Wall Street Unplugged - Your Best Source For Finance, Investing & Economics

Welcome back to another episode of Wall Street Unplugged! This week I’m joined by longtime friend, Andrew Horowitz. Andrew is the host of the financial podcast – The Disciplined Investor. He is also the CEO and Founder of Horowitz & Company. To start off the interview, Andrew and I talk about the #1 catalyst in the markets right now… We’re talking politics. As Andrew says, “everything the governments talk about, the markets hang their hats on.” And he couldn’t be more spot on. The stock market just had it’s worst week since the election after Donald Trump failed to rally support for his healthcare plan. And with markets already trading at a premium, investor sentiment is beginning to pull back. As we all know, the markets have reached new heights solely on anticipation of Trump’s pro-growth policies. But will they actually be carried out? Tune in as Andrew explains today’s overarching issue… And why paying close attention to the guys upstairs (the government) is now more important than ever before. Then,

Welcome back to another episode of Frankly Speaking! Keep the questions coming at Frank@CurzioResearch.com Good Investing, Frank Curzio  

Welcome back to another episode of Wall Street Unplugged!  On today’s show I bring back the rockstar of CEO’s – Keith Neumeyer. Keith is a pioneer in the resource industry. He has successfully built three publicly traded mining companies And today, he catches us up to date on two of them - First Mining Finance (FF.V), and First Majestic Silver (AG). I first invited Keith on the show directly after the launch of his first gold venture, First Mining Finance. At the time, the stock was at just at $.30. Today, the stock price rests right around $1. Keith has a knack for buying assets at the right time. In other words, he’s an expert at timing the market. As you’ll hear on the show, “what you pay for assets is how you create value” is his motto. When he launched First Mining Finance, gold prices were sitting at record-level lows. And when commodity prices finally rebounded last year, his company took off – reaching gains well over 300%. Today Keith gives us his outlook for the company going forward, along with the

Welcome back to another episode of Frankly Speaking!   Think you got what it takes to work with Jim Cramer?   My first question of the day comes from Jim himself. He’s looking for some help. And I promised him I would reach out to you - my listeners.   If you didn’t know, I worked under Jim for 5 years at TheStreet.com as an Senior Analys... And I have never had a better learning experience outside of that 5 year span.   It was a job of a lifetime. And I wouldn’t be here today without it. If interested in the opportunity, be sure to tune in for the specific instructions. I’ll see what I can do.   Moving on, and after some March Madness talk (sorry, I just had to mention my Jayhawks), we get back on track [14:40]. This is when I take a closer look at the gold stock, Timmins Gold Corp (TGD).   Tune in as I take listeners, start to finish, throughout my entire analysis process. These are my 6 never-skip qualifications before I make any mining investment.   This is the stuff that has saved me a fortune.   Special

Welcome back to another episode of Wall Street Unplugged! On today’s show, I introduce listeners to Panna Sharma. Panna is the CEO and President of a small-cap, clinical and diagnostics company - Cancer Genetics (CGIX). Panna brings together everything you need to know about the company. It’s core focus? Precision medicine. And the drug industry is betting big on it… To start off the interview, Panna and I talk about how treatments and innovations in the industry are rapidly changing… In the past, companies were betting on single drugs and routine treatments to cure all. But considering the complex, biological diversity of something like cancer, there has never been and never will be “one answer.” Panna explains how the industry and his company in particular are making huge strides in the right direction. Recently, we’ve seen a transfer from trial-and-error medicines to evidence-based medicine. And instead of dividing patients into groups based on thousands of outcomes, today you can now treat patients baseds

Welcome back to another episode of Frankly Speaking! My new newsletter, Curzio Research Advisory is just a couple weeks away... And to start off today's episode, I need to clear up some confusion. Listeners will hear all about my special offer, how to sign up, and a general description of what the newsletters entails. And as you'll hear, there's more to it than just stock picks... Moving on, today's main segment covers one of the most hated stocks on Wall Street - Target (TGT). All the analyst are negative... the price is sitting at multi-year lows... and the retail sector is spiraling downwards. I always advise my listeners to "never catch a falling knife" but for Target, this isn't the case anymore. Tune in as I explain why the risk/reward looks favorable. There are 3 major catalysts that I believe will finally drive this depressed stock higher. Thanks for listening and good investing! Frank Curzio

Hello and welcome back to another episode of Wall Street Unplugged! On this week's show I'm joined by market veteran - Richard Suttmeier. Rich has been analyzing stocks for over 40 years and is a weekly contributor for Forbes and TheStreet.com. He is the founder and CEO of Global Market Consultants. There's one thing about Richard that sets himself apart from any other guest I have on the show… He is the ultimate bear. But I don't blame him either… Rich is one of the few analysts I know that dives into data he calls “the balance sheet of the US economy.” Otherwise known as the FDIC Banking Profile. And on today’s episode, he takes us under the hood of the fourth quarter results - suggesting that some stocks have rallied too far, too fast. Rich brings the "overbought" argument back to the table. And highlights the several risks stocks are still exposed to… despite deregulation and other pro-business administrative efforts. He explains why investors need to play it safe and book their profits now, before it’s t

Welcome back to another episode of Frankly Speaking. Before we dive into any questions today… I have an important announcement. In just a few more weeks will be the launch of my new newsletter - Curzio Research Advisory. As we're approaching episode 500 of my Wall Street Unplugged podcast, this is something that has been a long-time in the making. And today, I wanted to share with you (my subscribers) a few more details. Moving on to today’s main segment… Although my expertise is in the markets, investing, and stocks… every now and then I get a question that covers personal finance. This relates to everyone… and especially if you’re new to investing. Whether it’s student loan debt, car loans, or mortgage payments… I present listeners my #1 word of advice. It’s simpler than you think, and more importantly, it’s never too late. Other topics covered today include: An update on Northern Dynasty and their EPA concerns, stop-loss orders, and more advice on how to use 13F’s to your full advantage...

Welcome back to another episode of Wall Street Unplugged! On today’s show I bring back Jordan Trimble - President and CEO of Skyharbour Resources (SYH.V). Skyharbour stands today as one of the most overlooked Uranium explorers. It's located in the heart of what's now known as the #1 mining jurisdiction is the world - Canada's Saskatchewan. Since Jordan was last on the show in November, we've seen a massive shift in the sector. Today, Jordan catches listeners up to date. Aside from Uranium prices finally coming off their lows... Skyharbour Resources alone has jumped nearly 150% in just 3 months. From .28 to .69, the stock still rests under $1 but as Jordan explains, this won’t be the case much longer… Skyharbour just released news on their most recent drilling program. And the results are game-changing. But as investors, lets not forget - junior miners don’t generate any revenue… cash concerns are critical, and at times, over-drilling can be detrimental... even in favorable economic conditions. As the company

Hello and welcome back to another episode of Frankly Speaking! For the most part, today’s show is not too different from others. Well, aside from one thing... I’ve got a headache. And although there’s a lot to cover… today I take a moment to step away from the market-talk. No “shots fired” or anything, but there’s just a few things I need to clear up. And every once in awhile it’s a bit more fun hosting a show - without any filter. I use this occasion to talk about the last newsletter I worked for… one of the biggest insurance scams in the world… and my apparent faulty claims on Boeing’s automation front. As for the markets… Last week, I touched base on one of the largest bubbles on planet - Chinese real-estate. Time to short? ...Not so fast. On today’s show, I dig a little deeper. And by looking at the big picture, this is a situation that almost makes too much sense. Tune in as I explain why investors need to pump their brakes on this particular trade… Then, for today’s main segment, I talk about about the

Welcome back to another episode of Wall Street Unplugged! To begin the show, and before my guest signs on... I share one of the most underutilized tools in the world of financial research and analysis. They’re called 13F's. Every quarter, all hedge funds and institutional investment managers with over $100 million in qualifying assets are required to report something called a SEC 13F filing. Simply put, these 13F reports disclose what the largest investors in the world are buying and dumping… allowing regular people like you and me to see exactly where the "smart money" is moving. This is the easiest way investors can trade with famous traders like George Soros, Warren Buffett, or John Paulson. And they are publicly available every quarter… in full detail. Breaking down these reports can lead to the market's most interesting trends. And, with nothing to hide, this is where I find a lot of my new investment ideas. Today I share a few examples… Then for this week’s interview, I’m joined by John Petrides – Manag

Welcome back to another episode of Frankly Speaking! Keep the questions coming! Last week, the Consumer Price Index (CPI), otherwise known as the inflation rate, posted its largest gain in nearly four years - crushing expectations. And as Fed Chairman, Janet Yellen, has already promised, an interest rate hike is just around the corner. Investors everywhere are ramping up for this massive macroeconomic change. But what does this mean for gold? With mild inflationary trends and expected growth in the dollar… almost everyone is expecting the price of the yellow metal to drop. But I can’t say I agree… Then, taking my focus overseas, I talk about China’s massive real estate bubble. And highlight the best ways for investors to position themselves around the crisis. Get your pens ready as I give listeners a list of ETF’s to pay close attention to. Today’s show also covers one of the biggest topics addressed in this past election (republican or democrat) - American Infrastructure. As you’ll hear, the infrastructure t

Welcome back to another episode of Wall Street Unplugged! Today's guest is Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. If there’s anyone that knows the global economy, it's Frank. To begin the episode, Frank talks about the reality of deregulation. As we all know, the Trump administration has promised massive tax reforms. But Frank argues that these reforms are going to take much longer than what has been initially anticipated. As Frank says, it’s time investors realize Trumps pro-business reforms will “take twice as long… cost twice as much… and will make everyone half as happy.” In addition, Frank explains his bullish stance on the mining, materials, and energy sectors. According to Frank, the recent cutbacks in supply for several commodities will soon lead to large increases in price. Changing topics, Frank then gives his outlook for the airline industry. Two years ago Frank’s company, US Global Investors, launched what’s now known as the #1 airlines ETF in the world (JETS). An

Welcome back to another episode of Frankly Speaking!   Today's first question covers a stock I recommended over a year ago - Universal Corp (UVV).    This is a type of stock that is the complete opposite of any mining company I've ever mentioned. It's what I like to call an "elite dividend payer."   Most "elite dividend payers" are companies you'll never hear about. These are companies that have plenty of cash flow... they're not exiciting... and they don't plan on raising cash anytime soon.   Wall Street loves to rave on and on about a stocks capital gains but never the other crucial part of the formula - the dividend yield.   Over time, as these companies continue to raise their dividend, investors can make a fortune.   Then, there are some stocks you should never ever short or bet against. And believe it or not.. Tesla (TSLA) is one of them.    The company has a lot of work to do to live up to their valuations... and although the fundamentals scream its a sure short... Investors need to be very careful her

Hello and welcome back to another episode of Wall Street Unplugged! Today I'm joined by longtime friend - Marin Katusa, CEO & founder of Katusa Research. For any new listeners out there, I often bring Marin on the show as he is, hands-down, the most connected person in the mining industry. To start off the interview, Marin discusses the current states of gold, uranium and other resource sectors. As every investor should know, the dollar almost always moves inversely with the price of gold. For this reason, gold investments are used as a "safe haven" for investors around the globe. When markets become volatile and fears arise, gold is usually your best hedge. In the event of market downturns, gold prices surge... limiting your losses. Again... the dollar/gold inverse relationship has been the common rule of thumb for as long as I can remember... Marin claims, however, that 2017 will be a break for this historical pattern.  And gives us a closer look as to why... Switching gears, we then talk about the geop

Welcome back to another episode of Frankly Speaking! Keep the questions coming!   The first topic of the day covers the inevitable... A recession. The business economy is one big cycle. Historically speaking, the markets expand, contract, and recover... over and over again. Where do we stand today? Well, theres been a lot of positives to takeaway from the markets recently... Let's take a closer look... Earnings are growing by 8% thus far for nearly 70% of S&P 500 companies... Wages are growing at the highest rate since 2009... And now, due to the Trump administration -  we're looking at new regulations and a massive tax reform in the near future. Trump, so far, has sent shockwaves throughout the market but the dollar continues to strengthen. As I explain in the show, the possibility of a near economic down cycle is slim - and way further out than I initially expected. But let's get back to the point... a recession is inevitable. As investors, we want to stay aware of where the markets are heading. And alt

Welcome back to another episode of Wall Street Unplugged! I begin today's episode by covering one of the most talked about companies on Wall Street - Apple. Their earnings were just released, beating expectations across the board. And since the news, analysts' reactions have been overwhelmingly bullish. But I can't say I agree… And I'm not so sure about Apple's quarter being "dynamic" either. After doing some of my own digging, I've realized there are some underlying truths about Apple’s 2016 end results... catalysts' that no one else cares to mention. Year-over-year, earnings have only grown 2% - mostly influenced by buybacks and a favorable tax rate. Yes, they blew expectations out of the water. But how much were earnings estimates lowered? Thus far, I've had a pretty good track record on covering this tech giant... and considering all of the noise surrounding this story - I have to warn my listeners. So, before my guest signs on, I'll be explaining why I'm not buying into all of the hype. Then, for today's

Welcome back to another episode… To start off today’s stream of questions, I explain to listeners one of the biggest misconceptions in investing. The key to investing in any stock (not just the ones I recommend) comes down to just one simple trick - patience. Many listeners have learned the hard way so I wanted to fully address this once and for all. Its extremely important that investors take their time on placing their bets. Meaning, if you do believe in a stock's long-term position, don't make a FULL investment all on the same day. Tune in as I explain how this strategy is one of the best ways to avoid volatility in the markets. I guarantee your returns will see better results. I then revisit my position on a stock that's been beaten down tremendously. This stock was considered "the darling" of the biotech industry a little over a year ago. It went from being loved by analysts across the board, to now - hated. I’ll be explaining why this biotech pioneer has the potential to rebound over the next 12 to 18 m

Welcome back to another episode of Wall Street Unplugged! It's only January, but if you've followed me for the past few weeks, you've come to realize how important this month really is. I covered one key conference (CES2017) a couple weeks ago. And on today's episode, I have two more coming for you. It's a lot of information in only just a few weeks but bare with me... Each of these conferences come with game-changing announcements. To start, let’s go over what a difference a year makes... Donald Trump is now in office, and the bull market continues to get stronger. In fact, the Dow Jones Industrial Average hit over 20,000 for the first time this week! This “Trump rally” has been strong for investors in every sector… except for one - Biotech. That’s why I invited Marc… Marc is Chief Income Strategist at the Oxford Club, Editor of the Oxford Income Letter and host of the Oxford Club Radio podcast. He just got back from the JPMorgan Healthcare Conference. For those not familiar, the JPMorgan Healthcare Conferen

Welcome back to another episode of Frankly Speaking. Today's stream of questions start with one concerning a stock I recommended over a year ago - Consolidated-Tomoka Land Co (CTO). Odds are - you've never heard of this company. The business is boring. And you won't find much news on it. But I've seen this company grow firsthand - practically in my own backyard. One year later, I still see upside potential. Tune in as I break down the details... Also, my newsletter, Curzio Venture Opportunities, is approaching just its fourth month since launching in November. And it’s been a wild ride ever since. However, I've been recently getting tons of questions on how to access the newsletter. Well, for those interested, I'll be giving away everything you need to know on how to join. But I'll warn you... Not everyone is qualified. And if the price is too high, please, don't worry. I might of spoke too much already. But today I announce that we have something else in the works... My next question covers today’s main segm