Ep. 574: Frankly Speaking | A closer look at AMD

In this and every episode of Frankly Speaking, we discuss your top questions about the markets, stocks, the economy – even sports.

This week (12/01/2017):

Uranium bets… A friendly feud at this years Silver & Gold Summit… My thoughts on AMD… And will Airbnb ever impact hotel stocks?

Questions & Comments:

    1. Liked your interview with Chris MacIntosh. I’m a big fan of his long-term perspective. He also just upped the call on Uranium… I have exposure in Cameco, URA ETF, and several positions in Uranium micro-caps” • Peter [00:45]
    2. How bad did you want to hit Jim Rickards when he accused you of pivoting away from the tax question regarding cryptos?” • Brian [6:45]
    3. “Frank, earlier this year I invested in AMD optimistic that their stock price will increase based on several upcoming product launches. Unfortunately, it looks like I bought near the high at $15 per share. Nowadays I’m just wishing the stock would reach parity that way I can sell and call it a wash. Am I a fool for waiting around? ” • James [14:15]
    4. With the Amazonification of many retailers, do you think we can extrapolate the same scenario ten years from now to hotels with the rising power of Airbnb? Do you think hotels are a fundamental long-term short, just as retailers were a decade ago?” • Vincent [19:30]

As always, thanks to everyone who participated!

Ask me anything by filling out this form. You never know, your question may be the one I read on the next podcast!

Good Investing,

Frank Curzio

Stocks Mentioned

  • Denison Mines (DNN)
  • Cameco (CCJ)
  • Global X Uranium ETF (URA)
  • Nvidia (NVDA)
  • Take-Two Interactive (TTWO)
  • Facebook (FB)
  • Netflix (NFLX)
  • Overstock.com (OSTK)
  • Advanced Micro Devices (AMD)
  • JC Penney (JCP)
  • General Electric (GE)
  • Intel (INTC)
  • Macys (M)
  • Kroger (KR)


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