Wall Street Unplugged - What's Really Moving These Markets

Curzio Research
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Feb 1, 2017 • 1h 20min

Ep. 487: Introducing the finest oil patch in North America

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 main segment… I'll be introducing listeners to a stock that should 100% - be on everyone’s radar. The following company has the potential to become the next "market dominator." And shares are still selling for under $1. That’s why I brought on today’s guest, Garth Braun - President and CEO of Blackbird Energy (BBI.V). Garth's Blackbird Energy was by far, in my opinion, the most impressive company at last week's Vancouver Resource Investment Conference - which hosted over 200 names in the sector. Garth has done the unthinkable. And I was sold in less than 5 minutes of talking to him… Garth has taken Blackbird from a small, speculative explorer - to a $300 Million dollar company. And unlike most junior's in the sector, they don't just have a stake in the ground... waiting for a price-tag or an industry-leader acquisition... They are actually drilling and producing some of the finest natural-gas condensate in the world - located smack in the middle of the Montney Formation - Canada's next big energy bet. "Over the last 18 months, some of the largest transactions in Canada, outside of the oil sands, have been located in this region." Industry leaders like Encana, Apache, Shell, and Sinopec now have holdings practically located in Blackbird's backyard. To make matters better, Garth was one of the first to discover this liquid-rich area. In 2014, he says, people considered this land as "moose pasture." But it doesn't stop there… Due to the low priced oil market, Garth's team has been determined to innovate. And as a result, Blackbird Energy has made significant advancements. They've cut costs "dramatically" with state of the art technology. And experts are calling their innovations "disruptive." Garth has clearly lead his company through an amazing transformation. Although the stock price is currently resting at 52-week highs, the recent jump has been well deserved. This is not meant to be a promotion. I truly believe this company has more upside potential than any other stock priced below $1. However, as we all know, rewards will come with risks. Stocks that are priced this low can still be very volatile - especially in the oil industry. So I’m urging all listeners to do their own research. Still, Blackbird’s story is one you don’t want to miss. And finally, for today's Educational Segment, we're throwing stocks, finance, and economics out the door. I will be making one of boldest bets all year.
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Jan 28, 2017 • 45min

Ep. 486: Frankly Speaking: How to invest on my recommendations

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 months. Moving on to the next question, I talk about one of today’s biggest trends - Marijuana. David, a Colorado local, says the marijuana industry is booming and asks if now is the perfect time to invest... I couldn’t disagree anymore. If you own any marijuana stocks, be sure to listen as I break down the sector. Although we’ve seen a recent run-up in stock prices, I believe the industry will continue to face huge headwinds. These stocks are simply trades… NOT investments. And finally, to end the episode, it's Nike (NKE) vs. Under Armour (UA). Tune in as I pick my favorite out of the two for 2017. Other topics include: A sneak peek for next week's Wall Street Unplugged with CEO of BlackBird Energy, KKR's future earnings, and whether it’s too late to get in on Northern Dynasty (NAK). Special thanks to Roland, Brandon, Matt, David, Dave, Nate, and Steve. Keep the questions coming!
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Jan 25, 2017 • 1h 10min

Ep. 485: Marc Lichtenfeld: How to play the biotech rebound

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 Conference its like the Superbowl for healthcare, biotech, and pharmaceuticals. To start off the interview, Marc gives us his takeaways from the event. As Marc explains, the biotech sector has recently been facing a ton of headwinds. The sector currently faces a slew of new regulations as new administration takes the reigns. And in return, the biotech sector got a bit more complex. Although times are rough today, Marc breaks down his opportunistic outlook for the sector going forward. Investors must be patient as we are still in the "early innings" of biotech treatment Marc says. However, he adds that the demand for this sector will explode relatively soon. Together, we then break down the trends and stocks that are going to have the highest impact on the sector. These trends include big data and DNA sequencing. Also, before Marc signs off, he shares with us his favorite growth & income stock outside of the biotech sector. Then, for today's Educational Segment [39:31], I break down my visit to the Vancouver Resource Investment Conference - the largest junior mining conference in the world. The host and close friend, Marin Katusa, invited me to speak at the event. This is where it gets interesting… Out of the 5,000 people at this conference, not one person seemed to be bearish on the resource sector. What does that mean? ...It means I'm nervous. Let's not forget... Only 1 in 3,000 projects go from early stage development to actual production. To make matters worse, some of these stocks are already up 100%-300% from their lows yet people are still doubling their positions! But it's not all bad news. Although about 90% of these companies are terrible long-term investments, a few CEO's I met with were far from bluffing. Tune in as I introduce listeners to the few stocks that caught my attention. One is a stock that could potentially be the next Northern Dynasty!
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Jan 20, 2017 • 45min

Ep. 484: Frankly Speaking: Why we can't forget about the large-caps

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 segment [17:16]. Since the Trump election, we’ve spent a lot of time focusing on a variety of small-caps. But there are stocks we simply cannot forget, regardless of new policies... Most of these companies have been around for decades. Whether the market is up or down, these management teams have been through it all. I can guarantee it. More importantly, markets are cyclical. Which means plenty of well-known, safe stocks are still out there - just weeks away from rebounding. Today I share a few names I have in mind. Other questions covered include; Northern Dynasty's (NAK) recent capital raise, the CES, and my formula for investing dangerous small-cap biotechs. Special thanks to Michael, Joel, Brian, Paul, and Greg. Keep the questions coming!
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Jan 18, 2017 • 1h 10min

Ep. 483: Amir Adnani: New Dawn for Nuclear Power

Welcome back to another episode of Wall Street Unplugged! This week I’m joined by Amir Adnani – CEO of Uranium Energy Corp. & GoldMining Inc. (formerly known as Brazil Resources) On today’s show, Amir and I dive into one of the biggest topics in the markets right now – Uranium. If you own any Uranium stocks, or you’re thinking about buying, this is a must-listen. Because for the first time in years, a new dawn for nuclear power is finally approaching. To start off the interview, Amir gives listeners 3 reasons why the “perfect storm” is on its way. We’ve already seen a swing in prices and Uranium is trading at levels not seen since 2004. But let’s not get too ahead of ourselves. Amir explains why investors must be patient. If you haven’t bought into Uranium yet, don’t worry. Although all signs are pointing upward, he say’s companies are still in “no man’s land” – with current Uranium prices sitting at just $22/lb. The point is, however, the Uranium market is finally coming off it’s lows. And we don’t expect prices to return anytime soon. The turnaround is real. And demand expectations are promising… After all, the number of reactors under construction world-wide are at record levels! Tune in to hear everything you need to know about the sector. Amir and I then dive into a stock listeners should be very familiar with – GoldMining (BRI.V). Yes, we’ve seen Gold take an unexpected hit since the Presidential election… but that doesn’t mean investors should run. To end the episode, Amir reassures his investors. He explains how his company, GoldMining, plans to keep building on top of an already strong, overlooked balance sheet. And finally, I move on to my educational segment [54:33]. Sector by sector, I’ll be breaking down this upcoming earnings season. Let’s just say this – Don’t be fooled by analyst estimates, they’re outrageous…
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Jan 13, 2017 • 40min

Ep. 482: Frankly Speaking: The Trend is Our Friend

Welcome back to another episode of Frankly Speaking! With all the noise surrounding the internet these days, it's difficult to find a good financial research platform. And as some listeners have noticed, Yahoo Finance is not what it was 5 years ago. To start off today's episode, I give listeners a list of my favorite online financial sites... Sites I generally use for my own research. Some come with a cost and some are free, however, each of these sites have their own strength. Remember, this podcast is about you, not me. I highly recommend you check them out. Then, my next question covers a stock I am getting tons of feedback on - KKR & Co. LP (KKR). I recommended this stock just two weeks ago on my educational segment. And since then, it appears many subscribers are hesitant or concerned. Today, I'll be jumping back into the numbers - and will explain why there's still massive upside potential. Also... I can't win them all. A couple months ago I made a mistake. I recommended a retailer just as the holiday season was picking up. And since then, the brick & mortar sector has been crushed. I'll admit my losses. However, I still believe this particular company is in way better shape than its competitors. Although I'm expecting a little more "pain" in the short-term, I still love their long-term position. Switching gears, I then dive into the uranium sector. Prices have finally reached over $20/lb. In fact, uranium is trading at prices not seen since 2004. What does this mean going forward? To end the episode, I revisit a few more stocks on my radar. This includes Delta Airlines (DAL), Amazon (AMZN), and Northern Dynasty (NAK). Special thanks to Kurt, Scott, Christopher, Kris, Daniel, and John. Other stocks mentioned: Cameco (CCJ), Uranium Energy Corp (UEC), Skyharbour Resources (SYH.V), Uranium Resources (URRE), Stratasys (SSYS) Good Investing, Frank Curzio
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Jan 11, 2017 • 1h 16min

Ep. 481: Let Marin Katusa double your money

Welcome back to another episode of Wall Street Unplugged! I just got back from the 2017 Consumer Electronic Show... and we have a lot of ground to cover. To start off today's episode, I give listeners my take on the event. This year's experience was a bit different. In fact, there are more trends to avoid rather than trends to invest in. Tune in this week as I'll be separating the truth from all the noise. I'm then joined by the one and only, Marin Katusa - founder of Katusa Research. There's been a lot of tech-talk recently, but let's not get caught up in just one sector. With the annual Vancouver Resource Investment Conference just two weeks away, Marin is here to give listeners a sneak-peek. Also, he catches us up to date within the gold, silver, and uranium markets. Even with the dollar strengthening, we've seen a slight rebound in these sectors. What does this mean going forward? Well, let us hear from the best as Marin shares his 2017 outlook. Then, to end the episode, Marin talks about his most successful discovery last year. He claims it as the "world's largest undeveloped copper & gold mine." Its the stuff of legends... And thanks to Marin, I gave listeners a stock that has grown over 300% since recommending it - just 6 months ago! As you'll hear, this stock is dirt-cheap yet still holds massive growth potential.
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Jan 6, 2017 • 38min

Ep. 480: Frankly Speaking: A beginners guide to the world of investing

Welcome back to another episode of Frankly Speaking! Today's first question covers stop-loss orders - an investment tool I will always strongly recommend. At times investments fall out-of-favor... and we are forced to sell. It happens to everyone. But what should investors look for when they want to re-enter? Then, after giving listeners a quick update on the uranium company - Cameco (CCJ)... I explain why dividend-cuts are not always necessarily a bad sign for shareholders. Switching gears, I then share some tips for listeners who are new to the world of investing. If you plan on being a "day-trader," this is a must listen. And finally, to end the episode, I break-down another "buy" recommendation. And why investors should act now - before the storm. Special thanks to Kevin, Daniel, Thomas, Mike, and John. Keep the questions coming! Other stocks mentioned: GoldMining (BRI.V), Sandstorm Gold (SAND), Kinder Morgan (KMI), KKR & Co L.P. (KKR), Delta Airlines (DAL), and International Business Machines (IBM) Also, don't forget to tune-in next week! I'll be recapping everything I learned from the 2017 Consumer Electronic Show. Talk to you then and good investing! Frank Curzio
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Jan 4, 2017 • 1h 7min

Ep. 479: The Best Growth & Income Stock for 2017

Welcome back to another episode of Wall Street Unplugged! Today's guest is Steve Koomar - former derivative trader at Goldman Sachs and editor of the Vigilante Investor newsletter. He called it... Last time Steve was on the show, he explained why fears of a U.S. economic collapse were completely overblown. In addition, he told listeners that the natural gas sector was a sure bet. Here we are 5 months later... Natural gas has surged and the US stock market is sitting near all-time highs. Whenever Steve talks, I listen. And every time he gets on the show I learn something new. On today's episode, Steve starts off by giving listeners his updated economic outlook. He believes short-term market expectations are "unrealistic." However, he is still incredibly bullish on U.S. investments in the long-run. Steve also revisits his positions in natural gas, uranium, and farmland. And then shares his top picks within these sectors. These are safe and diversified investments that define his balanced approach. Then, on my educational segment, I'll be talking about one of the most overlooked stocks today. A lot has changed within the company in the past couple years. And today - I'm giving listeners a full break-down. Not only does this stock have huge growth potential, it has a single-digit P/E ratio, a 4% yield, and is dirt cheap. So don't sign off when Steve leaves us. To end the episode, I tell listeners my favorite growth and income stock for the new year. This is a strong buy... PS - It's finally here... Right now I am at the 2017 Consumer Electronic Show in Las Vegas. I've been posting live updates on my Twitter & Facebook accounts. Don't miss a beat.
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Dec 31, 2016 • 52min

Ep. 478: Frankly Speaking: 3 lessons from 2016 we must learn from

Welcome back to another episode of Frankly Speaking! Today's show opens up with talks about the transportation and logistics markets. The numbers show Amazon (AMZN) is now a logistics titan - with still plenty of room for growth. Tune in to hear what this means for competitors like FedEx (FDX) and UPS (UPS). I then touch base on Apple's (AAPL) political landscape. Let me tell you - "What they say and what they do are two totally different things." Today's show covers Apple's only risk investors need to be aware of. In addition, I break down the top 3 financial stories from 2016. Each story comes with a lesson we must carryover into the new year. This includes lessons from consumer sentiment, the Trump election, and today's volatility. To end the episode, I tell listeners why 2017 should be a turnaround year for Uranium. This is one of my favorite plays for the new year. Also, can Northern Dynasty (NAK) get any higher? Special thanks to Tom, John, Derek, and Brad. 2016 has been one for the books. Thanks for tuning in and for all the great questions. Keep them coming! I read them all. Other stocks mentioned: AT&T (T), General Electric (GE), JPMorgan Chase (JPM), McDonalds (MCD), Wal-Mart (WMT), Nike (NKE), Kinder Morgan (KMI), IBM (IBM), Teva Pharmaceuticals (TEVA), and Chipotle (CMG). PS - Be sure to follow me next week on . As mentioned, I have media access to the 2017 CES. Don't miss a beat. See you next year!

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