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 August 29th, 2022 | 12:25 CEST
Biotech stocks - The way it has to go! BioNTech, Defence Therapeutics, Bavarian Nordic
The pharmaceutical and biotech sectors are synonymous with a gold-rush atmosphere. As in the commodities sector, just one discovery can change everything for companies. The best example is BioNTech. Until the pandemic outbreak, the Company was, at best, a household name to biotech nerds. Today, the Palatinate-based company is on top and paying so many taxes that the treasurers of Mainz could pop the corks. We outline three biotech gems and do the future check. We start with BioNTech.
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Commented by Nico Popp on August 24th, 2022 | 13:17 CEST
Lithium circular economy and new deposits: Mercedes-Benz Group, Edison Lithium, Varta
Progress is continuously being made in the field of e-cars. However, companies can never get around one substance in electromobility: lithium. We explain where lithium comes from, what recycling options are available and how modern technology can get as much out of the "white gold" as possible, using the shares of Mercedes-Benz Group, Edison Lithium and Varta as examples. Let's go!
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Commented by Nico Popp on August 23rd, 2022 | 12:23 CEST
When will these stocks be let off the leash? TUI, Barsele Minerals, ThyssenKrupp
All investors have probably experienced this phenomenon at some point or another: Operationally and fundamentally, companies are making really good progress. But the share price does not get going. We explain whether this is a warning signal and how investors can deal with such a situation. Today we look at the travel group TUI, which currently has little travel fever priced in, the steel group ThyssenKrupp, which is suffering from the energy crisis, and Barsele Minerals, where a valuable gold project is not yet putting its horsepower on the road.
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Commented by Nico Popp on August 22nd, 2022 | 13:28 CEST
Gambler stocks are back: Bed Bath + Beyond, Tocvan Ventures, Steinhoff
Would you put around USD 25 million into a stock? Probably not! In fact, it is not a good idea to go "all in" like in a casino, especially with speculative stocks. But one US student may have done just that with borrowed money - and made a profit of USD 110 million within a few weeks. We explain how private investors should deal with meme and other gambler stocks, using three shares as examples.
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Commented by Nico Popp on August 18th, 2022 | 13:07 CEST
An explosive mixture is emerging here: Airbus, Defense Metals, NIO
Hydrogen, electromobility, armaments - they still exist, the trends that bring investors double-digit returns within a very short time. But where is the line between a bull market and a bear market rally? Instead of betting on yesterday's high flyers, investors can invest in stocks where scarcity and the spirit of the times coincide. We outline three possible investments and get to the bottom of the related stocks.
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Commented by Nico Popp on August 17th, 2022 | 13:45 CEST
E-cars? This is what matters now! Mercedes-Benz Group, Altech Advanced Materials, Varta
Higher, faster, further: That is the claim of the automotive industry for new e-car models. In fact, a lot has happened in recent years. From e-cars made in France, which at best managed around 200km, to sedans that now travel 1,000km, the development is great. Nevertheless, the comparison between small cars, sedans or SUVs is limp. Reason enough to take a closer look at what really makes e-cars better, using three listed companies as examples.
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Commented by Nico Popp on August 16th, 2022 | 12:18 CEST
Gamechanger for chip manufacturers: Infineon, BYD, BrainChip, Volkswagen
Computer chips remain in demand. German manufacturer Infineon recently told Handelsblatt that the Company is planning deliveries with a lead time of around two years or more together with customers. As the newspaper estimates, this market situation is favorable for investors and ensures robust margins. We get to the bottom of the chip boom and explain where investors can find opportunities and where risks lie.
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Commented by Nico Popp on August 15th, 2022 | 10:43 CEST
Who benefits from recession and inflation? BASF, Viva Gold, K+S
The market is currently staging a minor bear market rally. The reason: Falling energy prices and the first signs of lower inflation are fuelling hopes that the central banks may pause their interest rate turnaround sooner than expected. The prospect of a soft landing for the global economy has even sent cyclicals rising again in recent days and weeks. But what if inflation stays or the economy shrinks significantly in 2023?
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Commented by Nico Popp on August 10th, 2022 | 13:40 CEST
Gold? What matters is what you make of it: Barrick Gold, Desert Gold, Amazon
"Perfect time to buy gold?" That was the question posed by Handelsblatt a few days ago while at the same time providing good arguments for the precious metal. Although the interest rate turnaround could once again weigh on gold in the short term, the focus could then turn to the future. Experts believe that gold has opportunities again in the medium term. The experts at Goldman Sachs see the precious metal at USD 2,500. We explain how investors can invest in gold and whether there are other inflation investments.
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Commented by Nico Popp on August 9th, 2022 | 13:03 CEST
From hands off to comeback: Rheinmetall, MAS Gold, Siemens Energy
When the government announces the big move, investors had better wait for the results first. Since the Rheinmetall share presented quarterly figures a few days ago, the stock has turned negative. The reason: the order books have not filled as quickly as expected immediately after Chancellor Scholz's turnaround speech. In uncertain times, we take a look at shares between hype and opportunity and highlight three shares with a unique economic cycle.
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