I subscribe to several investment newsletters including several publications from Curzio Research. This reasearch service offers several monthly publications for almost any investor.
Whether you're just starting to dabble in stocks or are looking for an advanced strategy like dividends, growth, or options, this service can help you find investment ideas.
This Curzio Research review covers what you can expect (the good and the bad). You will also have a better idea if this service can improve your stock portfolio.
What is Curzio Research?
Curzio Research is an investment newsletter service operated by veteran stock analyst Frank Curzio. His resume includes being an analyst for The Street and Stansberry Research before launching his own company.
He is the lead analyst for the company's flagship product Curzio Research Advisory and also publishes several podcast episodes each week.
There is a team of analysts that contribute or lead other investing products that we'll cover later in this review.
In addition to the monthly newsletters, there are weekly podcasts. I have been using both resources for several years now to get investing ideas.
Who Should Consider Curzio Research?
Beginner and experienced investors can benefit from subscribing to at least one Curzio Research product.
The entry-level newsletters are affordably priced below $100 per year. You can expect at least one new monthly investment idea which can be plenty if you have a few spare dollars to invest each month.
Experienced investors with deeper pockets and a more aggressive risk tolerance can consider the advanced newsletters that have a higher price tage.
Most people won't subscribe to every product due to the annual cost and a potential overabundance of investment ideas.
Curzio Research Newsletter Publications
Here are the various entry-level and advanced newseletters that you can subscribe to. The lower-priced newsletters usually come with a 30-day satisfaction guarantee so you can request a refund if you desire.
Curzio Research Advisory
Annual Cost: $99/year
The Curzio Research Advisory newsletter (CRA) is the flagship service and has the broadest appeal. I have a lifetime subscription and have been reading the monthly issues since 2018.
You will receive recommendations for stocks from a variety of industries like tech, banking, infrastucture, major gold mining, etc.
Many of the recommendations are for companies that have a wide name recommendation. Some of the previous picks include:
- Goldman Sachs
- Cheniere Energy
- Callaway Golf
This newsletters recommends stocks when they are trading at a discount to their usual price. Or, when market catalysts present potential profit opportunities.
Not every recommendation is a winner (like any newsletter). You should still do your due diligence and only buy stocks that keep your portfolio diversified.
And you may not buy every recommendation. For example, you may not buy a tobacco company due to moral convictions.
As this Curzio Research Advisory review implies, this newsletter is a good starting point.
It's also one of the best investment newsletters because of its diverse market coverage and affordable price.
Dollar Stock Club
Annual Cost: $52
The Dollar Stock Club provides a new investing idea most weeks. These ideas come from the weekly podcast guest from Wall Street Unplugged.
These guests usually include company CEOs, stock analysts, and hedge fund investors.
You will see an idea and a brief writeup with a buy-up-to price and a stop-loss for each recommendation.
This publication can provide a little more depth than free stock research tools.
The low subscription price makes this publication appealing for several reasons:
- It's cheap enough to supplement your existing stock newsletter subscriptions
- Affordable for new investors investing small amounts of money.
Curzio Venture Opportunities
Annual Cost: $5,000
Accredited investors and those who have at least $25,000 to invest may like Curzio Venture Opportunities.
You can get exposure to small cap stocks and private placements (i.e., warrants). These recommendations are volatile but can have exponential upside growth if successful.
Expect the small cap stock recommendations to come primarily from the mining and tech sectors.
Before launching his own service, Curzio previously oversaw a micro-cap investing newsletter for another company.
Annual Cost: $5,000
Moneyflow Trader is for aggressive investors comfortable with exploiting market weaknesses. You will need to be comfortable trading options and shorting stocks.
As the newsletter name applies, this service is for short-term trades. Consider Curzio Research Advisory if you prefer buy-and-hold investing.
Annual Cost: $299
Unlimited Income is more conservative and can help you hold stocks and ETFs that can provide healthy dividends with relatively low volatility.
The investment strategy is simple and this service can be a good alternative to Curzio Research Advisory.
You can purchase the monthly recommendations with just about any free investing app.
This service invests can help you find the best dividend stocks that can outperform your generic dividend stock ETF. As a result, you can profit from share price appreciation and dividend yields.
Some of the closed positions include:
- Ameriprise Financial
- Vanguard Extended Duration Treasury Index ETF
- Digital Realty Trust
- Cisco Systems
Big Money Report
Annual Cost: $97
The Big Money Report is for aggressive growth stock investors. This newsletter is going to be riskier than the flagship CRA publication (in my opinion).
You can anticipate the monthly recommendations for popular retailers that can benefit from changing economic trends. The company might be trading at the lower end of its recent price range.
However, certain indicators like insider buying, technical charts, and sector rotation suggest price growth when the market is bullish.
Your target holding period is at least several months to see the investment thesis come to fruition. For short-term technical trading services, consider the Big Money Trader product.
This newsletter invests in companies and services that are well-known or might have a strong presence for a specific niche. Some previous recommendations include:
- Ulta Beauty
- Home Depot
FYI…Not all of the above positions have been profitable. These recommendations only serve as a comparison to the other Curzio newsletters.
Big Money Trader
Annual Cost: $5,000
Big Money Trader recommends at least two short-term trades each month in growth stocks. If you have the money and risk tolerance for quick investments, this service can be of interest.
You can receive several free trading lessons before committing to an annual subscription.
Annual Cost: Must Inquire
If you want full access to the service and want to be one of the most loyal subscribers, you can apply for a Curzio One subscription. The initiation fee and annual cost varies and you will need to join a waitlist after creating an account.
If you can't afford this service, you may consider a lifetime subscription to your favorite publications. You pay a one-time fee but your ongoing annual maintenance fee is significantly cheaper than renewing your annual subscription.
Browse the Curzio Research website here.
Curzio Research Podcasts
There are also two investing podcasts that Frank Curzio produces weekly.
Wall Street Unplugged
The Wall Street Unplugged podcast is free and can be found on the leading podcast platforms. You can also watch the episodes on YouTube.
A mini-episode releases three days a week:
- Tuesday: General market commentary
- Wednesday: Focused discussion about a particular investment sector or company
- Thursday: Guest interview
Dollar Stock Club subscribers receive the weekly recommendation after the Thursday episode drops.
This is a member-only podcast available with any paid newsletter subscription. This podcast primarily answers listener-submitted questions about current events and other investment research questions.
Curzio Research Token
Accredited investors that believe in the mission of this service can have the opportunity of buying the Curzio Research Equity Owners (CEO) Token.
This security token trades with the tZERO markets and gives you exclusive access to certain platform perks. For example, you purchase an equity stake in the company and can earn profits. This investment idea is similar to startup investing.
You may also get complimentary newsletter access as a member.
Curzio Research Pros and Cons
Here are the positives and negatives of the Curzio Research investment site.
- Multiple newsletter services: The platform offers a variety of newsletters that can appeal to aggressive, balanced, and conservative risk tolerances.
- Moneyback guarantees: The entry-level newsletters are affordably priced and can provide several investment ideas each year. Thankfully, you can request a refund if you decide the service doesn't meet your expectations.
- Weekly podcasts: The weekly podcasts can also be an excellent way to find investment ideas without getting a paid subscription. I began as a free listener before becoming a paying member.
- Video-based recommendations: Several of the newsletters now use a video to access the monthly stock pick and portfolio review as less prep time is required. There is a brief transcript that accompanies if you still prefer reading the writeup instead of watching a 20-30 minutes video.
- Some services are expensive: You may not be willing to pay the asking price for the specialized newsletters (and they don't offer refunds). However, these prices are competitive with competing publications so be sure you have the free cash to invest.
- Imperfect recommendations: No newsletter is going to be perfect and the stock picks can lose money. You may follow the publication for a month or two before buying a monthly position to get a feel for the analyst.
Alternatives to Curzio Research
You may also consider these investment sites to find stock recommendations.
Motley Fool offers several entry-level and specialized products. The investing platform also has prevalant name recognition and has been coverign stocks since the 1990s.
Motley Fool Stock Advisor
For example, you might like Stock Advisor as you get two monthly stock picks instead of one. The price is $99 for the first year and then $199). This is an alternative to Curzio Research Advisory.
Read my Stock Advisor review to learn more.
Motley Fool Rule Breakers
If you're a growth stock investor, Motley Fool Rule Breakers provides two monthly stock picks. It can provide different insights than Big Money Report. It costs $99 for the first year and then $199.
Read my Motley Fool Rule Breakers review to learn more.
Early Warning Report
If you want a monthly investing newsletter that also provides geopolitical analysis, consider Early Warning Report. Its author is Richard Maybury and he recommends a variety of stocks in most issues that relate to a specific niche like cybersecurity, pet care, etc.
He is also the author of one of my favorite money books for children, Whatever Happened to Penny Candy?
Zacks.com needs minimal introduction as well. There are free and paid platform versions.
There are free research reports that provide limited guidance. More importantly, you can see the Zacks Rank which provides a bullish or bearish rating for stocks.
This tool and a stock screener like TradingView can make it easier to research stocks and ETFs.
The premium version of Zacks also include a long-term model portfolio. You can also access in-depth analyst reports and stock screener that provide more information than stock newsletters.
Consider This: Is There No Alternative to Stocks?
Curzio Research is a good service that can help you buy individual stocks that can outperform the broad market. Consider the Curzio Research Advisory, Unlimited Income, and Dollar Stock Club newsletters first.
These services can be a valuable supplement to your existing financial newsletter subscriptions. The pricing is competitive and you will receive actionable ideas most months.
Josh founded Money Buffalo in 2015 to help people get out of debt and make smart financial decisions. He is currently a full-time personal finance writer with work featured in Forbes Advisor, Fox Business, and Credible.