At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories. That it depends thereby less on large names, but on the future potential and whether the market also recognizes these perspectives, was one of its first learnings at the stock exchange.
On these pages, Nico examines current events at listed companies and takes a closer look at companies that are traded under the radar of the market, in addition to well-known securities.
In order to be able to take advantage of speculative opportunities on the stock exchange, Nico not only focuses on a balanced asset allocation of defensive and opportunity-oriented securities, but also on an intact risk management. "In addition to position size and entry in several tranches, investors should also develop a sense of timing and get to know a stock better before investing," says the columnist.
Commented by Nico Popp
Commented by Nico Popp on February 23rd, 2022 | 06:44 CET
TUI, Hong Lai Huat, Shell: 3 shares in Putin mode
Just a week ago, the mood around the TUI share was upbeat. The stock was on the road to recovery. Now the escalation around Ukraine has put a damper on it. Is the comeback now in danger? At this point, we will examine whether TUI can withstand the crisis and which values could possibly benefit from the crisis.
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Commented by Nico Popp on February 21st, 2022 | 15:50 CET
Daimler, Yorkton Ventures, Volkswagen: Is the lithium takeover merry-go-round about to start?
When Tesla knocks on the door, you don't keep your guest waiting long, even if the visit is spontaneous. Usually, the e-car maker brings solid plans and the necessary means to implement them. That is what happened recently with Liontown Resources. The small Australian Company plans to start commercial production by 2025. Tesla wants to get its foot in the door today and has worked out an agreement that allows for a flexible order volume, depending on how much lithium-spodumene concentrate Liontown can deliver. The deal shows even small lithium companies are in the sights of the big players. We present three stocks that could also fit the picture.
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Commented by Nico Popp on February 18th, 2022 | 10:33 CET
Shell, Ximen Mining, Newmont: Will gold follow the oil price rally?
Now that the oil price has long since cracked the USD 90 mark, gold is also picking up significantly. The precious metal lingered only briefly on the much-cited interest rate worries. The theoretical reasoning behind this is that if the interest rate rises, non-interest-bearing gold loses its attractiveness. This assumption has always been a bit far-fetched given the negative real yields that are expected to continue, but the gold price is now proving it: The interest rate turnaround is not relevant for gold. Instead, the general uncertainty on the market and the property as a reserve currency count. But how far can the gold rally go?
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Commented by Nico Popp on February 17th, 2022 | 13:21 CET
BYD, Edison Lithium, Rock Tech Lithium: Investing in the Saudi Arabia of electromobility
Ever since this year's Super Bowl, it has been clear that the future of mobility will be electric. What does one have to do with the other? Advertising space during mega-sports events is in high demand. This year, seven companies from the sector advertised e-cars and accessories, including BMW with a spot featuring Arnold Schwarzenegger. Other companies that spent up to USD 6.5 million for 30 seconds of advertising included Polestar and Nissan. But e-cars are not yet a foregone conclusion. The technology poses challenges for suppliers and raw material producers. We present three companies that are well placed to score points with their products despite adverse conditions.
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Commented by Nico Popp on February 16th, 2022 | 13:29 CET
Gazprom, Alerio Gold, ThyssenKrupp: Ukraine conflict resolution as a door opener?
At the moment, the world is holding its breath. Not since the end of the Cold War have so many soldiers come together on European soil as is currently the case on the border between Russia and Ukraine. While German Chancellor Olaf Scholz is focusing on diplomacy, Kiev and the Baltic states would like to see more signals of deterrence. We will see which path is the better one or whether, in the end, a combination will once again avert the worst-case scenario. However, the fact is that the threat of war is rattling the markets. We profile three stocks.
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Commented by Nico Popp on February 14th, 2022 | 10:46 CET
TUI, Aspermont, Delivery Hero: Meet this tech pioneer live at IIF
Exploring new territory, getting out. That is what many people have wanted, and not just since the pandemic. People have always been driven by wanderlust. Getting to know new places, meeting new people. This pioneering spirit can also pay off in business terms: Those who bring the latest trend from the USA, South Korea or Iceland to Germany, often have little competition. We highlight three stocks with pioneering spirit.
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Commented by Nico Popp on February 11th, 2022 | 10:48 CET
Lufthansa, Kleos Space, Meta: The sky is NOT the limit
Keep going, always keep going! What once drove Oliver Kahn to peak performance is also the motto of enterprising companies. Companies that make their products a little better every day or open up entirely new markets are not likely to be outdone by the competition any time soon. We look at three companies doing something special in their own way.
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Commented by Nico Popp on February 10th, 2022 | 11:14 CET
BioNTech, Cardiol Therapeutics, Peloton: Future check on pandemic stocks
There are pandemic stocks that are already out today. But there are also pandemic stocks that are only now taking off operationally. We take a look at three stocks and do a future check: Where has the pandemic only provided the initial spark, and where is the hype irretrievably over?
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Commented by Nico Popp on February 9th, 2022 | 10:31 CET
Varta, Defense Metals, BYD: What does Tesla need more urgently?
The future of mobility is electric. But which companies will ultimately come out on top? Currently, battery manufacturers and suppliers of preliminary products are developing innovative solutions. At the same time, supposed market experts preach that China is dominant in electromobility anyway. So how should we invest? We take a closer look at three stocks for you.
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Commented by Nico Popp on February 8th, 2022 | 12:43 CET
Deutsche Telekom, Memiontec, BASF: Substance for discerning investors
Investment depends on a healthy mix of growth and substance. Particularly in times of rising inflation and increasing distortions in the economy, more investors are once again opting for conservative investments. The advantages: Quite often, regular dividends and robust figures. Above all, the economic moat much cited by value investors can pay off in these times. We present three shares and discuss their advantages and disadvantages.
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