Welcome back to another episode of Wall Street Unplugged!
On today’s show I bring back the rockstar of CEO’s – Keith Neumeyer. Keith is a resource pinoeer. He’s been in the industry for over three decades and has successfully built three publicly traded mining companies.
And today, he catches us up to date on two of them – First Mining Finance (FF.V), and First Majestic Silver (AG).I first invited Keith on the show directly after the launch of his gold venture, First Mining Finance. At the time, the stock was at $.30. Today, the stock price rests close to $1.
Keith has a knack for buying assets at the right time. As you’ll hear on the show, the motto is “what you pay for assets is how you create value.”
When he launched First Mining Finance, gold prices were sitting at record-level lows. And when commodity prices finally rebounded last year, his company took off – reaching gains well over 300%.
Today Keith gives us his outlook for the company going forward, along with the yellow-metal itself.Gold prices took a recent tumble due to the unexpected rise in the dollar. And companies like First Mining Finance have had to adjust…
Moving on, we turn our focus to First Majestic Silver (AG).First Majestic is located in Mexico, the largest Silver producing country in the world. And looking at the numbers, the company seems to have everything in place.With six producing mines, attractive financials, and more cash on hand today than any other time in the history of the company… Keith explains how he’s well-positioned for the next Silver turnaround (prices reaching over $20/ounce).
Although prices are currently low, the physical demand for silver is quickly ramping up… This is largely due to tech and industrial sector initiatives.As Keith says, “Silver is the strategic metal.” And if you’re bullish on it, there’s no safer play…
Then, for today’s Educational Segment [35:59], we take a closer look at one of my favorite market strategies – Buying hated stocks.
One-by-one, I break down a list of Wall Street’s most hated companies. These are the stocks that have “sell” ratings across the board.
This includes names like Twitter, Valeant, Sears, Macy’s, Gamestop, and Target.
What I am about to introduce to you is not an easy strategy… But when you follow these steps, it can work like a charm.
This is the stuff that has led me to my greatest gains in my career. And it’s the only contrarian formula you need to know.
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.
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, 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.
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.
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'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.
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…
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.
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’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.
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.
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.
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.
Gold prices took a recent tumble due to the unexpected rise in the dollar. And companies like First Mining Finance have had to adjust…
Moving on, we turn our focus to First Majestic Silver (AG).First Majestic is located in Mexico, the largest Silver producing country in the world. And looking at the numbers, the company seems to have everything in place.With six producing mines, attractive financials, and more cash on hand today than any other time in the history of the company… Keith explains how he’s well-positioned for the next Silver turnaround (prices reaching over $20/ounce).
Although prices are currently low, the physical demand for silver is quickly ramping up… This is largely due to tech and industrial sector initiatives.
As Keith says, “Silver is the strategic metal.” And if you’re bullish on it, there’s no safer play…
Then, for today’s Educational Segment [35:59], we take a closer look at one of my favorite market strategies – Buying hated stocks.
One-by-one, I break down a list of Wall Street’s most hated companies. These are the stocks that have “sell” ratings across the board.
This includes names like Twitter, Valeant, Sears, Macy’s, Gamestop, and Target.
What I am about to introduce to you is not an easy strategy… But when you follow these steps, it can work like a charm.
This is the stuff that has led me to my greatest gains in my career. And it’s the only contrarian formula you need to know.
