Bill Gunderson s Weekly Best Stocks Now Newsletter

Bill Gunderson s Weekly Best Stocks Now Newsletter Straightforward, honest research for successful people http://pwstreet.com @BillGunderson on Twitter Bill@pwstreet.com March 2, 2012 Bill Gunderson, President and Founder of Gunderson Capital Mgt. Inc. discussing the Solyndra scandal with Megyn Kelley of the Fox News Channel. SPECIAL NOTE: AM1000 KCEO HAS BEEN SOLD. WE WILL BE MOVING TO AM1450 AND AM1510 NEXT WEEK-I HOPE YOU JOIN US! The Dow continues to struggle with the 13,000 level, but it looks like it will bust through that barrier soon enough. Actually, this is how I started last week s newsletter. This statement is still true, however. The Dow continues to struggle with 13,000, closing just shy of that psychological barrier once again this week. 1

I want you to notice however, that even though the Dow is struggling with 13,000, it has already broken through its resistance level. The Dow remains in a bullish trend for now. That trend has been in place since last October. The tech-heavy Nasdaq, along with the small-cap S & P 600 continue to lead the way in 2012. The chart of the Nasdaq looks almost the same as the Dow, just a bit more extended. The Nasdaq also remains in a bullish trend that began in October of last year. Lastly, here is a chart of the S & P 500: 2

The S & P also remains in a bullish uptrend for now. Economic reports were just decent this past week. The real big downside surprise for me was the durable goods orders which were very, very weak. Hopefully, this is just an anomaly and it will rebound next month. Here is how we fared in the markets this past week: Fri. 2/24/12 Fri. 3/2/12 Week Week Pct. Close Close Change Change S&P500 1365.54 1369.63 4.09 0.30% DJIA 12,982.00 12,977.57-4.43-0.03% NASD 2963.75 2976.19 12.44 0.42% S&P600 (Small) 459.76 446.23-13.53-2.94% Emg. Mkts (ADRE) 43.80 44.16 0.36 0.82% 10yr Bd. 2.02% 1.99% -0.03% -1.49% Oil 103.36 106.64 3.28 3.17% Gold 1725.60 1713.10-12.50-0.72% One disturbing trend that jumps out at me from the above graph is the sell-off in the small-cap index this past week. This is something that needs to be watched closely as it could be the pre-cursor to a correction in the market. 3

Just for fun, let s look at a chart of an inverse small-cap fund: As you can see, the small-caps have been a good place to be since October. Being in an inverse fund has not been the place to be. You can see just a little uptrend maybe brewing in this inverse small-cap fund. Once again, this is worth keeping an eye on. It is comforting to see SBB ranked number 2,278 right now. While we are at it, let s just take a peek a double-short inverse small cap ETF: 4

Once again, it may be the small-caps are due for a breather. If the small-caps start to correct, it is only a matter of time before the Dow and the S & P 500 follow along. Stay tuned. SDD is ranked number 2739 out of 2762, however. Let s next take a peek at the current elephant in the room-light, sweet crude: Oil and gas prices continue to move higher, this is not a good scenario for a sustainable recovery in our economy. The biggest wild card that the market has to be concerned about right now is Iran. It almost seems like a sure thing, that this issue is not going to be solved peaceably. An attack on Iran would not sit well with friends of Iran like Russia, China, North Korea, Pakistan, etc. etc. These are definitely interesting times that we live in. In the meantime we can only take the market one day, one week, and one month at a time. There is always something hanging over the head of the market. Lastly, let s take a look at a current chart of Gold: 5

Gold remains in a very choppy, sideways trend just as I predicted it would after it broke its ten year uptrend line back in September. Gold and silver are currently ranked at number 645 out of 2,762 stocks. I currently have no positions in either. Silver Wheaton has moved back up into a rank of 367 and bears watching going forward. I usually like to buy things that are ranked number 150 or better. Here is where the markets stand year-to-date: 12/31/11 Fri. 3/2/12 2012 YTD Pct. Value Close YTD Change S&P500 1260.37 1369.63 109.26 8.67% DJIA 12,239.74 12,977.57 737.83 6.03% NASD 2610.68 2976.19 365.51 14.00% S&P600 (Small) 415.07 446.23 31.16 7.51% Emg. Mkts (ADRE) 39.89 44.16 4.27 10.70% 10yr Bd. 1.87% 1.99% 0.12% 6.42% Oil 98.87 106.64 7.77 7.86% Gold 1565.90 1713.10 147.20 9.40% The Nasdaq (thanks Apple!) continues to lead the way, while all of sudden the small-caps had a very bad week. This may portend a sea-change ahead, but those inverse funds would have to move up significantly in rank first. The emerging markets also continue to do well. 6

One more key chart to look at is the Euro (FXE): Our markets and commodities want a strong euro and a weak dollar. As you can see the Euro pulled back over the last three days as Spain is not meeting its debt targets. A breakdown of the Euro would also lead to a sell-off in the markets. Stay tuned. Follow me on twitter @billgunderson. I remain bullish for now, but my vigilance antenna is going up! 7

Bill Gunderson s Model Portfolio for Conservative Growth Investors: This model is made up of the mostly mid-cap and large cap companies that I consider to be suitable for investors who have a conservative risk profile, but still want growth. This portfolio is up 11.0% year-to-date, while the S & P 500 is up 8.9%. The portfolio currently has a 1.1% cash position and no hedges. The portfolio is currently heavily weighted in the consumer sector. I am replacing ARLP with Cummins Engine (CMI) this week: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Conservative Growth Model as of 3/2/2012 11.00% 9:00AM Add Date Symbol Name Sector 22-Oct -10 AZO Aut ozone Consumer 6-Jan-12 AAPL Apple Comput er Technology 22-Apr-11 ABV Comp de Bebida Consumer 13-Jan-12 CELG Celgene Medical 4-Feb-12 CAT Cat erpillar Indust rial 2-Mar-12 CMI Cummins Engine Industrial 30-Sep-11 DG Dollar General Consumer 26-Aug-11 DLTR Dollar Tree Consumer 13-Jan-12 EOG E O G Resources Energy 22-Apr-11 FMX Foment o Econ Mex Consumer 21-Oct -11 GWW Grainger Indust rial 6-Nov-08 KMP Kinder Morgan Energy 10-Jun-11 KOF Coca Cola Femsa Consumer 26-Aug-11 MA Mastercard Consumer 21-Oct -11 MCD McDonalds Consumer 6-Nov-08 O Realt y Income REIT 21-May-10 ROST Ross St ores Consumer 7-Jan-11 PCLN Priceline.com Consumer 21-Oct -11 SBUX St arbucks Consumer 7-Oct -11 TJX T J Maxx Consumer 12-Aug-11 TNH Terra Nit rogen Commodities 29-Jul-11 UGP Ultrapar Part icipaco Utilit y 1-Jan-11 CASH Money Market Cash S&P 500 8.87% Ahead by 2.13% Add Price $234.72 $422.40 $31.07 $72.63 $113.94 $120.38 $37.76 $70.46 $103.04 $62.48 $167.03 $43.10 $88.13 $325.17 $91.63 $16.68 $25.76 $440.59 $41.93 $27.77 $165.98 $17.83 $1.00 Shares 14 11 144 64 41 35 121 65 46 72 27 55 52 14 49 130 68 13 108 164 27 252 2,856 Beginning Value $3,286 $4,646 $4,474 $4,648 $4,672 $4,213 $4,569 $4,580 $4,740 $4,499 $4,510 $2,371 $4,583 $4,552 $4,490 $2,168 $1,751 $5,728 $4,528 $4,553 $4,481 $4,493 na Current Price $378.63 $546.07 $39.77 $73.78 $113.01 $120.38 $43.04 $90.48 $114.17 $75.76 $208.02 $89.64 $100.17 $416.30 $99.19 $36.82 $53.80 $640.77 $48.77 $36.96 $230.52 $23.28 $1.00 Current Value $5,301 $6,007 $5,727 $4,722 $4,633 $4,213 $5,208 $5,881 $5,252 $5,455 $5,617 $4,930 $5,209 $5,828 $4,860 $4,787 $3,658 $8,330 $5,267 $6,061 $6,224 $5,867 $2,910 G/L 61.3% 29.3% 28.0% 1.6% -0.8% 0.0% 14.0% 28.4% 10.8% 21.3% 24.5% 108.0% 13.7% 28.0% 8.3% 120.7% 108.9% 45.4% 16.3% 33.1% 38.9% 30.6% na Alloc. 4.5% 5.0% 4.8% 4.0% 3.9% 3.5% 4.4% 4.9% 4.4% 4.6% 4.7% 4.1% 4.4% 4.9% 4.1% 4.0% 3.1% 7.0% 4.4% 5.1% 5.2% 4.9% 0.0% 100.0% 8

Apple continues to hit new highs, but it sure looks tired: This is a great chart to own, not to buy! AutoZone is almost as impressive: I would be a little reluctant to buy it here, though. 9

I like the way that Cummins Engine has been moving up in rank and I like the recent break through resistance: I could not be happier with Dollar Tree: 10

Fomento (FMX) also had a nice breakout this past week: One of my favorite stocks (and largest holdings) Priceline.com blasted off this past week. It also moved up to number 12 in overall rank: Boy, a move like this brings a smile to my face! 11

Bill Gunderson s Model Portfolio for investors seeking Income along with the possibility of Growth. This model is my most conservative model. It is designed for risk-adverse investors that want income first and growth second. Income producing investments have proven themselves over time to be much less volatile than pure growth investments. If you look back at the year 2008, when the overall market was down 38.5%, income producers held up much better. I do like some growth with my income, however. I have written several articles on this subject recently. Here is an article that I wrote for Seeking Alpha on this very subject. Check out how the stocks I mentioned have performed since I wrote the article! The list below contains the best examples of such stocks that I can find in the market right now. No changes this week. INCOME Model as of March 2, 2012 (9:15am) 6.65% YTD S&P 500 8.87% -2.22% Inception Date August 5, 2011 13.16% Since Inception S&P 500 13.75% -0.59% Add Beg. Current Current Curr. Added Symbol Name Sector Price Shares Value Price Value G/L Alloc. Yield 1 5-Aug-11 AGNC Amer. Cap. Agency Mortgage $28.35 176 $4,990 $31.07 $5,468 9.6% 5.0% 19.4% 2 11-Nov-11 ACC Amer. Campus Comm. REIT $38.65 106 $4,097 $41.17 $4,364 6.5% 4.0% 3.4% 3 11-Nov-11 AMLP Alerian MLP Energy $15.79 258 $4,074 $17.08 $4,407 8.2% 4.0% 6.1% 4 5-Aug-11 ARLP Allliance Res. Ptr. Energy $69.34 72 $4,992 $72.33 $5,208 4.3% 4.7% 5.3% 5 6-Jan-12 BPT B P Prudhoe Bay Energy $117.12 36.0 $4,216 $123.09 $4,431 5.1% 4.0% 6.7% 6 11-Nov-11 BCE B C E Inc. Telcom $39.32 104 $4,089 $41.07 $4,271 4.5% 3.9% 5.3% 7 5-Aug-11 KMP Kinder Morgan Energy $68.03 74 $5,034 $89.63 $6,633 31.8% 6.0% 5.9% 8 21-Oct-11 MMP Magellan Mid. Ptrs. Energy $63.02 64 $4,033 $72.61 $4,647 15.2% 4.2% 4.9% 9 5-Aug-11 NHI Nat. Health Investors REIT $40.60 123 $4,994 $46.93 $5,772 15.6% 5.3% 5.6% 10 5-Aug-11 NLY Annaly Mortgage REIT $17.53 285 $4,996 $16.51 $4,705-5.8% 4.3% 14.9% 11 30-Sep-11 NUV Nuveen Muni Val. Fund Muni Bond $9.73 407 $3,960 $10.14 $4,127 4.2% 3.8% 4.8% 12 9-Sep-11 OKS Oneok Ptrs. Energy $43.29 91 $3,939 $58.14 $5,291 34.3% 4.8% 4.5% 13 5-Aug-11 O Realty Income REIT $30.01 167 $5,012 $36.74 $6,136 22.4% 5.6% 5.1% 14 5-Aug-11 OHI Omega Healthcare REIT $15.82 316 $4,999 $20.26 $6,402 28.1% 5.8% 8.5% 15 7-Oct-11 SXL Sunoco Logistics Ptrs. Energy $29.92 132 $3,949 $39.46 $5,209 31.9% 4.7% 4.4% 16 5-Aug-11 TNH Terra Nitrogen Commodity $160.50 31 $4,976 $230.59 $7,148 43.7% 6.5% 9.6% 17 3-Feb-12 SDRL Seadrill ltd Energy $37.88 117.0 $4,432 $40.04 $4,685 5.7% 4.3% 8.0% 18 5-Aug-11 TU Telus Corp. Telcom $50.60 99 $5,009 $57.48 $5,691 13.6% 5.2% 4.0% 19 5-Aug-11 VIV Telefonica Brasil Telcom $29.78 168 $5,003 $29.80 $5,006 0.1% 4.6% 7.6% 20 6-Jan-12 WHX Whiting Usa Trust Energy $17.83 240.0 $4,279 $16.46 $3,950-7.7% 3.6% 16.4% 21 5-Aug-11 WPC W P Carey REIT $35.80 140 $5,012 $45.51 $6,371 27.1% 5.8% 5.3% 22 5-Aug-11 CASH Money Market Cash $1.00 0 $0 $1.00 $3,235 0.0% 2.9% 0.0% 7.1% It should be noted that the average yield of this portfolio is 7.1%. This compares with a ten year U.S. treasury at a current rate of 1.8%, CD s offering next to nothing, and corporate bonds offering about 5.0% with very little chance of growth. There is obviously more risk in investing in a portfolio like this, but the reward potential is also much greater. Dividend stocks continue to underperform the market so far in 2012. 12

Bill Gunderson s Model Portfolio for Investors seeking AGGRESSIVE Growth This is my most aggressive portfolio. It is designed for investors with long-term time horizons seeking maximum growth. This portfolio is mainly made up of small and mid-cap stocks with superior growth potential. This portfolio is much more volatile than the Conservative Portfolio and the Income Portfolio. This portfolio also carries more risk than the aforementioned ones. I still feel like aggressive growth will be the best place to be this year as it had a lousy year in 2011. This portfolio is up 11.6% YTD, while the S & P 500 is up 8.9%. I am replacing Heckman (HEK) with Buffalo Wild Wings (BWLD) this week. Gunderson Aggressive Growth Model Portfolio 11.60% YTD S&P 500 8.87% 2.73% As of March 2, 2012 8:30AM Add Add Begin Current Current Current Symbol Name Sector Date Price Shares Value Price Value G/L Allocation 1 AAPL Apple Comp. Technology 5-Mar-10 $218.95 11 $2,408 $543.61 $5,980 148.3% 5.0% 2 ALXN Alexion Pharm. Medical 26-Aug-11 $54.68 82 $4,484 $84.23 $6,907 54.0% 5.8% 3 AZO Autozone Consumer 8-Oct-10 $232.81 9 $2,095 $378.88 $3,410 62.7% 2.8% 4 BWLD Buffalo Wild Wings Consumer 2-Mar-12 $87.07 38 $3,309 $87.07 $3,309 0.0% 2.8% 5 CLH Clean Harbors Energy 8-Apr-11 $51.78 84 $4,350 $66.23 $5,563 27.9% 4.6% 6 DLTR Dollar Tree Consumer 21-May-10 $40.69 50 $2,035 $90.52 $4,526 122.4% 3.8% 7 DPZ Domino's Pizza Consumer 16-Sep-11 $28.28 170 $4,808 $38.46 $6,538 36.0% 5.5% 8 FCFS First Cash Financial Financial 1-Apr-11 $38.61 110 $4,247 $42.51 $4,676 10.1% 3.9% 9 GEOI Georesources Energy 3-Feb-12 $32.13 142 $4,562 $32.23 $4,577 0.3% 3.8% 10 LKQX L K Q Corp. Consumer 7-Oct-11 $26.79 169 $4,528 $32.24 $5,449 20.3% 4.5% 11 MNRO Monroe Muffler Consumer 10-Feb-12 $44.24 90 $3,982 $46.99 $4,229 6.2% 3.5% 12 NUS Nu Skin Enterprises Consumer 12-Aug-11 $39.58 120 $4,750 $57.59 $6,911 45.5% 5.8% 13 PCLN Priceline.com Leisure 29-Oct-11 $376.23 11 $4,139 $642.85 $7,071 70.9% 5.9% 14 PEET Peet's Coffee Consumer 20-May-11 $48.55 83 $4,030 $65.01 $5,396 33.9% 4.5% 15 PETM Petsmart Consumer 21-Oct-11 $47.41 95 $4,504 $55.26 $5,250 16.6% 4.4% 16 PII Polaris Industries Consumer 28-Oct-11 $62.71 72 $4,515 $67.59 $4,866 7.8% 4.1% 17 PIR Pier One Imports Consumer 6-Jan-12 $15.00 286 $4,290 $16.65 $4,762 11.0% 4.0% 18 QSII Quality Systems Medical 26-Aug-11 $44.22 97 $4,289 $43.14 $4,185-2.4% 3.5% 19 SBH Sally Beauty Hldg. Consumer 21-Oct-11 $18.80 239 $4,493 $24.22 $5,789 28.8% 4.8% 20 SMP Standard Motor Prod. Automotive 23-Dec-11 $20.73 211 $4,374 $24.67 $5,205 19.0% 4.3% 21 STX Seagate Technology Technology 17-Feb-12 $26.87 152 $4,084 $27.51 $4,182 2.4% 3.5% 22 TYL Tyler Technologies Technology 14-Oct-11 $28.33 160 $4,533 $37.91 $6,066 33.8% 5.1% 23 VLTR Volterra Semiconductor Technology 17-Feb-12 $31.88 128 $4,081 $30.58 $3,914-4.1% 3.3% 24 CASH Money Market Cash 1-Jan-11 $1.00 1074.5 $1,075 $1.00 $1,075 0.0% 0.0% Domino s Pizza had blowout earnings this past week and the stock had a huge breakout: 13

Bill Gunderson s Featured Stock of the Week 3/2/2012 I currently have 2,762 stocks in my database. Every day when I am done doing my radio show, I spend several hours looking at them. I especially focus in on the ones I own and the A rated stocks. My proprietary grading system consists of Value, Performance, and Safety. I like stocks that have performed much better than the rest and still offer good value. I spent years developing this grading system and I am thrilled with the results! This week s pick: 1. Description 2. Valuation 14

3. Performance 4. Overall Grade Data from Bill Gunderson s Best Stocks Now App Buffalo Wild Wings operates and franchises 732 quick casual restaurants in 44 states with plans to open 95 more in 2012. From time to time restaurant chains come along that sweep America. We saw this with Chipotle. This looks like a good growth story for now. Let s see where it takes us. 15

One year chart of BWLD Since Inception 16

Previously featured stocks: (As of 3/2/2012) `` My average featured stock has beat the S&P 500 by: 22.3%! I only buy A- or better stocks that are ranked number 150 or better. (with few exceptions) Current Prices as of 11:30AM Featured Current Pct. S&P 5 Yr. Upside Gunderson Rank Last Featured Symbol Name Price Price Change 500 Target Potential Grade out of 2,762 Week 1 01/02/2009 AGNC American Capital Agency $12.63 $31.10 146.2% 47.0% na na B+ 303 226 2 04/02/2010 ALXN Alexion Pharm. $27.28 $83.80 207.2% 16.3% $167.00 99.3% A 15 6 3 07/16/2010 ARLP Alliance Resource Partners $45.58 $72.61 59.3% 28.6% $126.00 73.5% B+ 572 356 4 10/08/2010 AZO Autozone $232.81 $378.53 62.6% 17.5% $632.00 67.0% A- 90 150 5 01/06/2012 BPT B P Prudhoe Bay $114.65 $122.83 7.1% 7.2% NA NA A- 77 65 6 11/04/2011 BRFS Brazil Foods $20.39 $20.47 0.4% 9.3% $39.00 90.5% B+ 319 261 7 07/30/2010 BWA Borg Warner $43.86 $85.13 94.1% 24.3% $151.00 77.4% A- NA NA 8 01/16/2009 CERN Cerner $20.05 $74.90 273.6% 61.1% $116.00 54.9% A 22 134 9 01/13/2012 CELG Celgene $72.63 $73.63 1.4% 6.2% $151.00 105.1% A- 224 217 10 02/13/2009 CLB Core Labs $32.28 $125.80 289.8% 65.6% $217.00 72.5% A- 116 112 11 05/07/2010 CLH Clean Harbors $30.07 $65.46 117.7% 23.3% $122.00 86.4% A- 152 74 12 02/19/2010 CSH Cash America $37.96 $46.43 22.3% 23.5% $93.00 100.3% B+ 532 404 13 09/30/2010 DG Dollar General $37.76 $42.86 13.5% 21.1% $87.00 103.0% B+ 555 657 14 12/04/2009 DLTR Dollar Tree $31.19 $37.95 21.7% 23.8% $170.00 348.0% A 49 28 15 09/23/2011 DPZ Dominoe's Pizza $28.16 $33.20 17.9% 20.5% $52.00 56.6% B+ 320 1215 16 11/20/2009 EPD Enterprise Products $26.81 $52.35 95.3% 25.5% $78.00 49.0% B+ 286 152 17 03/25/2011 FCFS First Cash Fin. Svcs. $36.60 $42.24 15.4% 7.1% $83.00 96.5% A- 113 32 18 02/18/2005 FMX Fomento Econ Mex $72.37 $75.33 4.1% 6.0% $130.00 72.6% A- 153 92 19 02/18/2005 GEOI Georesources $32.65 $31.91-2.3% 0.6% $64.00 100.6% A 69 34 20 10/07/2011 KMP Kinder Morgan $69.94 $89.57 28.1% 18.5% $132.00 47.4% A- 164 125 21 06/10/2011 KOF Coca Cola Femsa $88.13 $99.99 13.5% 7.8% $167.00 67.0% A- NA NA 22 07/22/2011 LQDT Liquidity Services $22.55 $43.75 94.0% 4.1% $75.00 71.4% A 39 71 23 10/21/2011 MA Mastercard $396.14 $414.57 4.7% 2.0% $825.00 99.0% A 43 14 24 10/21/2011 MCD McDonald's $92.32 $99.40 7.7% 4.1% $156.00 56.9% B+ 373 407 25 11/25/2011 MNRO Monroe Muffler $36.63 $45.78 25.0% 18.2% $74.52 62.8% A- 107 122 26 12/02/2011 NEU Newmarket $194.02 $180.97-6.7% 12.6% $332.00 83.5% B+ 394 257 27 03/02/2012 OII Oceaneering Intl $55.98 $54.00-3.5% 0.3% $108.48 100.9% A- 70 63 28 03/03/2012 NUS Nu Skin Enterprises $39.29 $57.26 45.7% 14.2% $96.00 67.7% A 144 60 29 09/09/2010 OKS Oneok Partners LP $43.30 $58.20 34.4% 18.7% $95.00 63.2% A- NA NA 30 01/27/2012 OSIS O S I Systems $55.91 $59.04 5.6% 4.1% $104.00 76.2% A- 108 146 31 01/21/2011 PCLN Priceline.com $520.07 $643.77 23.8% 5.9% $1,038.00 61.2% A+ 10 147 32 05/27/2011 PEET Peet's Coffee $52.22 $64.46 23.4% 2.9% $130.00 101.7% A 60 36 33 11/11/2011 PETM Petsmart $48.15 $55.38 15.0% 8.4% $101.00 82.4% A- 188 142 34 10/28/2011 PII Polaris $62.71 $66.26 5.7% 2.9% $131.00 97.7% A 59 61 35 01/21/2011 PRGO Perrigo Inc. $70.20 $106.23 51.3% 5.9% $169.00 59.1% A- 96 186 36 04/29/2011 QSII Quality Systems $44.86 $42.86-4.4% 5.9% $76.00 77.3% A- 155 64 37 01/21/2011 RGR Sturm Ruger $29.50 $42.25 43.2% 21.9% $69.00 63.3% A 66 113 38 06/22/2007 ROST Ross Stores $15.26 $53.99 253.9% -8.8% $85.00 57.4% A- 189 143 39 06/24/2011 SBH Sally Beauty Holdings $16.85 $24.12 43.1% 8.0% $43.00 78.3% A 42 26 40 07/29/2011 SCCO Southern Copper Corp. $32.42 $31.72-2.2% 8.0% $50.00 57.6% B 934 986 41 05/20/2011 SWI Solarwinds $34.66 $38.02 9.7% 1.8% $73.00 92.0% A 57 30 42 08/26/2009 TNH Terra Nitrogen $169.60 $230.92 36.2% 16.2% na na A+ 11 11 43 03/25/2011 TSCO Tractor Supply $56.73 $86.74 52.9% 4.2% $157.00 81.0% A 21 19 44 04/29/2011 TYL Tyler Technologies $28.33 $37.25 31.5% 11.8% $65.00 74.5% A 31 63 45 01/27/2012 VLTR Volterra Semiconductor $30.42 $29.98-1.4% 4.0% $58.00 93.5% A- 150 190 46 09/24/2010 UGP Ultrapar Participaco ADR $14.65 $23.00 57.1% 19.2% $35.00 52.2% A- 102 45 I have been featuring stocks in my newsletter for over five years now. The average featured stock of the week has beaten the S & P 500 by 22.3%. The list above is the current active list. The stocks that have been deleted from this list are listed later in the newsletter. 17

Gunderson Best Stocks Now One One One Top 100 Current Day Week Month Rank Ago Ago Ago MLAB A+ Mesa Laboratories 1 9 8 59 REGN A+ Regeneron Pharmaceuticals 2 2 2 1 ASPS A+ Alt isource 3 3 417 181 EZCH A+ Ezchip Semiconductor 4 6 16 151 BWLD A+ Buffalo Wild Wings Inc 5 13 4 285 VVUS A+ Vivus Inc 6 4 3 8 CIE A+ Cobalt Int l. Energy 7 5 5 2 FOSL A+ Fossil Inc 8 7 62 89 FAST A+ Fastenal Co 9 8 18 37 PCLN A+ Priceline.com Inc 10 10 47 105 CRMT A+ America's Car-Mart Inc 11 17 24 56 TNH A+ Terra Nit rogen Co Lp 12 11 11 21 AAPL A+ Apple Comput er 13 12 7 35 PCYC A Pharmacyclics Inc 14 14 12 3 LPSN A LivePerson Inc 15 16 185 456 ALXN A+ Alexion Pharmaceuticals 16 15 6 31 TSCO A Tractor Supply Co 17 21 19 5 CHSI A Cat alyst Health Solut ions 18 18 52 18 CERN A Cerner Corp 19 22 134 248 UFPT A U F P Tech. Inc. 20 44 624 1167 ADGF A Adams Golf 21 67 410 0 SXCI A S X C Health Solutions 22 29 169 53 NVO A Novo Nordisk A/S 23 20 27 109 CLR A Cont inent al Res Inc. 24 34 286 336 AAP A Advance Aut o Part s Inc 25 45 118 148 SHOO A Stephen Madden 26 32 25 32 ORLY A O'Reilly Aut omot ive Inc 27 33 81 77 CSTR A Coinstar 28 27 29 182 TDG A Transdigm Group Inc 29 28 17 47 ACFN A- Acorn Energy Inc. 30 24 15 0 GMCR A- Green Mtn Coffee Roast ers Inc 31 1 1 249 KTCC A Key Tronic Corp 32 19 9 4 DXPE A DXP Ent erprises Inc 33 37 13 30 AE A Adams Res & Energy Inc. 34 35 77 12 18

One One One Current Day Week Month Rank Ago Ago Ago TPX A Tempur Pedic Int l Inc 35 53 90 657 TYL A Tyler Technologies Inc 36 31 63 38 ZOLL A Zoll Medical 37 54 33 123 BRY A Berry Pet roleum Co Cl A 38 26 292 418 RL A Polo Ralph Lauren Corp 39 30 51 137 HSTM A Healt hst ream 40 51 218 455 MNST A Monst er Beverage Co. 41 38 80 188 HLF A- Herbalife 42 47 87 210 DLTR A Dollar Tree Stores 43 49 28 36 ACAT A Arct ic Cat Inc 44 50 93 301 NDSN A Nordson Corp 45 46 57 466 TDC A Teradat a 46 36 204 1003 COH A Coach inc 47 74 38 163 SWI A Solarwinds Inc. 48 57 30 72 SLXP A- Salix Pharmaceut icals Lt d 49 41 59 27 AKRX A Akorn Inc. 50 62 22 43 FMC A FMC Corp 51 71 304 209 EQIX A Equinix Inc 52 80 295 503 BAP A Credicorp Ltd 53 65 72 102 CBD A- Companhia Brasileira Adr 54 79 31 54 CMI A Cummins Inc 55 23 54 129 UA A Under Armour 56 89 201 493 CYNO A Cynosure Inc. 57 48 740 1073 NTES A Netease.Com Inc Adr 58 56 86 126 AZO A Aut ozone Inc 59 90 150 100 INOD A- Innodat a Isogen Inc 60 73 70 585 SBH A- Sally Beaut y Holdings 61 42 26 130 WES A- West ern Gas Part ners 62 55 402 241 TJX A TJX Co Inc 63 76 182 29 FFIV A- F5 Networks Inc 64 98 46 74 LGF A- Lions Gat e Entert ainment 65 84 506 711 VFC A VF Corp 66 86 140 237 OYOG A O Y O Geospace Corp 67 40 35 423 OSIS A OSI Syst ems Inc 68 108 146 112 PEET A Peet's Coffee & Tea Inc 69 60 36 51 19

One One One Current Day Week Month Rank Ago Ago Ago OII A Oceaneering Int l Inc 70 63 39 55 SMP A- Standard Motor Prod 71 85 41 121 UGP A- Ult rapar Participacoes Adr 72 102 45 40 LF A- LeapFrog Ent erprises Inc 73 119 563 381 CLNE A- Clean Energy Fuels 74 25 23 19 EZPW A- Ezcorp Inc Cl A 75 94 107 113 LQDT A- Liquidit y Services 76 39 71 84 ASNA A- Ascena Retail Group 77 61 98 0 WAB A Wabt ec Corp 78 87 145 231 AEA A- Advance America 79 81 599 907 QCOR A Quest cor Pharmaceut ical 80 124 209 286 GWW A Grainger WW Inc 81 105 40 67 PNRA A Panera Bread 82 109 147 39 SCSS A- Select Comfort Corp 83 129 334 400 WPRT A- West port Innovat ions Inc. 84 110 37 9 CAB A- Cabelas 85 111 625 611 HOS A- Hornbeck Offshore 86 118 562 1070 CLCT A- Collect ors Universe Inc 87 228 213 298 PRGO A- Perrigo Co 88 96 186 81 CNC A- Cent ene Corp 89 58 170 169 FCFS A- First Cash Financial Services 90 113 32 111 V A Visa Inc. 91 78 43 159 BPT A BP Prudhoe Bay Royalt y Trust 92 77 65 101 NOV A Nat ional Oilwell Varco Inc 93 75 50 149 TEN A- Tenneco Aut omot ive Inc 94 100 94 713 TKR A- Timken Co 95 101 83 220 DORM A Dorman Products Inc 96 93 199 57 HCSG A Healt hcare Services Grp Inc 97 70 246 308 ULTI A Ult imat e Soft ware 98 103 188 303 BTI A- British American Tobacco Plc 99 143 0 0 PII A Polaris Industries Inc 100 59 61 110 Bill Gunderson s Top 100 is a new feature in the newsletter. I can tell you from experience that it is very powerful. The Top 100 is a reflection of the market and the economy. These trends can remain in place for a long time. Sometimes bonds are at the top, sometimes cash is at the top, and there are even times when inverse funds rule the roost. Study this list carefully each week. 20

Global Markets as of 3/2/2012-On Fire! The Global markets continue on fire. Right now, the U.S. is the worst market in the world. Good info to know right? Right! 21

Commodities as of 3/2/2012 COMMODITIES-Oil breaking out. Gas now $4.49 plus in Socal! 2012 YTD Silver SLV 25.3% Steel SLX 16.1% Copper JJC 14.3% Gold GLD 9.4% Oil USO 7.0% Coal KOL 7.0% Grains JJG 4.1% Cotton BAL -4.9% Oil continues to break out to new highs along with unleaded gas. The average price in San Diego today is $4.49 per gallon! Bill Gunderson s Current Basic Recommended 401-k Allocation Long way till retirm Nearing Retirement Best Bond Fund Choices that you have: 10.0% 40.0% Best Large Cap Choices that you have: 0.0% 15.0% Best Mid Cap Choices that you have: 25.0% 15.0% Best Small Cap Choices that you have 35.0% 15.0% Best Nat. Resource (GOLD) Choices that you have: 10.0% 10.0% Best Technology Choices that you have: 10.0% 0.0% Best International Choices that you have: 10.0% 5.0% Cash 0.0% 0.0% TOTAL 100.0% 100.0% 22

WORST STOCKS NOW! Short Ideas Shorting Ideas OPEN Start Price Closed Price Pct. Gain Not a good environment for short positisons right now CLOSED Sprint Nextel S October 7, 2011 $2.45 $2.30 6.1% Salesforce CRM November 11, 2011 $129.87 $123.94 4.6% Sears Holding SHLD December 16, 2011 $46.16 $45.10 2.3% First Solar FSLR May 27, 2011 $121.37 $45.54 62.5% Frontline FRO June 10, 2011 $15.84 $11.81 25.4% Sunpower SPWR November 4, 2011 $8.76 $7.25 17.2% Yingli Gr. Energy YGE October 21, 2011 $3.58 $4.54-26.8% Amazon.com AMZN December 30, 2011 $173.10 $190.93-10.3% Goldman Sachs GS September 9, 2011 $102.57 $102.09 0.5% UBS UBS September 30, 2011 $11.43 $12.45-8.9% Daimler DDAIF September 9, 2011 $43.96 $51.10-16.2% Toll Brothers TOL September 9, 2011 $15.65 $18.09-15.6% Amer. Int. Gr. AIG August 5, 2011 $25.10 $26.34-4.9% AVERAGE AVG. 2.8% UNDER CONSIDERATION Amzon.com AMZN http://www.youtube.com/watch?v=bowwvebktxa 23

Bill Gunderson appeared on Bloomberg Radio with Pimm Foxx and Courtney Donahoe this past week. I talked about Priceline.com, one of the great stocks of the decade, Listen Here Pimm Foxx Click here to read Bill Gunderson s article on Priceline.com this past week on Seeking Alpha. Priceline is up over 130 points since my last article on the stock. Click here to read Bill Gunderson s Marketwatch article on his top three energy picks right now. Click here to read Bill Gunderson s latest commentary on Warren Buffett-A big position in the Obama administration coming? Scott Voak, our show s Real Estate expert continues to find double-digit returns on income properties all throughout San Diego. You can reach Scott at (888)311-6311. Scott s website is http://www.voakhomes.comi covered a lot of interesting topics on my daily radio this past week. To listen to the archives, you can visit http://www.pwstreet.com/radio-show-archives To order my book BEST STOCKS NOW, click here To set up and appointment with me, click here If you are looking for a good CPA to do some tax-planning or financial planning, give Randy Goodsell a call. Randy has been my CPA for many years. Randy is a frequent guest on my daily radio show. Randy can be reached at (619)238-4343. His website is http://www.goodsellcpa.com 24

Subscriptions to this weekly newsletter are $195 per year or $60 per quarter. To subscribe call us at (760)736-8258 or visit our website at http://pwstreet.com. You can also mail a check to Gunderson Capital Mgt. 550 Seagaze Dr. #16 Oceanside, CA 92054. THIS REPORT PROVIDES GENERAL INFORMATION AND IS NOT AN OFFER TO BUY OR SELL ANY SECURITY. IT IS THE SOLE OPINION OF THE WRITER, BILL GUNDERSON. BILL GUNDERSON IS PRESIDENT OF GUNDERSON CAPITAL MANAGEMENT INC. A REGISTERED INVESTMENT ADVISORY FIRM LOCATED AT 550 SEAGAZE DR. #16 OCEANSIDE, CALIFORNIA 92054 PHONE NO. (760)736-8258. BILL GUNDERSON EDITS THE WEEKLY NEWSLETTER. INFORMATION IN THIS NEWSLETTER COMES FROM INDEPENDENT SOURCES BELIEVED TO BE RELIABLE, BUT ACCURACY IS NOT GUARANTEED. BILL GUNDERSON OR GUNDERSON CAPITAL MGT. INC. HAS NOT VERIFIED THE ACCURACY OF THE INFORMATION PUBLISHED BY THE INDEPENDENT SOURCES. SELECTIONS IN THIS NEWSLETTER ARE THE SOLE OPINIONS OF BILL GUNDERSON AND ARE SUBJECT TO RISKS AND UNCERTAINTIES BEYOND THE CONTROL OF BILL GUNDERSON AND GUNDERSON CAPITAL MGT. INC. SUCH RISKS AND UN- CERTAINTIES INCLUDE NATIONAL, INTERNATIONAL, ECONOMIC CONDITIONS AND FLUCTUATIONS; ECONOMIC CONDITIONS OF SPECIFIC SECTORS AND GROUPS AND COMPANIES; MANAGEMENT CAPABILITIES OF COMPANIES SELECTED. SELECTIONS IN THIS NEWSLETTER MAY NOT YIELD PROFITABLE RESULTS AND MAY ACTUALLY RESULT IN A LOSS OF INVESTMENT CAPITAL. AS AN INVEST- MENT ADVISORS, BILL GUNDERSON, OR CLIENTS OF GUNDERSON CAPITAL MGT. INC. MAY PURCHASE AND SELL SECURITIES IDENTIFIED EITHER IN THEIR OWN ACCOUNTS OR ACCOUNTS THAT THEY MANAGE. THEY MAY ALSO BUY OR SELL SECURITIES MENTIONED WITHOUT NOTICE TO NEWSLETTER SUBSCRIBERS. IF YOU HAVE ANY QUESTONS, YOU CAN CONTACT BILL GUNDERSON AT (760)736-8258 MENT ADVISORS, BILL GUNDERSON, OR CLIENTS OF GUNDERSON CAPITAL MGT. INC. MAY PURCHASE AND SELL SECURITIES IDENTIFIED EITHER IN THEIR OWN ACCOUNTS OR ACCOUNTS THAT THEY MANAGE. THEY MAY ALSO BUY OR SELL SECURITIES MENTIONED WITHOUT NOTICE TO NEWSLETTER SUBSCRIBERS. IF YOU HAVE ANY QUESTONS, YOU CAN CONTACT BILL GUNDERSON AT (760)736-8258 25