Frank Curzio
By Frank CurzioAugust 31, 2018

My favorite trade over the next six months

It’s Labor Day weekend!Be sure to spend time with family, drink beers with friends, watch some college football… and don’t talk politics! And if you’re not hanging with friends and family… you always have my Frankly Speaking podcast to listen to.I start off today with a question from a friend in the financial services business. He asks what my favorite trade is over the next six months.It’s a pick I’m sure most of you will ignore… But I explain why this overlooked tech company could rocket higher—even if its earnings aren’t so great over the next two quarters.For all you sports fans out there, football season is upon us. I give my thoughts on the upcoming season… and whether my beloved Philadelphia Eagles will get back to the Super Bowl. I also share my favorite fantasy football sleepers that you should add to your team right now.Marijuana stocks have skyrocketed over the past several weeks. If you listened to me back in May… you’re probably sitting on 60%-plus gains right now. But instead of recommending this super-popular sector today… I break down another sector that has much more upside potential in both the short and long terms.
Download Transcript
Note: As I mentioned on today’s show, some of the most incredible stock ideas I’ve heard from my guests come out in conversations “off-air.”So I created this to get you in the room while the mics are off. It’s a simple way to share behind-the-scenes intel from my network of insiders. Check it out at www.allstarportfolio.com.
What’s really moving these markets?
Subscribe to access daily market updates and exclusive content
More Frankly Speaking
More from Frank Curzio

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.

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.