Friday Nov. 22, 2024 - TPL
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He's been seen on C, N, B, C, the fox news, me and the first business channel. His articles can be found on market seeking alpha, the street, that town and many other places. He's the author of the weekly best stocks now newsletter and the inventor of the best dogs now these president of gunterson capital management here is professional money manager. good.

And welcome to the of .

friday is the friday, november twenty second edition of the best box now show with professional money manager or bill gander's, president of gunterson capital management. I hear with very quite our charted financial analyst, and we have a mix start coming out of the gate this morning with the doll right now in the lead. The door is up two hundred and sixty nine points right now.

Uh, that works up to about sixty one basis points. The aspect, on the other hand, is dead flat the day after in videos or earnings or two days after in videos earnings release. The mazda, however, is very close to nineteen thousand.

Once again, it's at eighteen thousand and nine sixty eight. I saw a lot of strength yesterday in the cloud stocks, the south or cloud stocks. The S M P.

Five hundred is up a quarter a percent. It's a fifteen points today. The small caps are having another. They've been pretty well since the truth election, the Russell two thousand twenty one point, the two thousand three hundred and eighty five. We have a the bond market pretty quiet today.

Four point four one percent is where the ten years at right now crucial jumping on increased turmoil there between russia and ukraine is the seventy dollars and sixty five cents a goals also moving up to twenty seven hundred once again. And the cypher market bitcoin new high day ninety seven, nine, seven, twenty one. So welcome to today's best stocks now shed with professional money manager bill gunterson.

This is my twenty fifty year during a daily show monday's through friday uh and uh also writing my newsletter, which I will come out tomorrow uh and also being a professional money manager. Well, what's pick up where we left off yesterday? That's usually a good place to start. You know by the end of the day in video was all over the map and um IT could be so and video ended up a little bit yesterday.

I think he was up a third of a percent, something like I have not a lot and I could be that you know the market has kind of moved on a little bit from invidia, although I believe in video, still A A large cat rose dog that that should be a core holding. But I i've seen very the the action in A I move away from microsoft, move away from google, move away from invidia, move away from A S M mythical ity and move into the the power providers and the the you know the the big warehouse is that house all of these um servers i've seen to move in that direction. So even though in video may have been flat yesterday, there was tremendous action uh in this the energy, for instance, uh, conStellation energy, which is another one, uh, the small nuclear stocks had a huge day yesterday, like S M R, which is new scale, uh, oko had, uh uh a big day. I would just call those the infrastructure stocks of that affairs that the A I infrastructure stocks seem to be where the action .

has moved for now. Yeah in terms of long duration, right? Course of in video of being the chip play, right? Is that happened? There's some of those chips installing those chips on a daily basis on the on the nuclear powers front, right? Obviously, that's something that takes was to going to take longer to develop and is going to be know is why those stocks have a higher P E.

And why there are more longoria right verses versus some of the other ones. But vista, right? And in consultations, energy there some their energy capacity is already here. Just how how much can they RAM IT up going forward?

Yeah, their business is going to increase significantly along with a lot of other ones. And I would also say that there's general weakness in the semi conductor sector itself, and video is the only one in there that's behaving well at all. A, M, B looks terrible.

Broader looks terrible. Applied materials looks terrible. Intel has been thrash kicked out of the doll. Uh, uh, A, S, M, photography does not look good at all because of the restrictions placed on IT by that have been placed on IT know the chinese restrictions.

So IT just seems like the hot money, maybe the the japanese Carry trade, which that is back on, by the way, japan's interest rate that plunged once again. And that Carry trade seems to be going now to the h infrastructure and more specifically for me， uh, to the nuclear, the energy providers, which right now seem to be summed red around nuclear. And they're still pretty good action in in a recent networks and still looks very, very strong so that this might take I think A I is so a very viable sector, no question about IT.

But i've just seen, uh, microsoft, google course, google has an extra problem now and in video is really cool off a and come to kind of A A pencil. And I think big tech has come to a stand still for now. I think the fire, the shot that was fired across the about yesterday of google and IT was more than a shot that was A A missile fired at google.

I think that's also got facebook, which is now matter. I think it's got microsoft and I think it's got such apple course. Apple got troubles les of their own.

I think it's really cool about backtrack, even amazon quiet down here recently. So anyways, it's like I say, the market every take you wake up. It's not like the changes from day to day, but these trends in the market look just like fishing.

If if you live on a big body of water like I do, the fish move all over the place and you know for for a while to be parked in one area of is of of the of the waterways, and another time we'll be parked in another area. And the markets know IT does move overall. Now some people will take the middle of the road course.

Well, i'm just onna buy some core stocks. And when they when they move into my neck of the woods, these two stocks will um uh go do well. When they move out and move to another one, i'll have another.

So a big diversified portfolio which holds the big tech and other stocks and other industries. I would say right now though, since the trump election, the the the hottest st. The body of water out there in the market right now is energy.

It's oil and gas. It's the fracas. It's the liquid natural gas and nuclear.

You needed to mind. You needed to mind. Bitt coin, do so well.

Let not leave out bit going. Now I finally post some bitcoins so that that will bring the top, that will put the top in at bitcoins. I put the body into, not prove my client like I can't do that with the clear coins.

I really can because I feel like a distrained on, you know, who's gonna be the last doctor. But anyways, I did buy a little bit in one of the ets. But bitcoin looks like it's inevitable.

But it's going to hit a hundred thousand. And on that subject of the bitcoin, that stock microstrip. Gy, I saw that a big short cellar, Andrew laugh, moved in and took a big short position in in microstrip. Gy, which is probably the hottest stock in the market right now. What is that stock built on .

owning bitcoin?

This is. But the run in the stock has been totally from bit going. Michael sailor, the CEO there.

So anyways, uh that's kind of my, uh, a approach right now to A I the oil markets have a new A A new profound sentiment chAllenge. Uh, you know, no, uh, russia fire back and I cbm missile and hit ukraine with IT. Now I, C, B, M missiles are designed to Carry, Carry nuclear warhead.

This one doesn't seem to have a nuclear warhead, but I think that's a shot over the bow. If you keep firing these U, S, made, russian, us. Made long a little that we're going to hit you with the excise.

Bm might have a nuclear warhead on IT. So that's got oil excited again. Oils over seventy dollars a barrel. Uh and of course, uh, natural gas yesterday one year high and is up twenty percent over the last five days. So I think there's some huge plays there in the energy catch.

We've been adding some tractors, which um you know they can do so well when when Harris was had in the ball. And now of course, with the trust administration, you would think that it's obviously a more oil and gas drill baby drill friendly, in fact, of the new energy secretary, arians, the CEO of liberty energy, one of the leading tractors out there. Okay, we got a lot to talk about on this right day. This is the best dog. Now show that you kill gears in at very good.

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And walking back here is the second quarter of today's best stock. Now show the other factor here. I just want to a finish up with the my thoughts here on energy and the oil catch.

The threat is that ukraine could target and if they have these guided missiles that we've provided and make a target rush as a, uh, infrastructure, oil infrastructure. And I do not forget that iran's infrastructure is also still under threat, possible threat from israel. So you've got oil back to seventy dollars per burl.

Now the only way you're going to offset that or one of the reasons why oil got a pie is weakness in china. A china continues to have a very weak economy. The chinese markets getting hit hard again today.

Uh and also uh the the the the drilling, the taking place here in the U. S. Also keeps oil Prices from going much higher. okay. And now on the nuclear front, nuclear energy front, which is all of the sudden, I mean, I don't know what the day one was.

I think probably about a year ago when the bite administration took nuclear energy off of the no no, you know, Brown energy, you know, polluting carbon producing energy list and put IT on the renewable energy less. That was probably the first shot. And then the real big one came when a when microsoft made the deal with conStellation energy, which is still up in the air, and that wearing dream about, yes, not dream by island, which, you know, infamous three mile island, where you have the big meltdown many years ago.

And now to recommission that thing and every that was all part of this, uh, reverse of nuclear energy and europe, france, especially, warming up to nuclear energy once again. Well, talent energy rally again yesterday. T A L T L N T L N, which is part of three mile island.

Uh, there are the old ppl, which I believe is pittsburg, a power and light or pensylvania power and light, uh, which went bankrupt. Uh, they had to declare bankrupcy and they emerged this talent, energy talent, T A L E N. They are requesting fire the federal energy regulatory commission to rear its case for supplying more power to an amazon data center connected to its sakoda nuclear power plant in pensylvania. Now, like IT will be the trump administration that ends up in deciding on whether talent can make a private deal like this with the amazon, which burns a little power.

What are how much power those, you know, their AWS? Of course, amazon wants to become a Greener company and they would definitely you score a lot of Green pots with environmentalists that they got all their there are their data centres, their warehouses off of, uh, you know, coal burning, the electric power plants and onto nuclear or solar and win, which I don't think will be able to keep up with the demand. But anyways, earlier this month, burk h struck down talents in her connection deal to increase the capacity of amazon data center.

And h so that one is still hanging out there. Uh and that this the fact that they're going to revisit IT that was a brought this drop this there was at seven point seven percent yesterday and conStellation energy h was at six point nine percent yesterday. Those those seem to be the major players right now in the big utility space.

And then of course, you have a lot of smaller nuclear of players. okay. Well, it's going to be prediction time for the markets as we are are heading into the last five weeks we believe in or not of the year.

I yean up pretty year in the market, which we predict that there would be, you've got cfr, a rising, raising their target, the sixty five, eighty five, they do see heighten volatility. Well, C, F, R, A has a cheap investment strategies. Sam stovall, he's been around for a long time.

H, he worked for S, N, P, and now he works for them and but he has his target Price for the end of next year at sixty five, eighty five. Uh, I will be updating mine in the newsletter this week. And of course, we're offering now even more than the newsletter.

You get four weeks of the clients, uh flash like trading news's letter and you get the emails that I sent out during the day with the light training and you get full use of the of the best talks now up for one month. So that office is still on the table. I don't know how long i'm going to keep doing IT, but you can sign up with dangerous capital, dotcom, to begin your four week trial as we get ready to turn the page on new year.

Well, fargo, they've got a bunch new target crisis they see GDP growing to. They raised that to two point five percent next year from two point three. This is the one that worries need though they they raise. The inflation projection vary from three to three point three percent next year. Now the words they think inflation has boomed and IT has upside risk next year, you keep here and tie yeah you keep here about .

the tariff s right? What kind of effect of a potential terrible have, right? And we who knows we may not get any difference right up me think we don't know. So we'll see how IT roles out.

Well, to begin time of it's a job bone to try to job bone the other companies to CoOperate or you'll be hit. It's a threat right now the thread of terrifying and it's it's a weapon I mean terrify can be weaponized obvious um but they do have inflation at three point through which I was surprised to see. In fact, they have global inflation at three point three, which is pretty hot next year.

They are they're projecting four and half five on interest rate. okay? That's important. If you have interest rate sensitive investments such as bond funds, real estate investment trust, a mortgage weeks, anything that interest sensitive, uh, if they're right, IT was hard, but that doesn't vote well for interest rate sense of home builders accepted because they're projecting four and half the five next year. And I do lawmakers that .

it's been a big now in our neck of the wood .

you'd .

want of us in money, man pon IT. I did the guide that knows all the point, people, the right guys. I know that in our neck of the wood. And I do know that the thirty year mortgage back above seven percent right now.

So that's that death for a mortgage agents are trying to do revise and what not a lot of them that have turned to do in reverse mortgages right now that tried to drum up some business and in a tough industry, uh, whilst marco also up their earnings next year to two seventy five from two seven go. So pretty woolidge, I would say, is wild car go. Now we've got some individual stocks to talk about what we came back.

This is bill Anderson. Thank you for tuning into today's best stocks. Now best inverse funds now show. I put several hours of research in during the we hours of the morning each day to bring you the very best cutting its stories that I can to get two, three weeks of my news letter.

Go to gunterson capital dot com to talk to us about our fee based only money management services. Call us at eight, five, five, six, eleven best. Now back to the second half of the show.

Because the something. And walking back here to the second .

half of today's best k, so all the markets remained the about the same. So we began the show. You've got the dow up almost two hundred points.

S, M, up a few points. Uh, the that is basically right now, the max down fifty points or a quarter percent. We'll see what happens where IT all ends up at by the end of the day.

But we've had a pretty good week overall. I think in the market, i'd certainly seen a heck of a lot of good stock charts, and I sent out the list on wednesday to all of our followers subscribers. Acceptor, on the best charts that I see in the market right now is about thirty five different ones.

And I one of couple of we're going to talk about here today what one is one of the best talks that i've ever owned in my entire life. The problem is IT trade so thinly, it's very hard for an institutional investor like myself to buy IT for my clients。 But but I will talk about IT today is being added to the S M.

P. Five hundred. And I just surprised that IT doesn't trade more shares .

than IT does. Well, in the meantime.

maybe well, now maybe now that OpenAI has reportedly considered launching its own web browser to chAllenge google chrome, well, I mean, that would be good for microsoft obviously because microsoft has OpenAI a big investment and OpenAI I don't know how that works exactly. But google chrome does dominate the search space for in the last has dominate for the last ten years.

Microsoft is tried to cut into that at that space um but haven't been too successful that is so far. So anyways uh they are looking at a uh trying to compete with google OpenAI is by having their own web browsers, uh microstrip gy thinks after sip tron research short the overheated i'd call IT the stock of the year or i'm just going to look up, uh, how well it's done since the beginning of year. Is the stock that is built on bit going let's see here would take a look at how it's done here today.

And microstrip gy has been around for a long time. They weren't always a bit going stocks. There was the time when they actually had software products. They were a software kind of a cloud stock, I would say.

Um and now you know Michael sailor has focused the business model on buying bitcoin microstrip gy is up over the last twelve month, six hundred and eighty one percent. Uh the only talk is that Better I think is maybe our our APP APP love and A P P. But now you've got a short report out there. I'd be afraid to short to stop myself just because of the momentum house.

right? That's like, I mean, that's that's like shorting and that's like shorting game stop during the me mame crazy you and you can make somebody IT can make you can you can turn in solvent roque k.

or standing on the railroad tracks by yourself and trying to stop a freight train. You know it's now he did murder the stock yesterday. I don't know he closed this condition.

Um the stock is up six point five percent. That takes a lot of gods to uh to short a stock like that. But good luck to them on now.

Okay, now the company joined in the S M P five hundred. Is texas paci c land T P L. kay.

I i've followed this link for a long, long time now. I know IT personally. It's out of dallas, texas.

okay? Um they sell they least they managed land in the U S. And they also retain the oil and gas royalties.

It's a little bit like you're read, but it's not a read. okay? It's a stock.

And I don't even believe that IT pays a dividend. Yes, he does. That pays a tiny little dividend of thirty basis point.

So for instance, today, the stock it's actually traded pretty heavily today, one hundred and sixty seven thousand chairs, but its average daily volume is only one hundred thousand shares. Maybe it's gonna come more liquid and um give me a chance to buy IT for the clients. It's a twelve point eight billion dollar market cap company.

Now the returns over the years have been phenomenal. You can look IT up in the best stocks now up stock com. If you're one of the trials subscribers right now, a few are as subscriber to the f ppl. Over the last ten years has delivered an average return of forty two percent. Where's our guys on seeking right?

Instead of the twelve thirteen um um pots a yields and losing your principle, this one has gone up its ninety eight percent of its games, ninety nine percent of been capital appreciation, all in these properties that have the oil rights on them. Over the last five years, it's delivered forty eight percent per year. Over the last three years it's delivered fifty six percent per year ah and over the last twelve months a year to day it's up one hundred and ninety four percent.

IT was down last year or thirty two percent because of kind of a tough year for all an energy talks. But I mean, there's talk about a freight train. This is the micro strategy and the energy sector.

Uh, they're going to make uh, seventeen dollars. They made seventeen dollars to share last year. They're going to make twenty dollars this year, uh, and they're expected to make twenty two dollars for share next year.

Uh, this stock was trading at one hundred and fifty back about seven, six, seven years ago today at one thousand six hundred and fifty four, it's up another nine point two percent. Today I oner in my incubator, my personal incubator account, which I also share now with the, with our life creators. And what can I say it's being added to the S.

M. P. Five hundred is only twelve, twelve good, and I can not surprise, but they needed an oil stock.

And h with marathon oil being brought out micon ical. Phillips, they chose them to tex specific line that's gonna IT. A lot more liquid to very what are being in the S P five hundred.

Know an any time that someone buys and say, S P Y or anybody sells and index, fine right there. They're going be there are going to now be creating volume in that in in that time.

So there's going to be a lot more liquidity in the stock. Another interesting fact, toy, the two top mutual funds, I I also in my APP, I have a lot of mutual funds because, you know that gives us a gentle idea where the action in the market is where the leading neutral funds are. The two top neutral funds in my upper connect s paradise, one of like the a shares and one of like the I shares or something like that.

And what they have in common, the mutual fun. They are biggest post, and then it's about seventy. But the entire mutual fund, this texas and cpl. So here they are, the number one, most of them.

And you think it's like stocks or which he is, I mean, give them credit if you if you have seventy, eighty percent of your fun in in one of the greatest stocks and over the last decade, uh, you can't knock that but IT IT throws a way out of kelter. You know nothing can even touch the return of connecting paradise because of this position that they have uh, in texas specific land. okay.

Another one that i'm going to bring up, the pipeline stocks have just been on fire. I hate to say they're exploding, but that's what they're doing. Look, look at dt midstream, okay, which is D T M.

D T M is hitting new all time highs. Uh, it's out of detroit, michigan, which we still got to get. We we missed our window of time to go to go to pony yeah .

the election election kind of right is up for a couple of trips.

Now it's like eighteen degrees yourself, but I can do IT. I'm okay. I got a warm jacket.

Dt, midstream is just going blocker right now, uh, and it's high to a buy at city group. Uh and there's another one there. Um uh uh I do can think of IT well, energy transfer, which is ET phone home.

E T is going bonkers right now. What do they have in common? We're pipeline stocks. And obviously, I think that's based on the the trump trade I am going to be possible to building into struck and pipeline.

Yeah.

look at K, M, I. That short. I hear the music.

We will be back for the final signal of the show. I got a few more stocks to talk about. This is the best talking now show.

And walking back here to the final segment of today's best stocks now show what the other big a controversy, I suppose, is this a compounding drugs with the weight loss? G L P ones? Um it's kinds still up in the error, to be honest with you.

They they rule the one point that there was a special shortage. Well, that's been the case. There is a shortage is hard to get these dogs, which is allowed the crack in the the north for these the compounders to come in.

And probably the best proxy for that is the stock him than hers, health him, okay. And him basically up and down right along with this story. And they they they when they declared took a way the shortage status IT covered him in hers and lilly started to take off again.

All right. And then the the compounders got together, I think they did IT in the state of texas and wild suit there. Uh, and they say they're still a shortage and they wanted to reinstated as a shortage.

It's been flowing. It's been flowing around here. You know how we talk to boots on the ground talking to here and you can the prescription stopped around here and then now it's it's available again. So yeah at the compound.

somebody uh yesterday that got a letter that from a hard time saying we don't think we'll be able to be able to supply this to you in the future about IT. So I mean, it's inevitable at some point in time the compounds are gonna be in big trouble, is not a sustainable. Now you had one of them go back to an early version.

Yeah generic one basically. Now because it's dinner, it's it's D G, it's G, O, P one, the one yeah .

G L P minus one or something. So uh, you know even that would be hard to stand up like with thin in court. So I think eventually lilly wins out.

And I mean that this seems like it's the matter of time. In the meantime, lilly had a good day. I think they on wednesday down yesterday, it's up a little bit. I I just feel like, you know, why sell lilly IT just seen it's silly to sell silly. Maybe we should write an article celling .

silly would be silly, silly with why capital ea, why on the back end. And that's a good title.

I think we could go. I mean, they are still they are making so much money off of this drug now. Okay, now there's there's a three initials there, R, F, K, that uh could be A A problem for the drug.

But I don't know how r fk can't see the benefits that come from all your other help matters if you just lose the weight and what we were doing to lose the weight, counting calories, ball, ball, the different things we try and nothing has really worked. As you know, over fifty percent of americans now qualify obesity drug. Uh, and lily has the the B, C, D.

drug. The big competitor is noble or this, but will go be. So I remain a ball on willi. I'm just be impatient with that. I did cut my exposure to IT somewhat .

in the .

vorce men back, right.

and get rid in view.

I got rid of n vo. IT just has too much. I will.

I had a bad chart. okay? The charge is horrible and lost all of its momentum .

in domain in europe, doma in europe, which he has its own problems.

exactly. okay. So anyways, that's how we've children to do all this. Now couple of hot retailers today, gap stores.

Ah I have a hard time with the ua retail stock like gaps stores, but apparently they're taking on gap. They change their simple didn't take a gap, okay? They're taking on lulu lemon. They have a brand I think it's called up letter a leader appleton and and .

had IT for a while.

Yeah well, I guess they're scoring some some points with that, some big gains. And gap stores, even though he hasn't done a whole lot that you're familiar with, all gap has a lot of different brands that um that could trade on their own as publicly traded companies, but gap is up seven point five percent. They reported earnings.

I don't get too cited, too excited about that. And then another one that people have been bringing to my attention, I try funny, put two and two together. Kinjuro kindle.

Ll, uh, kd IT was fun off by IBM in twenty twenty one. And and you know kent roll is actually doing Better like him right now. Sometimes they spin offs look at G E. I mean G E start spin off the energy division uh of their you know G E R noble and that things really taken off and the IBM their airspace.

their airspace .

exactly. And kindle ll is a kind of an infrastructure play, maybe a place into this A I and the infrastructure that needed for ai. But kinda roll was a big time yesterday.

Kd, i've added IT to my APP um and someone asked me, do you have the speculative stocks that you talk about? Yes, we're in the apps. Courts are in the APP.

That's all you gotta do is one of the screen is you can spare on conservative growth to give the end and growth and that at the end of the chain, the food chain is speculative and that you can press on speculators and see the top right speculative stock. You know, I have uh um them group in the apps so that you can do a lot of different sorts, small caps, but small caps now, best energy stocks. now.

H that's the, uh, large caps. Now that's the beauty of the APP, which makes IT very poor and very powerful to sit through a large ocean and try to narrow down to what you're looking for. All right.

Well, this has been another busy week in the market. Earning season is pretty much done. I'll be updating my my target Price in the S M.

P. Five hundred. I've got all kinds of notes to share with you from this past week and this week's newsletter. That's the the client light trading version.

And we still have before week trial for you to get in and get an education on the stock market for four weeks. Go to gunterson capital dog calm. That's gander's capital got com. Have a great day. Have a great weekend, everybody.

This show is not a solicated to buy ourselves any securities, build guns and or clients of guns, and capital management may have long or short positions, and stocks mentioned during the show that performance is not indicated of future performance and capital management of fee registered investment advisor reform all the cancer held a child swap swap is a member of sipc and fera.