Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
Most recently, he headed a Hamburg-based investment research company as a member of the board for 8 years.
He is particularly interested in international small and micro caps and empirical capital market research (behavioral finance).
Commented by Carsten Mainitz
Commented by Carsten Mainitz on April 28th, 2021 | 07:38 CEST
Orocobre, Goldseek Resources, First Majestic Silver - Falling interest rates and inflation fears boost commodity stocks
Interest rates on 10-year US Treasury bonds fell to 1.56% in April. At the same time, US inflation climbed to 2.6%, the highest level since March 2018. Typically, this is the time when investors seek salvation in commodities as an asset class. Gold, silver, and other precious metals such as palladium and titanium are in greater demand. But also rare metals, such as lithium or cobalt, are experiencing a substantial increase in demand due to the current energy transition and the switch to electric mobility. Below are two securities that everyone should have in their portfolio and one that is better avoided at the moment.
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Commented by Carsten Mainitz on April 27th, 2021 | 12:04 CEST
Samsung SDI, Rock Tech Lithium, Nikola - The future is electric, and these stocks are going with it
The future is electric. Battery electric, to be precise. A few years ago, there was still talk of a battle of the systems, i.e. diesel vs. hydrogen, battery vs. fuel cell, and this now seems to have been decided: the battery-electric drive has won the race - at least for the time being. However, one thing should not be underestimated: If everyone wanted to drive only battery-electric cars, there would have to be a massive expansion of the electric infrastructure with fast-charging options. And the problem of raw material supply should not be underestimated at the moment. Current battery productions still contain heaps of rare earths and metals, such as lithium, cobalt, lanthanum, etc. In the following, we present three companies that are likely to profit massively from the current e-mobility trends. So buckle up!
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Commented by Carsten Mainitz on April 26th, 2021 | 09:37 CEST
NewPeak Metals, Barrick Gold, E.ON - These are the favorites until the end of 2021!
Stock indices at all-time highs, volatility falls, bitcoin falls, precious metal prices consolidate - with these few words, we can outline the mixed situation on the stock exchanges. However, the threat of inflation, rising interest rates and disappointments during the current reporting season due to very high expectations could lead to a jolting deterioration in sentiment on the stock markets. It is worth taking a look at the crisis currency gold and its little brother silver. A few days ago, the World Silver Institute published the study "World Silver Survey 2021" and reached an interesting conclusion. Based on the emerging demand and supply situation, a price level of USD 32 is forecast in the second half of the year.
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Commented by Carsten Mainitz on April 23rd, 2021 | 09:50 CEST
Yamana Gold, Scottie Resources, Newmont Corporation - Is bitcoin weakness, inflation hikes and lower US yields sending prices flying?
With bitcoin plunging - yet again - last week, losing about 13%, and US inflation climbing to its highest level since March 2018, investors' eyes should increasingly turn to precious metals. In addition, lower US yields are making interest rates foregone more attractive again for gold holders. The gold price is bravely holding just below its 100-day line. Time for us to take a closer look at a few promising gold stocks. Who has the best performance chances?
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Commented by Carsten Mainitz on April 22nd, 2021 | 10:40 CEST
SAP, wallstreet:online, Commerzbank - Money makes the world go round, get on board!
Summit stormers and expectation management. While April has shown us its full range in weather in recent weeks, the stock market knows only one direction. New all-time highs in the stock markets reflect progress in fighting the pandemic as vaccination numbers rise. The bar for the just-started reporting season is very high this year. According to surveys, earnings in the S&P 500 are expected to increase by a whopping 24%. At the beginning of the year, expectations were much lower. Traditionally, the reporting season is opened by US banks in mid-April. Their figures exceeded market expectations by a wide margin, as the institutions were able to release provisions for loans. However, the fact that a share can be punished very quickly despite good figures was recently seen with Netflix. The following three companies will present their figures in the next few weeks. Who has the greatest short-term potential?
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Commented by Carsten Mainitz on April 21st, 2021 | 09:17 CEST
Verbio, dynaCERT, Total - Which fuel share ignites the price turbo?
Bioethanol, hydrogen, conventional oil & gas. Three different types of combustion fuels, all of which have their reason for being, but also their advantages and disadvantages. Oil & gas have enabled the world to industrialize, but what does the future look like in the face of finite resources and climate change? Bioethanol is a sustainable alternative, but how will relevant quantities be produced in the face of limited arable land and an ever-growing world population? Is hydrogen the solution to all our problems? But where will the enormous amounts of energy needed to produce it come from? Will it ultimately come down to a mix? Which companies will come out on top in the end?
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Commented by Carsten Mainitz on April 20th, 2021 | 07:10 CEST
BioNTech, SunMirror, Steinhoff - Great News!
Shortly before the finish line, the going gets tough again. Many athletes and those who have to really "bite" in the last few meters before a deadline are probably familiar with this feeling. Everyday life in the Corona pandemic is also becoming more exhausting. Now, with BioNTech's announcement that it will double weekly vaccine dose deliveries to around 5.1 million units from the end of May, there may be a breakthrough in achieving herd immunity in Germany in the next few months. It is not only good news for the Company's shareholders but everyone. Below we present two other companies whose shareholders should be very pleased. Let us surprise you!
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Commented by Carsten Mainitz on April 19th, 2021 | 07:19 CEST
q.beyond, Blackrock Silver, Navstone - New name, new focus, undiscovered potential?
"Everything new, fresh and free is the fair May." This line of text from the song written by Hermann Adam von Kamp some 200 years ago is still a saying today, in a modified form, that stands for change or a new beginning. We have brought you three companies, all of which have recently been given new names, which stand for a shift in business focus, and some cases, even for a completely new start. Where are the undiscovered yield opportunities?
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Commented by Carsten Mainitz on April 16th, 2021 | 07:33 CEST
Almonty Industries, Millennial Lithium, Orocobre- It pays off for investors!
Since 2011, the European Commission publishes a list of critical raw materials in intervals of 3 years. Thereby, the supply risk of the European economy with these raw materials is measured. While the list initially comprised only 14 raw materials, including rare earths and tungsten, it has now grown to 30. Lithium, bauxite, strontium and titanium were added most recently. The EU has formulated a comprehensive plan of action to reduce dependence on China. Any imbalance in supply and demand has an impact on price levels. If you position yourself correctly, this opens up great opportunities for returns. We present three exciting companies below.
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Commented by Carsten Mainitz on April 15th, 2021 | 07:09 CEST
K+S, SKRR, Klöckner Co. - Where are the missing puzzle pieces?
Cyclical investments have the advantage of a certain predictability. Nevertheless, each new chapter and the corresponding script differs, sometimes only slightly, sometimes quite significantly. As far as the cyclicality of commodities is concerned, very diverse categories exist within the asset class so that favorable entry opportunities lurk almost at any time. We have brought you a colorful bouquet of commodities, including potash, gold and steel. Which share is ahead?
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