Bill Gunderson

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.

Posted October 21, 2014

The stock market Bulls have been right for almost 6 years. They have been crushing the Bears since March of 2009. It hasnt even been a close contest. During this time, the S&P 500 has gone from 666 to a peak of over 2,000 in mid-September of this year.

Posted October 17, 2014

Cantel Medical Corp. (CMN) is a global provider of infection prevention and control products and services to the healthcare market. The company is based in Little Falls, New Jersey. Cantel Medicals business focuses on three product segments...

Posted October 15, 2014

No BULL market lasts forever. The Bear eventually wakes up and wreaks havoc on portfolios. Last time the Bear ravaged through portfolios to the tune of 53%.

Posted October 10, 2014

If youve ever met a San Diegan (not a person from San Diego a San Diegan), you know that they take pride in their city. San Diego has beautiful beaches, a world famous zoo, the Padres, the Chargers, and Jack in the Box (JACK). Whats not to like?

Posted October 08, 2014

It was while he was at Yale that Fred Smith wrote a paper outlining the idea for an overnight delivery service in the computer information age. This paper only earned him a grade of C, but it became the blueprint for the company called Federal Express.

Posted October 01, 2014

So to recap, Allergan loves Salix, but Valeant loves Allergan. Allergan doesnt love Valeant and the Bill Ackman/Pershing offer as it would result in big R&D cuts. The matter is further complicated by the fact that Ackman is Allergans largest shareholder at 10% and he is trying to force Allergan to love him.

Posted September 23, 2014

There are simply not enough pipelines to transport all the oil being produced domestically. And since new pipelines like the proposed Keystone pipeline have met resistance from legislators and environmentalists, the only current reasonable method of transportation is by rail car.

Posted September 20, 2014

In this day and age it seems almost everything has a silicon chip in it, from phones to appliances to even clothing. And Lam Research makes the equipment that manufactures the chips.

Posted September 17, 2014

The Emerging Markets around the world have sorely underperformed the U.S. markets over the last 3-5 years. Its not surprising. They did not have the performance enhancing stimulus in their system that our markets did.

Posted September 13, 2014

Without Bernanke and the Feds intervention, would our markets have done as well as they did over the last five years? They may have done okay, but without the TARP rescue we may have never found out.

Posted September 12, 2014

What happens when a company owned by the government is transformed into a capitalistic, free-enterprise company? Good things!