Bill Gunderson

Posted March 13, 2015

Apple (AAPL) has announced the debut of the Apple Watch. The Taiwanese supply chain is expected to play an important role in the manufacturing of the Apple Watch.

Posted March 06, 2015

There are currently four mega trends driving the electronics industry and helping shape our society...

Posted February 25, 2015

Back in the fall I wrote an article about San Diego-based fast-food operator Jack in the Box (JACK) entitled Do You Know JACK? Well it certainly has paid to know JACK over that time period.

Posted February 19, 2015

Avago is an amazing growth story. In its wireless segment, the primary growth driver is 4G/LTE deployment and infrastructure fueled by the need for more bandwidth.

Posted February 13, 2015

The stock market continues to be volatile and certainly one of the reasons is all the mixed messages. While there is plenty of positive economic news on the domestic front, the global economy continues to be a cause for concern.

Posted February 10, 2015

Cognizant Technology Solutions (CTSH) is one of the largest providers of technology, consulting and business process outsourcing services.

Posted February 08, 2015

The stock went public on January 2, 1970 at a split-adjusted price of $0.23 per share. Today it is trading at more than $92.

Posted February 03, 2015

In an environment where many companies are missing their earnings estimates or guiding down due to external factors such as commodity exposure and currency impact, AmerisourceBergen Corporation (ABC) just reported a pretty solid quarter.

Posted January 28, 2015

DexCom (DXCM) stock is trading up on news that its medical app system, the DexCom Share system, to be used in conjunction with its G4 Platinum Continuous Glucose Monitoring device, received FDA approval.

Posted January 14, 2015

Oil stocks continue their slide and have yet to find a bottom. Just look at the chart of the U.S. Oil ETF (USO).

Posted January 07, 2015

This week Wall Street Traders are all back from their holiday vacations and setting the tone for the market. In the first few days of trading it has been a confusing tone, with the market selling off significantly in the new year, seeing a huge 3-day drop in the market.

Posted December 19, 2014

I last wrote about FedEx back at the beginning of October. At the time, the company appeared to be on track for a strong holiday season.

Posted December 17, 2014

Skyworks is a key beneficiary of the mobile revolution.

Posted December 05, 2014

An Alzheimers drug not really on anyones radar, a drug still in Phase 1 trials, just reported some very promising data at Deutsche Banks BIOFEST. The data was so promising in fact that the company will start performing Phase 3 trials, skipping over Phase 2 entirely.

Posted December 03, 2014

Here in the U.S. quantitative easing (QE) by the Fed is now over. No more TARP funds to rescue ailing banks. No more bailouts for under-water homeowners. No more buying back U.S. bonds to keep interest rates low. All this begs the question: what is going to prop up the market now that all the stimulus is gone?

Posted November 19, 2014

There has been a lot of debate going on recently as to what lower oil prices are telling us and what impact they will have on the economy and the stock market.

Posted November 15, 2014

DexCom (DXCM) continues to be one of my favorite diabetes stocks.

Posted November 11, 2014

I wrote about generic and specialty drug company Actavis plc (ACT) a while back detailing the rumored love triangle between them...

Posted November 01, 2014

I like the health care sector in the current market environment but I prefer companies that are growing at a faster pace than the Eli Lillys (LLY) and Mercks (MRK) of the world.

Posted October 29, 2014

The tragic stage of the ebola crisis is not yet over, but the comic sequel has just begun.

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