Join Barry Kite and Jeff Webster as they explore the dynamic shifts in the market landscape, from trade disputes between the U.S. and China to the factors driving growth in tech and retail industries. With a careful analysis of earnings reports and the importance of strategic financial decisions, this episode dives deeper into the potential of data centers powered by giants like NVIDIA and Oracle. Listeners are invited to understand how global market trends can influence future financial strategies and the exciting opportunities that lie ahead for investors.
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 02 :
Good morning and welcome to the Monday, June 2nd edition of the Best Docs Now show. I am Barry Kite, planner and analyst here at Gunderson Capital, sitting in for Bill today as he’s doing a bit of traveling. And it looks like markets are taking a bit of a break from what we’ll get into. It was a pretty hot May, but we’ve got Currently, the Dow down 357 points. That’s about 0.8%. S&P down 40 points here to 5,871, down just under 0.7%. NASDAQ actually leading the way, but also negative, down just about 0.5%, down 108 points to 19,005. So it’ll be interesting to see how that round number goes. Provides a bit of support today for the NASDAQ. We’ve got crude oil up $2 to $62.84. That’s about 3%. Gold at $3,366. It’s been really a hedge as we’ll get into some Chinese and U.S. tensions there. So anytime that happens, we’ve got gold going up, up $77. That’s 2%, a little over 2%. And Bitcoin down 1.5% at the moment. Yeah. Good morning again and welcome to the Monday, June 2nd edition of the Best Docs Now show. I am your host, Barry Kite, planner and analyst here at Gunderson Capital Management. Sitting in for Bill today and excited. I think we’ve got Jeff Webster on the line here, advisor at the firm. Happy Monday to you, Barry. Yeah, good morning. I hope you had a good birthday week last week. Thank you, thank you.
SPEAKER 03 :
Appreciate that.
SPEAKER 02 :
Yeah, I’m just happy to be back in the office today. I had a busy and exciting weekend today. celebrating our oldest, I think Bill and I talked about it on Friday, but he graduated from high school on Saturday, so hosted some friends, family, a lot of work done on the grill and the smoker, so I needed a break for the weekend, so glad to get behind the desk. I’m a little bit worn out and still smell like a campfire over here, kind of, so A couple more showers, I think we’ll be able to get the barbecue smell out. But I think the grill was on for 24 hours straight, so it needed a break as well. But excited to get the first trading day of June. I guess not the official start of summer, but summer is upon us here, Jeff. I hope… You know, the old sell in May and go away adage, hopefully that doesn’t hold true completely, especially we had a pretty massive May in terms of the market, right, as we bounce back from some of the volatility certainly in March and April. So opening, you know, all of us who are about to get your statement opening it, just go around to be a better feeling than the last couple of times with some of the particularly the volatility that we had. But when you look at, you know, looking at the, I guess on Friday we kind of had some little flare-up of some trade tensions, and we’ll get into some of that kind of back and forth between the U.S. and China. It kind of built, had my eye on it over the weekend as kind of the rhetoric built up a little bit. But We ended last week, the S&P was up 1.9%, NASDAQ was up 2%, and Dow was actually up 1.6%, held back a good bit by UnitedHealth over the last week. a month or so. But in terms of the last week, Jeff, stock prices, I guess, continue to follow earnings. We had, what, 14 S&P companies reported last week. I think 11 beat their estimates. Of course, the most important one that beat last week was NVIDIA, right?
SPEAKER 03 :
Well, it was interesting. I was looking at their report, and it was certainly a good one. I mean, again, I’m no analytical expert as it relates to how they evaluate, but it looked like a report that was not maybe quite as favorable as the prior reports, but the stock did real well. Yeah. Markets can be very interesting.
SPEAKER 02 :
Those earnings remain visible. Pretty good earnings visibility into the future. Frankly, I think with their earnings, I think we looked at their forward PE last week and it was You know, it’s 31, right? So, you know, you want to buy – take every other 31 PE ratio stock out there, right? And you’d probably – if you had your choice, you’d probably – you certainly would take NVIDIA at 31. It seems fairly – funny to say, it seems fairly cheap there at that rate. We also had a good report, I think, from CRM, Salesforce, Costco. It continues to just be a beast when it comes to the earnings game. But overall, what we’ve had for the quarter, we had 473. reports so far, and 368 of those beat the earnings estimate. I can’t do my math real fast here, but percentage-wise, and Bill puts this in the newsletter every week too, 78% so far have beat Beat on the bottom line on the earnings there, which is pretty impressive. 18 of them were in line, so really only 87 kind of underperformed the analyst estimate. So on the revenue side, you had 299 companies have beat so far. 173 missed. So not quite as good there. It’s a little easier to manage earnings sometimes than it is revenues. But I think all of that in terms of stock prices following earnings, all that kind of translated into a great month for U.S. equities. S&P was up 6.1% for the month of month of May, which is actually the best performance since, I think it was November of 23. I think that was an 8.9% rise, but just, like I said, solid bounce-back month in terms of what we saw there. It was all also in spite of, look at the Dow, in spite of UnitedHealth’s issues, we’ve been talking about this a good bit, but I think UnitedHealth was down 27% for the month of May while the market rate was up 6.1%, and that name just being owned, I think, institutionally by 90% of the stock there. So that’s been a pretty rough story. It’ll be interesting to see how that, you know, kind of plays out. But, you know, they’ve gotten hit from a few different directions, you know, over the last year. They had to, you know, recently the CEO, you know, backed out, I think left. I think that was Andrew Witte. They’ve got a new CEO change. Obviously, the death of the CEO on the insurance unit, Brian Thompson. You also had the DOJ launch a criminal probe over some Medicare fraud. And lastly, I think, was they also had another deal about them potentially paying, I think it was in May, late May 21st, at nursing homes. They were essentially trying to do stuff behind the scenes to get some additional Medicare enrollees. So it’s just a company that’s important, really, to the health care system as a whole, just really important. Um, you know, in, in shambles and we’re, you know, Bill and I’ve been talking about who, who would come in and actually save that company, right? There’s, there’s really no, um, you know, big player. I mean, they are the big player. So you either have potentially to go down this path for too long and need some kind of government intervention potentially. So good month for the market, not so great a month for UnitedHealth. But in terms of market movement, 6.1, pretty strong month, especially if we annualize that out. But in terms of this week, we’ve got it. Pretty quiet. We’re wrapping up earnings season. It was really eight companies this week reporting. We’ve got Campbell Soup, I think, today. We’ve got CrowdStrike. CrowdStrike will be an interesting one, so that’s one we’ll have our eye on. Dollar General, I guess Dollar General Lulu and Dollar Tree might be interesting to see from potential tariff issues or some of their manufacturing. It would be interesting to what they have to say because I know a lot of that Lulu is certainly made overseas from fabric and putting it together. Well, we’re just getting started this morning on the Best Docs Now show. We’ll be right back.
SPEAKER 1 :
Thank you.
SPEAKER 02 :
And welcome back here to the Monday, June 2nd edition of the Best Docs Now show. I am Barry Kite, planer and analyst here at Gunderson Capital, taking the wheel for Bill today. And I’ve got navigator here, Jeff Webster, joining me on the show. As usual, Jeff is an advisor here at the firm, and some of you folks out there obviously have I can talk to myself, talk to Jeff. You know, you can always give us a call. Edie’s always ready and willing to get something on the schedule, right, Jeff?
SPEAKER 03 :
That’s right. You know, Barry, you were talking about some of the upcoming earnings this week. I mean, certainly as we wind down, you know, CrowdStrike, Broadcom, you know, two big tech companies reporting. Yep. You know, just for our listeners out there, a lot of these retailers, you know, they’re later in the reporting season because their quarters and year-ends are normally a month later than most companies because they, you know, particularly as it relates to that holiday season, their year-end typically is the end of January. And so they want to take time to, you know, check inventories and
SPEAKER 02 :
You’ve got to put your hands. Yeah, those inventory counts, you’ve got to put your hands on that stuff, right? Especially nowadays, trying to figure out how much leakage you had.
SPEAKER 03 :
That’s right. You look at some of the dollar companies out there, you know, Sportsman Warehouse, we’ll report tomorrow, Tillys and Zoomies, you know, a couple of surfwear companies. Uh, companies Duluth trading, you know, we see a lot of fun commercials from them. Uh, Victoria secret, uh, we’ll report, uh, uh, Thursday lands in. And so, you know, those folks, again, they, they typically wait longer because, uh, the nature of their business is they need to wait for some of that seasonality to settle down and, uh, You know, just allow things to count out from an inventory perspective, make adjustments as needed so they can provide good financial clarity as opposed to what was represented in maybe some holiday hype.
SPEAKER 02 :
Yeah, and fashion retailers, you know, they’re in kind of an interesting, you know, kind of a catch-22 situation, especially if you wanted to front-load some inventory, right? And so, you know, the problem with their, you know, front-loading inventory, right, is the fact that, you know, you’ve got, you know, Different styles go in and out. And fashion, sometimes like the market, right, I always call the market a fashion show at certain times. And in this case, you know, you get a lot of inventory obsolescence, right? Sometimes if you can’t have a huge warehouse of a million styles because at some point, right, that’s going to go out and you’re going to be – selling it at pennies on the dollar. So it’s kind of interesting, some of those calls, particularly the Lulu call, just because it’s been a well-run company, obviously been a big growth player over time, and is one of the kind of, I guess, retailers, brick-and-mortar retailers also, too, that are still, you would think, are somewhat successful, right, given those challenges. And so it would be interesting to kind of hear that call. To me, the Dollar Tree calls, call. It always amazes me whenever, you know, every once in a while I’ll go in a Dollar Tree and, you know, just the amount of stuff they have for the prices that they have, you know, to me is unbelievable sometimes and I’m like, where was this secret, you know, Dollar Tree? But, you know, in terms of where, obviously, a lot of those goods are, you know, certainly coming from overseas, coming from China. And so it’ll be interesting to see. You know, my guess is they won’t give any guidance, but it will be interesting to read. kind of go through the transcript and read some of the Q&As that you get from some of the analysts too who will ask. That questions and answers section sometimes, they field some pretty tough questions. The prepared information is all written, all meticulously written, certainly SEC guidelines, this and that, but the Q&A sometimes can give you It certainly gives you a lot more insights, but that’ll be, I think, will be an interesting read. And you said Broadcom. That’s been a sneaky good stock. I mean, we own the bond. We’ve owned the stock over the years. off and on, but that stock’s up 74% in the past 12 months. So just a huge move there. They expect their year-over-year profits to increase 43% and revenue growth at 20%. So they’ve certainly not NVIDIA, but they’ve certainly been benefiting from that AI-related demand there. Yeah. Oh, we also get DocuSign. We get DocuSign on Thursday. So that’s a little, you know, at least, you know. helps us do business. That’s right. Even if we don’t own them, I’ll root for them. We’ve got the info of the day, and we’ll kind of get into this in the second half of the show. But, of course, kind of over the weekend, you had that kind of on Friday in terms of Trump’s message, in terms of China not holding up their end of the bargain. You know, we were talking about it, you know, kind of thought that it was going to, you know, had to do something with the, likely had something to do with some of those rare earth minerals. Looks like, you know, that is one of the, you know, kind of the sticking point really between the escalation, in my opinion. It’s really kind of a, you know, really two things, comes down to two things. Rare earth minerals on, you know, is what we’d like. I think China has 70% of those deposits that are around the globe. And then, of course, China wants semiconductors, right? And so I think that this kind of tit-for-tat back and forth You know, really kind of comes to those two sticking points. Of course, the fentanyl issue, you know, is another big one, particularly in terms of, you know, hearts and minds of voters and, you know, something that affects, you know, no matter what side of the aisle you’re on. But, you know, also on Friday, talking about doubling the imports for steel and aluminum. I think those are scheduled to, it’s hard to keep up with some of this stuff. I think that’s supposed to kick in maybe June 4th. So, back to a little bit of the tension we saw. Markets have been pretty soft. Even Friday was a mixed bag. Today, fairly everything’s kind of red. NASDAQ’s actually only down 17 points at the moment. Basically flat for the day. NASDAQ’s holding in, but I think along these lines, we’ll get into some of the repercussions of what this affects. We actually got some Chinese data in terms of PMIs. Um, but you know, this is kind of, as we go from that, you know, this 90 day period of pause, right. You know, we’re going to, as you kind of get closer, I think towards that end of the 90 days, right at first, you know, reduces uncertainty because you’ve got a 90 day window. Uh, and then of course, as we, as that window continues to get tighter, you know, my, my guess is without any good news, you’re going to end up, uh, you know, probably injecting a decent amount of volatility, uh, for a period of time there. So, uh, Well, we’ve gotten through the first half of today’s Best Stocks Now show. We’ll be back in the second half and get into some of the repercussions of some of the U.S. and Chinese tensions, and we’ll go into some individual stocks. We’ll be right back.
SPEAKER 01 :
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 GuntersonCapital.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 07 :
And welcome back to the second half of the Monday…
SPEAKER 02 :
June 2nd edition of the Best Docs Now show. I am Barry Kite, planner and analyst here at Gunnarsson Capital, serving as relief captain for Bill this morning as he’s doing a little bit of traveling. And I also have Jeff Webster joining me as usual on the show. And, of course, to stay up to date with our thoughts on the market, we want to get Bill’s newsletter, The Live Trading. Go to GundersonCapital.com, or if you’d like to have a discussion with Jeff or myself, give Edie a call, 855-611-BEST. That’s 855-611-2378. Always here to be a resource. I’ve been talking to a lot of folks out there, of course. Anytime you’ve got kind of a market that’s trading primarily at least on news, certainly having an active approach can be helpful. more attractive in terms of volatility. It’ll be interesting as we get, Jeff and I were talking on the last segment, as we get through our earnings season, we don’t have much left on the reporting side. We get into this lull where it’s really just almost strictly news-driven. Of course, you still get some economic data and other data points along the way. But that lull between earnings season where kind of narrative can take over and the numbers and the math kind of go by the wayside, it seems to be, for a little period of time. So those are always some parts in the market where you get – You know, you can get a little soft, you know, and provide, you know, frankly, can provide some opportunity. So we’re kind of starting out the month of June here with, you know, with the kind of those trade tensions. You know, we’ve heard from Besant over the weekend. He had a pretty good interview. And, you know, frankly, you know, we’ve kind of basically explained, you know, the reasoning behind, you know, wanting to, decouple a bit, particularly in certain industries, in why and really kind of making the world less reliant on China potentially holding back things, products in the supply chain or they can slow things down by whether it’s their own regulation and getting things to us or if they’re intentionally holding stuff back either or. it still makes an argument, particularly for those things that you kind of have to have to expand those supply chains. And COVID was no, you know, kind of a great example of why that’s important. And So that’s where we kind of stand right now in terms of kind of tit for tat. China firmly rejects Trump’s accusation in terms of them violating the trade agreement, of course. China wants more. Their folks mentioned they think that we’re discriminating against them for keeping some of these NVIDIA chips out of their hands. So that’s really, to me, the two big kind of back-and-forth parts of the whole thing in terms of the trade disagreement. Regardless, we kind of need each other, and we’ve hit on that over this whole discussion of It’s not we’re getting rid of them completely. They need us, and we need them in some capacity. China’s factory activity actually still contracted. It was up at 49.5 from 49. Anything under 50 is going to be contraction. The 49.5, that 49 in April was a 16-month low. So them just getting, you know, back a half a point to 49.5, even though it did expand a little bit, it’s still full contraction, and that’s the second month in a row of contraction. So, you know, there are certainly reasons, right, Jeff, for China to want to get this resolved. And, you know, not only is it obviously they would like some of those chips, but they certainly – you know, want to keep their majority of their population employed and, you know, continuing to be a manufacturing power that they have been. But it’s all, you know, all along those chips, right, in terms of, you know, I know we’ve got some interesting stories and interesting info on some data center projects deals and, uh, you know, whether it’s a Stargate or the golden dome, there’s been some, uh, a lot of activity in terms of, uh, investment and future investment for, for, for those data centers.
SPEAKER 03 :
Yeah. I mean, the big one, of course, Stargate, you know, the two big players there, uh, NVIDIA and Oracle and, you know, analysts are speculating that that will be about a $500 billion project. Uh, they’re anticipating that, uh, you know, the data center that will be in Abilene, Texas, will require about 400,000 NVIDIA GB200s. So that’s about a $20 billion deal. You know, as Bill indicated last week, that wouldn’t be bad to be the sales guy on that opportunity. The revenue anticipated for Oracle, they don’t I think it looks like it will be about 10% of what NVIDIA’s revenue ends up being in that space. The other data center deal that has caught my attention today, and, you know, Barry, myself coming from the tech space, you know, I’m like a moth to light when it comes to some of these things, is a big data center announcement between Applied Digital – which is a stock that we’ve owned in the past, and CoreWeave, which is one of our new favorites. They announced that Applied Digital, which is a designer, builder, and operator of next-generation data centers, they’ve entered into a 15-year lease agreement with CoreWeave. It’s going to be – a situation where Applied Digital will deliver 250 megawatts of critical IT load to host CoreWeave’s artificial intelligence and high computing platforms in the sprawling metropolis of Ellendale, North Dakota, which sits right there on the border of North Dakota and South Dakota.
SPEAKER 02 :
The size of these data centers, they may need to put it out in the middle of nowhere and let it grow to somewhere. It’s crazy.
SPEAKER 03 :
Yeah, I was like, okay, I’ve been up to North Dakota a few times on business over the years, and I said, okay, I need to see where that is. That’s not a place I’m familiar with, but it sits down there in the southern part of North Dakota. And kind of equidistant from Fargo and Aberdeen, South Dakota. Wow. So, you know, my guess is that if you’re looking for a job, you could probably head out that way and maybe find something.
SPEAKER 02 :
yeah i mean at worst you bounce between fracking and uh and uh data center build right i mean it’s pretty amazing i mean and this is this is one you know this uh abilene texas uh you know project right is one it’s supposed to be one of many um in terms of you know around the u.s so you’re talking in terms of Future revenue, I mean, I’m talking about, what, I think it’s $25 billion worth of revenue potentially for overall opportunity for NVIDIA. And then, of course, they’ve got 10 of these centers. I don’t know how many they’ve got planned, but it’s pretty opportunity-wise. It’s one that’s not going away. I mean, the thing with NVIDIA that we’ve talked about for, it seems like, the past few years now, right, is how long… Will their dominance last? How long is this ramp up or build up of these data centers going to last? Based on some of these contracts, it seems like we’ve got a good bit of runway here at least. At least given current technology, technology can always change. But at least given current technology, it’s pretty interesting. The other piece of that was the potential open AI opportunity. Obviously, that one, not a publicly traded company. But Microsoft has a very big beneficial ownership there. But they’re going to be a big player in… in Stargate as well. And then Palantir, I don’t know if you saw some of these numbers, Jeff, but Palantir is just, from a future revenue standpoint, has had a bunch of wins. You know, recently, it was funny, they were one of the big names, if we remember, that dropped significantly after February 18th. And we’ll get into some of their wins that they’ve just had, and we’ll talk about some of the stocks that are moving to markets. But we’re blazing through the first three quarters of the show, and we’ll be back for the final segment. It’s The Best Stocks Now. And welcome back to the fourth and final segment of the June 2nd edition of the Best Docs Now show. I’m Barry Kite, planner analyst here at Gunderson Capital. Sitting in for Bill today, and we’ve got Jeff Webster on the show, advisor here today. at the firm as well and looks like i was hoping we’re going to get a little bit of green before uh before we got out of here jeff but uh taking a little probably about the worst it’s been since we’ve been on we’ve got the dow down 0.9 percent that’s down 380 points hovering right around 42 000 at the moment um and then uh we’ve got the s&p actually uh down uh down 11 points 0.1 0.2 percent and the nasdaq’s basically flat at the moment so and i was looking through kind of what’s moving and we’ll get into that in a second but not a lot of stuff i think you core weave you really in terms of exciting stocks core weave is probably the most exciting stock that’s moving moving today it was up yeah seven percent when i looked at it a moment ago at the break but uh clicked on clicked on the old s&p 500 to see it was moving today and it’s all You know, Nucor, a steel stock, right? Newmont Mining, Freeport-McMoran, some energy stocks with Vistra. You know, all of them, EOG Resources, all that driven, you know, partly by… by the data center stories on the power side, and then, of course, on those steel stocks popping up because of the tariffs potentially kicking in on June 4th with the additional steel tariffs, I think, and aluminum. I think it’s aluminum and steel, additional 50%.
SPEAKER 03 :
your your local cliffs is one that’s uh moving in that steel area that’s not one that i’m familiar with but it’s one of the top gainers today uh you know back to the data center the the four companies that we mentioned you know nvidia um and oracle oracle i mean oracle is down down 85 basis points uh Let’s see where NVIDIA’s at right now.
SPEAKER 02 :
I think they were up about 0.8% when I saw them last. Yeah. Fairly quiet for them.
SPEAKER 03 :
Yeah, up 72 basis points. I mean, Applied Digital, man, they’re up over 42%, 43%. CoreWeave, you know, about 6% right now. So people are paying attention to those. I mean, these steel companies that… Our onshore base that could benefit, you know, on tariffs, you know, those are ones to keep an eye on as well.
SPEAKER 02 :
Right, and that’s more, you know, think of that more as, you know, likely a trade, right, in terms of, you know, as we know, the, you know, tariffs can bounce back and forth, right? So, you know, certainly… Those stocks are kind of tough to be a buy and hold spot here. It’s one of those that you’ve got to pick your points and easier said than done.
SPEAKER 03 :
I don’t think Bill would be too impressed with the Cleveland push chart. I could do a nice downhill ski run on it, it looks like.
SPEAKER 02 :
Yeah, if you’d like to add some volatility. For whatever reason, it’s bouncing today. It is. Yeah, if you want to add some volatility to your portfolio, pick a couple up. But I’ll tell you what, Palantir, I was going through some of their wins that they’ve had. And you know this, Jeff, being on the software kind of sales side, I mean, Palantir recently, last week, awarded a $795 million contract from the U.S. Army. They’ve also been mentioned, certainly by Trump, in terms of potentially building the Golden Dome, which could be a $175 billion-plus project. They’ve also been working, they’ve kind of been going to be working, I think, with Doge in terms of improving the Social Security Administration and the IRS kind of. Improving their systems. They’ve been super outdated. We’ve heard a lot of that. So that’s another iron in the fire. And then their commercial revenue, so outside of the government, grew I think 70% year over year. So just a lot of different wins there, a lot of different irons in the fire where they’re helping health care companies. I think they just got a partnership with the Joint Commission, which essentially accredits lots of health care organizations. So they’re going to be in the mix there. I think they’re going to get a deal with, or they’re working on a deal with Fannie Mae in terms of, I saw something where they’re using them for some fraud detection. I saw a piece on the news, I guess a couple of days ago, and somehow… um, their, whatever their AI, what they’re running in the background helps identify, um, you know, potential, uh, mortgage fraudsters. So, uh, pretty, pretty, pretty vast array of, uh, of uses, right? We can reduce, reduce some bank fraud and, uh, you know, shoot down, uh, incoming missiles at the same time. So, uh, pretty, just some amazing stuff. Uh, and, bunch of different verticals there to explore, right?
SPEAKER 03 :
Yes, absolutely. Hey, Barry, one thing I wanted to point out that our listening audience might appreciate, you know, so we broadcast across 10 or so markets. You know, we’re live on 1440 up there in Minneapolis. And, you know, Bill mentioned that we have a real strong signal out there in the Bay Area, so we’re appreciative. But I just got some data this morning that over the last five months, you know, starting from the beginning of the year, we’ve had over 75,000 podcast downloads each month. Uh, you know, averaging that last month we had as high as 83,000 podcast downloads. And so if you think of, uh, you know, the various platforms that we utilize, Apple podcasts, uh, Spotify, uh, you know, our I heart radio, uh, pod beans, uh, you know, we’re appreciative of all the folks that, uh, take time to, uh, to download and listen to us as they’re out, uh, you know, on their walks or in their cars or whatever, where they can listen, uh, at their convenience.
SPEAKER 02 :
Uh, certainly. And they consume it, consume it a bunch of different ways, right. In terms of, uh, you know, nowadays there’s so many different ways to, uh, to listen to it. And we certainly appreciate, uh, You guys, find the right way that you would like to listen to it. Always tell folks the longer you wait from when we record it at 10 o’clock Eastern every day, then either the smarter or the dumber we get, right, in terms of… how long you wait to listen to it. But we appreciate it. And if you want to stay up with Bill’s thoughts on the market, certainly get the newsletter and get the live trading at GundersenCapital.com. Or if you’d like to have a discussion with Jeff or myself, look at the portfolio allocation. Happy to do it. Give us a call at 855-611-BEST. That’s 855-611-2378. Have a great day, everybody.
SPEAKER 04 :
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 SIPC and FINRA.
