- The biggest recent bull markets [0:30]
- Why ESG/climate change is the biggest trend I’ve seen [7:19]
- How the government is forcing upside [11:48]
- Where I invested $100k to profit from this trend [15:30]
- Is it still a good time to buy uranium? [23:40]
- Interested in becoming a newsletter analyst? [27:43]
One of the best things about my job is getting in early on the biggest trends.
I recap some of the biggest bull markets we’ve seen over recent years, from commodities… to crypto… to the Internet of Things (IoT)… and much more. [0:30]
Smart investors were able to make life-changing gains off of all of these trends… But there’s one I believe will be bigger than any we’ve ever seen before: environmental, social, and governance (ESG)… or measures to fight climate change. [7:19]
I lay out some data on why ESG is set to create one of the biggest investing opportunities we’ve ever seen in the history of the markets… including how the government is forcing upside. [11:48]
And I share several companies set to profit from this trend, ranging from solar companies to automakers… including where I just personally invested $100k. [15:30]
Speaking of energy, as the price of uranium moves higher, a subscriber asks if she’s missed the window of opportunity. In short, no… and I explain why you want to scale into these positions over time. [23:40]
Interested in being a newsletter analyst? I explain why you need to find your own style… and my plan to start an investing clinic over the next few months. [27:43]
Wall Street Unplugged | 799
The government is forcing companies to invest trillions in this trend
Announcer: Wall Street Unplugged looks beyond the regular headlines heard on mainstream financial media to bring you unscripted interviews and breaking commentary direct from Wall Street right to you on Main Street.
Frank Curzio: What’s going out there? It’s September 28th! I’m Frank Curzio, host of the Wall Street Unplugged podcast, where I breakdown the headlines and tell you what’s really moving these markets. One of the things I love about being a research analyst, it’s kind of like being an investigative reporter. It’s bringing trends, or being able to invest in trends, ahead of everybody else. I love buying stocks where nobody’s really covering, and you’re up 100%, 200%. And then, all of a sudden, everybody starts learning about them, and they start talking. They’re like, “Hey, did you hear about this trend?” You’re like, “Yeah, I kind of heard about it two years ago because of the research, because of the network,” which we have an amazing, amazing network. So many of you email in, in so many different industries. I mean, this is a podcast that goes out to 100 countries now. Yeah, it’s crazy when I even say that out loud.
Frank Curzio: But I pride myself on bringing you these trends, hearing what I’m hearing and showing you how to invest in them… And all doing this ahead of mainstream media because that’s how you make the most money. So, when it came to oil and shale traveled to all the major shale areas, which was really, really cool, with experts. Then, I had a ton of great contacts in this industry, came on the podcast, talked about it, more of you in the oil industry, a little bit of man camps. I mean, just amazing. That was in 2011, 2012, benefited from a lot of those things. That was pretty early on, right? I think it took another five, six years, seven years even before we became energy independent. How crazy is that? Energy independent, you would… Forget it, how crazy is that? It was unheard of in 2008, ’09, ’10, ’11, ’12. Nobody thought we’d ever get there.
Frank Curzio: Attended the CES every year for, I think, it was like eight, nine years in a row. I didn’t attend last year, the virtual one. It was terrible virtual, but I’m attending this year. I’m about to book it, going to have a lot of fun setting up meetings. Yes, that’s one of the reasons why I had to get vaccinated. I get my second shot in a couple weeks.
Frank Curzio: So, learning about the Internet of Things. Been doing this podcast for 14 years and brought a lot of this stuff to you. That was in 2013, the Internet of Things. Cloud being in the first inning when it was 2013, ’14. This is before Microsoft was really going all in on Cloud, it was mostly Amazon. And just talking to engineers at different companies, man, just the stories they told. Like, you have no idea. I had no idea. Again, coming on the podcast telling you what I hear, writing about these, recommending stocks. Yeah, then it goes out to the network, and I get people from different industries emailing in, which is awesome.
Frank Curzio: Instagram, the power of social media 10 years ago, AI, 5G, talking about those trends a long time ago. How big streaming would be. How powerful… Netflix, it’s still the dominating company. One of the ones I kind of avoided, and I had to learn a little bit more about it. Then man, holy cow, they take off. But now, everyone’s competing with Netflix. The valuation was insane, covering iPhones pretty much forever. Immunotherapy, genetics, DNA re-engineering mRNA… Recommended stocks before everyone knew that term from the vaccines. Smart homes, robotics, drones, crypto… This company’s based on.
Frank Curzio: I’ve even created projects like Curzio Venture Opportunities when I started my company, and also Curzio Crypto Intelligence, where I made tons of these stocks IDs within these trends here and how you can benefit and make money. Not all of them worked out, some of them you stop out of different things. But man, we made amazing, amazing profits on so many of these names getting into them early, which is what you need to do. The access to information, to you. Again, that network is huge. It’s not like I’m sitting here and I’m some genius. I love boots-on-the-ground. I have great contacts, and I have a lot of help from you guys across different industries, which is why we’re early on the supply chain, how bad that was. And that’s a… I mean, the numbers are coming down in the 4th quarter now, so they’re reducing numbers, and the 3rd quarter’s worse than the 2nd quarter. So, we had the 2nd quarter already. It’s supposed to get better. It’s getting worse. They’re still lowering unit numbers for autos, and supplies, and chips right now.
Frank Curzio: Got four CEOs on TV saying, “Oh it’s probably like a 2022 problem.” You didn’t say that like six months ago. You said it was a 2nd quarter problem of this year. Now, you’re changing a little bit. Again, I knew these guys were lying thanks to a lot of contacts I have at these industries.
Frank Curzio: So, I’m identifying these trends early. Over the past two to three years, I noticed something, there wasn’t really big disruptive trends in the past two to three years. I mean, crypto was like four or five years ago. Yes, we had DeFi within crypto and things like that, but there’s been little innovation, even going to the Consumer Electronics Show. It’s been about improving existing trends, making the Internet faster or 5G, which leads to better data analytics, which helps AI. I mean, everything was AI two years ago, when I went to Consumer Electronics. “AI, AI, how we’re using AI to improve everything.” Smart homes, how all the new technology in cameras and everything… Again, covering this stuff at the Consumer Electronics Show, so no change in the world trends. Until now.
Frank Curzio: One of those security tokens, which is basically the tokenization of assets, a little different than regular crypto. We based our company off of that. It’s basically gets yourself a piece of an asset that gives retail investors a chance to own things, like commercial real estate or debt, art collectibles… Even companies like Curzio Research, where we have shareholders, we’re publicly traded. So, it’s basically fractional ownership in assets most retail investors would never have access to.
Frank Curzio: Not too long ago, we talked about metaverse. Just look this up and get ready to go in that rabbit hole. It’s incredible. It’s the emerging virtual reality with augmented reality. So, it’s a trend that Zuckerberg actually said last quarter on Facebook’s call that he could see Facebook becoming a metaverse company inside of five years. Think Roblox, Fortnite, but on steroids. So, you’re creating your own avatar, living in a virtual world that you could actually buy real assets. This is for real. The biggest companies are investing in these platforms right now. Again, you got to go down the rabbit hole. We’re going to see that. They actually have a game show coming on too, where they have their avatar singing. Not the game show, but it’s a singing competition, after The Voice, I think it’s on. But they’re going to have an avatar, and they’re going to sing through their avatar. This way, you don’t actually see the person. Wait, you’re going to see this trend explode.
Frank Curzio: Those are change the world trends, which is cool. I’m sure we’ll see a lot of that stuff, and I’ll report back to you at the Consumer Electronics Show. But there’s another major trend that may be bigger than all of these. When I say that, security tokens, metaverse, these are trillion dollar trends in the making. They’re disruptive, they’re going to change the world. This one is going to be bigger. The trend I’m about to talk to you about and mention, it’s one you’re very, very familiar with. You hear it all the time. Even though you’re familiar with it, I bet at least 40% of the population is skeptical about it. This trend is climate change.
Frank Curzio: I know, we hear it every day. It’s here. We are not even in the first inning, not even the first inning. And forget about what you think about climate change. Forget it, it doesn’t matter. True believers say, “I’m not having kids. I’m not having kids. I’m not having kids in this world. Not the way the environment is and how dirty it is, and how the Earth might not exist.” Seriously. You probably all have friends that said that, which is insane to me.
Frank Curzio: To where, on the other side of the spectrum, where people think it’s the biggest bullshit in the world. Like, “I got to use paper straws now and drinking water in green-friendly bottles that don’t stand up.” Maybe you’re forced to wear organic fiber underwear. That is actually a thing. Doesn’t matter if you’re forced to use toilet paper that rips your ass apart, it’s environmentally… Doesn’t matter; it’s going to cost more. It’s not going to be as effective as what we’re currently using, but you have no choice. You have to use this stuff now. It doesn’t matter about your opinion, doesn’t matter if you’re a Democrat or a Republican. I don’t want to hear it.
Frank Curzio: It definitely doesn’t matter if it makes sense, where the US is energy independent. You know how many wars we’ve got in because of energy? Being energy independent, you know how powerful that makes us? We’re about to get rid of that. Throw it out the window, it’s gone. You lose that privilege, especially after Exxon, Shell, Chevron. I mean, this wasn’t long ago in May. Their largest shareholders were influenced by much smaller shareholders and groups who have now become members of their board, who are encouraging these oil giants to reduce its emissions, their carbon emissions. Oil companies across the board are following suit. It’s why oil and natural gas prices… Have you seen them? They’re up 230%. Have you seen natural gas prices? You see gasoline prices, you’re seeing oil, everyone’s raising their forecasts. It doesn’t matter if you see more blackouts in places like California. It doesn’t matter if you agree with it or not the trend is happening, it’s being forced down your throats, down the throats… I mean, every government around the world. And most important, it’s forced down the throats of corporate America. So, everyone has to buy into this. They have no choice.
Frank Curzio: I mean, think about the vaccine, whether you agree with it or not. Vaccines are being mandated, which means what? Moderna, Pfizer, BioNTech… I mean, Pfizer’s just been taking off recently, not too much. But look where Moderna… Moderna was at like 90 a couple years ago. BioNTech, I mean, these stocks have seen what? 10, 20X gains, probably in the past 24 months? And they’re likely going to go much higher as we force booster shots on the public, regardless if the FDA approves it or not. Right now, they said, “Okay, if you’re over 60 or 70, you could get a booster shot, and that’s okay.”
Frank Curzio: But, I mean, widely did not approve this and said, “Whoa, we need more data.” Yet, the head of the CDC went on TV and said, “Hey every healthcare worker, regardless of age, they need to take the booster shot.” The CDC’s like, “F the FDA, it doesn’t matter. Fuck them. We don’t care. It doesn’t matter. It doesn’t matter.” That’s great for Moderna, Pfizer, and BioNTech.
Frank Curzio: So, when you look at it, it doesn’t matter what you feel, what you believe. It matters what’s going to happen. If you buy those names, you’ll profit from it, and that’s your goal: provide a better life for you, your family. By doing that, it’s not the easiest thing sometimes because you have to make smart investment choices, and you got to do it regardless of politics, sometimes even ethics because you’re buying gambling companies. What are the biggest trends in the world right now? Marijuana, gambling, Playboy came out, sex. I mean, those big trends. DraftKings. Those vices. I mean, tobacco, vaping. I mean, massive, massive growth trends, right? Maybe that’s important to you, like I’m not… I get it. But you have to look to where the puck is going, right? It’s been said a million times of Gretzky.
Frank Curzio: Right now, climate change, going green, zero carbon emissions, it’s going to be one of the biggest trends in the world. And tons of winners will emerge, as well as tons of losers. I mean, coal is gone. You would think a couple industries won’t do as well. I’ll go over and show you why those might be the best to buy. But trillions of dollars is going to pour into these initiatives over the next 10 years, and 20 years, and 30 years. I just want to give you some perspective on it, guys, okay? This isn’t just, “Hey, this is an opinion and Frank’s…” No, I’m telling you it doesn’t matter about opinion, all right? These are facts. Facts. More than 60 countries and 100 cities around the world have adopted net zero carbon emission targets. You got the government onboard. That’s number one.
Frank Curzio: Look at Al Gore. Fantastic. Al Gore is a genius when it comes to this stuff. The whole climate change, and what did he say? 2013 is going to be no more ice in the North Pole, it’s going to flood everywhere. Then, he buys an $8 million mansion in California a couple years later. I mean, smart. Carbon emissions, just amazing. Just throwing all this shit out there, and he made a fortune off it. Good for him.
Frank Curzio: But you get the governments involved. Now, almost 400 investors representing more than 35 trillion in assets in the management have signed the Climate Action 100+ Initiative. So basically, committed to pressuring the largest corporate greenhouse gas emitters to curb emissions, improve governance, and strengthen climate related financial disclosures. At the UN Climate Change, some of the largest investors, more than two trillion assets in the management, the hedge funds, initiated a Net-Zero Asset Owner Alliance. What a terrible name. Net-Zero Asset Owner Alliance. They committed themselves to reaching carbon neutral portfolios by 2050! 2050. I don’t know if the world’s still going to be around by then, based on these… I don’t know, maybe it will. Will be carbon neutral. That’s corporate right there. Corporate’s onboard, trillions of dollars.
Frank Curzio: We also have 98% of business say that acting on ESG related issues is much more important than it was 12 months ago, right? Again, corporate. And a recent survey by Jeffries, now here comes the consumer, more than two-thirds of consumers are more committed to supporting socially and environmentally responsible companies than before the pandemic started. 60% of those consumers willing to pay more for products and services, offer to buy socially and environmentally responsible brands. 66% are more likely to support brands if they provide proof of their socially and environmentally responsible behavior. And 75% of those consumers are going to recommend, or more likely to recommend, socially and environmentally responsible brands to friends and families. There’s the consumer.
Frank Curzio: When it comes to disruptive trends that’s what you need, everybody onboard. Just like the vaccine, whether you agree with it, whether you don’t, whether you want it, it’s being forced down your throat. And it’s like having to have insurance, or car insurance, no matter what or health insurance, it’s forced upon you. The reason why insurance is the greatest industry in the world, you put money upfront for stuff that may or likely not going to happen in the future. Some of the most profitable companies… It’s why they leverage those companies with re-insurance, which is insurance on insurance companies. If you want to know how Warren Buffett made his fortune, there you go. It’s not because he held Wells Fargo and Coca-Cola forever, no. And those dividends, no. He leveraged the shit out of Geico, and these massive pools of money, and knew he could earn amazing returns.
Frank Curzio: That’s how you become big. 12 hedge funds. You look at the large hedge funds, a lot of them have re-insurance companies to leverage that pool of stable money. Then again, if climate change is for real you might have to pay out a couple of hurricanes and stuff like that, and damages. Who knows?
Frank Curzio: But everyone’s onboard here. Everybody. So, let’s talk about trillions committed to this trend. It’s here whether you like it or not. And the most important thing is we’re at the super early stages. Companies were just starting adopting this in 2019, to where every single presentation they do, their quarterly, their annual, you’re going to see probably 10%, 15% dedicated to ESG, what we’re doing. They’ll go over that and cover that in conferences, being forced.
Frank Curzio: So, super early stages, we can make a fortune off this trend. My question is how? Let’s cover that. Start learning about carbon credits. It’s not that easy to understand, several stock players in this field. Actually, a security token being launched in this field in the coming months, looking to raise a lot, a lot of money. Tens of millions of dollars, think over 50. I actually spoke to the CEO of this company, it’s nice being a security token in this industry which is really cool because they come to us and ask us questions, and stuff. So, this is something that I could be offering to our investors. I mean, Crypto Intelligence and Curzio One could have access to a lot of these deals going forward.
Frank Curzio: I invested in a company called Carbon Streaming, the symbol’s O, F, as in Frank, S as in Sam, T as in Tom, F as in Frank. So OFSTF. This is all from Marin Katusa. I looked at the term, and I was like… Then I realized how many billionaires are investing in this thing, and these billionaires made their fortune in what? Oil, gas, mining, and they’re investing in this carbon company. I pledge $100,000 to it. I put $100,000 into it and I gave it to subscribers, and I said, “Hey, you have to subscribe to Marin’s newsletter in order to get into it but this is a deal that I’m getting into, and I want you to get into deals that I’m getting into.” That’s how much money I put into this.
Frank Curzio: This is the future. Companies are going to pay tons for carbon credits. The software tracking in this industry, a lot of startups here. Plan A is one company, Berlin Base, and Planetly. It’s a booming carbon management system market, a lot of software, they’re tracking all this. So, it’s valued at 10.9 billion in 2020. It’s going to go to 20 billion by 2026, probably a lot quicker than that. If you look at it carbon credits surging, they’re surging right now. They’re surging. It’s a monster industry that tons of companies, all the oil companies… These guys you know how hard… There’s no way we’re going to get to zero carbon emissions, right? There’s zero chance of that. But the fines that are being levied on these companies, and auto companies… I mean, when you talk about an industry it results in billions of dollars. Billions! And I just didn’t pull that out of thin air, I just don’t want to go over the whole fricking math behind it.
Frank Curzio: There’s a reason why all the auto companies are going all in on this. On EVs, even though does everybody want an EV? No. I think it might be 20% of the market 15, 20 years from now. Maybe. You’re forcing people to do something that’s a lot harder than what they’re currently doing. They’re going to the gas station and filling up. Yeah, there will be some people, of course. Maybe I even buy an electric car, but it’s there’s a learning curve there. Where the hell am I going to be able to charge? How long does it take to charge? Is there going to be a line? Do I have to wait two hours to charge? A lot of infrastructure’s not even built yet, but they’re being forced.
Frank Curzio: Carbon Streaming is a way to play it. This is a name I’m going to be in for a long time. I went and looked to trade it. I mean, it started to go from $1.50 to a little bit over two, back down to $1.80, back and forth. Love the management team, fully committed. More importantly, the people invested in that company are invested in the long-term. Solar names, solar power for solar, CSIQ, TAN. Those EV companies, Ford, Tesla. Again, Ford a lot of these supply chain problems going into 2022. But outside of that, Ford’s got great technology. Tesla’s approaching $800 again. Holy cow. I thought that was going to zero. I keep hearing that everywhere. “Fraud! It’s gone!” Every time you hear that, I think it’s just a reason to buy Tesla. GM as well.
Frank Curzio: These are companies I said to avoid because they were lying about their supply chain issues, but that’s ripped open. That Band-Aid’s ripped. Everybody knows about it, so it could be factored in. Maybe you see a little risk in Ford’s numbers over the next couple quarters, but if this could actually figure itself out, supply chain issues, by 2022, there’s massive, massive demand that they’re seeing. The prices there’s no incentives on cars. Again, these guys are forced into EVs.
Frank Curzio: Now, industries you think might get hurt by this trend, oil and natural gas, are now very strong players since energy prices are going to continue to skyrocket while you’re taking massive supply off the market. You’re taking massive supply off the market. Well, we have massive demand for fossil fuels, which is going to be around for decades. Until we get more EVs, solar, wind integrated, that’s decades. That’s billions upfront, subsidies. That doesn’t happen right away. The reason why all the major firms, Goldman, what did they… Didn’t they just upgrade gold… I mean, not gold, but oil. What was it? To $90 a barrel? I think from 70 to 90. This is like last week or a couple days ago. I mean, you’re seeing it, I just… Everyone. Everybody’s just raising their targets and raising those estimates on oil. Every firm. You can’t even keep track anymore.
Frank Curzio: Even companies like Glencore Freeport got well ahead of this. Blink Charging went from 52-week high-low from seven to 64. It’s now around 30 BLNK. It could be a good player, right? Infrastructure player in EVs. Enphase Energy’s $195 in August, it’s down to like 150. Might be good to just pullback. A lot of these ESG names have gotten crushed. Again, names that you might start picking away at. Goldman has their large CapEx. They say Intel, Walt Disney, General Mills, American Express, Amgen. Then you’re looking at Amazon, Ford, Microsoft, IBM, Apple, McDonald’s, Exxon, ad companies, insurance, everybody’s committed to this. They’re all putting tons and tons of money, and have them in their presentations. Again, trillions is coming into this industry. There’s a lot of ways to play it. The best, I think, is Carbon Streaming.
Frank Curzio: But you’re looking at a trend that I know you heard of. It’s still very, very early in most of these companies, which is where the money’s going to come from, corporate, trillions, are being forced… Are going to get penalized for not lowering their carbon emission, forcing them to buy carbon credits. But all these companies have to invest in this trend, have to buy carbon credits to offset their emissions, which is why these credits are surging in value. But it’s a fantastic trend. It doesn’t matter if it makes sense, doesn’t matter if it’s higher cost.
Frank Curzio: I mean, China’s going all in right now, has to because they’re hosting the Beijing Olympics. I’ve been to Beijing, you could wipe your hand on a car and it’s full of gook. I mean, the air is terrible. But what are they doing? Well they’re seeing massive blackouts in Norther provinces since the government’s enforcing massive industrial cuts, including asking workers to use the stairs for the first three floors. Imagine that? Shopping malls keep advertising signs on for only a few hours. Homes are using natural light as much as possible, keeping air conditioning units off. So, they’re experiencing blackouts.
Frank Curzio: I mean, California, 30% of electricity comes from alternative energy. That’s cool in a way, but also dangerous because it leads to blackout. Solar doesn’t work at night. Lithium-ion systems only designed for a few hours of storage, we know that. Wind doesn’t blow every night the sun goes down, leaving a ton of uncertainty. What did California do, even though it’s clean energy? They reduced their nuclear energy. They closed the San Onofre Nuclear Generation power station plant in 2012, closed Diablo Canyon nuclear power plant, not renewing its license recently. I mean, it’s taking these nuclear plants offline, which is the greatest alternative energy, which is the cleanest source of power, which is base load 24/7 power. You don’t have to worry about the sun coming out or the wind blowing. I mean, more blackouts doesn’t matter.
Frank Curzio: It’s a massive trend. Everyone buying into it, governments mandating it, companies being forced to change. This means trillions are going to flow into trying to make this a zero carbon emission world in 20 to 30 years, which we know is not going to happen but it doesn’t matter. You want to get ahead of this, there’s plenty of room to get ahead of this. I just shared lots of ideas. Do your own digging, do your own research on a lot of these companies. A lot of these names have pullback, maybe preventing buying opportunities, but you’re going to see tons and trillions flow into this industry over the next decade plus. And the biggest beneficiaries now are companies that are focusing on carbon credits. I gave you one of those names as well, Carbon Streaming.
Frank Curzio: Okay, let’s take a few questions really quick, which I like to do under this new format. The first one is from Alex. She says, “Hey Frank, as a female in my 30s, it’s always something my dad talked to me about but never dedicated time to learn and study stocks. The past year, I’ve been committed to learn more about stocks and was fortunate to find your podcast. Absolutely love listening to your podcast because of all the topics you cover. It’s given me a crash course and see things sometimes from a different perspective.” Thanks, I appreciate that.
Frank Curzio: “So remember a few months back when you had Amir Adnani on talking about Uranium Royalty, and I watched that particular stock, and there wasn’t much movement on it. Most recently, you had him on to talk about what’s changed in the industry with Sprott Trust. It made total sense to me, and I was able to get in and buy some UEC. Shortly after, I saw some great gains, which have now disappeared. My question is, did I miss the window and should have sold after that big pop or is this more of a longer term player with the Sprott Trust keep buying the uranium in the market? Appreciate your insight.”
Frank Curzio: So Alex, I mean, you probably bought it within a three week stretch. That is not higher. When I first had Amir on I think Uranium prices were $30 bucks, and they went to 52. And now, they’re probably like 45-ish I think, 44. They pulled back a little bit. So yeah, these stocks pulled back a little, but… Look, the underlying trends are still there. You don’t want to get into trading stocks because you’re not a professional trader. And 99% of people that I see get killed trying to trade. It’s just they get wrecked. It’s very, very hard. Seriously, I know two traders that I would follow. Other than that… And I’ve known hundreds of them that I would follow. You just extend the chart out a little further and you get the data that you want, and you get the chart that you want. It’s just kind of funny, right? So, don’t trade.
Frank Curzio: For this, this is a fundamental change in the workplace. Remember, we had Amir on when a lot of these things were a lot lower, and that’s the biggest lesson here, is investing in things when they’re not exciting, which is hard. I get guys like Chris Mayer on the podcast, Kuppy on the podcast telling you to buy oil how long ago? I mean, I have great guys, asymmetrical investing. Investing in these trends that they know are going to change over the next few years and willing to take some losses on the way up, but you want to try to get in early. I’m not saying that it’s still not early for this trend but you’ve seen a lot of gains already made. This is more of a long-term trend.
Frank Curzio: And another thing I could tell you, instead of buying into… You’re talking about Uranium Royalty and you bought UEC, two different companies, but even buying into UEC or other companies don’t buy a full position right away. You don’t know what the market’s going to do. I mean, it just ran up a lot, buy a little bit. So, if you buy a third of a position, you almost hope it comes down because when it comes down, you buy more when it goes lower, and you improve your cost basis. And if the thing takes off at least you own it, which is cool from a psychological standpoint, right? You want to be right in the head when… Okay, you take a full position in a company, and you see a 15% pullback you’re like, “Holy shit.” The first thing you want to do is sell it, and that stock could be up 100%, 200% in two years.
Frank Curzio: So, you want to manage your positions better and try to get into trends early. When you listened to the podcast with Amir, if you would have got in you’d probably be up, if I had to guess, at least 15%, even at these levels where it pulled back a little bit. And UEC, I mean, UEC was 360, it pulled back a little bit I believe. It was over $3 for a period of like 10 days, and it’s $3 today. So, outside of that 10-day period, you should be doing pretty well at it, I think. But when I first had him on these things have taken off. But that’s kind of when you want to invest in these things. I try to bring things early to you.
Frank Curzio: I try to talk about even Carbon Streaming, different companies. Again, I’m in that company. I own it, $100,000 position. I said that to my subscribers, “If you want to come in that’s how much I’m investing in it.” I’m not selling it any time soon. I’m not looking, “Oh let’s build this thing up and go to four, and I’m out.” No, this is something I truly believe in that’s going to be around for 10 years. These guys are well ahead of the curve, very smart people. Just the people involved in this company investing, that we’re able to get the same terms as them is pretty incredible, which doesn’t happen in SPACs and things like that, right? Which I’ll cover in my interview tomorrow. It’s going to be really cool. But anyway, those are the things… Those are some of the suggestions I would make.
Frank Curzio: Let me take one more question. And thank you so much for writing in, Alex, I appreciate it. Next one’s from Edward. He says, “CRA member wondering what it takes to become an analyst.” He says, “Hello Frank, I’m a high school math teacher that can’t stand the educational system anymore. I always loved teaching and coaching, but COVID has made me lose all trust in the system I work for. After nine years of teaching, I want to transition into something else after the school year. The career choice at the top of my list is a financial analyst. I feel like I have the analytical prowess, work ethic, and intuition to excel at this. As a successful analyst yourself, what advice would you give someone considering this career path? Also, I checked your website to see if you were hiring for this position. Unfortunately, you’re only looking for a marketing director at the moment. If this changes and you’re ever hiring this position I’ll fight tooth and nail for it. Edward.”
Frank Curzio: So, what I wanted to do… And I wanted to do this earlier but there’s so much going on with our token and lots of really cool stuff, and trying to get us listed in the US on a major platform, which is going to result in more liquidity and more trading; which is really, really cool for all shareholders and everybody getting in it. So, it’s been real really crazy and even through COVID, but I wanted to start an investor clinic. A free clinic, my way of giving back. Maybe open it up to 12 to 15 investors once a week, do it on Zoom, teach you guys everything I know, give you homework assignments and really being… It’s not going to be easy. It’s not going to be like, “Yeah, this is a real…” No, I’m going to bust your balls on exactly what I went through working for Kramer, working for my dad. That’s what I’m going to do. I tell you to do something, you don’t do it, I may kick you out of the class.
Frank Curzio: That’s one of the ways to learn. Being a financial analyst, though, it’s difficult to get your foot in the door. It’s easier in the newsletter industry, creating your own newsletter and your own product or your own system, your own method of finding it. You’re in math, maybe you want to do Algos and things like that. But it’s not easy to break through. There’s a lot of compliance involved now too, even if you’re looking on the sell-side analyst. But even on the buy side, what I do, we’re always looking for analysts. We’re always looking for analysts with good ideas, things that we could sell. I mean, if you have a value style and you have great returns, and you’re like, “Hey, buy Microsoft,” and writing cover calls… A financial newsletter, the problem is you can’t sell that, so it’s very hard to have a newsletter like that, even though it does well.
Frank Curzio: At the end of the day we’re a business, so we want to provide great information to you. But also, we want to bring people in front of you that are great, that have great performance, and products that we know everybody is really interested in. Because I think, from my point of view, you could buy Microsoft, and buy and hold it, and you don’t need me. You don’t have to pay me for that or pay any analyst for that. You don’t need any of that shit. You can do that for yourself. So, to break into this industry, I’m going to try to do this clinic. I want to try to get it off the ground this year. If not, it’s going to be early next year. I thought it would be this year but, again, a lot has come on my plate; as you can see with the more podcast format and doing more podcasts, getting newsletters out, video format. And now, I’m traveling again.
Frank Curzio: But I’d really like to do that, and I think it would be a huge success, not just for you, but for me. Getting to meet a lot of you, choosing those 15 people, and having those contacts for life, and giving you this shot. People gave me a shot when I was younger, and I remember those people for the rest of my life. And I’m sure some of you guys might go on to much bigger things. And when I’m old and poor, and don’t know anybody, you might come to me and say, “Hey, Frank you want a job?” So, you always want to give back because the same people you meet on the way up are the same people you meet on the way down. My dad always told me that. But I’m nice to everybody. I treat everybody with respect, and I never judge. But that’s one of the things I would do to really work on.
Frank Curzio: And keep listening to the podcast and CRA, listen to the videos. Again, there’s a lot of education there, how I’m teaching you everything I do through the newsletters, which is awesome. Like Curzio Venture, Curzio Research Advisory. Guys, I put everything into it. I’m doing all these videos, 30, 40 minute videos, they go by very quick, but I’m showing you how, through the process of how I pick the certain stock. And it’s not the same process every time. If the same process worked, the whole world would use it. It doesn’t work every time, so just showing you what I’m seeing. If it’s an insider, buy what they did, “They changed their business model, here’s this new CEO that they just hired. He’s…” Just there’s so many different things that are not being factored in with the disconnect between the price and where the stocks should be. And I’m telling you why I think it’s going to go higher and all the catalysts that are going to come next six to 12 months. But covering all this stuff, that’s the best education you can get.
Frank Curzio: Put some money into the markets, but you also want to come up with your own style, your own formula, something that’s unique, which is really cool because that’s something a lot of publishers could sell. And also, go into the clinic, okay? frank@curzioresearch.com, feel free to email me. I already got tons of emails on this. I’m going to pick 15 people. I’m going to try to do it over the next couple months, guys. I always do what I say I’m going to do. This just took a little bit longer because there’s a lot on my plate, and my shareholders are going to do something… Yeah, we want to have a lot of liquidity, which is going to mean we could raise money, we could just market, we could acquire companies and really grow the shit out of this company; which I’m really, really excited about. Those are the best ways, and thanks so much for writing in, Edward.
Frank Curzio: Okay guys, thanks so much for everything. Appreciate all your support. Hope you guys love the new format. Let me know at frank@curzioresearch.com. And fantastic interview tomorrow, so get ready. It’s going to be really, really cool. Someone you like, someone that you actually said you loved, and that person I’m actually looking at in my studio right now and he’s smiling. So, that’s the only hint I’m going to give you, that’s going to be tomorrow. And I’ll see you then. Take care.
Announcer: Wall Street Unplugged is produced by Curzio Research, one of the most respected financial media companies in the industry. The information presented on Wall Street Unplugged is the opinion of its host and guests. You should not base your investment decisions solely on this broadcast. Remember, it’s your money and your responsibility.
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