don’t know, $13 billion or more for some chips down the line. Yeah. Elon said, you know, that’s a minimum order and it could be, you know, a multiple times that 13 point whatever billion number it was. So got a little pop, I guess, today based on, you know, them securing some chips in the future because I think it’s for some chips down the line like in a handful of years. Yeah.
SPEAKER 06 :
Now, the one that kind of slipped under the radar last week, I think they reported like midday on Friday, and it’s one we own in our emerging growth portfolio. Believe it or not, the air conditioning stocks, we’ve had a heat wave here in this area. I escaped yesterday to try to get some cooler air. I drove about 100 miles for four degrees. I got four degrees. Instead of 96, it was 92. A lot of good that did. Comfort Systems USA had a beautiful earnings report on Friday, and that stock just blew up to the upside. The symbol is FIXED. which is Comfort Systems. And look at the growth in that stock, 41% growth over the last five years. That’s the average annual compounded average growth rate in earnings of Comfort Systems fixed. over the last five years, and they just reported a quarter where their earnings were up 75%. Listen to their last four quarters.
SPEAKER 1 :
49%, 60%, 67%, 75%.
SPEAKER 06 :
Huge earnings, and you’re saying, what industry are they in? air conditioning they’re headquartered in houston which uh we got to get down there to houston and visit the folks down there our listeners but uh that’s a hot industry uh pardon the pun because of a hot summer and a data center yeah gotta keep things cool right yeah You’ve got to cool down all these people doing their co-pilot and their chat GTP researches. You’re heating up those chips, and you get 100 million people doing searches at the same time, and those air conditioners are going wild over there, along with trying to keep up with the heat in your home. We’ve had a heck of a heat spell. I watched the Padres playing in St. Louis yesterday. I wasn’t there. I watched it on the cool in my home TV, you know, in an air-conditioned living room. It was 97 degrees in St. Louis. Those guys, their jerseys were just soaking wet there trying to play baseball, you know. The dog days of August. Is that what they call it in baseball? Okay, well, anyways, we’re out of time. It is a big, big earnings week with Apple, with Microsoft, with Meta, with Boeing all checking in this week. And, boy, by this Friday, we’re pretty much going to know what this earnings season was like. because we’ll have about two-thirds, maybe 75% of the companies in by then. We’re getting ready a week from today to fly up to Detroit, nonstop flight out of Charleston right into Detroit, and then a nice little drive to Bloomfield Hills. Hopefully we’ll catch dinner there. I better make reservations there. Man, that’s a great restaurant.
SPEAKER 05 :
The one next door.
SPEAKER 06 :
Oh, man, that place was good.
SPEAKER 05 :
Mauer’s, is that it? Yeah.
SPEAKER 06 :
Yeah, Maurer’s Seafood and Piano Bar, live music every night. How do you beat that? So anyways, give us a call to reserve a spot, 855-611-BEST, 855-611-BEST. And to get the Gundersen Buffet, all you can eat for four weeks, go to GundersenCapital.com. Have a great day, everybody.
