In today’s episode, Bill Gundersen and Barry Kite unravel the complexities of global politics and their influence on financial markets. From potential peace talks in Ukraine to Elon Musk’s forays into AI, the conversation covers a wide array of topics affecting investor sentiment. Tune in to learn more about emerging market winners, the surge in semiconductor sales, and why peacemaking may hold the key to resolving some of our biggest geopolitical challenges.
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 05 :
And welcome to the Thursday. It is the Thursday, February the 13th live edition of the Best Stocks Now show. And well, well, well, what do you know? We have a little bit of lift in the market here since the open. The NASDAQ, this is Bill Gunnarsson, by the way, president of Gunnarsson Capital Management. The NASDAQ’s up 110 points out of the gate here. That’s pretty good. It’s at 19,760. We have two of the biggest winners in the market today, and we have a loser. So we always say fair and balanced, right? The Dow is up 60 points, puts the Dow at 44,429. It continues to struggle with 45,000. That’s the ceiling right now. The ceiling on the NASDAQ is about 20,200 right in there. We’re about 500 points away from that. The S&P is up 17 points right now, 6,069. The small caps up a half a percent here so far. Interest rates were down last time I looked. I saw a drop of about four basis points down to 4.46 after a hotter than expected. No, 4.56. I had it right. A hotter than expected PPI report. If it’s not the CPI, it’s the PPI. And if it’s not the PPI, it’s something else. Okay, the ISM index or some crazy indicator like that. Crude oil is down. It’s at $70.94. Okay. So welcome to today’s Best Docs Now show with professional money manager Bill Gunderson, president of Gunderson Capital Management. And I’m here with Barry Kite, our chartered financial analyst. We have good news. We have bad news. It was a very busy news morning. I barely, barely got through all of the news this morning. in time for the show. I didn’t want to miss anything, Barry. There’s so much happening in the world, in the country, in the markets. It’s just at a very rapid pace. I’m very determined to look under every rock. You’ve got a lot of rocks. There was a lot of rocks screwed about today. Boy, I found some good news, some good little stories here to tell you today. And then, of course, there’s some real big stories to tell you here today. Well, let’s begin where we left off yesterday when the Dow was down 225 points. The NASDAQ was up just six. Not much to write home about yesterday. Kind of an even day in the market. But we have news coming in today that’s impacting the market. Number one. The federal deficit climbs to $127 billion in January. I thought I’d just let you know that. The U.S. government is on a 9-30, September 30th year end. So we’re actually four months into the 2025 fiscal year for the government. So you can multiply that out, $127 billion. We were expecting just it exceeded the $90 billion consensus estimate. That’s a big miss. And, of course, Doge. has its challenges before us now this is still reflecting the previous administration i would think you know i mean they haven’t had enough time here to really put a dent in that but 126 billion in january they took they took in less than they spent which is par for the course and if you extrapolate 126 billion you’re at about 1.5 trillion annual basis but as elon musk has said recently and it has been true it’s been a two two trillion dollar a deficit they’re hoping to cut that deficit by one trillion in the work they’re doing which i would say would be a major victory if that can happen producer be a major victory for interest rates too yeah yes exactly you’re you’re you’re you’re
SPEAKER 03 :
Setting yourself up for a better fiscal path, right? Which is going to improve? You should improve your credit rating and outlook.
SPEAKER 05 :
How can anybody argue that there’s nothing wrong with taking in $4 trillion and spending $6 trillion year after year after year? How can anybody argue that? Now, the devil’s in the details. Okay, where are the cuts going to come? Well, I think everybody’s going to feel a little bit of pain. And there’s no question that our government is not run like a company where I couldn’t run a, a two million dollar i couldn’t take in four million and spend six million every year for very long yeah i mean it’s it’s it’s there’s there’s no difference so i i i’m happy personally to see finally some responsibility and some accountability and some transparency into where the money’s going producer price indexes come in hotter than expected man when i saw that this morning i said oh there goes the futures but actually the market did not react all that much 0.4 month over month. You know, if you extrapolate that out, that’s about 4.8. But it actually works out to a 3.5% year over year ascent. And anyways, that was the producer price index, which comes usually before the CPI. This time it came after CPI.
SPEAKER 03 :
I don’t know what the flip-flop was about. I don’t know. It threw me off yesterday. I don’t know if it’s bacon and eggs or whatever.
SPEAKER 05 :
I do have my egg report. I was at Walmart last night. I didn’t eat any eggs, but they were checking in at, I think, $5.49 a dozen, and there seemed to be plenty of the regular ones, okay, just the large grade A ones. And bacon was about $4.59 a pound. I didn’t really see all of this, what people are talking about this Astra. Why are they charging surcharges over at Waffle House? I don’t know, but I guess the scarcity is a big deal. Initial jobless claims drop. more than expected last week i think that probably helped the markets a little bit in other words we’re not going into a jobs recession and if we’re not going into a jobs recession there seems to be no sign whatsoever i love saying that every thursday no sign whatsoever of a recession on the horizon out there And those earnings estimates that are currently in place for this year and for next year should see very little change to those numbers when we add them all up and report on them in this Saturday’s newsletter. I think the best news that I heard last night, And the European market certainly reacted to this news, up 1.5% yesterday. Trump says Putin agrees to start talks to end war in Ukraine. Now, we’ve been waiting for that for a long time. It seems to me like very little was done in the previous administration. Well, I mean, we’re talking millions. Over a million people have lost their lives in that war. And, you know, I mean, one phone call, we’ll see where it goes. But Trump’s going to go visit Russia and he’s going to have Putin come here. That ought to go over big with the media and whatnot. But anyways. At least there’s progress. Look, Barry, you know what? In my 60-plus years in life, I’ve found you can never solve a problem unless you’re willing to sit down eye to eye, man to man, woman to man, woman to woman, whatever the case may be, and talk it out, right? What’s the issue? How can we solve the issue? I kind of fancy myself a little bit as a problem solver because I don’t like contention. I’m not a guy that likes contention. If I sense any kind of contention, I want to resolve it now. Well, and they’re in a stalemate.
SPEAKER 03 :
I mean, you’re in a trench warfare, you know, World War I-looking type scenario, right? And it’s, you know, if no one talks, then you just… Stay in the same place and keep throwing soldiers at soldiers. And it actually gets worse.
SPEAKER 05 :
No talking actually makes it worse because the wife says, you’re not talking. You froze up on me. The man feels the same way. You have to talk things out. You can’t go around carrying a grudge. And keeping that sour feeling. You know, I listen to several talk show hosts, as I have since I was a little boy, starting out with Dennis Prager, who apparently is paralyzed now, which is kind of a really sad situation there. I mean, he’s one of the pioneers in talk radio. But one of the talk radio show hosts last night said, Why are we so mad? Why do we hate Putin so much? Yes, he went into a country and attacked them. Yes, I know, I know. But, you know, I mean, let’s try to sit down and work things out and find out where the issues are and let’s try to solve them, which that’s my own philosophy on life. No matter what the relationship with is, whether it’s father and son, father and daughter, wife and husband, employees, whatever the case may be, neighbors, et cetera, et cetera, et cetera. Peacemakers. I value peacemaking.
SPEAKER 03 :
He’s greasing the wheels.
SPEAKER 05 :
Yes, he’s greasing the wheels, and I think they’re fatigued with it all. They want an end to it all. Okay, when we come back, we’ve got a whole lot more news to talk about. A lot of companies reporting earnings today. A lot. We’ll be right back. And welcome back here to the second quarter of today’s Best Talks Now show. Just one last thing on the whole Russia, Ukraine, U.S. Of course, we’ve been really at war with Russia. I mean, look. Those are American missiles that are being launched at Russia. But I would just say this. Blessed are the peacemakers, for they shall be called the children of God. Okay, that’s pretty good. That’s a pretty good family to be a member of. And I believe that. I’ll just tell a quick little story, Barry. You know, I have an O-gauge train set, all right, for the grandkids. They come over. And sure, yeah, Grandpa plays with it, too, and have a lot of fun. My dad had built one when I was a little kid, right? And I had a lot of fun with that. I said, I’m going to build one for my grandkids. And we had a train show here in North Charleston. I said, I’ve never been to a train show. I’m going to go and just see some of the neat stuff they got. They had a lot of neat stuff, for sure. You could spend a lot of money on that stuff. But I walked away with like a couple little things. I walked away with a locomotive. Now, the locomotives are fairly expensive. But this was a used one. It was a Union Pacific. It was yellow. I like the looks of it. You know, I paid $270 for it. Got it home, you know, finally got around to trying it out. It didn’t work. It did not work. and uh you know i tried everything it didn’t respond to the remote controls that lionel uses now and so i went and bought a transformer where you hook the transformer right to the trackberry and you have your throttle you got to bring your boys over so i want to check this out yeah it’s kind of fun and uh it lit up and it made the noise but it wouldn’t go So, you know, this was maybe, I don’t know, six, seven weeks ago, and I had the people’s card, and I texted them and sent them a little video. I said, I can get the train to this point, but, you know, it will not work after that. They were the most nasty people I’ve ever dealt with in my life.
SPEAKER 03 :
I was thinking they were going to be the nicest people.
SPEAKER 04 :
Well, you should have tested it before you took it. I said, well… You should have tested it before you sold it to me.
SPEAKER 05 :
I mean, it just wasn’t a good experience at all. But I did get my money back, but they never apologized. I just don’t believe in doing business. that way i mean you’re gonna word’s gonna get around that you know you’re selling people stuff that doesn’t work and then you yell at them like it’s my fault uh when uh when something goes wrong okay now let’s move along we’ve got uh the uh well you know i mean that’s good news for for for uh europe obviously if they can get that uh If they can get that issue solved, I mean, how long has that been going on? Three and a half, four years? And, you know, you’re going to end up trading some land for this and blah, blah, blah, and the shooting can stop and the death can stop and go back to rebuilding the mess that has been created. Okay, Elon Musk says that his AI, Grok 3, coming soon, outperforms all rivals. Well, you could say that hyperbole is Elon’s middle name, right? And he has a feud with Sam. He’s a performer. He’s a performer. He’s the showman. He’s the P.T. Barnum of our day. He says it’s going to outperform anything. that’s been released and of course this comes right after he made the offer to buy open ai so anyways uh that was interesting that’s some interesting i don’t think we’re done with ai and ai stocks i think there’s still a lot of life uh left in them semiconductor sales hit a record yearly total by a lot you know i was looking at this chart i was really surprised uh… the uh… the growth in semiconductor sales worldwide And I’ve always said that the information highway is paved with semiconductors. I mean, pretty much. I mean, they’re in everything, whether they’re very simple semiconductors in a locomotive on your O-gauge Lionel track. They’ve got a lot of little chips in them. I looked inside there. I mean, chips are in everything. So anyways, the chip stocks, They’ve not had that good of a year so far. They’ve lost their momentum for now. NVIDIA’s having a good day, though. Look at that. That’s up 2.8%, so things are starting to come back a little bit there. uh… but you know you have to be very selective in that chip sector there’s only a few there’s only a few there they’re really any good okay then fast auto delivers fifty three thousand evs now i asked you this barry do you want to be flying down i ninety five uh… down to uh… sarasota in a car built in vietnam i don’t know i’m just asking the question it’s an electric vehicle i don’t know that they’ll ever show up in our markets
SPEAKER 03 :
I may not go first, but I’ll observe.
SPEAKER 05 :
I’ll let you drive it, and I’ll follow behind in the big SUV. But anyways, VinFast, that’s pretty good. Who would have ever thought that Vietnam… The symbol of the stock is VFS, would become an EV maker. This is now an $8.8 billion company, and I would think it’s the biggest company in Vietnam.
SPEAKER 03 :
I remember you mentioned them, I don’t know, maybe six months ago. They had an IPO or something, didn’t they? Yeah, no, it’s public. VFS.
SPEAKER 05 :
Yeah, it’s public. Okay. Now, the Wall of Fame. We’ve had a lot of big stocks on the Wall of Fame. It just could be that the best stock that I have ever found. And my app has the symbol app. A-P-P.
SPEAKER 04 :
Can you believe this? Who would imagine that?
SPEAKER 05 :
Okay, I’m going to type in today’s price. Let me take a look. This stock is unbelievable. It’s up $123 per share. I wish it was in our… large-cap growth portfolio. Do you know that it’s $169 billion now?
SPEAKER 03 :
And where did it start? Like, I mean, when we added it to the portfolio.
SPEAKER 05 :
Well, I’m going to tell you here. We added it to the portfolio, the emerging growth portfolio, back on August 18th of 23 at $38.70 a share. We bought a 5% position. We’ve cut it a couple times because it just keeps becoming this massive piece, and I don’t want to have too much in any one stock. So from our initial purchase at $3,870 to $504, that’s 1,200%, folks. It’s now 10% of that portfolio once again. App loving. This is one of the great stories in the market over the last few years. This was a $9 stock. In 2022, 2023 it was a nine. That’s the year we bought it.
SPEAKER 02 :
And it’s up 33% today on 4.5 times normal volume.
SPEAKER 05 :
Let’s look at the sales. Let’s look at the revenue. Their sales were up 44%. Their earnings were up 200. This is NVIDIA-like numbers, 253%. They developed mobile app ecosystems. by helping app developers to market, monetize, analyze, and publish their apps. Kiss My App. Can you believe that? Up 32% today. We’ll be right back.
SPEAKER 06 :
I said the right thing, but I must have used the wrong line. I’ve been on the right trail, but I must have used the wrong call.
SPEAKER 05 :
Hit us in a bad place, and I wonder what it’s good for. This is Bill Gunderson. Thank you for tuning in to today’s Best Stocks Now, Best Inverse Funds Now show. I put several hours of research in during the wee hours of the morning each day to bring you the very best cutting-edge stories that I can. To get two free weeks of my newsletter, go to GundersonCapital.com. To talk to us about our fee-based only money management services, call us at 855-611-BEST. Now, back to the second half of the show.
SPEAKER 07 :
The instigators Because there’s something in the air
SPEAKER 05 :
And welcome back to the second half of today’s Best Stocks Now show. With the S&P up about a half a percent, the Dow up about a quarter of a percent, NASDAQ doing best of all. That’s your high PE, high beta stocks for the most part. It’s up 85 basis points right now. And I’m just going to take a quick look here at some of the biggest winners in the NASDAQ right now. uh let’s see here nvidia’s having a good day okay uh very good day 2.7 spotify’s up 1.6 shopify spotify and shopify a couple good stocks there 3.1 t-mobile’s up two percent astera labs is up 4.2 App Lovin’ up 31. And the next one I’m going to talk about is another big winner for us today. We do have a loser, though. We’ll get to that one. Fair and balanced. Fair and balanced. We want to be here at Gundersen Capital. The next story on my list. Oh, Dutch Brothers. Okay. When we drove down to Florida. where we eventually ended up going on a cruise there out of Port Canaveral. We did drive down. I’ve never been down the east coast of Florida, Barry, along the ocean there. That little town, what’s the oldest city there?
SPEAKER 03 :
Yeah, A1A, yeah, and you went by through St. Augustine. Yeah, St.
SPEAKER 05 :
Augustine, which was really beautiful. I really liked that. It was so pretty. And I did see a Dutch Brothers being built. I said, hey, look. I mean, to actually see something you’ve invested in, you know, that’s kind of cool. And I do know the story about Christine Barone. You can read about her. She’s a pretty successful entrepreneur, woman-owned, woman CEO, the brains behind Dutch Brothers. And on the surface, you say, man, where are we going to put another coffee shop? Don’t we have enough between Dunkin’ Donuts and Starbucks? Oh, man, they’re everywhere. Well, apparently she does something better than the rest. And we bought Dutch Brothers. The symbol is B-R-O-S because I’ve been watching the growth in it. You know, I love growth stories. I love growth stories in the early, you know, in the early innings of a growth story. Dutch Brothers is headquartered in Grants Pass, Oregon. I’ve been there to Grants Pass. We have a lot of listeners up in the northwest, up in Oregon, Portland area, Seattle area, a lot. A lot of clients, too. And so we bought Dutch Brothers. I owned it first. I bought it in the incubator account. I was the guinea pig. I took the risk. At first I thought, this is a crowded field. I don’t know how she’s going to pull this off. And it struggled. I mean, it’s had its struggles. No question about it. But I bought it in the incubator account where I still own it. And it’s going to really help that incubator account, which has done pretty darn good since I started it. last july and that’s i i send out all the buys and sells that i make in the incubator account too and then it was doing so well i said you know what i really like this thing i kind of seasoned it watched how it traded and i bought it in the emerging growth portfolio it’s a 13 billion dollar company Now, before today, it was a $9 billion company. It is up 29.3% right now, on 11 times normal volume. It’s up $18.94. It just went straight up. It’s going straight up today. Their sales came in at 35% growth. Now, normally, stocks start out losing money as they’re growing. It costs a lot of money to equip stores and everything. Now, some of that goes to the balance sheet and isn’t in the income statement. But generally speaking, she came public with a profitable company at $0.31 per share in earnings. And she just reported 7 cents versus 4 cents. That’s 75% growth in earnings. And sales, she’s up to about $1.5 billion in sales now annually. The revenue growth up 35%. So, you know, hey, so far so good. And I’m just going to look at our initial purchase here of Dutch Brothers, B-R-O-S. which is in two portfolios at Gundersen Capital Management. It’s in the emerging growth portfolio. We bought it at $63.56, and today it’s $83.64. $83.64, if you do the math on that. Not a dividend payer. It’s a small cap. It’s up 32% since we bought it on February the 3rd. Barry, that’s just 10 days ago. So these people in the trial, the four-week trial, that was in there. That’s a winner so far. Winner, winner, chicken dinner. In the incubator portfolio, about the same, $63.82. But we have a huge gain in Dutch Brothers. Now the loser, okay? Look, I think Elon said it. With his child on his shoulders, actually this stock has come storming back. It’s still a little bit of a loser, but not like it was. With Elon’s child on his shoulders and taking questions from the press, who don’t like him anymore. They do not like Elon Musk. uh… you know he admitted he said look we’re gonna get some things wrong we’re gonna make some accusations of where the money’s going and find out we were wrong so yeah but overall the guy’s the richest guy in the world he’s made a lot of right decisions along the way reddit was down about nineteen percent now it’s down only three point eight percent one of my thesis behind reddit barry is they have a built-in cadre of buyers. What do I mean by that? Yeah, right. Right? I mean, they’re the ones. It was Reddit and the Reddit gang that drove GameStop up to Giddy Heights.
SPEAKER 03 :
And took down some big hedge funds in the path.
SPEAKER 05 :
So, I mean, they’re a force. They’re not something that you… That’s not the only reason I bought it. Reddit is… Reddit’s looking for 130% growth in earnings this year and 117% growth in earnings next year. Take that, Cisco. Reddit’s quarter, their sales were up 71% quarter over quarter. And their earnings were up 227% quarter over quarter. So it was down, but now it has come back quite a bit. And I’m going to kind of say it’s that army of Reddit fans and the Reddit gang that could be propping this stock up. I just hope they don’t ever decide to short the stock. I hope the Reddit management doesn’t make them mad. But I’ve never really been on Reddit. i i i’ve seen i’ve gone to conversations on like the locomotive how do you fix the locomotive what should i do yeah and you ran into some thread right from from like four years ago yeah from four years but i’m not to the problem there’s just no way you could be on all these facebook x which by the way that’s elon’s little boy is x you know that’s his name Wait until they start taking roll in kindergarten. Where’s Zach? So there he is. Robin Hood is the next one I want to talk about. I badmouthed Robin Hood for a long time, and I was right. I mean, it went from 85 down to 6. But I think they turned the corner big time last year. It started the year at about $7 or $8 a share. I think maybe the crypto helped them a lot. And I think do-it-yourselfers, I think a lot of the people that follow me and see the buys and sells I’m making have accounts at Robinhood. I’ve been wanting to buy Robinhood actually for quite some time. You ever wait for a pullback that never comes? You know, the train left the station and I missed it. This thing started taking off in fall of last year. That’s when it started taking off. It started picking up steam. It started picking up momentum. And the other one that goes right along with it is Interactive Brokers, IBKR, which I also think is a very popular one with the do-it-yourselfers. uh… they offer a lot of uh… options and uh… a lot of uh… foreign international stocks but uh… hey look my head is off to robin hood it’s up thirteen percent it’s out of menlo park i know the c e o is glad glad something And it’s hitting $63 a share. It’s been ranked very highly in the Best Stocks Now app. And I would just say that the pullback I was waiting for never came. It was ranked number 50 yesterday with 103% upside potential. I just never pulled the trigger. So another one. You get some right and others you miss. And you get some wrong. We’ll be right back.
SPEAKER 06 :
On a winter’s day.
SPEAKER 05 :
And welcome back to the final segment of the Best Stocks Now show. This is the part of the show. Some days when you hear those soggy sneakers open the door and come walking in and tracking mud all through the house and squeaking and, you know, all of that. Soggy stocks, I call them. Stodgy old growth giants of yesteryear. I would say the number one owned stock when a portfolio comes to us, yeah, you could argue several. I mean, AT&T would definitely be one of them, but Cisco is always in a portfolio. Cisco was one of the great stocks of all time back in 2000, the late 90s, early 2000s. It’s still a good stock. It’s $251.25 billion. I mean, it’s been a great company over the years. But these days, it’s a low, single-digit grower. And in fact, the last three quarters, it’s actually shown negative growth, dropping sales, dropping earnings. I would say they had the best quarter that they’ve had in a long time. Their sales were up 9% year over year, and their earnings were up 8%. But when you put that up against stocks like Reddit and Applovin and many others, Palantir, et cetera, you can just see that time has, just like my little Union Pacific locomotive, I mean, that thing probably is from the 70s maybe. I don’t know, the technology. And, you know, nowadays these locomotives that they put out, they’re all Bluetooth. You can record the sounds that the train makes and your own little message, you know. All kinds of high-tech stuff. It’s the same way, I mean, in the markets, right? That time has passed. This will go by. But if I’m not mistaken, I believe it’s in the Dow. And it has done a little bit better recently. But you go five years ago, and it was basically the same price that it is today. uh actually you could make an argument that it’s averaged about eight percent throwing the dividend over the last five years a lot of ups and downs eight percent a year has been the average total return but the s&p has been 16 percent per year so if you’re shopping for alpha in other words, stocks that you think have a better chance of doing better than the S&P 500, I wouldn’t be shopping in the Cisco aisle. I’m just here to tell you that. And, you know, 5% grower, a dividend of 2.5%, which is also indicative of a company that can’t really find much to do with their excess cash but to pay out a dividend. So anyway.
SPEAKER 03 :
I heard the term. It was funny. I don’t know. Flipping through, taking the kids to school this morning, listening to a little finance radio, heard someone using the word stodgy, and they were talking about a few of these names. Well, they’re stodgy old restaurants. They didn’t include the old giants of yesteryear, but they did refer, they had a few names. A few ones that certainly fit the bill, put it that way.
SPEAKER 05 :
Yeah. Okay, deer. You know, look, I love the way a deer runs, and nothing runs like a deer. But you know what? I mean, farm machinery is not exactly. And now it worries me a little bit. This is out of Moline, Illinois. It’s also expensive. But it says deer stock declines on grim outlook for farm machinery. Well, I hope we’re not going to have shortages on lettuce and asparagus and artichokes and all this and that. And wheat, which is the staff of life. But, you know, deers had four quarters in a row. Listen to their last four quarters. Earnings down 12%. That was four quarters ago. Earnings down 38%. That was three quarters ago. Earnings down 45% last quarter. And this quarter that they just released, their earnings were down 60% year over year. At the same time, their sales were down 30%. That’s horrible. And yet the stock is trading at $465 a share. That’s another one. I mean, it’s going to be in most stocks. accounts that come to us from the bigger firms, whether it’s the biggest RIAs out there, the biggest wire houses out there. People love to own deer. They wear the hat, blah, blah, blah. But the stock has been very, very… Let’s just take a look real quickly here. You know, numbers don’t lie. Let’s just take a look here at the actual numbers on deer. The symbol is DE. And the farm machinery, obviously, it’s much needed. But the returns, the performance of deer versus the S&P 500, actually, it hasn’t been too bad, okay? Over the last 10 years, it’s been a market performer, and over the last five years, it’s beat the market by a little bit. But these last four quarters are disastrous, okay? It may be entering into that stodgy, soggy arena. Over the last three years, it’s delivered 8% per year. The market’s delivered 12% per year, so I see it entering into that arena. into that soggy turf. And the last one I’m going to bring up here, and it’s been a stinker, And it’s very highly owned. Well, no, we have another big winner. Let’s go to that one. In the, what’s the little portfolio? I have the trading incubator.
SPEAKER 03 :
Yeah, desk drawer portfolio.
SPEAKER 05 :
Yes, okay, there’s three or four major players out there in autonomous AV cars. One is Uber, Tesla, obviously. What’s the other one? I can’t think of the name of it. Oh, Google, Waymo, and Pony out of China. But the one that bought the inventory or the plans to develop their own cars from Uber is Aurora Innovation, A-U-R. And that’s in our incubator portfolio. They reported that by next year, maybe they’re going to beat Tesla to the punch. This stock’s up 28% today. So look, if you’ve been with us in the trial, the four-week trial, even if you’ve been trading on paper, I think we’ve certainly turned up a lot of decent winners during that period of time with no guarantees going forward other than we’re going to look under a lot of rocks on a daily basis. But that’s a beautiful chart there on Aurora AUR. All right. Sign up for the four-week trial. We’re having a lot of fun. And if you don’t have the time, say, you know what? I want you guys looking for stocks for my portfolio and management. I’ve seen some stinking portfolios come to us recently. I’ve done a lot of gardening in them, and we’re cleaning them up. 855-611-BEST. 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.
