Bill Gunderson’s Market Observations

Apple Upstaged By Huawei. No Showtime For Glowtime. Apple's recent "Glowtime" event, meant to highlight the new iPhone 16, fell flat with investors. Despite CEO Tim Cook's introduction of AI-driven features and larger screen sizes, [...]

Summary • Seeking Alpha is about total returns, not just high dividends; Realty Income has not delivered alpha over the last 3, 5, and 10 years. • High dividend yields like AT&T's 5.29% and AGNC [...]

Summary • The tech sector's recent 5% decline is driven by the unwinding of the carry trade, yen strengthening, and economic slowdown fears. • The Bank of Japan's unexpected rate hike and U.S. economic data [...]

Microsoft By The Numbers: Past Performance And Future Valuation Despite a recent dip in the stock price, Microsoft Corporation continues to be a buy based on a strong history of delivering alpha, paired with an [...]

Novo Nordisk Breaks Out To An All-Time High On China Approval Of Wegovy As obesity remains a critical global health issue, Eli Lilly's blockbuster drug Zepbound positions the company to potentially become the first trillion-dollar [...]

Nvidia Takes The Lead In The Silicon Valley Derby In the ongoing race for market capitalization supremacy, Nvidia, despite being younger than both Apple and Microsoft, has emerged as a formidable contender, recently surpassing both [...]

Is It Possible Eli Lilly Is Breaking Out To New All-Time Highs? In my September 2023 article, I recommended Eli Lilly as a buy with a five-year price target of $1,020, driven by the anticipation [...]

Is Nvidia Still The Best Stock In The Market Now? In my August 2023 article, I confidently declared Nvidia the best stock in the market, supported by its remarkable performance and strong valuation. Since then, [...]

Will Eli Lilly and Company Become A Trillion-Dollar Baby? I initially rated Eli Lilly as a buy with a five-year target price of $1,020 per share in September 2023, based on its strong growth potential [...]

Is Meta Platforms Still A Buy? Meta Platforms, Inc. delivered a stunning Q4 performance with 25% revenue growth and a 203% increase in earnings, surpassing analysts' expectations and driving the stock up by over 20% [...]

We Were Right About The Market Last Year, What Will 2024 Bring? In 2023, I accurately called the market bottom and benefited from a strong rebound in mega-cap tech stocks after the tough year in [...]

Is Day Trading Worthwhile? Every investor enters the equity markets with the goal of improving their net worth. Where to begin?  There are countless strategies to attempt. Nowadays, greater numbers of individual investors are looking [...]