Wall Street Unplugged - What's Really Moving These Markets

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Ep. 558: Frankly Speaking |Canadian Marijuana Industry Debunked Oct 06, 2017

Show notes

A breakdown of the Steel industry… How the Dodd Frank Act is now hurting the consumers… Reasons for today's "alarming" M&A numbers… The general scope of the Canadian marijuana market… Questions & Comments "Is this the perfect storm brewing for Steel Dynamics (STLD)?"... - John [00:47] "I finally get your rant about applying for a home loan… I'm currently purchasing a new home while trying to sell my current one and the amount of follow up documentation is a nightmare! Here's my story."… - John [05:58] "Recent financial crisis data has shown that mergers and acquisitions (M&A) activity is highest at business cycle peaks, resulting in bad investments. With today's M&A numbers returning to levels similar to 2000 and 2007, are you concerned?"… - Tommy [13:49] "Someone convinced my wife that Canadian marijuana stocks are worth a look (Canada is about to legalize marijuana on a federal level, unlike the situation in the U.S.). Can you share your thoughts on the Canadian marijuana industry in general, or anything about their popular cannabis stocks?"... - Tim [24:48] As always, thanks to everyone who participated!

Ep. 557: Tax Reform's Winners and Losers Oct 04, 2017

Show notes

On this week's show I'm joined by the biggest bear I know on Wall Street – Richard Suttmeier. Rich has been analyzing stocks for over 40 years. He's currently the founder and CEO of Global Market Consultants. He's also a weekly contributor to Forbes and TheStreet.com. Richard is an expert at analyzing what he calls "the balance sheet of the U.S. economy," otherwise known as the FDIC Banking Profile. Using this hard data, which most investors tend to overlook, Rich gives us his economic forecast… More specifically, he dives into the recently released U.S. home sales data… and why the housing market may be due for a correction within the next 6 to 12 months. For today's Educational Segment [46:45], get your pens ready... We're going to talk about what President Trump's tax reform means for you. And I'll be sharing the names and symbols of at least 30 stocks in this "winners and losers" discussion.

Ep. 556: Frankly Speaking | Stocks and the Fear of Missing Out Sep 29, 2017

Show notes

Disciplined entry strategies… The psychological myth of investing… NFL protests… One of my favorite IoT companies… An update on a list of junior miners I've talked about throughout the years... Questions & Comments: "How do you handle what some call FOMO (Fear of Missing Out) when it comes to investing? I often get a little too eager and consequently, I sometimes place my bets at too high of a price"... - Nick [05:44] "I just listened to your opening rant on the latest Wall Street Unplugged podcast (Ep. 555) about the current NFL protests… So far, how have your listeners responded?"... - David [11:34] "I'm a lifetime subscriber to both of your newsletters… Love them both. But Instead of going long on your picks, recently I'm doing something different: Options."… - Lawrence Here's how Lawrence is close to making $5,000 on just a $100 investment. [13:47] "Over the years you've recommended and interviewed the CEO's of MUX, GOLD.V, GSV, AUG.TO, NAK, and SAND… Which ones should I sell today?"... - Daniel [18:48] As always, thanks to everyone who participated! Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

Ep. 555: Why FANG Stocks are Sinking Sep 27, 2017

Show notes

On today's show, Founder and CEO of Horowitz and Company - Andrew Horowitz, and I breakdown the recent sentiment shift surrounding the most popular momentum names in the market – Facebook, Apple, Amazon, Netflix, Google. Otherwise known as "FAANG." Andrew explains how the great "rotation" in these names – from growth to value – may foretell the market's tone for the remainder of the year… We then talk about how the recent rise in the U.S. dollar will impact the commodity and financial industries going forward. Finally, Andrew shares his favorite market ideas – giving us a few more names to place on our radar... Good Investing, Frank Curzio P.S. Small-cap stocks are experiencing more volatility than at almost any other time I've tracked them. We're talking over 20 years of research… And in this week's Educational Segment, I'm going to show you how to turn this volatility to your advantage. With this powerful investment approach, you can make massive short-term gains in the next earnings season.

Ep. 554: Frankly Speaking: The biggest risk in today's market NOBODY is talking about Sep 22, 2017

Show notes

What's ahead for Curzio Research… The employee/ wage debate… The biggest risk in today's market NOBODY is talking about… The one FAANG company I'd invest in right now (If I had to choose)... Why baseball stinks "Frank, are you ever going to do what other newsletters have done, and offer one big price for all of your services?" - Kurt [00:50] "I want to get your opinion on the highly contested inflation debate… Also, do you see the fed raising rates over the next six months?" - Maurizio [04:11] "Which is your favorite FAANG stock to buy right now?" - Jennifer [12:27] "I know you hate baseball, but do you think the latest upward trend in home-runs means the sport is making a comeback?" - Joe [16:38] As always, thanks to everyone who participated! Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

Ep. 553: Frank Holmes: Why blockchain will be as disruptive as Amazon Sep 20, 2017

Show notes

Today we welcome back Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. Under his 25-plus years of leadership, U.S. Global Investors has launched several funds, including the first-ever airliner ETF (JETS), and most recently, the U.S.Global Go Gold fund (GOAU). Since its June launch, GOAU has outperformed every major index within the gold industry. In this episode, Frank reveals his unique "moneyball" approach – explaining the quantitative tricks traditional funds are completely ignoring… And he shares the names of the three companies he considers the "safest and least volatile" in the entire mining industry. Then Frank and I talk cryptocurrencies... As Frank explains today, digital currencies and the blockchain aren't just a passing trend. They're a revolution. We're on the verge of a market disruption the likes of which we haven't seen since the launch of Amazon and Google. Tune in to learn the best way to catch this wave – while you still can...

Ep. 552: Frankly Speaking: Buy This Small Cap Biotech "Steal" Right Now Sep 15, 2017

Show notes

A safe cyber-security play… The best way to buy stocks on the TSX (Toronto Stock Exchange)… Another small cap biotech steal "It's been over a week since the Equifax (EFX) data breach and the stock has beaten down by roughly 25%. Should we buy the dip? …Or is there still more pain to come?" – Anthony [00:46] "Can you quickly recommend a few online brokers that are capable of trading stocks directly on the TSX?" – John [12:11] "Is Advaxis (ADXS) dead? They have a premier drug in phase 3, with a couple others in early clinical stages, but the stock is in a free-fall as of late. What are Wall Street's expectations?" – Chad [16:39] "Are the Eagles for real this year?" – Dale [33:34] As always, thanks to everyone who participated! Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

Ep. 551: Amir Adnani: How to Win in Bear Markets Sep 13, 2017

Show notes

"There are two certainties when it comes to resource investing…" On today's episode of Wall Street Unplugged, we unveil a junior miner that's molded its entire business model around these two certainties… and how to profit from them. The first certainty you probably know: The resource market is cyclical. When supply and demand imbalances occur, the resource sector is slow to react. This lengthy lag time creates massive price swings incomparable to other markets. The second certainty, on the other hand, is not so obvious... When bear markets occur, the majors significantly underinvest in new assets. As commodity prices fall into bear markets, the major players in the industry (the multi-billion dollar mining firms) fail to do what they're typically good at… Buying resources. Instead, these firms go into "protection mode." They stop investing in new projects... cut exploration costs… and primarily maintain their balance sheets. Some, depending on the bite of the bear, even brace for bankruptcy. This phenomena is one of the most overlooked certainties in the industry today. From my experience, only a handful of miners truly take advantage of these certainties… When a bear cycle hits, they pick up fantastic assets for pennies on the dollar. With the help of today's WSU guest and mining expert, Amir Adnani, I'll be breaking down one of these companies. As the price of gold slowly but surely begins to crawl back, insiders have picked up about 25% of the company with their own capital. More importantly, with roughly 19 million ounces of gold in the ground drilled at just $8/ounce, this particular miner is in a league of it's own. It's one of the most underappreciated gold miners today… And one of the best investment ideas I've ever given my listeners. Good Investing, Frank Curzio P.S. After Amir signs off, we're jumping into an Educational Segment. Outside of FAANG, the underlying market is becoming dangerously volatile – with numbers I haven't seen since the credit crisis. For short-term speculators, this segment will tell how to place your next bet… without catching a falling knife.

Ep. 550: Frankly Speaking: A List of Hurricane Trades For Next Season Sep 08, 2017

Show notes

A list of hurricane trades for next season… How to avoid artificial selling… What's moving gold today… One of my favorite lessons from Jim Cramer… "I'm guilty of holding on to my losers for too long… and cutting my winners short. What's the best strategy on when to sell?" – James [00:48] "What's the easiest way for investors to get in early, ahead of everyone else, on short-term events like hurricanes?" – Joe [09:07] "If the brink of war with North Korea isn't moving gold or silver much… shouldn't we look elsewhere?" – Todd [17:59] "What's the best entrance strategy: Taking full positions immediately?… or scaling in?" – Jamison [22:56] As always, thanks to everyone who participated. Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

Ep. 549: John Petrides: The Great Misconception of Value Investing Sep 06, 2017

Show notes

Today's guest is Managing Director at Point View Wealth Management and one of Wall Street Unplugged's finest, John Petrides. Wall Street benchmarks and sectors are shaking up amid recent fears of North Korea and our nation's ongoing hurricane misfortunes. And as these two major current events develop, John and I discuss where investors should be playing their cards… In other news, the Russell 1000 growth index (IWF) is up over 17% year to date... while the Russell 1000 value index (IWD) has gained 3% since January. Is it finally time to stop chasing growth? Tune in as John breaks down what it takes to be a true value investor. A stock could be down 30... even 50%, but forget it. As John explains, that doesn't matter. When it comes to value investing, there's only one question we must ask ourselves. John then talks Apple. He's one of the few analysts I know that has been dead-right on the stock in recent years. And his analysis couldn't come at a better time... Apple is set to launch the highly anticipated iPhone 8 in just a couple weeks. John's the type of guest that can bring the conversation in any direction. And today – from geopolitics, oil, and the consumer staples sector to M&A's and mutual funds – he it covers it all. These are conversations you don't want to miss. Good Investing, Frank Curzio

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