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Bill Gunderson
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Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA. He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app. He offers four free weeks to his... More
My company:
Gunderson Capital Management
My book:
Best Stocks Now! Summer 2011 edition
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  • Frack the Troops. Cluster-Frack in Delaware.

    Governor Marketll Stops Fracking. Visits Troops.
    by Bill Gunderson

    Let’s travel to Delaware to find the greatest energy irony on the planet.  You won’f find Governor Markell there -- he’s off visiting the Delaware National Guard unit in Afghanistan.


    While he was there, he wrote a letter opposing efforts to drill for natural gas in the Delaware, Pennsylvania, New Jersey and New York area.


    Markell is part of a multi-state regulatory group that oversees this kind of thing.


    But the energy independence, jobs, property rights, and greater tax revenues did mean a thing because the governor did not have that environmental swing.


    Markell and his enviro buddies don’t like drilling for natural gas or oil or mining for coal or nuclear or wind or pretty anything besides making fat cats run on treadmills to create energy.


    You do not have to be a member of Governor Markell’s Democratic party to recognize this geo-political reality: If we had done a better job of developing our own energy resources, we would not be in Afghanistan or Iraq.


    People in Delaware are laying their lives on the line for our vital national security. And the governor is giving aid and comfort to those who would stop energy production.

    Anyone who does not see the connection between developing our energy supplies here and getting our troops our of harms way is just being willfully ignorant.


    I would love to hear you explain that one to the troops, Governor.





    Nov 18 11:37 AM | Link | 3 Comments
  • Gunderson: End of the Bull Market? What to do now.

    The End of the Bull Market?
    What to Do Now.
    by Bill Gunderson

     The current BULL MARKET began on March 6, 2009 when the 
    S & P 500 finally bottomed out at 666. Gunderson Capital Mgt. has been fully invested ever since and client accounts and assets under management have swelled.

     The BULL MARKET is now 30 months old and currently faces its stiffest test yet. Our national debt has soared from $9 trillion to the current limit of $13 trillion over the last three years and Congress is now debating on what to do next. 

    There are those that want to continue status quo, those that want to make phantom cuts, and those that want to really overhaul the system. The market have been extremely volatile during this period of time.

     Almost getting lost in the Washington shuffle is the fact that GDP was reported at an anemic 1.3% last Thursday, and the jobs picture is not getting any better.

     No wonder I can make the statement that the current 30 month old BULL MARKET is now facing its stiffest test. I want you to know that I have a strategic and methodical plan in place just in case the Bull is dead. You or your current money manager should have one too.

    Here is my plan:

    1. Continue to evaluate each and every holding on a daily basis to make sure that they continue to flourish. In past weeks, leadership stocks and etf's like Apple, Green Mountain Coffee, Golar Ltd, Fossil, Alexion, Baidu, Borg Warner, Cerner, Cabot Oil, Deckers, First Cash, Fomento Econ, the Swiss Franc, Gold, M W I Veterinary, Avalon Bay, Priceline, Quality Systerms, Seaboard, Sodastream, TJ Maxx, Ultrapar, Telecom de Sao Paulo, Zoll Medical, and other continue to hit new highs, but they will be vulnerable if the BULL were to end.


    2. Keep in mind that many stocks like Autozone, First Cash, Ross Stores, Dollar Tree, Ezcash, etc., etc., were actually UP when the market was down 38.8% back in 2008. Not every stock should be sold!
    3. Trim stocks that fall or begin to fall from leadership positions. If the Bull is coming to an end, you do not want to be holding stocks that are vulnerable. Raising some cash would be a more prudent move.
    4. Start introducing hedges to portfolios. Almost every asset class has an inversely correlated ETF. Average investors can now establish short positions in the U.S. Dollar, Interest Rates, Financial Stocks, Technology Stocks, Emerging Markets, etc., etc.  

    5. Just as a lot of money has been made on the way up, a lot of money can be made on the way down, if a new BEAR  does occur.


    I have established levels that if the market were ti violate, the above actions will be taken.

    Do you have a plan? Does your current broker have a plan? If not, call me at (760)736-8258 or send me an email at ASAP.

    You can also follow me on Twitter as I send out many tweets throughout the day.


    Best Regards,

    Bill Gunderson

    Gunderson Capital Mgt. Inc.

    Aug 01 10:33 AM | Link | Comment!
  • Rain and Sleet Cannot Stop Post Office. $25 Billion Loss Just Might by Bill Gunderson

    Rain and Sleet Cannot Stop Post Office.
    $25 Billion Loss Just Might
    by Bill Gunderson


    From their famous landmark Post Office building, New Yorkers know that not even “snow nor rain nor heat nor gloom of night” can stop the mailman.


    But losing $25 billion over the last four years just might.


    The news from the Post Office is almost as bad as it can be. And getting worse. Everything that should be going up -- like revenues and mail delivered -- is going down. 


    Everything that should be going down like expenses, losses and  employee benefits -- is going up.


    A few numbers for the non-believers: Over the last three years, the United State Postal Service has lost $15 billion. Count this year and the total goes to $25 billion.


    First class mail is down 20 percent.


    Fewer people, costing more: About 10 percent fewer people work there, but employee pay expenses rose 10 percent, mostly from crushing pension and medical expenses.  


    The Post Office complains the Congress mandates it pay $5 billion a year in pre-funded health benefits for retirees. Government agencies do not like it when they have to obey the same rules as the rest of us.


    Of the 36,000 post offices in America, fully half are operating at a deficit. The USPS is acting to close 2450 of them. They have been losing money a long time. Think of them as mini-military bases that no one wants to close.


    Now we have 16,000 to go. And no plans for anything except more of the same: More employees at headquarters. More losses. More putting off the truth that there is no end in sight to bad news for the Post Office. 


    ObamaCare preview, anyone?


    There are, however, plenty of alternatives.


    FedEx and UPS are hiring people and making money -- $12 billion over the last three years. Not too shabby when your competitors get a $25 billion subsidy -- and do not pay taxes.


    DHL had to shut its American operations two years ago. They had to pay real money. And real taxes.


    FedEx and UPS are opening and closing offices, hiring and firing workers, delivering or not delivering packages at a rate they want to charge -- All without asking permission from the local member of Congress.


    All despite the fact that the USPS has a legal monopoly to your mail box and to all non-urgent overnight deliveries.


    You did not know you could be “fined or imprisoned or both” if you sent non-urgent letter -- such as a birthday card -- via FedEx or UPS?


    Now you do: in  Postal inspectors caught one company using FedEx for non urgent mail and fined it $300,000.


    I am surprised how little is heard from the one group these postal subsidies hurt more than any other: Newspapers.


    Much of the display advertising that used to be delivered in the morning or afternoon paper is now delivered by your friendly neighborhood postman as a piece of “direct mail.’ 


    All the grocery store ads, the car dealer specials, all largely gone. Now delivered to your home not through newspaper, but through their subsidized competitors at USPS.


    No wonder so many newspapers are losing money and laying off workers: The same day last week Gannett announced it was laying off 700 workers the USPS announced it would lose $10 billion this year.


    Here’s a modest proposal: Instead of borrowing money to subsidize competitors to American companies, let’s just stop.

    Jul 01 10:27 AM | Link | Comment!
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