meta_pixel
Tapesearch Logo
Log in
Wall Street Unplugged - What's Really Moving These Markets

Ep. 522: Frankly Speaking: Finding the next "Nuts & Bolts" Company

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 2 June 2017

⏱️ 35 minutes

🧾️ Download transcript

Summary

“There’s only about one-hundred thousand of them…” he said. At the time, I was standing in the middle of what’s known as the largest building in the world - Boeing’s airplane-assembly facility in Everett, Washington. I was extremely interested in these planes, to say the least... The demand for Boeing’s new and revolutionary-efficient 737 is off the charts. It’s the company’s fastest selling jetliner in its 100 plus years of existence. The most recent model sells for just north of $119.2 million. And I was standing directly under the wing of one. In my 20 plus year career of investing, visiting different sites and projects all around the world, nothing was more intriguing to me than this one. Dan Schull, the Sales Director at Boeing, and probably one of the most important figures in the $6 trillion aerospace and defense industry, was personally guiding me (along with a small group of investors) on a private tour of the world-class property. Now at this point in the story, most would assume I am about to dive into why Boeing might be a top-notch investment.  After-all, the aerospace industry is in a supreme bull-market as we speak…  But that’s not why I’m here. What caught my attention… and what today’s show is all about is that “100,000” number. It was music to my ears when Dan mentioned it. That’s the number of parts it takes to build each one of Boeing’s next-generation 737 MAX aircrafts.  You see, those 100,000 parts yield over 100 different publicly-traded companies.  Companies I personally like to call “Nuts & Bolts” stocks.  It’s something my Curzio Venture Opportunities subscribers are all too familiar with. In fact, in recent months I provided subscribers with two recommendations surrounding what I saw firsthand, on that single day. But this is still a strategy common investors constantly overlook.  And it’s simply where the better opportunities are. Opportunities that have a much higher ceiling than their contracting partners that EVERYONE already knows about - companies like Apple, Microsoft, or Boeing. The strategy I unfold today focuses on the companies that actually leech onto these household names. As the larger companies (like Boeing) gain popularity on the street, pushing the stock price higher, these behind-the-scenes “nuts & bolts” companies take part in the ride up as well.  And because of their small size, share prices can often explode in a matter of 24 months.  When industry leaders produce their widely known products, (Apple iPhones, Boeing 737 airplanes, Amazon’s Alexa) they don’t actually make all the parts that go into them. Instead, they outsource the majority of the pieces, often coming from smaller companies. But unlike these smaller companies, industry giants rarely ever see massive short-term gains, even in bull-markets… And rarely ever get bought out either. Because, well, they’re industry leaders. The “nuts & bolts” companies are where the real margins are. And to top it off, these opportunities fly completely under-the-radar in mainstream media - giving us the advantage. Good Investing,  Frank Curzio Special thanks to James, Evan, and Ryan.  Keep the questions coming at frank@curzioresearch with “Frankly Speaking” in the email subject line. Other topics talked about: Should we really be waiting for a market pullback?... Why it’s time to sell your FANG stocks… and one car-rental company that could pop 20% within 6 months from now.

Transcript

Click on a timestamp to play from that location

0:00.0

Wall Street Unplugged looks beyond the regular headlines heard on mainstream

0:06.0

financial media to bring you unscripted interviews and breaking commentary direct from Wall Street

0:11.8

right to you on Main Street.

0:14.0

What is going out there?

0:17.0

It's Friday June 2nd.

0:18.0

I'm Frank Curzy at host to the frankly speaking podcast

0:21.0

who I answer all of your questions.

0:22.0

By the Market Stocks Economy Sports, anything else you want to throw at me?

0:27.3

I created this podcast to answer more of your questions that you was sending me through my Wall Street

0:30.8

unplugged podcast, which I host every Wednesday.

0:33.0

Do you have any questions you want to answer?

0:35.0

Just send me to email at Frank at cursier research.com.

0:38.0

That's Frank at cursier research.com.

0:40.0

But you have to frankly speaking in the headline headline and you never know your question may be the one I read on this podcast

0:49.0

Let's start out with a question from James

0:52.0

His friend thanks so much for all you do.

0:54.0

I've been listening to the podcast for over five years and now a lifetime subscriber.

0:58.9

My question, is it dangerous to buy stocks today or should I wait for a pullback?

1:07.0

Well hold on a second James I'm going to get out my crystal ball for you and it says that if your name is James you should buy stocks aggressively right now.

1:18.0

So today's your lucky day. I think it's perfect for you.

1:20.0

Just go ahead and buy.

1:22.0

I'm just having a little fun with you. It's

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Frank Curzio, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Frank Curzio and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.