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December 20, 2013 Password for Free Newsletter archives is: stocks-Password for the Full Newsletter Archives is: stocks101

A STOCK THAT IS BREAKING OUT SO THAT

YOU WON’T

It was only after my long career as a pharmacological scientist that I decided to pick the

biotech and pharmaceutical stocks as the hottest industries of the year.

That, of course, is not true – the part about my career as a scientist, that is.

But I have been talking about, writing about, and – most importantly – investing in stocks for

my clients and myself for a long time. And you do not have to be a scientist or doctor to

invest in scientific or medical progress.

Of the nearly 3,800 stocks I cover in my Best Stocks Now app, most do not get white hot

overnight. Neither do they lose all their value overnight.

So I look for industries first, then companies within those industries, when I am selecting

investments. And I use my Best Stocks Now app.

That is how I found Anacor Pharmaceuticals — ANAC.

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I didn’t hear about ANAC from a televised talking head. Nor did I read about in the Wall

Street Journal or Barron’s. I found it with my Best Stocks Now app.

ANAC is in the Atopic Dermatitis business. Eczema. One of their products is getting some

good results and some even say it could be a new standard of treatment for this disease.

But just because something is a good company in a good industry with a good – even great

– product, it does not necessarily mean it is a good stock.

ANAC became public in 2010 at $5 per share. I noticed it three months ago when it hit #23

on my Best Stocks Now app. Looking at the chart, we see it has a powerful saucer pattern

from April until Mid-August of this year when ANAC broke out and rose up the ranks in the

Best Stocks Now app.

Let’s look at the company a bit more closely:

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Performance

ANAC has a market cap of just $665 million. It’s no Merck (MRK) or Johnson & Johson (JNJ). If

it were, we would not be talking about it right now. Smaller biotechs have been ruling the

market this year.

Over the past three years ANAC has delivered 49.5% per year to investors.

And over the past year, ANAC has returned an incredible 221% to investors.

Now, these numbers do not make ANAC an automatic ticket to Bill Gunderson’s top 300 Best

Stocks Now. However, a stock has to have the performance numbers. And ANAC gets an

‘A+’ momentum grade.

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Valuation

Because ANAC is so new, it is difficult to do a valuation on this stock. Of course the potential

is huge. I have an assistant who insists his potential for meeting and marrying Angelina Jolie is

huge.

But performance counts more than potential.

Stock Chart

A breakout may not sound good when you’re referring to eczema but when you’re looking

at the stock chart, it’s a great. I’m long the stock and I’ve already had some huge gains.

You want to know what a great chart looks like. Just look at the ANAC chart.

Because it is a small cap with a relatively short record or performance, this is not a stock for

widows and orphans. This is part of an aggressive portfolio. I never make any one position

more than 3-4% of my overall portfolio.

A lot of people misunderstand what it means to be aggressive: Yes, of course it means you

are going to put a portion of your portfolio down on stocks with a lot of volatility.

But that is only half of it. The other half of is time. Aggressive investors have to watch their

stocks and the market every day.

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That does not mean you have to be a day trader. Or should be. It only means that just

because you want to take three weeks off to bicycle through France, your stock is not going

to take off with you.

Of the 3,771 stocks that are currently in my app database, ANAC comes in at number 44.

Follow me on Twitter or check the Twitter feed on my website to find out when I change my

opinion on the stock.

FED Chairman, Ben Bernanke presided over his last FOMC meeting this past week. All eyes

were on the man that has kept monetary policy on an all you can eat diet for the last five

years.

The Fed’s balance sheet waistline has ballooned from $1 trillion to $4 trillion since 2008. It is

the biggest expansion in the history of the world.

Has it worked?

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The S&P 500 was at 666 on March of 2009. The Dow Jones Industrial Average was at 6,469.

The U.S financial system was on the verge of collapse, and lending was completely frozen

up. Financial institutions all over the globe were stuffed full of bad debt that was worth

pennies on the dollar.

Bear Stearns was no more. Lehman Bros. was BK.

Countrywide Financial was forced down Bank of America’s throat along with Merrill Lynch.

Those were difficult balance sheets to swallow, but were they too big to fail?

Gold was soaring while the dollar was sinking.

Foreclosure notices were being mailed out all across America as housing prices plunged.

Pink slips were a common occurrence as unemployment rose to levels not seen since the

great depression.

There was plenty of blame to be passed around.

From a government that forced institutions to loan to high risk borrowers, to the Wall Street

bankers who packaged those loans and spread them all across the world.

Like a bad virus that would eventually erupt into an epidemic.

Ben Bernanke was a man who had studied the great depression in depth. He understood

what was done wrong, and what would should have been done instead.

Today, the S&P 500 is over 1,800. The Dow Jones Industrial Average is over 16,000.

Home prices have bottomed out, values are rising once again, and home loans are being

made.

Bank of America and J P Morgan are hitting new 52 week highs. The U.S. dollar has held

steady while gold has plunged.

Inflation is tame and unemployment continues to drop.

Not everything is all roses however. Our debt ceiling is now $16.7 trillion as fiscal policy has

not been anywhere as creative as monetary policy.

Was Ben Bernanke a hero or a villain?

It is pretty hard to argue with results.

Bernanke went out with a flourish this past week as he finally announced a taper, but kept

the promise of loose monetary policy as far as the eye can see.

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The Fed’s bond purchase program has been cut from $85 billion per month to $75 billion per

month. That is akin to going on a diet that only gives up the fudge sauce and whip cream on

top of the cheesecake.

Sounds like my kind of diet!

Of course the market loved it. Here is how we finished the week:

Asset Fri. 12/13/13 Fri. 12/20/13 Week Week Pct.

Class Close Close Change Change

S&P500 1775.32 1818.32 43.00 2.42%

Forward PE ratio 18.05 18.68 0.63 3.49%

DJIA 15,755.36 16,221.14 465.78 2.96%

NASD 4000.98 4104.74 103.76 2.59%

S&P600 (Small) 636.78 657.41 20.63 3.24%

S&P400 (Mid-Cap) 1285.16 1318.85 33.69 2.62%

Tot.Wld Stock Index (VT) 57.06 58.01 0.95 1.66%

Emg. Mkts (VWO) 40.34 39.95 -0.39 -0.97%

Em Mkt Sm. Cap (DGS) 46.11 45.34 -0.77 -1.67%

Europe (EFA) 64.05 65.07 1.02 1.59%

China (FXI) 38.40 37.32 -1.08 -2.81%

Latin America (ILF) 36.77 35.99 -0.78 -2.12%

20 Yr.+ U.S Treas. (TLT) 103.20 104.25 1.05 1.02%

7-10 Yr. U.S Treas. (IEF) 100.66 100.44 -0.22 -0.22%

U.S. 10yr. Tr. 2.87% 2.89% 0.02% -0.70%

Greece 10yr. Bond 8.69% 8.52% -0.17% 1.96%

Italy 10yr. Bond 4.10% 4.12% 0.02% -0.49%

Spain 10yr. Bond 4.10% 4.14% 0.04% -0.98%

Oil 91.52 90.09 -1.43 -1.56%

Gold 1238.00 1202.80 -35.20 -2.84%

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Despite the big bump in the U.S. stock market, emerging markets, bonds, and gold were down once

again this past week!

These are three asset classes that I have kept you out of ALL YEAR.

And how have those asset classes stacked up this year.

]

Not neighborhoods that I would want to hang out in!

If ever there was a year to be in the right asset classes and out of the wrong ones, this is it.

Asset Allocation anyone? No thanks….

Asset 12/31/12 Fri. 12/20/13 2012 2013

Class Close Close Final YTD

S&P500 1426.19 1818.32 13.41% 27.49%

Forward PE ratio 16.49 18.58 2.09 12.67%

DJIA 13104.00 16221.14 7.06% 23.79%

NASD 3019.51 4104.74 15.66% 35.94%

S&P600 (Small) 476.57 657.41 14.82% 37.95%

S&P400 (Mid-Cap) 1020.43 1318.85 16.07% 29.24%

Total World Stock Index 49.42 58.01 16.07% 17.38%

Emg. Mkts (VWO) 44.53 39.95 16.54% -10.29%

Em Mkt Sm. Cap (DGS) 49.44 45.34 19.59% -8.29%

Europe (EFA) 56.86 65.07 14.80% 14.44%

China (FXI) 40.45 37.32 16.00% -7.74%

Latin America (ILF) 43.84 35.99 2.98% -17.91%

20 Yr.+ U.S Treas. (TLT) 121.18 104.25 2.98% -13.97%

7-10 Yr. U.S Treas. (IEF) 106.99 100.44 2.98% -6.12%

U.S. 10yr. Tr. 2.01% 2.89% -0.53% -43.78%

Spain 10yr. Bond 4.10% 4.14% 5.17% -0.98%

Oil 94.75 90.09 5.21% -4.92%

Gold 1692.00 1202.80 6.14% -28.91%

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Speaking of asset classes, let’s check the current ranking of the asset classes. I rank 34 different asset

classes (including a lot of stock and bond oriented ones) on a daily basis. I generally focus on the top

8-10. Here is how they currently stack up:

Top 8 (3 wks. ago) Top 8 (2 wks. ago) Top 8 (This week)

When 2013 began it was small cap U.S. stocks at the top of the leader board. As 2013 comes to a

close, it is still small cap U.S. stocks leading the hit parade.

Add in the technology and micro-cap stocks and you still have the leadership in this current market.

Mid and large cap U.S. stocks round out the top.

One-year chart of the NASDAQ:

The Nasdaq continues to break out to new highs.

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We next check Asset Classes 9-16 again this week to see if anything interesting is going on there.

(9-16)Three weeks ago (9-16) Last week (9-16) This week

Even asset classes nine and ten are stock related. This means that the top ten asset classes are ALL

DOMESTIC STOCK related.

Here are the CURRENT bottom eight ranked asset classes:

Bottom 8 two weeks ago Bottom 8 last week Bottom 8 this week

We began the year with S&P 500 INVERSE, gold, bonds, and emerging markets at the bottom. They

are still at the bottom.

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And gold continues to search for a bottom. Contrarian play anyone? No thanks.

Here is what a chart of the S&P 500 looks like right now.

One-year chart of the S&P 500

It is breaking out to new all-time highs. Not a time to be short!

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Three-year chart of the S&P500

The almost five year old BULL MARKET is still intact for now.

One-year chart of the DJIA

Another new all-time high for the Dow. The Dow also remains in a BULLISH TREND.

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We next look at the best indexes in the world right now.

BEST two weeks ago BEST last week BEST this week

It is still all about stocks. The inverse VIX remains at the top of the heap.

Here are the current worst ranked indexes around the world.

Worst Indexes 2 weeks ago Worst Indexes last week Worst Indexes this week

The VIX is still at the bottom of the pile. THIS IS A BULLISH INDICATOR. Foreign markets and interest

sensitive investments are to still be avoided at all cost!

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Now on to the sectors in the market. Best Asset Classes Now-BACN™. Best Sectors Now. Best Stocks

Now. I track sixty sectors on a daily basis. Here are the current leaders.

Top 8 three weeks ago Top 8 two weeks ago Top 8 this week

Very little change at the top once again.

Let’s next check sector rankings 9-16 to see if anything interesting is going on there:

#9-16 (3 weeks ago) #9-16 (2 weeks ago) #9-16 (this week)

I don’t see anything that really jumps off of the page at me.

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Here are this week’s worst ranked sectors.

Bottom 8 Two Weeks Ago Bottom 8 Last Week Bottom 8 This Week

Not much change again here. Commodities and emerging markets have been horrible all year long.

It will change at some point in time, but I see no evidence of this yet.

The four year, nine month old BULL MARKET is still intact. I am not a buy and holder. I am a market

timer. I have kept you in throughout this current bull. It will come to an end at some point, but I just

don’t see much evidence of that at all yet. Therefore, I continue to keep the GREEN FLAG flying on

the stock market.

Please follow me on Twitter @BillGunderson throughout the week for any changes in my

current stance on the market or individual stocks. If you need a quick primer on how to use

Twitter, click here.

My tweets are also found on my BEST STOCKS NOW app every day, and on the homepage

of my website: http://www.pwstreet.com

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Bill Gunderson’s Model Portfolio for Investors seeking Aggressive/Moderate Growth.

This is my most aggressive portfolio. It is designed for investors with long-term time horizons,

seeking maximum growth. This portfolio is made up mainly of small and mid-cap stocks with

superior growth potential. This portfolio is up 36.5% YTD after all expenses.

I sold PCRX this past week and I bought HIMX and VNET. Cash level is now 18.3%. Actual

Portfolios may vary depending on start time and actual stock mix.

Gunderson Aggressive Gr. Model Portfolio * 36.50% YTD (After Fees)

As of 12/13/2013 (9:00am) 38.17% YTD (Before Fees)

* 11.99% 2012 (After Fees)

14.89% 2012 (Before Fees)

*(Net of all $7 trading fees and an annual mgt. fee of 2.0%-INTERNALLY AUDITED)

*Actual accounts managed by Gunderson Capital Mgt. may vary depending upon when accounts are

opened and actual stock mix.

Add Add Adj. Add Begin Current Current Current

Sym. Name Sector Date Price Price Shares Value Price Value G/L Allocation

1 AKRX Akorn Inc. Drug 30-Sep-13 $19.64 $19.64 295 $5,794 $25.04 $7,387 27.5% 4.50%

2 ACET Aceto Corp. Basic Mat. 22-Nov-13 $20.64 $20.64 260 $5,366 $22.35 $5,811 8.3% 3.54%

3 ACHC Acadia Healthcare Medical 3-Dec-13 $48.28 $48.28 118 $5,697 $46.87 $5,531 -2.9% 3.37%

4 ALGT Allegiant Travel Transportat ion 27-Nov-13 $113.65 $113.65 50 $5,683 $106.61 $5,331 -6.2% 3.25%

5 ANAC Anacor Pharm. Drug 15-Aug-13 $10.54 $10.54 477 $5,028 $16.62 $7,928 57.7% 4.83%

6 CEMP Cempra Inc. Drug 26-Sep-13 $10.57 $10.57 515 $5,444 $12.20 $6,283 15.4% 3.83%

7 CFX Colfax Corp. Industrial 31-May-13 $49.90 $49.90 94 $4,691 $60.84 $5,719 21.9% 3.48%

8 DDD Three D Systems Technology 31-Oct-13 $62.71 $62.71 87 $5,456 $86.49 $7,525 37.9% 4.58%

9 DXCM Dexcom Inc. Drug 10-May-13 $19.85 $19.85 229 $4,546 $34.15 $7,820 72.0% 4.76%

10 HIMX Himax Technologies Technology 19-Dec-13 $12.77 $12.77 445 $5,683 $13.36 $5,945 4.6% 3.62%

11 ILMN Illumina Drug 26-Jun-13 $75.73 $75.73 62 $4,695 $104.59 $6,485 38.1% 3.95%

12 INCY Incyte Corp. Drug 18-Nov-13 $46.96 $46.96 115 $5,400 $51.56 $5,929 9.8% 3.61%

13 JAZZ Jazz Pharmaceuticals Drug 31-May-13 $69.00 $69.00 68 $4,692 $121.93 $8,291 76.7% 5.05%

14 NUS Nu Skin Enterprises Consumer 16-Aug-13 $87.28 $87.28 58 $5,062 $136.91 $7,941 56.9% 4.84%

15 P Pandora Media Media 21-Aug-13 $21.48 $21.48 238 $5,112 $27.81 $6,619 29.5% 4.03%

16 PRFT Perfecient Inc. Technology 5-Dec-13 $22.98 $22.98 247 $5,676 $23.20 $5,730 1.0% 3.49%

17 TRIP TripAdvisor Leisure 31-Oct-13 $83.85 $83.85 67 $5,618 $83.01 $5,562 -1.0% 3.39%

18 VNET Twenty One Vianet Technology 18-Dec-13 $21.49 $21.49 265 $5,695 $21.75 $5,764 1.2% 3.51%

19 STLD Steel Dynamics Basic Mat. 8-Nov-13 $19.23 $19.23 275 $5,288 $18.55 $5,101 -3.5% 3.11%

20 YELP Yelp Inc Internet 15-Nov-13 $69.41 $69.41 80 $5,553 $68.35 $5,468 -1.5% 3.33%

21 WST West Pharm. Services Medical 10-Oct-13 $42.83 $42.83 120 $5,140 $49.07 $5,888 14.6% 3.59%

Curren Mkt. Value $134,057 81.7%

Current Cash $30,073 18.3%

Current Total Value $164,131 100.0%

Begin 2013 $120,246

2013 YTD G/L (After Fees) $43,885 36.50%

2013 Mgt. Fees (2.0%) annual $1,304

2013 Trading Costs ($7 each) $714

Total Costs $2,018 1.7%

2013 YTD G/L (Before Fees) 38.17%

Begin 2012 $107,371

End 2012 $120,246

2012 Gain $12,875

Pct. Gain (after all fees) 11.99%

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Colfax broke out to new highs, once again this past week.

DDD broke out to new all-time highs on Friday.

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I also bought the VNET breakout on Wednesday.

I bought the Himax breakout on Thursday. I featured in on Friday’s show.

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JAZZ had a huge breakout on Friday after their GENT purchase. I wrote about JAZZ for

Marketwatch in June and I featured it on Friday’s radio show.

Incyte also continues to hit new highs.

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Gunderson Aggressive Growth Model Portfolio Sells 2013

Symbol Name Sector Bought Buy Price Shares Tot. Buy Sell Price Total Sell Pct. G/L Sell Date

1 ALXN Alexion Pharmaceutical Drug 22-Jun-12 $95.95 $95.95 51 $4,893 $97.18 $4,956 1.3% 18-Jan-13

2 ONXX Onyx Pharmaceuticals Drug 21-Sep-12 $85.04 $85.04 58 $4,932 $77.33 $4,485 -9.1% 18-Jan-13

3 ELLI Ellie Mae Real Est. 12-Oct-12 $26.40 $26.40 176 $4,646 $22.21 $3,909 -15.9% 25-Jan-13

4 AMT American Tower Telecom 26-Oct-12 $73.37 $73.37 57 $4,182 $76.87 $4,382 4.8% 8-Feb-13

5 SSYS Stratasys Technology 18-Jan-12 $87.03 $87.03 48 $4,177 $71.20 $3,418 -18.2% 15-Feb-13

6 REGN Regeneron Pharm. Drug 31-Aug-12 $145.96 $145.96 32 $4,671 $163.85 $5,243 12.3% 15-Feb-13

7 CHN China Fund International 28-Dec-12 $21.02 $21.02 190 $3,994 $21.81 $4,144 3.8% 8-Mar-13

8 DGS Emg. Mkt. Sm. Cap Index International 14-Dec-12 $47.92 $47.92 83 $3,977 $50.55 $4,196 5.5% 22-Mar-13

9 OCN Ocwen Financial Financial 17-Aug-12 $24.87 $24.87 192 $4,775 $34.99 $6,718 40.7% 22-Mar-13

10 RGR Sturm Ruger Leisure 8-Feb-13 $55.35 $55.35 76 $4,207 $52.62 $3,999 -4.9% 22-Mar-13

11 UTEK Ultratech Inc. Technology 18-Jan-13 $39.36 $39.36 106 $4,172 $39.60 $4,198 0.6% 22-Mar-13

12 TOL Toll Brothers Inc Building 25-Jan-13 $37.98 $37.98 111 $4,216 $34.24 $3,801 -9.8% 22-Mar-13

13 CRM Salesforce.com Software 14-Dec-12 $166.85 $166.85 24 $4,004 $165.42 $3,970 -0.9% 5-Apr-13

14 DHI D R Horton Building 22-Mar-13 $24.92 $24.92 160 $3,987 $23.08 $3,693 -7.4% 5-Apr-13

15 PCYC Pharmacyclics Inc. Drug 14-Aug-12 $59.50 $59.50 80 $4,760 $75.55 $6,044 27.0% 5-Apr-13

16 PIR Pier 1 Imports Consumer 19-Oct-12 $20.34 $20.34 234 $4,760 $21.83 $5,108 7.3% 5-Apr-13

17 TTC Toro Co. Building 20-Jul-12 $39.55 $39.55 120 $4,746 $45.43 $5,452 14.9% 5-Apr-13

18 XHB Homebuilders Index Building 26-Oct-12 $25.52 $25.52 165 $4,211 $28.91 $4,763 13.3% 5-Apr-13

19 ARII Ameriican Railcar Inds. Transportat ion 1-Feb-13 $39.82 $39.82 106 $4,221 $40.51 $4,294 1.7% 12-Apr-13

20 GWR Genesee & Wyoming Transportat ion 14-Dec-12 $73.90 $73.90 53 $3,917 $84.93 $4,501 14.9% 12-Apr-13

21 AZZ A Z Z Inc. Building 25-Jan-13 $43.62 $43.62 97 $4,231 $41.53 $4,028 -4.8% 19-Apr-13

22 LL Lumber Liquidators Building 12-Feb-13 $62.25 $62.25 69 $4,295 $67.21 $4,637 8.0% 19-Apr-13

23 TREX Trex Company Inc. Building 25-Jan-13 $42.78 $42.78 99 $4,235 $47.35 $4,688 10.7% 19-Apr-13

24 CTRX Catamaran Corp. Medical 9-Mar-12 $36.51 $36.51 82 $2,994 $51.54 $4,226 41.2% 10-May-13

25 CBG C B R E Group Real Est. 8-Feb-13 $24.08 $24.08 174 $4,190 $24.21 $4,213 0.5% 10-May-13

26 FCFS First Cash Financial Financial 29-Mar-13 $58.34 $58.34 70 $4,084 $54.07 $3,785 -7.3% 10-May-13

27 HHC Howard Hughes Corp. Real Est. 5-Oct-12 $73.60 $73.60 62 $4,563 $101.80 $6,312 38.3% 22-May-13

28 CTGX Computer Task Group Technology 22-Mar-13 $21.56 $21.56 185 $3,989 $22.10 $4,089 2.5% 24-May-13

29 BMRN Biomarin Pharm. Drug 14-Dec-12 $49.59 $49.59 80 $3,967 $62.70 $5,016 26.4% 31-May-13

30 PCH Potlatch Corp. Real Est. 5-Apr-13 $45.78 $45.78 94 $4,303 $46.92 $4,410 2.5% 29-May-13

31 BRS Bristow Group Energy 22-Mar-13 $63.32 $63.32 63 $3,989 $62.19 $3,918 -1.8% 3-Jun-13

32 GNC General Nutrit ion Consumer 3-May-13 $45.39 $45.39 99 $4,494 $43.33 $4,290 -4.5% 4-Jun-13

33 JBHT J B Hunt Trans Svcs Transportat ion 16-Nov-12 $59.30 $59.30 65 $3,855 $71.55 $4,651 20.7% 4-Jun-13

34 SBH Sally Beauty Consumer 12-Apr-12 $30.55 $30.55 124 $3,788 $29.58 $3,668 -3.2% 5-Jun-13

35 SGEN Seatt le Genetics Drug 15-Mar-13 $33.55 $33.55 133 $4,462 $33.53 $4,459 -0.1% 4-Jun-13

36 WSO Watsco Inc. Building 21-Dec-12 $75.54 $75.54 52 $3,928 $86.37 $4,491 14.3% 4-Jun-13

37 ABG Asbury Automotive Group Auto 26-Oct-12 $30.55 $30.55 157 $4,796 $40.12 $6,299 31.3% 12-Jun-13

38 AEGR Aegerion Pharmaceuticals Drug 10-May-13 $44.88 $44.88 101 $4,533 $69.49 $7,018 54.8% 13-Jun-13

39 LGF Lions Gate Entertainment Leisure 3-May-13 $25.92 $25.92 174 $4,510 $26.96 $4,691 4.0% 12-Jun-13

40 ONXX Onyx Pharm Drug 26-Apr-13 $94.69 $94.69 47 $4,450 $86.44 $4,063 -8.7% 12-Jun-13

41 REGN Regeneron Pharm. Drug 26-Apr-13 $216.60 $216.60 21 $4,549 $237.70 $4,992 9.7% 12-Jun-13

42 ALKS Alkermes Drug 12-Apr-13 $24.99 $24.99 177 $4,423 $27.64 $4,892 10.6% 20-Jun-13

43 BECN Beacon Roofing Building 31-May-13 $41.22 $41.22 113 $4,658 $38.96 $4,402 -5.5% 20-Jun-13

44 GILD Gilead Sciences Drug 16-Nov-12 $37.44 $37.44 102 $3,818 $49.94 $5,094 33.4% 20-Jun-13

45 IMGN Immunogen Inc. Drug 31-May-13 $18.70 $18.70 252 $4,712 $15.34 $3,866 -18.0% 20-Jun-13

46 PBH Prest ige Brands Consumer 11-Feb-13 $24.58 $24.58 175 $4,302 $28.39 $4,968 15.5% 20-Jun-13

47 CSGP Costar Group Real Est. 21-Dec-12 $87.23 $87.23 45 $3,925 $135.49 $6,097 55.3% 12-Jul-13

48 TMH Team Health Hldgs. Healthcare 22-Mar-13 $35.14 $35.14 111 $3,901 $39.14 $4,345 11.4% 22-Jul-13

49 TRS Trimas Corp. Diversified 26-Jun-13 $35.88 $35.88 130 $4,664 $35.01 $4,551 -2.4% 24-Jul-13

50 CSOD Cornerstone OnDemand Technology 14-Jun-13 $43.46 $43.46 107 $4,650 $43.00 $4,601 -1.1% 29-Jul-13

51 HHC Howard Hughes Inc. Real Est. 27-Jun-13 $113.03 $113.03 41 $4,634 $108.09 $4,432 -4.4% 29-Jul-13

52 MOH Molina Healthcare Healthcare 10-May-13 $36.72 $36.72 124 $4,553 $37.05 $4,594 0.9% 9-Aug-13

53 FURX Furiex Pharm. Drug 23-Jul-13 $46.10 $46.10 108 $4,979 $37.31 $4,029 -19.1% 15-Aug-13

54 TSCO Tractor Supply Consumer 5-Apr-13 $106.03 $106.03 41 $4,347 $117.24 $4,807 10.6% 15-Aug-13

55 NEOG Neogen Corp. Medical 5-Apr-13 $49.40 $49.40 87 $4,298 $53.29 $4,636 7.9% 20-Aug-13

56 DW Drew Industries Building 10-Jun-13 $39.53 $39.53 119 $4,704 $40.68 $4,841 2.9% 27-Aug-13

57 ISIS Isis Pharmaceuticals Drug 13-Jun-13 $23.51 $23.51 204 $4,796 $24.34 $4,965 3.5% 27-Aug-13

58 SNTS Santarus Inc. Drug 18-Jan-13 $12.51 $12.51 335 $4,191 $22.76 $7,625 81.9% 27-Aug-13

59 THO Thor Industries Building 14-Jun-13 $48.12 $48.12 97 $4,668 $50.46 $4,895 4.9% 27-Aug-13

60 EEV Ultrashort Emerging Markets Inverse 27-Aug-13 $26.94 $26.94 185 $4,984 $23.20 $4,292 -13.9% 6-Sep-13

61 NBIX Neurocrine Biosciences Drug 3-Sep-13 $15.73 $15.73 327 $5,144 $10.62 $3,473 -32.5% 13-Sep-13

62 TROV Trovagene Inc. Drug 31-Jul-13 $8.19 $8.19 630 $5,160 $7.15 $4,505 -12.7% 20-Sep-13

63 TSRX Trius Therapeutics Drug 15-Jul-13 $10.65 $10.65 482 $5,133 $13.63 $6,570 28.0% Bought Out 20-Sep-13

64 DORM Dorman Products Auto 14-Aug-13 $52.35 $52.35 96 $5,026 $49.85 $4,786 -4.8% 4-Oct-13

65 AFOP Alliance Fiber Optic Technology 28-Aug-13 $18.66 $18.66 270 $5,037 $17.72 $4,784 -5.0% 8-Oct-13

66 ALKS Alkermes Drug 29-Jul-13 $34.53 $34.53 150 $5,180 $30.26 $4,539 -12.4% 8-Oct-13

67 ALNY Alnylam Pharm Drug 24-May-13 $28.86 $28.86 165 $4,762 $57.11 $9,423 97.9% 8-Oct-13

68 ASGN On Assignment Misc. 22-Mar-13 $24.91 $24.91 160 $3,986 $34.37 $5,499 38.0% 18-Oct-13

69 BMRN Biomarin Pharm. Drug 9-Sep-13 $74.99 $74.99 72 $5,399 $65.42 $4,710 -12.8% 18-Oct-13

70 ACAD Acadia Pharm. Drug 15-Jul-13 $19.85 $19.85 250 $4,963 $21.70 $5,425 9.3% 23-Oct-13

71 SGMO Sangamo Biosciences Drug 2-Oct-13 $12.44 $12.44 470 $5,847 $10.33 $4,855 -17.0% 25-Oct-13

72 NPSP N P S Pharmaceuticals Drug 19-Apr-13 $12.87 $12.87 168 $2,162 $27.99 $4,702 117.5% SOLD HALF 21-Oct-13

73 USNA U SA N A Health Science Consumer 14-Jun-13 $74.15 $74.15 63 $4,671 $69.04 $4,350 -6.9% 31-Oct-13

74 NPSP N P S Pharmaceuticals Drug 19-Apr-13 $12.87 $12.87 169 $2,175 $27.23 $4,602 111.6% SOLD the REST 30-Oct-13

75 GPOR Gulfport Energy Energy 28-Aug-13 $59.39 $59.39 87 $5,167 $55.33 $4,814 -6.8% 7-Nov-13

76 OCN Ocwen Financial Financial 30-Jul-13 $47.57 $47.57 110 $5,233 $50.80 $5,588 6.8% 5-Nov-13

77 PCRX Pacira Pharm. Drug 14-Aug-13 $37.66 $37.66 138 $5,197 $46.95 $6,479 24.7% 7-Nov-13

78 RPTP Raptor Pharmaceutical Drug 10-Jul-13 $10.33 $10.33 500 $5,165 $13.08 $6,540 26.6% 7-Nov-13

79 EGHT Eight By Eight Technology 16-Jul-13 $8.98 $8.98 572 $5,137 $9.63 $5,508 7.2% 13-Nov-13

80 OPK Opko Health Medical 14-Oct-13 $10.55 $10.55 525 $5,539 $9.46 $4,967 -10.3% 19-Nov-13

81 ENSG Ensign Group Medical 12-Apr-12 $35.62 $35.62 124 $4,417 $42.36 $5,253 18.9% 18-Nov-13

82 BCEI Bonanza Creek Energy Energy 19-Sep-13 $47.87 $47.87 115 $5,505 $46.10 $5,302 -3.7% 6-Dec-13

83 OPEN Opentable Inc. Consumer 8-Nov-13 $77.23 $77.23 68 $5,252 $76.60 $5,209 -0.8% 13-Dec-13

84 PDLI P D L Biopharma Drug 22-Nov-13 $9.51 $9.51 570 $5,421 $8.19 $4,668 -13.9% 13-Dec-13

85 PCYC Pharmacyclics Inc. Drug 12-Jul-13 $107.00 $107.00 48 $5,136 $108.77 $5,221 1.7% 13-Dec-13

86 OPK Opko Health Drug 9-Dec-13 $11.58 $11.58 470 $5,443 $8.44 $3,967 -27.1% 13-Dec-13

87 PCRX Pacira Pharmaceuticals Drug 22-Nov-13 $55.49 $55.49 97 $5,383 $48.70 $4,724 -12.2% 18-Dec-13

21

Bill Gunderson’s Model Portfolio for Conservative Growth Investors:

This model is made up of mostly large and mid-cap companies that I consider suitable for

investors who have a conservative growth risk profile. Time horizon of at least 3-5 years would

be appropriate. Large cap stocks have underperformed small caps in 2013.

This portfolio is up 22.3% year-to-date. This net of an annual mgt. fee of 2.0% and all $7

trades. I sold DAL, PCYC, and REGN this past week. No new buys. Cash level is now 17.4%.

ACTUAL PORTFOLIOS MAY VARY DEPENDING ON START TIME AND ACTUAL PORTFOLIO MIX.

Conservative Growth Model 22.32% *YTD After Fees

12/20/2013 (11:00am) 23.27% YTD Before Fees

12.52% *2012 After Fees

14.71% *2012 Before Fees

(Net of all $7 Trading Costs and a 2% annual mgt fee-Internally Audited)

Actual portfolios may vary depending on when account is opened and actual mix of stocks)

Add Add Adjusted Beginning Current Current

Date Symbol Name Sector Price Price Shares Value Price Value G/L Alloc.

1 15-Mar-13 ACT Actavis Drug $91.59 $91.59 51 $4,671 $163.65 $8,346 78.7% 5.09%

2 16-Aug-13 AAPL Apple Computer Drug $500.00 $500.00 10 $5,000 $549.52 $5,495 9.9% 3.35%

3 25-Jul-13 CELG Celgene Drug $143.18 $143.18 36 $5,154 $167.12 $6,016 16.7% 3.67%

4 16-Aug-13 FB Facebook Internet $37.08 $37.08 137 $5,080 $54.79 $7,506 47.8% 4.58%

5 25-Jul-13 GILD Gilead Sciences Drug $60.74 $60.74 84 $5,102 $74.90 $6,292 23.3% 3.84%

6 26-Jun-13 ILMN Illumina Drug $75.73 $75.73 64 $4,847 $105.10 $6,726 38.8% 4.11%

7 18-Nov-13 INCY Incyte Drug $46.96 $46.96 115 $5,400 $51.46 $5,918 9.6% 3.61%

8 10-Dec-13 LKQ L K Q Inc. Auto $33.83 $33.83 163 $5,514 $32.87 $5,358 -2.8% 3.27%

9 14-Dec-12 MA Mastercard Financial $482.30 $482.30 9 $4,341 $817.08 $7,354 69.4% 4.49%

10 14-Nov-13 MHK Mohawk Industries Building $143.21 $143.21 35 $5,012 $143.57 $5,025 0.3% 3.07%

11 10-Jul-13 NFLX Netfllix Leisure $242.15 $242.15 21 $5,085 $377.68 $7,931 56.0% 4.84%

12 8-Nov-13 NUE Nucor Basic Mat $54.52 $54.52 100 $5,452 $52.15 $5,215 -4.3% 3.18%

13 31-Oct-13 NXPI Nxp Semiconductors Technology $41.10 $41.10 133 $5,466 $43.47 $5,782 5.8% 3.53%

14 22-Mar-13 ODFL Old Dominion Freight Transport. $38.18 $38.18 105 $4,009 $52.81 $5,545 38.3% 3.38%

15 2-Oct-13 PCLN Priceline.com Leisure $1,065.54 $1,065.54 5 $5,328 $1,195.08 $5,975 12.2% 3.65%

16 14-Nov-13 PNR Pentair Ltd Industrial $69.63 $69.63 70 $4,874 $75.75 $5,303 8.8% 3.24%

17 5-Apr-13 TJX T J Maxx Co. Consumer $47.14 $47.14 97 $4,573 $62.76 $6,088 33.1% 3.72%

18 31-Oct-13 TRIP TripAdvisor Leisure $83.85 $83.85 65 $5,450 $83.11 $5,402 -0.9% 3.30%

19 19-Apr-13 TSCO Tractor Supply Consumer $54.03 $54.03 86 $4,647 $75.45 $6,489 39.6% 3.96%

20 5-Dec-13 YHOO Yahoo! Inc. Technology $38.86 $38.86 143 $5,557 $40.41 $5,779 4.0% 3.53%

21 29-Jun-12 V Visa Finance $123.11 $123.11 38 $4,678 $216.87 $8,241 76.2% 5.03%

22 22-Mar-13 VRX Valeant Phar. Drug $74.04 $74.04 53 $3,924 $111.71 $5,921 50.9% 3.61%

Total Holdings $137,706 `

Total Cash $26,114 17.6%

Current Total Value $163,820

Begin 2013 $133,923

YTD Tot. Gain/Loss $29,897 100.0%

YTD Pct. Gain/Loss 22.32%

2013 Mgt. Fees $670

2013 Trading Costs ($7 each) $595

Total Costs $1,265

Adj. Gain/Loss $31,162

Adj. Pct. Gain/Loss 23.27%

Begin 2012 $119,023 `

Dec 2012 Gain/Loss $17,511

Pct. Gain/Loss 14.71%

Fees/Cost $2,611

Adj. Gain/Loss + $14,900

Pct. Gain/Loss 12.52%

22

Mastercard is now up 69% since I bought it back.

Pentair had a huge breakout this past week.

23

Old Dominion just keeps on Truckin’ I wrote about it for Marketwatch back in May. I also

featured it again on Wednesdays’ show.

I bought some more TSCO on Friday’s breakout.

24

2013 Conservative Growth Model Portfolio Sells

Bought Bought Bought Sector Buy Price Shares Tot. Buy Sell Price Total Sell Pct. G/L Sell Date

1 25-May-12 BIIB Biogen Drug $131.75 $131.75 36 $4,743 $143.79 $5,176 9.1% SOLD 11-Jan-13

2 28-Sep-12 WPI Watson Pharmaceutical Drug $85.76 $85.76 63 $5,403 $83.71 $5,274 -2.4% SOLD 11-Jan-13

3 26-Oct-12 LPX Louisiana Pacific Building $15.54 $15.54 336 $5,221 $21.00 $7,056 35.1% SOLD 18-Jan-13

4 29-Jun-12 ALXN Alexion Pharm. Drug $98.71 $98.71 48 $4,738 $97.69 $4,689 -1.0% SOLD 25-Jan-13

5 26-Oct-12 TWC Time Warner Cable Media $99.52 $99.52 52 $5,175 $87.95 $4,573 -11.6% SOLD 1-Feb-13

6 11-Jan-13 E Eni Spa ads Oil & Gas $51.58 $51.58 89 $4,591 $46.52 $4,140 -9.8% SOLD 8-Feb-13

7 8-Jun-12 PETM Petsmart Consumer $66.24 $66.24 70 $4,637 $66.98 $4,689 1.1% SOLD 8-Feb-13

8 11-May-12 AMT American Tower Telecom $67.86 $67.86 70 $4,750 $74.63 $5,224 10.0% SOLD 15-Feb-13

9 23-Nov-12 HDB H D F C Bank Ltd. Banks $40.17 $40.17 109 $4,379 $38.70 $4,218 -3.7% SOLD 22-Feb-13

10 11-Jan-13 ILF Latin Amer. 40 Index International $45.09 $45.09 102 $4,599 $43.46 $4,433 -3.6% SOLD 22-Feb-13

11 28-Dec-12 FXI China 25 Index International $39.64 $39.64 112 $4,440 $40.19 $4,501 1.4% SOLD 22-Feb-13

12 27-Jul-12 REGN Regeneron Pharm. Drug $137.91 $137.91 34 $4,689 $159.92 $5,437 16.0% SOLD 22-Feb-13

13 1-Jun-12 PPG P P G Industries Basic Mat. $98.96 $98.96 48 $4,750 $136.26 $6,540 37.7% SOLD 8-Mar-13

14 30-Nov-12 EBAY Ebay Inc. Consumer $52.67 $52.67 85 $4,477 $51.05 $4,339 -3.1% SOLD 15-Mar-13

15 14-Dec-12 VWO Vanguard Emg. Mkt. ETFInternational $43.75 $43.75 100 $4,375 $43.29 $4,329 -1.1% SOLD 15-Mar-13

16 11-Jan-13 ASML A S M L Holding N.v. Technology $65.32 $65.32 70 $4,572 $68.16 $4,771 4.3% SOLD 22-Mar-13

17 11-May-12 NVO Novo Nordisk Drug $145.90 $145.90 32 $4,669 $162.22 $5,191 11.2% SOLD 22-Mar-13

18 8-Feb-13 TSM Taiwan Semiconductor Technology $18.45 $18.45 250 $4,613 $17.06 $4,265 -7.5% SOLD 22-Mar-13

19 22-Feb-13 KORS Michael Kors Hldgs. Consumer $59.15 $59.15 78 $4,614 $55.49 $4,328 -6.2% SOLD 22-Mar-13

20 31-Aug-12 CNI Canadian Natl. Railway Transport. $91.99 $91.99 52 $4,783 $100.30 $5,216 9.0% SOLD 5-Apr-13

21 26-Oct-12 XHB Homebuilders Index Building $25.52 $25.52 204 $5,206 $30.04 $6,128 17.7% SOLD 5-Apr-13

22 22-Feb-13 CAM Cameron Int l. Corp. Energy $63.08 $63.08 73 $4,605 $59.41 $4,337 -5.8% SOLD 19-Apr-13

23 25-Jan-13 DHI D R Horton Building $21.76 $21.76 215 $4,678 $21.63 $4,650 -0.6% SOLD 19-Apr-13

24 28-Dec-12 FAST Fastenal Building $46.88 $46.88 95 $4,454 $47.35 $4,498 1.0% SOLD 19-Apr-13

25 8-Feb-13 NBL Noble Energy Energy $115.36 $115.36 40 $4,614 $106.48 $4,259 -7.7% SOLD 19-Apr-13

26 15-Mar-13 PXD Pioneer Nat. Resources Energy $129.31 $129.31 36 $4,655 $110.72 $3,986 -14.4% SOLD 19-Apr-13

27 31-Aug-12 AMZN Amazon.com Consumer $248.92 $248.92 19 $4,729 $254.81 $4,841 2.4% SOLD 26-Apr-13

28 8-Feb-13 CBG C B R E Group Real Est. $24.08 $24.41 192 $4,623 $23.49 $4,510 -3.8% SOLD 24-May-13

29 14-Feb-13 CMCSA Comcast Corp. Media $40.49 $40.49 114 $4,616 $41.82 $4,767 3.3% SOLD 24-May-13

30 5-Oct-12 FMX Fomento Econ Mex International $95.18 $95.18 59 $5,616 $110.17 $6,500 15.7% SOLD 21-May-13

31 1-Feb-13 HNP Huaneng Pwr Int l Adr Ut ility $40.67 $40.67 115 $4,677 $43.01 $4,946 5.8% SOLD 21-May-13

32 1-Mar-13 LNKD Linked In Internet $170.46 $170.46 27 $4,602 $177.68 $4,797 4.2% SOLD 22-May-13

33 19-Apr-13 AMT American Tower Telecom $80.88 $80.88 58 $4,691 $78.97 $4,580 -2.4% SOLD 29-May-13

34 24-May-13 CELG Celgene Drug $122.58 $122.58 41 $5,026 $112.64 $4,618 -8.1% SOLD 5-Jun-13

35 17-Aug-12 HD Home Depot Consumer $57.10 $57.10 83 $4,739 $76.75 $6,370 34.4% SOLD 4-Jun-13

36 22-Mar-13 SHW Sherwin Williams Building $168.94 $168.94 23 $3,886 $183.26 $4,215 8.5% SOLD 4-Jun-13

37 21-Aug-12 UNP Union Pacific Transport. $125.19 $125.19 38 $4,757 $151.26 $5,748 20.8% SOLD 5-Jun-13

38 26-Apr-13 ONXX Onyx Pharm. Medical $95.88 $95.88 50 $4,794 $86.44 $4,322 -9.8% SOLD 12-Jun-13

39 15-Mar-13 CSX C S X Corp. Transport. $24.02 $24.02 193 $4,636 $23.88 $4,609 -0.6% SOLD 20-Jun-13

40 17-Aug-12 GILD Gilead Sciences Drug $28.21 $28.21 168 $4,739 $49.94 $8,390 77.0% SOLD 20-Jun-13

41 22-Mar-13 PBH Prest ige Brands Consumer $25.18 $25.18 158 $3,978 $28.39 $4,486 12.7% SOLD 20-Jun-13

42 5-Apr-13 REGN Regeneron Drug $185.41 $185.41 25 $4,635 $217.19 $5,430 17.1% SOLD 20-Jun-13

43 12-Apr-13 ALKS Alkermes Drug $24.99 $24.99 188 $4,698 $27.64 $5,196 10.6% SOLD 20-Jun-13

44 14-Feb-13 GWW W W Grainger Industrial $225.20 $225.20 21 $4,729 $249.67 $5,243 10.9% SOLD 20-Jun-13

45 17-Apr-13 AMP Ameriprise Financial Financial $81.69 $81.69 61 $4,983 $77.11 $4,704 -5.6% SOLD 24-Jun-13

46 22-Feb-13 BX Blackstone Group Financial $18.70 $18.70 247 $4,619 $19.40 $4,792 3.7% SOLD 24-Jun-13

47 22-Mar-13 CSGP Costar Group Real Est. $105.02 $105.02 38 $3,991 $133.28 $5,065 26.9% SOLD 12-Jul-13

48 22-Mar-13 STZ Constellat ion Brands Food/Bev. $46.67 $46.67 85 $3,967 $52.12 $4,430 11.7% SOLD 22-Jul-13

49 19-Jul-13 DRC Dresser-Rand Group Inc. Energy $66.55 $66.55 74 $4,925 $59.60 $4,410 -10.4% SOLD 29-Jul-13

50 26-Apr-13 FTI F M C Technologies Energy $56.74 $56.74 88 $4,993 $53.56 $4,713 -5.6% SOLD 29-Jul-13

51 26-Apr-13 CERN Cerner Medical $47.94 $47.94 100 $4,794 $46.12 $4,612 -3.8% SOLD 30-Aug-13

52 27-Aug-13 EEV Ultrashort Emg. Markets Inverse $26.94 $26.94 190 $5,119 $23.18 $4,404 -14.0% SOLD 6-Sep-13

53 22-Mar-13 AZO Autozone Auto $395.41 $395.41 10 $3,954 $413.45 $4,135 4.6% SOLD 16-Sep-13

54 11-Jul-13 RKT Rock Tenn Co Cl A Paper $107.00 $107.00 47 $5,029 $101.93 $4,791 -4.7% SOLD 3-Oct-13

55 26-Apr-13 COG Cabot Oil & Gas Energy $35.48 $35.48 140 $4,967 $36.09 $5,053 1.7% SOLD 2-Oct-13

56 16-Sep-13 ALKS Alkermes Plc Drug $35.34 $35.34 140 $4,948 $30.26 $4,236 -14.4% SOLD 8-Oct-13

57 9-Sep-13 BMRN Biomarin Pharm. Drug $74.99 $74.99 72 $5,399 $65.42 $4,710 -12.8% SOLD 18-Oct-13

58 26-Jun-13 WLP Wellpoint Healthcare Drug $81.57 $81.57 58 $4,731 $83.80 $4,860 2.7% SOLD 24-Oct-13

59 1-Jul-13 CNC Centene Healthcare $53.06 $53.06 100 $5,306 $60.51 $6,051 14.0% SOLD 24-Oct-13

60 17-Apr-13 OCN Ocwen Financial Financial $44.25 $44.25 113 $5,000 $50.80 $5,740 14.8% SOLD 5-Nov-13

61 11-Oct-13 RMD Resmed Inc. Medical $56.25 $56.25 95 $5,328 $50.90 $4,836 -9.5% SOLD 22-Nov-13

62 10-Jul-13 DLTR Dollar Tree Consumer $53.84 $53.84 94 $5,061 $55.31 $5,199 2.7% SOLD 3-Dec-13

63 10-Jul-13 EOG E O G Resources Energy $143.25 $143.25 36 $5,157 $162.47 $5,849 13.4% SOLD 6-Dec-13

64 31-Jul-13 MEOH Methanex Energy $47.60 $47.60 109 $5,188 $57.63 $6,282 21.1% SOLD 3-Dec-13

65 24-Oct-13 PXD Pioneer Nat. Resources Energy $209.23 $209.23 26 $5,440 $178.00 $4,628 -14.9% SOLD 6-Dec-13

66 9-Sep-13 DAL Delta Airlines Transport. $22.78 $22.78 221 $5,034 $27.11 $5,991 19.0% SOLD 17-Dec-13

67 12-Jul-13 PCYC Pharmacyclics Inc. Drug $107.09 $107.09 47 $5,033 $107.13 $5,035 0.0% SOLD 16-Dec

68 16-Sep-13 REGN Regeneron Pharm. Drug $297.43 $297.43 18 $5,354 $262.02 $4,716 -11.9% SOLD 17-Dec

25

Bill Gunderson’s INCOME/GROWTH Model Portfolio

This portfolio is for investors seeking Income along with the possibility of Growth. This is a good

mix for retirees who are seeking a CD alternative-albeit with greater risk. This portfolio

currently has an average yield of 4.2%.

This portfolio is now up 19.16% YTD and 28.31% since its August 5, 2011 inception. This works

out to an annualized rate of 11.67%. Bonds anyone? This is another testament to the

importance of being in the right asset classes at the right time, and out of the wrong ones.

I made not changes to this portfolio this past week. Cash level in this portfolio is now 15.8%.

ACTUAL PORTFOLIOS MAY VARY depending on start time and actual stock mix.

` Income/Growth Model as of 12/13/13 19.16% *YTD (After Fees) Annualized 11.67%

As of 11:45am 19.87% (Before Fees)

Inception Date August 5, 2011 28.31% Since Inception

*(Net of trading costs and 2% annual mgt fee)-Internally audited.

Add Adj.Buy Beg. Current Current Curr.

Added Symbol Name Sector Price Price Shares Value Price Value G/L Alloc. Yield

1 5-Aug-13 AAPL Apple Computer Technology $468.55 $468.55 9.0 $4,217 $550.00 $4,950 17.4% 3.79% 2.2%

2 14-Dec-12 BME Blackrock Hlth. Science Tr. Medical $29.37 $27.81 122.0 $3,583 $33.22 $4,053 19.5% 3.10% 5.1%

3 8-Mar-13 BTO John Hancock Finl Opp Fd Medical $20.28 $20.28 198.0 $4,015 $22.96 $4,546 13.2% 3.48% 5.3%

4 22-Feb-13 BX Blackstone Group Income-Priv. Eq. $19.03 $19.03 210.0 $3,996 $30.27 $6,357 59.1% 4.87% 4.1%

5 21-Jun-13 CLCT Collector's Universe Misc. $15.83 $15.83 273.0 $4,322 $16.89 $4,611 6.7% 3.53% 8.0%

6 8-Jul-13 DEST Dest ination Maternity Consumer $27.38 $27.38 155.0 $4,244 $30.07 $4,661 9.8% 3.57% 2.5%

7 5-Apr-13 FUN Cedair Fair Leisure $40.40 $40.40 100.0 $4,040 $48.60 $4,860 20.3% 3.72% 5.7%

8 21-Jun-13 HCSG Healthcare Svcs. Group Healthcare $23.86 $23.86 165.0 $3,937 $28.10 $4,637 17.8% 3.55% 2.5%

9 4-Oct-13 HP Helmerich & Payne Energy $74.08 $74.08 57 $4,223 $81.69 $4,656 10.3% 3.57% 3.2%

10 16-Sep-13 HQH H & Q Healthcare Fund Healthcare $23.86 $23.86 180.0 $4,295 $26.80 $4,824 12.3% 3.69% 7.8%

11 13-Jun-13 JPM J P Morgan Bank $53.80 $53.80 76.0 $4,089 $57.98 $4,406 7.8% 3.37% 2.7%

12 5-Jul-13 KEY Keycorp Bank $11.81 $11.81 347.0 $4,089 $13.33 $4,626 12.9% 3.54% 1.7%

13 4-Nov-13 KKR K K R & Co. Finance $22.77 $22.77 185.0 $4,089 $24.45 $4,523 7.4% 3.46% 6.6%

14 21-Jun-13 KYN Kayne Anderson Mlp Invt. Energy $36.83 $36.83 105.0 $3,867 $38.25 $4,016 3.9% 3.08% 6.6%

15 27-Jun-13 MDP Meredith Corp. Media $48.11 $48.11 81.0 $3,897 $49.10 $3,977 2.1% 3.05% 3.3%

16 21-Oct-11 MMP Magellan Mid. Ptrs. Energy $31.51 $29.39 128 $4,033 $59.55 $7,622 102.6% 5.84% 3.8%

17 3-Oct-13 NM Navios Marit ime Transportat ion $7.48 $7.48 565 $4,226 $9.88 $5,582 32.1% 4.27% 2.7%

18 13-Dec-13 NUE Nucor Corp. Basic Materials $51.59 $51.59 82 $4,230 $52.13 $4,275 1.0% 3.33% 2.9%

19 29-Nov-13 PKG Packaging Corp. of Amer. Consumer $61.66 $61.66 74 $4,563 $62.11 $4,596 0.7% 3.52% 2.6%

20 26-Apr-13 TAXI Medallion Financial Finance $14.34 $14.34 283.0 $4,058 $15.39 $4,355 7.3% 3.33% 6.0%

34 13-Aug-13 TIS Orchids Paper Products Consumer $27.90 $27.90 150.0 $4,185 $31.82 $4,773 14.1% 3.65% 5.0%

35 31-May-12 WFC Wells Fargo Bank $41.20 $41.20 98.0 $4,038 $45.09 $4,419 9.4% 3.38% 2.8%

36 8-Jun-12 WHR Whirlpool Corp. Building $150.63 $150.53 30.0 $4,519 $156.08 $4,682 3.7% 3.59% 1.7%

AVG. YIELD 4.2%

Current Tot. Holdings $110,008 84.2%

Current Cash $20,601 15.8%

Current Total Value $130,609 100.0% $128,285.0

End 2012 $109,607

2013 YTD Gain $21,002

2013 YTD Pct. 19.16%

2013 YTD Mgt. Fees $548

2013 YTD Trading Costs $231

2013 Adj. Gain $21,781

2013 Adj. Pct. 19.87%

BEGIN 2012 $106,193

2012 Gain/Loss (Before Fees) $5,679

2012 Gain/Loss Pct. (Before Fees) 5.35%

Fees (since Inception) $548

G/L since inception $30,061

Adj. Pct. (After Fees) 28.31%

26

BME had a nice breakout on Tuesday:

NM was very nice recent purchase.

27

2013 Income Model Portfolio Sells

Bought Bought Bought Sector Buy Price Shares Tot. Buy Sell Price Total Sell Pct. G/L Sell Date

1 7-Dec-12 MYI Blackrock Muniyield Quality Income-Muni $16.41 $16.32 222.0 $3,643 $15.73 $3,492 -3.6% SOLD 1-Feb-13

2 5-Oct-12 PCN Pimco Corp. & Inc. Strat. Income-Bds. $19.12 $18.66 238.0 $4,551 $18.67 $4,443 0.1% SOLD 8-Feb-13

3 26-Oct-12 OKE Oneok Inc. Income-Energy $47.17 $46.81 91.0 $4,292 $45.08 $4,102 -3.7% SOLD 8-Mar-13

4 9-Sep-11 OKS Oneok Ptrs. Energy $43.29 $40.71 91 $3,939 $54.01 $4,915 32.7% SOLD 8-Mar-13

5 14-Dec-12 RNF Rentech Nitrogen Agricultural $37.50 $37.50 96.0 $3,600 $35.88 $3,444 -4.3% SOLD 29-Mar-13

6 5-Oct-12 TNH Terra Nitrogen Co. Lp Income-Comm. $215.00 $215.00 21.0 $4,515 $202.92 $4,261 -5.6% SOLD 5-Apr-13

7 9-Mar-12 PVD Admin Fondos Pension Finance $75.31 $68.21 48.0 $3,615 $103.00 $4,944 51.0% SOLD 17-May-13

8 19-Oct-12 MSD MS Emerging Mkt. Debt Income-Foreign $12.17 $11.82 390.0 $4,746 $12.07 $4,707 2.1% SOLD 17-May-13

9 12-Oct-12 TEI Templeton Emg. Mkt. Income Income-Foreign $17.19 $16.69 277.0 $4,762 $16.44 $4,554 -1.5% SOLD 17-May-13

10 5-Oct-12 PKO Pimco Income Opp. Fund Income-Foreign $30.57 $29.26 149.0 $4,555 $30.82 $4,592 5.3% SOLD 24-May-13

11 1-Feb-13 ARCC Ares Capital Corp. Income-Priv. Eq. $17.93 $17.56 223.0 $3,998 $17.33 $3,865 -1.3% SOLD 29-May-13

12 5-Oct-12 BKCC Blackrock Kelso Cap. Corp. Income-Priv. Eq. $10.16 $9.66 448.0 $4,552 $10.05 $4,502 4.0% SOLD 31-May-13

13 5-Oct-12 AWF Alliance Glbl Hi-Income Fund Income-Foreign $15.70 $14.90 249.0 $3,909 $15.19 $3,782 1.9% SOLD 3-Jun-13

14 12-Oct-12 ENB Enbridge Inc. Income-Energy $39.86 $39.29 112.0 $4,464 $41.45 $4,642 5.5% SOLD 21-Jun-13

15 4-May-12 EPD Enterprise Products Energy $52.47 $50.62 75.0 $3,935 $58.53 $4,390 15.6% SOLD 20-Jun-13

16 5-Aug-11 KMP Kinder Morgan Energy $68.03 $62.36 74 $5,034 $81.41 $6,024 30.5% SOLD 20-Jun-13

17 5/312012 AB Alliance Bernstein Hld Finance $25.31 $25.31 165.0 $4,176 $19.50 $3,218 -23.0% SOLD 5-Jul-13

18 28-Sep-12 BLX Banco Latinoamericano Bank $22.24 $21.51 201.0 $4,470 $25.04 $5,033 16.4% SOLD 12-Jul-13

19 5-Aug-11 OHI Omega Healthcare REIT $15.82 $14.08 66 $1,044 $33.82 $2,232 140.2% Partial Sell 19-Jul-13

20 5-Aug-11 NHI Nat. Health Investors REIT $40.60 $36.78 102 $4,141 $61.43 $6,266 67.0% SOLD 1-Aug-13

21 5-Aug-11 O Realty Income REIT $30.01 $27.74 167 $5,012 $42.95 $7,173 54.8% SOLD 1-Aug-13

22 5-Aug-11 OHI Omega Healthcare REIT $15.82 $14.08 200 $3,164 $30.12 $6,024 113.9% SOLD 1-Aug-13

23 31-May-12 WSR Whitestone REIT Real Estate $16.41 $16.41 255.0 $4,185 $15.81 $4,032 -3.7% SOLD 2-Aug-13

24 19-Apr-13 CXW Corrections Corp. of America Service $34.85 $34.85 115.0 $4,008 $34.08 $3,919 -2.2% SOLD 23-Aug-13

25 18-Jul-13 CPA Copa Holdings Sa Transportat ion $141.38 $141.38 30.0 $4,241 $125.61 $3,768 -11.2% SOLD 28-Aug-13

26 4-Jun-13 BAH Booz Hamilton Services-Govt. $17.91 $17.64 225.0 $4,030 $18.56 $4,176 5.2% SOLD 9-Oct-13

27 26-Oct-12 BGS B & G Foods Inc. Food $30.00 $29.41 147.0 $4,410 $33.01 $4,852 12.2% SOLD 15-Oct-13

28 21-Jun-13 CALM Cal-Maine Foods Food $46.78 $46.78 83.0 $3,883 $51.69 $4,290 10.5% SOLD 15-Oct-13

29 26-Jun-13 F Ford Motor Auto $15.25 $15.25 250.0 $3,813 $16.34 $4,085 7.1% SOLD 11-Dec-13

30 4-Oct-13 SDRL Seadrill Ltd. Energy $46.51 $46.51 91 $4,232 $40.22 $3,660 -13.5% SOLD 11-Dec-13

31 9-Mar-12 WES Western Gas Partners Energy $46.62 $44.76 97.0 $4,522 $58.83 $5,707 31.4% SOLD 13-Dec-13

32 27-Jun-13 WLP Wellpoint Inc. Healthcare $81.57 $81.57 48.0 $3,915 $87.90 $4,219 7.8% SOLD 13-Dec-13

33 8-Jun-12 TCAP Triangle Capital Corp. Finance $21.39 $19.68 195.0 $4,171 $28.33 $5,524 44.0% 4.23% 11-Dec-13

28

401-K Section (How is your 401k) portfolio doing?

Everyone has different choices to them in their 401-ks. The choices basically fall into several broad categories

however: Large Cap, Mid-Cap, Small-Cap, Govt. Bond, Corp. Bond, Inflation Protected Bond, International,

Emerging Market, and maybes sectors like technology, natural resources, etc.

I have added a number of mutual funds to my Best Stocks Now database that are representative of the various

categories of funds that are available in most 401k plans. I grade them on a daily basis.

If you have a wide selection of mutual funds in your plan, here is my current basic recommendation: This

portfolio is up 26.55% year-to-date (net of all fees and trading costs). I sold the Fidelity Energy Fund this past

week. Cash position is now 12.7%. I have also added to alternative funds to the ones that have been closed

recently.

Bill Gunderson is a professional fee-based money manager. Gunderson Capital

Management manages hundreds of accounts all across the country. Minimum account size

is $100,000. Annual Mgt. fees are 2% on accounts under $250,000, 1.5%-1.75% on accounts

between $250k and $1 million, and 1% on accounts over $1 million. Call us for a portfolio

evaluation and more info. (855)611-BEST.

To view this past week’s show archives click here

` Mutual Fund Model Portfolio 26.55% (after fees)

12/12/2013 (Close) 27.65% (before fees)

(Net of all Trading Costs and a 2% annual mgt fee-Internally Audited)

Add Add Adjusted Beginning Current Current

Date Symbol Name Sector Price Price Shares Value Price Value G/L Recc. Alloc.

1 31-Dec-12 FBIOX Fidelity Biotech Drug $109.99 $109.99 34.09 $3,750 $172.41 $5,877 56.75% Buy 18.58%

2 13-Sep-13 BUFOX Buffalo Micro-cap Fund Micro-Cap $17.57 $17.57 240.00 $4,217 $18.68 $4,483 6.32% Buy 14.17%

2b Alternative OBMCX Oberweiss Micro Cap Micro-Cap

3 31-Dec-12 FBMPX Fidelity Mult imedia Leisure $57.35 $57.35 65.39 $3,750 $78.34 $5,123 36.60% Hold 16.19%

4 31-Dec-12 FSCRX Fidelity Sm. Cap Discovery Small-Cap $24.07 $24.07 207.73 $5,000 $30.08 $6,249 24.97% Buy 19.75%

4b Alternative FSGRX Franklin Small Cap Growth Small-Cap

5 8-Mar-13 FMCSX Fidelity Mid-Cap Stock Mid-Cap $32.78 $32.78 152.53 $5,000 $38.53 $5,877 17.54% Buy 18.58%

HOLDINGS $27,609 87.3%

CASH $4,029 12.7%

TOTAL ` $31,638 100.0%

Begin 2013 $25,000

Gain/Loss-After Fees $6,638

Pct. G/L (After Fees) ` 26.55%

Fees/Cost $275

Adj. Gain/Loss $6,913

Pct. Gain/Loss 27.65%

2013 Sells

Add Add Adjusted Beginning Current Current

Date Symbol Name Sector Price Price Shares Value Price Value G/L Sell Date

1 31-Dec-12 FHKCX Fidelity China Consumer $30.66 $30.66 81.54 $2,500 $31.77 $2,591 3.62% 8-Mar-13

2 31-Dec-12 FSEAX Fidelity Emg. Asia International $29.89 $29.89 83.64 $2,500 $30.57 $2,557 2.28% 8-Mar-13

3 31-Dec-12 FMKAX Fidelity Emg. Markets International $15.30 $15.30 245.10 $3,750 $14.90 $3,652 -2.61% 15-Mar-13

4 31-Dec-12 FSHOX Fidelity Housing/Const. Building $48.76 $48.76 76.91 $3,750 $54.64 $4,202 12.06% 5-Jul-13

5 5-Jul-12 FSRBX Fidelity Regional Bank Fund Mid-Cap $23.74 $23.74 180.00 $4,273 $24.00 $4,320 1.10% 12-Sep-13

6 15-Mar-13 FSESX Fidelity Selecty Energy Svc. Energy $75.83 $75.83 48.13 $3,650 $82.64 $3,977 8.98% 12-Dec-13

29

401(k) Section (VERY BASIC)

Many folks have a very limited selection of choices in your 401-k. I am lowering the 50% exposure to small-caps

this week to 40%. I am raising cash from 0% to 10%.

U.S. Large Cap 15.0%

U.S. Mid-Cap 35.0%

U. S. Small-Cap 40.0%

U.S. Bond

Foreign Bond 0.0%

International Stock 0.0%

Cash 10.0%

Bill Gunderson’s ETF Model Portfolio

This portfolio is for investors seeking growth. This portfolio is now up 25.56% YTD. No changes

this past week. I sold my position in the oil service sector. Cash is now at 10.0%.

ETF Model Portfolio 25.66%

12/20/2013 (Close) (Net of all Trading Costs and a 2% annual mgt fee-Internally Audited)

26.70% (Before fees and costs)

Add Add Adjusted Beginning Current Current

Date Symbol Name Sector Price Price Shares Value Price Value G/L Recc. Alloc.

1 31-Dec-12 IBB Biotech Index Drug $137.22 $137.22 25.00 $3,431 $223.66 $5,592 62.99% BUY 17.80%

2 15-Mar-13 IJK Mid Cap Growth Mid-Cap $126.83 $126.83 23.00 $2,917 $147.97 $3,403 16.67% BUY 10.83%

3 6-Sep-13 FDN Internet Index Technology $51.53 $51.53 75.00 $3,865 $59.28 $4,446 15.04% BUY 14.15%

4 31-Dec-12 IWM Russell 2000 Index Small-Cap $84.32 $84.32 59.00 $4,975 $113.93 $6,722 35.12% BUY 21.40%

5 29-Mar-13 VHT Healthcare Index (Vanguard) Mid-Cap $82.92 $82.92 81.00 $6,717 $100.00 $8,100 20.60% Buy 25.78%

`

HOLDINGS $28,263 90.0%

CASH $3,152 10.0%

TOTAL $31,414 64.2%

Begin 2013 $25,000

2013 G/L $6,414

2013 Pct. G/L (before fees) 25.66%

2013 Fees/Cost $261

Ajd. G/L $6,675

Adj.Pct. Gain/Loss 26.70%

2013 Sells

Add Add Adjusted Beginning Current Current Sell

Date Symbol Name Sector Price Price Shares Value Price Value G/L Date

1 31-Dec-12 AIA Asia 50 Index International $48.15 $48.15 51.00 $2,456 $47.25 $2,410 -1.87% 26-Jan-13

2 31-Dec-12 VWO Emerging Mkts. Index International $44.53 $44.53 84.00 $3,741 $44.33 $3,724 -0.45% 15-Mar-13

3 31-Dec-12 CHN The China Fund Consumer $21.41 $21.41 116.00 $2,484 $21.45 $2,488 0.19% 15-Mar-13

4 31-Dec-12 EWX Emg. Markets Sm. Cap Index Leisure $46.64 $46.64 80.00 $3,731 $47.96 $3,837 2.83% 29-Mar-13

5 31-Dec-12 FDN Internet Index Technology $43.20 $43.20 64.00 $2,765 $43.14 $2,761 -0.14% 29-Mar-13

6 31-Dec-12 XHB Homebuilders Sel. Index Building $26.60 $26.60 141.00 $3,751 $29.31 $4,133 10.19% 5-Jul-13

7 5-Jul-13 KRU Regional Banks 2X Banking $70.46 $70.46 57.00 $4,016 $68.81 $3,922 -2.34% 6-Sep-13

8 15-Mar-13 OIH Oil Service Sector Energy $43.87 $43.87 69.00 $3,027 $47.15 $3,253 7.48% 14-Dec-13

30

COMING IN 2014. BILL GUNDERSON LEVERAGED MODEL PORTFOLIO

Leveraged indexes, leveraged sectors, leveraged inverse, this is going to be fun!

ALSO COMING IN 2014. MELISSA’S COLLEGE FUND.

31

Bill Gunderson’s Weekly Top 300 List

This is just an appetizer, here is the main course:

32

Bill Gunderson's One Six Three Two Six One Two One

Best Stocks Now Year Ago Mos. Ago Mos. Ago Mos. Ago Wks. Ago Mo. Ago Wks. Ago Wk. Ago Yest. Current

Top 300 as of 12/20/2013 Rank Rank Rank Rank Rank Rank Rank Rank Rank Rank

A+ INCY Incyte Corp 1539 2 24 78 6 1 3 2 1 1

A+ ADES A D A ES Corp. 1265 140 863 1014 1043 786 770 15 4 2

A+ MDSO Medidata Solutions 2711 635 2319 25 104 75 348 22 5 3

A+ NUS Nu Skin Enterprises, Inc 704 6 14 3 4 4 4 1 3 4

A+ ILMN Illumina Inc 16 50 286 8 11 11 5 5 2 5

A+ CRVL Corvel Corp 1806 174 45 101 107 43 21 9 6 6

A+ LNG Cheniere Energy Inc 0 10 8 10 38 36 43 19 17 7

A NM Navios 2712 198 423 169 139 130 228 78 21 8

A TSCO Tractor Supply Co 199 136 77 18 22 22 32 21 9 9

A BIIB Biogen Idec Inc 72 40 129 39 30 17 6 4 11 10

A BBSI Barrett Business Svcs 129 143 21 13 7 3 1 6 26 11

A PRFT Perficient Inc 941 589 430 2062 228 68 45 62 8 12

A CONN Conns Inc 67 639 332 437 939 999 1118 428 10 13

A SLXP Salix Pharmaceuticals Ltd 214 308 93 254 20 5 7 3 30 14

A ACET Aceto Corp 165 391 128 319 35 49 19 7 7 15

A ATRO Astronics Corp 2254 49 26 84 93 58 117 28 19 16

A MDXG MiMedx Group 0 0 0 0 1077 1033 1661 68 12 17

A ACHC Acadia Healthcare 0 66 75 50 19 19 14 14 13 18

A DXCM Dexcom 608 205 353 115 43 28 20 10 37 19

A CELG Celgene Corp 20 15 34 276 220 66 50 50 15 20

A WWW Wolverine World Wide Inc 575 250 163 281 226 200 82 71 28 22

A ALXN Alexion Pharmaceuticals 128 428 428 81 42 102 367 140 22 23

A XTXI Crosstex Energy Inc 1176 1154 474 42 105 241 93 42 38 24

A HLF Herbalife 1414 477 1734 3105 399 216 268 51 87 25

A AKRX Akorn Inc. 204 13 9 47 129 179 34 30 34 26

A WST West Pharmaceutical Svcs 475 203 6 12 29 12 12 31 27 27

A ACXM Acxiom Corp 595 1318 73 160 309 287 399 294 18 28

A ATHN Athenahealth 90 717 198 2 8 214 200 215 66 29

A URI United Rentals Inc 44 154 63 83 99 140 37 54 33 30

A PCLN Priceline.com Inc 251 55 29 71 14 23 41 23 16 31

A SHLO Shiloh Ind Inc 1135 2105 1514 505 886 575 52 27 14 32

A TYL Tyler Technologies Inc 177 148 40 5 28 46 42 16 50 33

A PRIM Primoris Services Corp 1984 495 991 1104 13 55 17 106 60 34

A DWRE Demandware Inc. 0 797 236 367 131 251 189 211 85 35

A CSII Cardiovascular Systems 0 1125 1275 59 106 48 62 44 25 36

A AAMC Altisource Asst. Mgt. 0 0 0 0 0 0 0 0 32 37

A ANIK Anika Therapeutics Inc 2489 47 97 88 45 14 11 11 23 38

A BWLD Buffalo Wild Wings Inc 320 979 111 188 21 24 35 25 73 39

A GILD Gilead Sciences Inc 76 26 101 35 10 8 15 29 49 40

A MNRO Monro Muffler Brake Inc 482 708 631 246 152 27 24 65 36 41

A DORM Dorman Products Inc 8 167 190 449 840 620 639 481 39 42

A FIZZ National Beverage Corp 833 1359 1193 895 168 168 13 38 54 43

A WAB Wabtec Corp 15 41 27 60 47 80 81 117 40 44

A ANAC Anacor Pharm. 2683 56 76 53 158 979 216 74 41 45

A TPL Texas Pacific Land Trust 667 285 273 94 154 153 79 104 43 46

A CLCT Collectors Universe Inc 2380 730 1191 223 353 507 408 643 71 47

A ISIS ISIS Pharmaceuticals Inc 1872 64 322 529 435 73 16 17 95 48

A OILT Oiltanking Ptnrs. 1477 680 473 507 50 223 290 194 45 49

A LTS Ladenburg Thalmann 0 0 0 642 219 126 107 77 58 50

33

A ADS Alliance Data Systems Corp 175 153 61 54 79 84 63 85 79 51

A AGX Argan Inc 409 1202 457 411 163 348 313 409 81 52

A DXPE DXP Enterprises Inc 331 130 250 250 94 59 144 190 29 53

A DRTX Durata Therapeutics 0 2903 622 2 526 201 246 171 54

A SCTY Solar City 0 0 0 0 0 0 0 0 53 56

A FANG Diamondback Energy 0 0 0 72 74 108 464 1102 97 57

A AAP Advance Auto Parts Inc 1498 2371 2116 643 406 596 902 175 44 58

A MU Micron Technology Inc 1959 743 1056 1403 200 173 330 348 42 59

A HEES H & E Equip. Svcs. 0 503 1740 551 16 38 46 182 275 60

A ACT Actavis Inc. 63 91 82 70 41 10 22 34 24 61

A THRM Amerigon Inc 2036 386 239 148 56 26 59 119 35 62

A FELE Franklin Electric Co 725 284 582 1046 337 376 39 113 90 64

A ICON Iconix Brand Group Inc 1511 653 1849 561 64 35 61 84 57 65

A FLS Flowserve Corp 785 138 143 34 150 134 336 312 72 66

A CASS Cass Information Systems 330 429 130 320 1312 817 594 480 48 67

A ALNY Alnylam Pharmaceuticals 1513 8 18 653 1255 476 246 115 159 68

A CPA Copa Holdings 221 105 145 181 498 334 311 94 69

A HALO Halozyme Ther. 0 0 0 195 167 76 86 83 62 70

A FIG Fortress Inv. Group 2537 1836 574 124 1282 414 414 228 102 71

A PSMT PriceSmart Inc 136 243 121 150 5 6 33 46 51 72

A BIDU Baidu Inc. 695 263 78 267 238 497 319 192 170 73

A GPT Gogo Inc. 0 0 1800 1056 184 51 121 130 75

A HQH Heartland Payment Systems 83 1080 516 218 141 125 177 84 76

A ODFL Old Dominion Freight Lines 157 62 109 229 157 148 100 98 61 77

A MA Mastercard 65 61 266 52 111 101 109 163 59 78

A SGMO Sangamo Biosciences Inc 2216 190 171 2811 1307 279 165 152 146 79

A LII Lennox Internarional Inc 87 96 114 138 23 42 60 79 112 81

A ALGN Align Tech Inc 779 97 597 75 81 248 255 236 55 82

A TWC Time Warner Cable Inc 146 1520 1799 1214 1653 809 65 123 74 83

A ALKS Alkermes Inc 2227 74 698 129 63 83 90 105 113 84

A DGI Digitalglobe Inc 784 1479 3298 2372 173 178 167 187 77 85

A NFLX Netflix, Inc 190 4 108 40 36 41 70 55 65 86

A VASC Vascular Solutions Inc 191 269 622 144 68 105 99 141 283 87

A SPLK Splunk 0 17 384 161 69 13 18 32 78 88

A LVS Las Vegas Sands 356 812 912 1259 393 506 565 371 99 89

A SAVE Spirit Airlines 517 2181 1271 1108 1548 1242 139 209 182 90

A BX Blackstone Group 1420 320 134 32 121 244 88 143 56 91

A KKR K K & R Co. 0 0 0 178 95 234 284 355 119 93

A CBST Cubist Pharmaceuticals 179 34 64 407 687 547 137 170 123 94

A KERX Keryx Biopharmaceuticals 2429 219 388 228 108 40 38 456 83 95

A CBI Chicago Bridge & Iron Co 1103 121 71 79 196 171 211 227 100 97

A CMCSAComcast Corp Cl A 101 224 107 179 197 188 215 155 111 98

A SNAK Inventure Foods Inc. 0 1362 806 820 1158 655 147 112 69 99

A MEG Media General Inc Cl A 3052 1159 791 266 690 164 222 171 88 100

34

A ABMD Abiomed Inc 2206 2145 2337 375 722 416 503 64 200 101

A UBNT Ubiguiti Networks 1340 784 1226 1196 140 25 191 657 224 102

A DAL Delta Air Lines 2599 16 4 132 1 2 8 8 91 103

A AZZ AZZ Inc 481 323 135 118 182 286 307 116 144 104

A CMN Cantel Medical 7 98 1 4 40 32 10 12 131 105

A MIDD Middleby Corp 39 31 49 23 156 337 311 242 134 106

A PZZA Papa John's International Inc 298 348 383 58 73 112 74 73 68 107

A AOS Smith AO Corp 254 32 60 14 39 44 57 100 137 108

A AYI Acuity Brands Inc 460 213 33 109 88 285 242 202 174 109

A PII Polaris Industries Inc 183 22 39 140 208 165 169 70 109 110

A VRX Valeant Pharmaceuticals Intl 2 129 5 41 362 221 204 158 126 111

A AIRM Air Methods Corp 88 229 144 183 102 82 87 96 70 112

A CGNX Cognex Corp 780 43 336 163 364 229 288 366 127 113

A PRGO Perrigo Co 399 312 299 149 26 37 9 18 128 114

A GENT Gentium 65 666 270 18 52 105 63 67 115

A MMYT Makemytrip Ltd. 0 0 0 0 539 1669 1129 40 180 116

A ONVO Organonovo Hldgs 0 0 0 0 0 155 208 161 1256 117

A- BA Boeing Co 1631 313 148 123 137 129 221 269 278 118

A- AMZN Amazon.com Inc 123 258 329 44 77 116 128 72 92 119

A- DIS Walt Disney Co 420 971 465 253 339 318 163 87 101 120

A- TREX Trex Company Inc 283 305 216 56 128 93 116 148 64 121

A- JACK Jack in the Box Inc 1983 1840 2225 2281 376 67 72 56 133 122

A- ABC Amerisourcebergen Corp 61 132 146 67 60 53 97 49 107 123

A- CECE CECO Environmental Corp 1531 1036 551 20 409 375 417 308 110 124

A- ABTL Autobytel 0 1606 351 256 233 125 182 144 114 125

A- CP Canadian Pacific Railway 14 358 96 33 9 15 30 33 93 126

A- AFFX Affymetrix Inc 3140 1627 1250 446 488 273 205 188 145 127

A- MWIV M W I Veterinary Supply 40 262 199 207 286 263 29 36 194 128

A- HIMX HiMax 3095 401 501 1694 457 238 25 37 31 129

A- ORBC 0 0 901 844 830 245 197 237 230 116 131

A- ARRS Arris Grp Inc 1410 1399 282 379 813 502 638 222 89 132

A- PRAN Prana Biotechnology 0 0 0 0 0 0 0 0 124 133

A- CLB Core Laboratories NV 503 76 30 37 97 212 320 248 138 134

A- AIMC Altra Holdings 131 462 559 156 146 274 314 454 106 136

A- DDD Three D Systems Inc. 118 1740 1956 21 166 7 28 43 76 137

A- DW Drew Ind Inc 106 404 72 90 52 150 102 139 132 139

A- FUL Fuller HB Co 787 733 37 91 98 99 164 154 166 140

A- BCOR Bluecora 760 291 441 908 36 20 27 133 155 141

A- RENT Rentrak Corp 352 397 455 443 67 71 145 101 185 142

A- SWHC Smith & Wesson Hldg. 869 1179 971 1211 1791 1191 521 442 158 143

A- POWR Powersecure Intl 0 0 0 0 0 0 0 0 354 144

A- CCOI Cogent Communications Group 646 1456 1039 864 467 356 175 137 120 145

A- IEX IDEX Corp 57 95 90 68 55 86 114 174 209 146

A- XEC Cimarex Energy Co 2816 612 596 690 1171 1611 652 527 184 147

A- ENDP Endo Pharm Hldgs Inc 2016 805 1192 1889 91 30 66 47 139 148

A- WINA Winmark Corp 1204 139 344 530 485 170 150 282 164 149

A- ICGE Internet Capital Grp Inc 1113 363 220 216 461 379 486 237 193 150

35

A- RUTH Ruths Hospitality Group 418 2131 2033 1660 446 350 277 216 199 151

A- CIR CIRCOR Intl Inc 2366 1195 938 429 54 31 40 109 115 152

A- GMK Gruma SA de CV Adr 1645 518 439 440 174 85 108 197 152 153

A- RLI RLI Corp 423 959 440 110 89 120 69 60 153 154

A- SXL Sunoco Logistic Parnters 328 369 360 45 144 327 296 324 219 155

A- MDCO Medicines Co 2164 418 760 337 119 111 178 165 253 156

A- SYNT Syntel Inc 1102 398 553 691 1104 1372 198 102 135 157

A- IEP Icahn Ent. 0 0 177 234 65 156 463 136 158

A- EXAM Examworks 0 0 0 0 977 231 142 67 63 159

A- KW Kennedy Wilson 0 985 1803 991 215 478 661 571 105 160

A- VFC VF Corp 538 459 550 170 34 77 36 45 143 161

A- HVT Haverty Furniture Inc 594 2190 1310 922 276 187 213 198 108 162

A- RGR Sturm, Ruger & Co. Inc 670 73 20 80 61 119 68 122 125 163

A- AAPL Apple Computer 203 353 297 202 542 861 460 307 178 164

A- ACIW A C I Worldwide 296 237 119 348 363 346 152 118 249 165

A- NLNK Newlink Genetics 0 0 0 0 2984 964 413 356 198 166

A- CEMP Cempra Inc. 0 1045 38 1280 434 109 92 66 98 167

A- GOOG Google 1202 1411 2584 1116 285 368 252 172 216 168

A- HAIN Hain Celestial Grp 498 107 251 66 171 459 689 581 270 169

A- SLCA U S Silica Hldgs. 0 496 997 142 315 408 122 185 117 170

A- RNET Altisource Asst. Mgt. 0 178 537 806 592 138 124 382 118 171

A- PSIX Power Solutions 0 0 0 143 75 34 141 108 82 172

A- SKX Skechers USA Inc Cl A 2516 695 1591 1485 1057 911 199 231 267 173

A- BALT Baltic Trading 2946 104 1380 1176 1725 3183 2457 867 405 174

A- AAON A A O N Inc 1108 460 491 191 433 339 346 176 75 175

A- JAZZ Jazz Pharmaceuticals plc 132 24 259 136 27 78 111 99 103 176

A- TISA Top Image Systems 0 0 0 0 578 544 497 435 165 177

A- AMTD Ameritrade Holding Corp 1773 381 630 585 449 330 343 265 168 178

A- BABY Natus Medical Inc 1945 2813 2372 1186 757 226 185 218 233 179

A- STX Seagate Technology 611 1337 1266 601 1041 1129 400 278 80 180

A- YHOO Yahoo! Inc 1932 908 140 404 184 94 130 220 169 181

A- GHM Graham Corp 0 774 855 255 367 475 391 256 220 182

A- BAD.TOBadger Daylighting 0 0 0 0 0 0 0 0 161 183

A- ENV Envestnet 0 0 477 111 195 151 357 226 239 184

A- AMP Ameriprise Financial Inc 141 244 195 165 240 201 267 128 162 185

A- BWS Brown Shoe 50 1031 1578 1367 428 336 177 234 175 186

A- LUV Southwest Airlines Co 2369 1874 1394 1622 341 220 287 299 240 187

A- STZ Constellation Brands A 862 122 211 92 322 246 226 205 225 188

A- MINI Mobile Mini Inc 290 395 164 312 136 39 56 181 203 189

A- WETF WisdomTree Investments 638 1473 1433 672 973 1106 187 0 140 190

A- ACQ.TOAutocandada 0 0 0 103 447 353 106 95 147 191

A- WYNN Wynn Resorts Ltd 678 186 103 171 306 576 429 395 142 194

A- SFUN Soufun Hldgs. 0 849 1763 1602 786 81 64 13 121 195

A- ALK Alaska Air Group Inc 69 94 100 104 3 9 2 24 202 196

A- CNI Canadian Natl Ry Co 248 819 390 519 296 317 452 131 151 197

A- WOR Worthington Industries Inc 1508 2024 580 453 1036 797 323 286 192 198

A- UHAL Amerco 200 655 365 398 230 131 146 97 255 199

A- SPR Spirit Aerosystems Hldgs 2103 3197 2921 1718 1345 981 217 195 163 200

36

A- V Visa Inc. 104 169 293 97 177 391 430 411 122 201

A- TRMB Trimble Navigation Ltd 17 252 147 134 70 114 126 245 215 202

A- ACTS Action Semiconductor 2663 1536 2649 1748 1944 1325 1600 1235 303 203

A- ASPS Altisource 484 145 264 506 141 284 306 147 148 204

A- HTHT China Lodging Group 1620 1049 2173 1410 472 446 219 125 258 205

A- MCK McKesson Corp 464 583 466 86 115 97 210 169 172 207

A- RES RPC Inc 347 457 55 24 66 69 176 247 207 208

A- MFRI MFRI Inc 3059 1295 2443 1891 2354 185 207 166 156 209

A- HGR Hanger Orthopedic Grp 48 836 393 280 358 304 168 261 177 210

A- TTC Toro Co 135 214 92 65 225 328 254 339 232 211

A- ANDE Andersons Inc 1231 135 205 282 316 239 91 146 149 212

A- NXPI N X P Semiconductors 930 211 645 51 90 72 154 243 189 215

A- UA Under Armour 470 25 150 268 263 592 395 422 221 216

A- JJSF J&J Snack Foods Corp 693 870 1035 652 528 518 359 274 190 217

A- CFX Colfax 56 89 98 393 110 426 157 86 181 219

A- HAR Harman Intl Ind 2054 1912 1237 731 275 191 224 328 183 220

A- MDVN Medivation 11 109 2134 17 96 190 332 822 382 221

A- WDC Western Digital Corp 606 1317 1171 749 952 796 617 539 186 222

A- LKQ LKQ Corp 198 21 7 137 103 209 209 80 238 223

A- AYR Aircastle Ltd 1933 146 412 100 153 382 378 420 307 224

A- FISV Fiserv Inc 1004 1321 1465 1246 857 756 890 495 226 225

A- CLIR Clearsign Combustion 0 3500 1710 3276 3520 3658 3475 197 226

A- EVK Ever-Glory Intl. 0 0 104 190 866 747 238 59 47 227

A- CLR Continental Res Inc. 235 156 42 36 24 266 512 974 287 228

A- CMG Chipotle Mexican Grill 812 953 126 43 71 98 232 304 308 229

A- RWC Relm Wireless 0 0 0 0 0 0 0 0 268 230

A- NSC Norfolk Southern Corp 804 1577 848 155 224 139 351 275 167 231

A- PNR Pentair Ltd 100 400 240 352 120 137 188 267 206 232

A- BWA Borg Warner Inc 1711 2167 1706 2643 491 933 681 719 208 233

A- HF H F F inc. 588 422 703 2161 392 299 394 502 256 234

A- HXL Hexcel Corp 912 890 729 523 142 147 195 345 344 235

A- BCPC Balchem Corp. 607 346 168 64 452 374 352 164 196 236

A- SES.TOSecure Energy Services 1842 962 794 696 954 257 256 206 241 237

A- IGTE IGate Corp 499 508 453 491 346 205 298 301 154 238

A- PKOH Park Ohio Holding Corp 1217 1455 716 327 859 523 642 512 212 239

A- SHPG Shire Pharmaceuticals Grp PLC 580 553 1037 454 828 606 234 302 254 240

A- CCIX Coleman Cable 2155 3026 1808 979 159 106 180 376 157 241

A- XTEX Crosstex Energy Lp 0 1988 933 167 187 211 241 153 150 242

A- CHTP Chelsea Therapeutics 1915 665 2115 3060 959 643 603 538 213 243

A- HCLP Hi-Crush Partners L P 497 1341 1315 204 495 335 160 214 244

A- EPAY Bottomline Technologies 1025 773 512 116 236 127 174 193 317 245

A- ELN Elan Corp PLC 2932 747 304 295 100 57 49 110 187 246

A- EGOV NIC Inc 864 175 54 218 259 307 354 120 409 247

A- OTEX Open Text Corp 674 523 552 451 190 121 153 199 204 248

A- ALGT Allegiant Travel 147 343 460 373 178 202 110 159 377 249

A- NUTR Nutraceutical Intl Corp 651 206 307 413 494 430 360 424 318 250

37

A- PEY.TO Peyto Exploration 165 369 269 891 765 585 330 244 251

A- CVS CVS Corp 368 1459 788 420 213 203 239 279 223 252

A- LYV Live Nation Ent. 0 0 0 315 1925 1951 1522 796 261 253

A- ALIM Alimera Sciences 1044 3377 3573 3610 3505 2897 2373 284 256

A- AMID Amer. Midstream Ptnr 0 2516 2999 1768 255 437 626 908 285 257

A- ALG Alamo Group Inc 1039 257 544 419 691 528 507 201 173 258

A- BLK Blackrock Inc. 719 1586 985 871 265 302 308 364 312 259

A- IT Gartner Inc Cl A 109 534 271 394 207 271 337 223 211 260

A- OXM Oxford Ind Inc 1097 2046 1694 1673 383 343 339 427 230 261

A- TW Watson Wyatt & Co Hldg A 1153 415 66 127 424 264 341 252 188 262

A- ASGN On Assignment 205 116 212 217 324 384 303 473 492 263

A- DAVE Famous Dave's of America Inc 1735 442 937 612 135 51 75 232 245 264

A- CW Curtiss-Wright Corp 2091 1143 1392 1205 319 245 376 437 176 265

A- ADVS Advent Software Inc 2308 296 267 242 299 306 309 264 337 267

A- EXPO Exponent Inc 389 232 337 95 198 385 377 219 305 269

A- JCOM J2 Global Communications 1115 182 68 30 931 717 813 905 360 270

A- LECO Lincoln Electric Holdings 289 387 454 31 48 103 89 156 282 271

A- MANH Manhattan Assoc Inc 1385 465 486 16 162 193 243 315 252 272

A- CSU.TOChinaedu Corp. 0 44 133 194 289 431 391 229 273

A- IRS I R S A Inv Dep Ads 1673 3244 1506 1099 750 482 358 298 210 275

A- PXD Pioneer Natural Resource 936 29 28 27 335 472 807 940 262 276

A- ARMH A R M Holdings 151 307 86 243 648 315 324 179 237 277

A- BEAV BE Aerospace Inc 265 160 151 141 151 122 206 189 264 278

A- CRZO Carrizo Oil & Gas Inc 2760 1704 362 181 368 360 504 541 234 279

A- PODD Insulet Co. 1551 5 471 1 375 1528 775 805 439 280

A- MPWR Monolithic Power Systems 1352 487 750 197 126 113 162 244 246 282

A- AZO AutoZone Inc 279 745 591 518 481 469 632 357 266 283

A- VNET Twenty One Vianet 2557 989 1227 1337 1636 2793 149 150 104 285

A- NLSN Nielsen Hldgs. 718 409 516 96 65 243 192 151 236 286

A- BR Broadridge Financial Solutions 1993 1648 681 239 186 208 233 180 222 287

A- WTS Watts Water Tech 241 103 255 193 134 167 98 263 336 288

A- VRSN Versign Inc 1737 1153 1268 900 1375 1282 386 303 272 289

A- GEL Genesis Energy Lp 844 304 548 421 437 489 424 493 369 290

A- PKD Parker Drilling Co 2427 2674 1479 1703 72 45 58 204 231 291

A- TUP Tupperware Corp 75 236 159 265 584 666 406 334 263 292

A- OMER Omeos Corp 0 0 0 0 0 0 0 0 306 293

A- REX Rex American Resources 1285 1109 1100 1107 2008 2209 1564 599 279 294

A- PKG Packaging Corp of America 956 173 91 63 143 157 263 217 315 295

A- CERN Cerner Corp 34 187 35 26 49 154 118 90 250 296

A- NEOG Neogen Corp 23 161 69 6 31 60 73 61 375 297

A- RGEN Repligen Corp 489 1492 1120 1609 229 158 265 134 205 298

A- SMED Sharp's Compliance 0 2914 2816 1788 1417 1226 412 354 331 300

38

Bill Gunderson is a professional fee-based money manager. Gunderson Capital

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39

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Here are snippets on all of the stocks I have talked about on my radio show, and articles that I have written

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