Frank Curzio
By Frank CurzioMarch 30, 2015

Ep 297 – Frankly Speaking: Under Armour, Altius and Biotech

Welcome back to another episode of Frankly Speaking, where I answer all of you, the listener’s, questions.

We start off today with a question from Tom on Under Armour. I’m a fan of the stock and I will explain exactly why.

[app_audio src=”http://traffic.libsyn.com/sainvestorradio/Frankly20Speaking20EP20297.mp3″]

I then cover my past recommendations on Altius. Listen in to get my current call on this natural resource royalty company and the market as a whole.

Patrick then has a question about how many of my positions make sense to own at any one time. Should he buy everything?

And Bob asks if my call on biotech was a little premature.

Finally, Joan writes in to say thank you for a recommendation.

As always, thank you for listening and good investing!

What’s really moving these markets?
Subscribe to access daily market updates and exclusive content
More about Podcast

This chipmaker is a screaming buy

These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market.

Khadija Mustafa, VivoPower Advisory Council

AI is now a critical national asset

Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more.

Rick Rule’s favorite resources for 2026

Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium.

More from Frank Curzio

Brace for a market pullback

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.

John Stephenson, Granite Point Research

A generational opportunity in offshore oil

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.

Oil prices

Oil could hit $120 this summer

Get ready for $120 oil. Plus, why Broadcom (AVGO) is selling off… Can politicians derail AI? … The SpaceX (SPCX) IPO… What's the Bitcoin (BTC) bull case? … Prediction markets are moving in on exchanges… And private equity redemption caps.

Bitcoin

AI changed my Bitcoin thesis

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.

Frank Curzio

The big winners of the AI power crisis

Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!