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Gunderson Capital Management Founder Bill Gunderson breaks down how sin stocks have performed during the recent market rally.
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The most addicting vices can get you in the legal trouble but they could also make great investments my next guest has three groups of send stocks.
Committing serious returns so are they worth.
Locking up.
-- -- some -- and capital management founder president to me now from Phoenix Arizona and it I'd.
Still wanna start with I guess the most popular by his -- in this country that is alcohol.
You're saying that a company like Boston Beer Sam is the ticker didn't love this company -- why because the performance.
Well believe it or not over the last ten years this is one of the top performing stocks in the entire.
Us stock market.
Over the last ten -- Samuel Adams are actually it's Boston Beer of the symbol is slam into.
Has delivered 27 point 2% per year to investors.
While the markets delivered six point five per cent per year.
And when I compare Sam against 3500 other stocks that I follow on -- -- best stocks now -- Right gets an eight plus eight plus performance grade this is one of the top performing stocks of the decade.
And you also like Constellation Brands and that that's you know that's a big big name that we all know -- this is Mondavi -- -- -- The three year return I think is what you're looking at here and constellation.
What we're living upstate.
-- Constellation Brands is also beating the market by a wide margin now over the last three years.
It's averaged 40%.
Per year over the last three years that's total returns to the investors.
The market's average 12% so it's it's more than tripled the returns of the stock market.
-- over the last three year.
He also like this company let's -- -- -- gambling if you will other's companies called Multimedia Games holding.
Company -- GAM.
Is sticker what look at those one year chart of the 88%.
Over the last year.
Talk about this one.
Well you know if you talk to any of the main -- casino companies.
The big Las Vegas casinos.
If you talked to the local horse race tracks.
The biggest thorn in their side over the last several years has been Indian gaming.
I mean that you know you take San Diego there's a lot of people that would rather stay in San Diego.
And gamble at the local Indian casino -- -- the six hour drive up to Las Vegas couldn't.
So Indian gaming has absolutely boomed over the last -- years -- right multi media is one of the leading provider is.
But it's about equipment and machinery.
Gambling that terminals into the Indian gaming casino.
Community big piece of -- -- -- Oklahoma as well that's a big piece of the business do -- get move into caesar's entertainment because -- you're saying go -- and -- -- there but they just have this big bankruptcy Atlantic City.
Well you know what caesar's and that's all I can say is a book about -- -- They they put together all the losing assets -- that company they did a roll out here.
About six months ago they've been losing money like crazy but if you look at the chart of CZR.
Recently.
Of the stock has really taken off with a lot of the other gaming stocks right and I think it has a lot to do without -- -- OK let's let's take a bullet like I do wanna get to these last year I think these are fascinating you can use it it -- -- companies that are breaking up their prison stocks you've got to fix.
You've got Geo Group geo is the ticker.
And they've also got Corrections Corp.
of America six W and the federal government now is turning over prison management.
To private enterprise and you love these guys.
Well you know this is where all of this -- can lead if you're not careful.
Denmark it would near my office downtown San Diego I see these GO trucks running all over.
And GO buses and minivans running all over the streets.
It doesn't look like -- van you wanna get in to kind of a rough crowd in there.
But it's a booming stock over the last ten years Geo Group has delivered 28 per -- for -- people Berkshire Hathaway.
For heaven's sakes it's -- and the accidentally delivered sex.
It is fascinating well we are getting close to the dollar right now bill gutters and -- and capital management on our president -- thanks -- me very actually thank you for being here appreciate it.
They thank you for having me want to turn your attention of the doubted talk --
