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 November 9th, 2022 | 10:07 CET
The second Rock Tech Lithium? This is how Mercedes-Benz profits! Jack of all trades Infinity Stone Ventures
Anyone who has followed analysts' reports on lithium over the past few years knew that the price of this critical raw material for batteries was about to rise exponentially, reminiscent of the gloomiest forecasts of the pandemic - only extremely positively. Putting the actual price curve next to it shows that lithium has shot up almost vertically in recent years and has already reached the level of the 2030 forecasts. Using three stocks as examples, we outline what this means and how investors can take advantage of this market anomaly.
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Commented by Nico Popp on November 8th, 2022 | 12:24 CET
Hydrogen trends for the radar! NEL, First Hydrogen, Plug Power
Hydrogen, or green hydrogen, to be more precise, is an explosive mixture. In the past few days alone, reports around spectacular developments have multiplied. Researchers in Belgium have unveiled a solar hydrogen module that can produce the coveted substance directly from solar energy and the water vapour in the air. At the same time, tractor manufacturer Fendt presented engines that can also run on hydrogen. And in Birmingham, UK, a hydrogen van is ready and waiting, which could be just the thing for delivery giants like Amazon. We shed light on three exciting hydrogen-related stocks.
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Commented by Nico Popp on November 7th, 2022 | 13:12 CET
The revolution for the portfolio: Meta Platforms, Meta Materials, BYD
The ancient Greeks have always been popular with investors. On the one hand, key figures such as beta, gamma or theta make it clear how warrants behave; on the other hand, a look at the ancient Greeks allows for interesting word creations, for example, when it comes to new companies. The prefix "meta" describes either a change or a higher level. In this article, we highlight two companies that have used this Greek syllable. We explain which shares stand for revolutions and where investors should better steer clear of meta-levels.
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Commented by Nico Popp on November 3rd, 2022 | 13:05 CET
Fear is spreading: Volkswagen, Varta, Altech Advanced Materials
Consulting firms like Roland Berger see the automotive industry undergoing a "triple transformation." No wonder large automotive groups are doing everything possible to become fit for the future. In addition to model electrification, digitization and greater sustainability are also playing a role in the battle for tomorrow's customers. Over the next three minutes, we explain what role technical innovations play in this.
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Commented by Nico Popp on November 2nd, 2022 | 11:29 CET
Castles in the Air to Cash Cows: Meta Platforms, Desert Gold, Varta
When Microsoft launched the first version of Windows decades ago, the Company was just one of many in the market for IT systems. When Apple introduced the iPhone, representatives of Nokia, among others, smiled at the novel phone without buttons. And today? Microsoft is the leader in PC operating systems, and phones without buttons are the absolute standard. We look at three stocks and analyze where today's castles in the air could become tomorrow's Cash Cows.
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Commented by Nico Popp on November 1st, 2022 | 13:37 CET
These valuation firecrackers will amaze you! Porsche AG, Barsele Minerals, BASF
Many successful investors on the stock market believe that if you get in at a good price, you can almost secure half the profit. But it is not always worthwhile to enter at a low price. During a rally, for example, it can be a good idea to bet procyclically on the horses already in the lead. And today? The market is challenging. The bear market rally seems to be exhausted. We use three examples to explain the role that valuations are currently playing.
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Commented by Nico Popp on October 31st, 2022 | 11:21 CET
Hydrogen shockwave and the laughing third party: NEL, dynaCERT, Mercedes-Benz
In order to store green energy and continue to use existing infrastructure, such as gas pipelines, hydrogen is more than just a beacon of hope. In the meantime, it is also clear to large industrial companies where the journey is heading. But why did the hydrogen universe tremble at the end of last week? The British hydrogen company ITM Power published a profit warning. We explain here what this means for the industry and whether there are any profiteers.
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Commented by Nico Popp on October 28th, 2022 | 13:18 CEST
Returns like out of this world: Meta Platforms, Kleos Space, Commerzbank
"The World Is Not Enough" is a James Bond movie title. In real life, too, the rich and powerful have long been pushing into other spheres. But where can investors expect paradisiacal conditions, and where is the threat of a long, lean period? We look at three stocks that promise investors access to new business models and do the investment check: Is it worth reaching for the stars?
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Commented by Nico Popp on October 27th, 2022 | 12:58 CEST
Buckle up for the comeback?! BYD, Globex Mining, Deutsche Bank
The markets are currently in a comeback mood. But where will the stock market stars soon shine in their old glory, and where is it only enough for a hit medley in the local disco? In order to be able to judge where the journey for fallen angels on the stock exchange floor can go, it depends first and foremost on the substance. We take a closer look at BYD, Globex Mining and Deutsche Bank and ask: Where is the journey heading?
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Commented by Nico Popp on October 20th, 2022 | 12:10 CEST
Rare Earths and the China Shock: Volkswagen, Defense Metals, Freyr Battery
Remember the Toyota Prius? According to asset manager Pictet, the hybrid car that became the vehicle of choice for supposedly sustainable-minded consumers a few years ago is the consumer product that has gobbled up the most rare earths to date. World record! But the Prius was just the beginning. Soon, all cars will be electric and thus have a battery. Will the demand for rare earths then go through the roof? Can demand still be met at all? We present three stocks related to electromobility, GreenTech and rare earths.
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