Wall Street Unplugged

Episode: 617May 10, 2018

Where to Find Value in Mining Stocks Today

There’s been a lot of pressure on mining stocks, and I know a lot of you are wondering if the bottom is in and it’s time to buy. Jeff Phillips, President of Global Market Development, joins me this week to share what will be a boost to these companies… what he looks for in a resource investment… and where to find the best value. You’ll also hear Jeff’s favorite ideas in gold and uranium today…

Download Transcript

SHOWNOTES

0:30 – The Amelia Island Shrimp Festival and how to buy art as an investment7:30 – My guest this week is Jeff Phillips, President of Global Market Development and an investor in mining companies9:24 – How Jeff compares this downturn in mining stocks to others in the past 11:03 – What Jeff looks for in a resource investment 15:51 – What Jeff considers red flags in a company pitch 19:14 – Mineable resources seem scarce, so what do companies do?22:04 – Jeff’s thoughts on uranium, which has been under pressure for a long time 26:20 – Some ideas Jeff likes in the mining sector34:00 – Why I love and trust Jeff39:56 – Make sure to check out all our new video features on our Facebook page

Follow Frank's
Wall Street Unplugged podcast

“I follow you. I’ve gotten amazing ideas for my shows from you.”

Jim CramerMad Money

More Wall Street Unplugged

August 13

Should you buy Cerebras on this pullback?

Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.

August 12

Stop believing this lie about the U.S. dollar

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.

Ivan Bebek, Coppernico Metals

August 10

This tiny copper explorer just unlocked a multibillion-dollar opportunity

Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on Coppernico… what investors can expect over the next 18 months… and the stock's enormous upside potential.

August 6

Japan’s currency crisis is more dangerous than you might realize

How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key executives? … Gold and oil companies have undergone a transformation… And more.

August 5

Is SpaceX a buy on its pullback?

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.

South Korea

July 30

Could South Korea trigger another 2008 crash?

South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear of SpaceX (SPCX) until after this event.

Recently in The Pulse

Oil prices

Curzio Research

June 2

Iran just put $100 oil back in play

Iran reportedly suspended indirect talks with the U.S. and is threatening to completely block the Strait of Hormuz. That matters because roughly 20% of the world's oil flows through this narrow chokepoint. Here's what it means for oil prices, energy…

Iran War

Curzio Research

May 29

The latest sanctions won’t stop the Iran oil machine

The U.S. is tightening sanctions on Iran's oil network. But Iranian barrels are still moving through China and a shadow fleet of tankers, shell companies, and middlemen. Here's why that fragile workaround system matters for crude prices—and energy stocks.

Stagflation

Curzio Research

May 28

The stagflation scare is back—is it time to panic?

The latest economic data has revived fears of stagflation—a painful mix of weak growth and stubborn inflation. But today's economy isn't the 1970s. Here's what the numbers actually say… and what investors should watch next.

Oil price

Curzio Research

May 26

The soft landing has an oil problem

Oil’s sustained price is a major indicator that few are watching. If crude stays elevated, it could keep inflation sticky, limit the Fed’s flexibility, squeeze corporate margins, and shift market leadership. Here’s how to position your portfolio.

Curzio Research

May 22

The real chokepoint at the Strait of Hormuz

War-risk insurance premiums on Strait of Hormuz transits have surged from pre-war levels, and shipping traffic has collapsed by roughly 95%. Here's how insurers are controlling oil transit… and what it means for your portfolio.

Quantum computing

Curzio Research

May 21

The U.S. just bought a stake in quantum computing

The Trump administration plans to drop $2 billion on nine quantum computing companies in exchange for equity stakes. IBM (IBM) gets the biggest slice, but the pure-play names are seeing the real upside. Here's what this signal means for investors.

U.S.-China

Curzio Research

May 15

What Trump’s China summit really means for investors

President Trump's Beijing summit with President Xi produced few clear-cut answers on important geopolitical topics. But beneath Trump's ambiguous comments are five important signals investors should watch.