Wall Street Unplugged - What's Really Moving These Markets

Welcome to another episode of Wall Street Unplugged.   Marin is back!   For those unfamiliar, Marin Katusa, the founder of Katusa Research, is probably the most connected guy in the resource industry.   As always, he comes on the show to give listeners his insight and full updates in the gold, uranium, and energy industries.   Coming from a guy who is usually bullish when it comes to junior miners… Today, Marin is taking a completely different stance.   You heard that right.   Marin, who focuses 100% of his time on the resource sector, is giving investors a fair warning.   “A tsunami of selling is coming to the junior mining sector.”   And oddly enough, it has nothing to do with the companies themselves.   The rising issue for junior miners lies behind a major rebalancing of a popular Exchange Traded Fund (ETF) known as the VanEck Junior Gold Miner (symbol GDXJ).   Marin is here to give you all the details of this developing story… and explain why this already weak sector will get even worse.   In a matter of weeks, Marin expects these small-cap stocks can plummet as far 25%-50%.   However, as Marin explains, this news will lead to a chain reaction that is “music to our ears…”   “You want to buy when others are forced to sell,” he says.   This will be one of those rare market opportunities where investors can buy some of the world’s most valuable junior gold companies for pennies on the dollar.   Marin and I then talk about the one and only Northern Dynasty (NAK). Marin’s been closely studying this stock for over two years now. In fact, he’s the one who initially introduced me to it when the stock was at only 40 cents.   Now that the long awaited EPA agreement with the company has finally been settled, to end the episode, Marin shares with us NAK’s biggest catalyst going forward.   Let’s not forget: We’re talking about the world’s largest undeveloped copper and gold mine here. It’s just the beginning.   Also, don’t sign off when Marin leaves…   99% of investors, even Marin, are bearish when it comes to the oil and gas industry. But not me. On this week’s Educational Segment, I explain why we should all be aggressively buying in the sector before OPEC comes out with another game-changing announcement.   Good Investing,   Frank Curzio

Welcome back to another episode of Frankly Speaking. Whenever I'm up on a stock, there always comes a time and place to take my profits off the table... And unlike how we protect ourselves on the downside by the use of stop-loss orders... there is really no set formula when it comes to booking profits. The answer remains in your initial investment thesis. And to start off today's episode, I explain exactly what I mean. Moving on... I then discuss a stock that is now on my radar, only thanks to you - my readers who question-in. When I first looked at the stock, which is currently sitting at 7 cents, I laughed... But it turns out this company makes a very interesting play. It has all the factors I like: The company has key projects under great jurisdictions... they have great investors and parters... and more important, they have an excellent management team in place. In fact, the company's most recent addition to their board of directors has come from one of the most successful publicly traded agriculture companies in the world - Potash Corporation of Saskatchewan (POT). Switching gears, I then break down the oil & gas industry as a whole. OPEC is expected to extend cuts, more production will be coming offline, and investor sentiment continues to remain negative. But that doesn't mean there isn't buying opportunities... And finally, although I might be stepping over my boundaries, to end today's episode, I talk a little bit of politics. Excuse me for my rant... but I just had to say it. Special thanks to Wade, Phil, Dominic, and Jesse. Keep the questions coming! Thanks for tuning it and good investing, Frank Curzio

Welcome back to another episode of Wall Street Unplugged!   Today I’m joined by both Amir Adnani - CEO of Uranium Energy Corp (UEC) & Chairman of GoldMining Inc. (GOLD.V). And also, Steve Koomar - former derivative trader at Goldman Sachs and editor of the Vigilante Investor newsletter.   That’s right, instead of having only one guest join me, today I’ll be picking the minds of two.   And starting with Amir, as he puts it, “It’s time for our quarterly update.”   In recent months, Gold Mining Inc. has quietly made a few significant acquisitions including one as recent as this morning.   Nothing surprising here.   Amir and his team continue to add to the thesis they’ve been focused on all along - buying assets at a fraction of their value. And on today’s show, Amir breaks down each of these new entry points.   He calls it “creating value with certainty.”   As the gold sector is in the midst of another unfavorable market downturn, this exactly what investors want to see.   Poised for a market rebound, GoldMining is adding ounces in the ground with consolidations that now stretch from Brazil and Columbia to Alaska and Northern Canada.   We then turn our focus to Uranium…   As many of you know, this is a sector that I continue to pound the table on.   The price of Uranium is finally coming off it’s 12-years lows… nuclear power plants are being built at a record pace… Japanese reactors are coming online again… and the new US administration is steering further away from renewables.   Fundamentally, every piece of the puzzle is coming in place for a market turnaround.   But from an individual standpoint, Amir’s Uranium Energy Corp. is facing a catalyst much more unique.   This is the same catalyst that pushed the stock up hundreds of percent last time it occurred. And there’s a “very good chance” it can happen again here within the next couple of weeks.   Be sure to tune in before Steve signs on as Amir goes over this potentially game-changing announcement.   Moving on, Steve Koomar and I then discuss arguably the most hated industry in the markets today - Oil & Gas.   Like myself, Steve thinks as the classic contrarian. And due to developing geopolitical pressures, Steve explains why the oil and gas market may see a huge boost in prices.   And finally, to wrap things up, Steve then uncovers his favorite foreign market to invest in.   It’s a market that has gone up 60% in the past 12 months alone.   And for first time in nearly 2 decades, the country’s political landscape is shifting towards pro-business initiatives.   As Steve explains, there’s a “nice-long runway” ahead for this country that’s finally beginning to develop its natural resources.   You see, everything covered on today’s show falls under one clear theme: How to master the resource market’s cyclicality.   If you plan to invest in any of the natural resources we cover today like gold, oil, and uranium…. this interview is a must listen.   Because like any cyclical market, betting on these recommendations early, at these depressed levels can yield life-changing results for those willing to wait.   Be sure to get your notepads ready…   Good Investing,   Frank Curzio

The questions are pouring in on IBM and Northern Dynasty (NAK)…   I’ve been bullish on each of these stocks in recent months. But after this week’s news, I have even more reason to add to my case.   On today’s show we start with IBM...   Warren Buffett just announced he sold off one-third of his position in the company, stating he “underestimated how much competition is in the space.” And later on said that he has revalued the stock “somewhat downward.”   It’s one of the very few investment choices Warren Buffett has made that hasn’t gone exactly as planned.   The stock price is down nearly 30% since Buffett’s Berkshire Hathaway invested close to $11 Billion back in 2011.   And today, as all eyes are still on Buffett, IBM shares have pulled back even further.   But as I explain on the show, I’m taking a completely different stance… and explain why there’s still plenty of room for IBM to grow at these levels.   Let’s not forget, this is not a momentum stock trading at insane valuations with no dividend…   We’re talking a durable company trading at just 12X earnings. And is paying a 4% dividend yield which is more than double of what the average company in the S&P 500 pays.   Moving on, I then discuss the recent news surrounding NAK and the infamous EPA.   A settlement is expected to take place in less than one week. And from the looks of it, each party seems to be on common grounds.   Tune in as I explain why the world’s largest undeveloped copper and gold mine should be everyone’s radar in the next couple of days.   Other topics talked about: Sandstorm Gold’s (SAND) recent merger… The current state of oil & gas… and why America needs deregulation before tax and healthcare reforms.

Welcome back to another episode of Wall Street Unplugged! Today I’m breaking all the rules… Just last week I talked about the benefits of compounding wealth… how long-term value investing is the safest, and smartest strategy for anyone betting in the markets. Even my new newsletter, Curzio Research Advisory, has stock recommendations based off favorable trends for the next 5, 10 years, and beyond… Today’s guest however is someone that takes a completely different angle… His name is Tim Sykes. Everyone has their own strengths. For example, Chris Mayer is a legend at picking international stocks. My other frequent guest, Marin Katusa, is a resource stock sniper. I personally have a knack for picking junior miners and small-cap biotech stocks. And then there’s Tim... Tim is a financial activist, educator, and is most famously known for his success at day trading penny stocks. He focuses on, no doubt, the most speculative and riskiest investments in the market today… yet has found massive success doing it. He’s the only penny stock expert I know. And on today’s show, he’s giving away all of his secrets. And shows listeners exactly how he takes advantage of the market’s hidden inefficiencies. Now before we get into the technicals, I’ll start with the easy stuff… Penny stocks are far from normal stocks. Some are not even listed on major exchanges… New investors often see these stocks with low prices and think they’re bargains. But what they don’t understand is that the chances of seeing positive returns are highly unlikely. You’re more likely to lose money. Here’s the truth: About 97% of penny stocks are awful companies or, flat-out, horrible investment choices. In my opinion, there are only 3 ways to actually make money on penny stocks. The first, is finding something I call a “revamp company.” Every once in a while a company will go bankrupt, maybe get bought out, and restructure their business models entirely. And at some point in that arch of a story, investors can get in at an huge discount. Again, this is an extremely rare occurrence… and takes a lot patience. Secondly, investors get lucky. They buy a stock for cents on a dollar, wait until they get lucky, and sell. It’s that simple. And then there’s Tim’s method - buying and selling off something called “pump and dumps.” And surprisingly, it’s consistent. You’re not diving into any profits, revenues, margins… None of that. Why? Because penny stock don’t have any. Instead, Tim advises listeners to just look at only two things: “Volume and price-action.” “...Who were today’s highest percent gainers and losers… and why?” Of course, as Tim explains on the show, there are a couple strict guidelines to follow. But more important, these “pump and dump” schemes happen more than you’d think. As an avid investors, Tim and I have seen it all… Promotions, people who get paid to recommend stocks, targeted short-sellers, etc. The list goes on. Some of the biggest scams I’ve ever seen derive from pump and dump initiatives. And it’s nice to finally bring someone on the show that knows how to benefit from them. Yet only from the outside looking in. Again, this strategy is not for everyone… But if you can take it one step at a time, play by these specific rules, and bet on the right information... you can turn thousands into millions in a matter of days. Whether you play the upside or the downside, here's the only real way investors can money in this highly speculative market.

Welcome back to another episode of Frankly Speaking! Today I begin the show by giving away a list of large-cap, well-managed, and durable companies. I'm talking about proven companies that have been around for decades… and the ones that have a history of increasing their dividend annually. More important, some of the stocks I uncover today are at value prices. Although some might be underperforming, buying them at current levels can prove to be monumental in the long-run. Again, these are stocks that investors can hold onto forever. Switching gears, I answer a question on stop-loss orders. This particular question asks what the difference is between "Trailing stop-loss percentages" and "Trailing stop-limit percentages?" My answer: It doesn't matter! Today, I explain the importance of "handing you hand." And my favorite third-party tool that doesn't show the market your every move. Then, to end the episode, I'm taking another stock and looking under the hood. It’s a stock that might seem favorable from a glance... but today I point out all the negatives, giving as much analysis as I can. It's why I'm here. Special thanks to Larry, Jose, Chris, Mark, and Jack for all the great questions. Keep ‘em coming at frank@curzioresearch.com

Welcome back to another episode of Wall Street Unplugged. This week I welcome back Garth Braun, Chairman & CEO of BlackBird Energy (BBI.V). Last time Garth was on the show he introduced listeners to one of the finest oil patches in North America - Canada’s Montney Formation. This liquid-rich shale area is now home to some of largest players in the industry - companies like Encana, Apache, Sinopec, and Shell. It’s Canada’s next big energy bet. And Blackbird Energy, the small-cap exploration and development company, was one of the first to discover it. So to start off the episode, Garth catches listeners up to date. He begins by breaking down Blackbird’s recent major capital raise… and how the company has added even more land into the Montney. Moving on, we then talk about the sector as a whole. As the “oil supply glut” continues to haunt investors across the industry, not to mention the increase of drilling costs overtime… companies like BlackBird Energy have been forced to innovate and adapt to current market conditions. And this is what makes Garth’s company so unique. Blackbird has implemented and acquired a 10% stake in Stage Completions - a leading edge optimization technology that reduces drill times, increases tonnage, and cuts costs practically in half. Meaning, this is a company that can remain profitable with prices as low as $30/barrel. And in my 20+ years of research,  I’ve only seen a few cases where a company has that ability. If you’re invested in some of these huge producers that can only make profits on $50, $60 oil prices, it’s time to take another look. Blackbird Energy is trading at roughly the same levels as it was last time Garth was on the show. And although that was only 3 months ago, so much within the company has changed... For one, they’ve added more onto the Montney, they have increased reserves by more than 1,000%, and they have just placed over $80M into the bank. More importantly, Garth has managed to do all of this with zero debt, yet the stock is still priced under $1. To end the episode, Garth uncovers what investors can expect in the next 6 to 12 months… along with the company’s ambitious long-term growth plans. Although this stock might currently pose as too aggressive for some investors, on today’s episode, you won’t leave empty handed. Be sure to tune in as there is a ton of valuable information and insight on today's oil and liquids industry. Good Investing, Frank Curzio

Welcome back to another episode of Frankly Speaking! We're officially in a stock picker's market. The gold and junior mining sectors are not what they were two years ago. You used to be able to just take a dart, throw it, and be up 200% - 300%... But market dynamics have shifted. These are sectors that have recovered significantly since record-level lows. And now that the market has gone up, extra homework on the individual companies is a must. To begin today's show, I explain exactly what investors need to look for in these risky markets... and how to tell if their flagship mining projects are worth betting on. Switching gears... I then talk about the difference between American and Canadian stock exchanges... and why I always push listeners away from the OTC. Many of my stock recommendations fall under Canadian listed exchanges. And as I explain on the show... the more volume, the safer the exchange. Then, to end the episode, I share with listeners one of the biggest market disconnects today. This is a popular stock that has recently come down 8, 9 points and is currently sitting at a bargain price. Don't bet against Warren Buffett here. This particular company is spending a lot of money in all the right growth markets. Your'e getting paid to wait. Other topics talked about: An updated outlook of a stock I recommended 6 years ago - Steel Dynamics (STLD)...A break down on how private-placement offerings work... And an update on Amir Adnani's GoldMining (GOLD) Special thanks to Luke, Paul, Jared, Daniel, and Michael for all the great questions. Keep em coming!

Welcome back to another episode of Wall Street Unplugged. My guest this week is Chris Mayer, 20-year plus market veteran and editor of the Bonner Private Portfolio & Focus newsletter. Chris is constantly traveling the world to find unique investment opportunities. He’s like the Anthony Bourdain of finance. Every time Chris is on the podcast, he provides listeners with ideas that are completely off-the-radar. These are stocks most investors have never heard of... in markets most investors steer away from. Join me as he breaks down his hidden stock ideas, the banking sector, and his favorite emerging market to invest in right now - India. Since the election of Prime Minister Narendra Modi in 2014, the country has experienced a significant economic shift. Modi has set about cutting taxes, reducing regulation, addressing banking issues… all while controlling inflation. Chris is calling him “Reagan 2.0.” And the way Chris tells it, plenty of investment opportunities are slowly opening up. Chris then shares his personal experiences with billionaire and Agora founder Bill Bonner. In the mix of it all, Chris reveals his proprietary C.O.D.E system. This is an investment strategy he uses to outperform the S&P 500 year after year. As Chris explains, “there are lots of different ways for investors to get up the mountain…” But there’s only one key characteristic behind every ‘100 bagger.’ Plus, for this week's Educational Segment, I talk about something we are conditioned to avoid at ALL cost… Yet it’s something that is widely misunderstood. It's considered a "red flag" in every financial textbook and by analysts everywhere... But in reality, these are opportunities that can lead to returns beyond belief. As always, thanks for listening and good investing!

Welcome back to another episode of Frankly Speaking!   Today I talk about something my subscribers will get very familiar with... Stop-loss orders. This is an investment strategy I will use and strongly recommend for every stock pick in the portfolio. But as you might notice, my recommended stop-loss percentages often vary. Depending on the size of the stock and other technicals, the formula switches.  And this is extremely important for protection purposes. Today I explain why. Moving on... I then talk about a stock that I've been getting tons of emails on - Northern Dynasty (NAK). Just last week the state of Alaska came out with game-changing news surrounding NAK's land-permit. The stock rose 34.1% in one trading day. This is a huge slap in the face for the infamous short-seller Kerrisdale Capital. And I'll explain why. But we cannot forget... Northern Dynasty still has their biggest hurdle ahead. Join me this week as I break-down the recent news, what it means for the company, and how I think investors should react. Other topics talked about: Advice for any entrepreneurs, a perfect example of compounding your investments, and how to get your feet on the ground in the world of finance. Also, once again... And I'll never stop saying it... Thank you to all of my listeners for joining me on my newest venture - Curzio Research Advisory.  It's been a successful launch. And I'm already looking towards next months pick! Special thanks to Brett, Jose, Douglas, and John for all the great questions.  Keep them coming! Just email me at Frank@CurzioResearch.com Good Investing,  Frank Curzio