Frankly Speaking

Welcome back to Frankly Speaking.

I have a few large-cap stocks that I've been touting for a long time. Today, I give you a rundown of four of my favorites, so you can make the best investment decision possible and continue to earn gains for the long term.

I also discuss the blockchain. This is complicated technology, but I believe it will help shape the future of payment processing. Today, I explain my stance.

Then, listener Jerry wants to know how to invest his money safely, since he's struggled with this in the past. I explain a strategy for investing his retirement funds so he can sleep easy.

Ignore the crazy headlines…

In this episode, we talk about how to use the media's "agenda" to pocket huge gains in stocks. Most headlines are exaggerated. They include phrases like "market crash" and "trade wars."

It doesn't matter. The market is flat this year and America is not in a trade war with any nation… The media exaggerates these headlines to get page views. That's how they make money.

Yet these headlines (including tweets from our president) can temporarily influence stocks, causing disconnects between a company's fundamentals and stock price. Smart investors can use these disconnects to invest in some of the world's greatest companies – like Amazon or Facebook – at incredible discounts.

Also in this episode, we breakdown the best banking stock to own right now (it's not JP Morgan)… and why one major airline will see its stock price rise much higher from here.

0:42 – Long time listener Joe thanks me for my insight on the oil market and asked if he should invest in small or large caps.

5:22 – When you should jump into the oil market… and who is carrying the market.

13:23 – Listener Derrick: Since when is there a maintenance fee on your Curzio Research Advisory Lifetime membership?

13:58 – How the Lifetime membership subscription works.

24:15 – Listener Dave: How much attention should investors give to employee engagements and potential unionization attempts?

35:03 – Ten-year listener Doug asks whether he should keep his money in a current stock pick I recommended a while back.

40:35 – I'll be launching a product that's new to the industry… It will include a weekly new pick.

41:20 Be sure to like our Facebook page. I'm posting live videos and will soon be posting live interviews.

I can't stress this enough: I care about and what happens to your portfolio.

The reason you listen to me, subscribe to the newsletters, and read our research is so you can focus on your life and take advantage of our "stock brains" here at Curzio Research.

In this episode, we talk about what it means to have a stock brain. And we touch on other programs offering financial advice. If you follow other podcasts and tv personalities that give stock recs, make sure they care about what happens to you. There are plenty of people who give out financial advice… but many don't think about how those calls will impact real people like you.

0:57 – Listener Shawn asks all of you in the Curzio Research community to keep the Humble Broncos hockey team in your thoughts and prayers following the tragic bus crash in Canada.

4:19 – Listener feedback from Chris regarding my recent commentary on hedge funds and what can happen to your money in poor-performing funds.

6:55 – I notice that the hedge fund managers that go on TV have had declining performance.

13:09 – Listener question from John: Should we be listening to and following the folks on CNBC's FastMoney?

15:20 – You have to follow the people that actually care about you and your money.

23:08 – Listener question from Chris: I think I have a stock brain. Is that normal?

27:35 – I take you through my stock brain when I read a headline, listen to a conference call, or analyze a company.

30:45 – Check out Thursday's Wall Street Unplugged on why I don't believe stocks will crash.

34:54 – Make sure you like our Facebook page for more live videos we're producing.

There are a lot of myths surrounding hedge funds, particularly how much yield they create vs. how much it costs you to invest in them. Today I debunk some of those myths, and remind you of the risks vs. rewards of hedge funds. Remember, the better they do, the more risk they take with your money.

I also discuss some big changes coming to Curzio Research. We're getting ready to unveil some exciting new products… and share some special offers with our subscribers.

On today's episode, I also stress the importance of ignoring the market noise. Brexit… tariffs… it doesn't matter. You can always ride these waves with proper portfolio management.

0:51 – Listener question from Max: Are we seeing a fundamental shift in the hedge fund industry?

4:26 – Hedge fund pricing

9:10 – Hedge funds are encouraged to take more risk with your money.

19:09 – Listener questions from Kurt: Is Briefing.com a substitute for those who can't afford Capital IQ? Will Curzio Research bundle products?

27:20 – Listener feedback from Jack concerning a position that was previously touted.

30:24 – Ignoring noise in the market

31:25 – Portfolio management

35:43 – Listener question from Bruce: If returns on REITs are so high, why isn't everyone flocking to them? What's the catch?

In this week's episode, I stress some key things to consider when making changes to your portfolio. Specifically, I recap how to think about market moves when corporate earnings are announced. And I'll tell you how I strategically position my portfolio among long and short-term stocks.

We'll also take a long look at Tesla's woes… and how to trade on news for this company and other momentum stocks.

Lastly, we'll talk about how to measure the current value of a stock… when everyone else is focused on market moves.

Shownotes

0:51 – Listener feedback from Mike: A sweet and supportive note from a fellow dad concerning the health of my daughter

3:01 – Listener question from Alberto: What percentage of my portfolio is long term vs. short-term stock holdings?

13:48 – Facebook page for Live Videos

14:22 – Listener question: Thoughts on Tesla after its downward move and the recent recall?

26:12 – Netflix momentum concerns over debt

27:39 – Response to question from bearish listener Mel: Here are my positive thoughts on the markets

39:49 – Reminder about podcast schedule change

In this week's edition of Frankly Speaking, I take on lingering investor concerns about Amazon and Facebook. Despite some short-term pressures, I think the upside potential for both is strong.

Next, I reveal my favorite dividend-paying stocks… and give listeners a word of warning: Even if you think you're diversified, you may be holding the same stock across the board.