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 March 30th, 2021 | 11:23 CEST
Paion, PsyBio Therapeutics, NanoRepro - New dimensions
When companies enter previously uncharted territory with new solutions or innovations, it can lead to a profound revaluation of the share. The potential associated with the new activities is usually priced in over a more extended period, sometimes with high fluctuations. We present three companies that are currently going through the exciting phase of a revaluation.
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Commented by Carsten Mainitz on March 30th, 2021 | 08:30 CEST
Barrick Gold, Desert Gold Ventures, Sibanye Stillwater - absolutely unrecognized: tremendous price opportunities!
Gold shares currently offer a very attractive risk-reward ratio. Even the star investor Warren Buffett made a quick grab at the world's second-largest gold producer, Barrick, during the pandemic. Mining companies were able to achieve record profits across the board in the past fiscal year. They are now increasingly using this to reduce their debt and expand in investments in existing and new projects. In some cases, in the form of takeovers or strategic acquisitions. Here, Sibanye-Stillwater could attract attention with a merger. The stock's P/E ratio is below 4. In addition, the Company is also pushing its entry into new areas such as battery metals. Desert Gold Ventures is also a stock in which a lot of potential lurks, especially if the gold price picks up again. Thus, investors should still stock up on the fair-weather stock market before the next clouds roll in.
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Commented by Carsten Mainitz on March 29th, 2021 | 14:50 CEST
Osino Resources, Yamana Gold, E.ON - Traders and Contrarians beware!
Falling yields on the bond market and rising inflation could very soon trigger a crash on the bond market that would also affect the stock market - in the short term. In such a scenario, crisis currencies like gold will benefit. Companies with good projects that produce the precious metal or are on their way to do so will benefit disproportionately from the rise in precious metal prices. We show you where you should position yourself.
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Commented by Carsten Mainitz on March 26th, 2021 | 09:30 CET
Klöckner+Co, Silver Viper Minerals, MBB - Silvering profits?
Is it more challenging to buy, or sell, a stock? How long do you let profits run? There are very different answers to these and more questions. This is good because only when many different opinions and investment horizons meet, a liquid trade can develop. In the following, we present three exciting investments and tell you where the journey could lead.
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Commented by Carsten Mainitz on March 25th, 2021 | 08:35 CET
Linde, Royal Helium, Air Liquide - Two hydrogens, one helium. All there for an explosive mixture!
Nuclear fusion is the keyword of the future. Technically, this involves fusing two hydrogen atoms to form a helium nucleus. What is possible on a large scale on the sun without any problems (in fact, 564 million tons of hydrogen are fused into helium there every second), unfortunately, remains a dream of the future for us. This means 1. we cannot yet generate electricity from nuclear fusion, so we must continue to manage the energy transition with established sustainable technologies such as wind, solar and hydropower. Hydrogen will play a prominent role as an energy storage and transmission medium. And 2. helium will not be produced on an industrial scale in the foreseeable future in any other way than through conventional production. The following three companies should profit strongly from the energy turnaround.
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Commented by Carsten Mainitz on March 24th, 2021 | 07:26 CET
Siemens Energy, Enapter, ThyssenKrupp - hydrogen or battery? It doesn't matter! Why these companies will profit in any case!
The strong fluctuations in the price of hydrogen shares are evidence of the current war of faith surrounding our planet's most common element, which is also the simplest in structure: one proton, one electron. Perfection can be so beautifully simple. And yet, it has the potential to change our society from the ground up - the sun shows us how. Admittedly, we are still at the beginning of this development. In the short term, the focus of the capital market is more on the element's practical applications. In this context, many investors are looking at the topic of mobility. What will prevail? Batteries? Hydrogen? One possible answer was recently given by the VW commercial vehicle holding Company Traton SE: a Solomonic "both." Batteries for long-distance traffic, hydrogen for buses, which cannot be recharged for long periods in between. But hydrogen is also of great importance for many other areas of application. That is why the worldwide demand for hydrogen as an energy carrier will increase massively in the next few years in any case. Aurora Energy Research foresees an eightfold increase in hydrogen demand to 2,500 TWh per year by 2050. This estimate corresponds to annual sales of more than EUR 120 billion. The following companies are likely to benefit from the boom quite independently of the development of electromobility.
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Commented by Carsten Mainitz on March 23rd, 2021 | 13:56 CET
Varta, Rock Tech Lithium, Millennial Lithium - all signs point to growth
Electromobility and technology are inextricably linked to the topic of energy storage. Leading scientists predict lithium batteries and lithium-ion batteries will continue to dominate this decade. Market experts predict a fivefold increase in lithium demand by 2025. In this context, it is becoming increasingly important that lithium deposits outside China are developed to create the greatest possible security of supply. We introduce you to two companies that could become important lithium producers in the future. We also take a closer look at Varta's plans to enter the e-mobility market. Who is the most significant yield driver for your portfolio?
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Commented by Carsten Mainitz on March 22nd, 2021 | 08:40 CET
K+S, Goldseek Resources, Gazprom - those who wait for others to buy will lose out
Almost 70 years ago, economist Harry Markowitz published an article on how best to build an investment portfolio. At its core, it was about the benefits of diversification. By spreading risk across as many asset classes as possible, positive effects could be achieved, all the more so if the assets had a low correlation, i.e. if the returns developed as independently of each other as possible. His findings became an important part of portfolio theory. Markowitz was later awarded the Nobel Prize for his research. Unfortunately, the intuitively conclusive recommendation for action loses its "theoretical" advantages in crash phases since correlations and liquidity, as proven in several studies, change abruptly to the investor's disadvantage. Nevertheless, diversification makes sense and investors should not "put all their eggs in just one basket." Below we will give you a few ideas on how to build a portfolio of commodity stocks that are well diversified and rich in opportunities.
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Commented by Carsten Mainitz on March 19th, 2021 | 07:10 CET
Deutsche Telekom, Upco International, Vantage Towers - Not to be missed: important lessons for successful investing!
Takeovers, spin-offs, transformation of business models - these three buzzwords stand for change in many sectors of the economy and this also applies to the telecommunications sector. Even if an investor is betting on the right theme, it does not mean that he has bought a stock cheaply. In the following, we present three very different stocks from the telecommunications sector and give you suggestions on how to separate the wheat from the chaff.
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Commented by Carsten Mainitz on March 18th, 2021 | 09:30 CET
Kleos Space, PayPal, Airbus - Watch out: Performance rockets at the start!
You have to hand it to Elon Musk: Little of what he has tried has flopped in the end. He seems to have an excellent feel for feasible concepts. He was involved early on in PayPal, which came out of nowhere to become the world's most important payment service provider. Although not founded by him but protected very early on, Tesla developed under his aegis over the last 16 years from a startup to the world's most valuable car manufacturer. And Kleos Space? While not a company founded by Elon Musk either, it does have a business relationship with SpaceX, which depicts another field of activity for the go-getting and visionary "technoking." And as an established industry veteran, Airbus shares should not go unmentioned either. Who has the greatest potential?
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