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 July 21st, 2022 | 11:24 CEST
Time is of the essence! Bavarian Nordic, XPhyto, Valneva
Resourceful investors always bet on corresponding stocks when new pathogens or disease patterns become known. BioNTech was one of the early movers in the case of COVID-19, but so were several other stocks that are now unknown again. Even for monkeypox, there have long been stocks that have profited - for example, the share of smallpox vaccine manufacturer Bavarian Nordic which recently rose sharply. We explain the hype around pharmaceutical stocks and outline where there could still be potential now.
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Commented by Nico Popp on July 20th, 2022 | 13:12 CEST
Where is the next 749% lurking? Volkswagen, Edison Lithium, Rock Tech Lithium
While many commodities have priced in a recession these days, "white gold" is shining brighter than ever. Lithium, an important basic material for accumulators and batteries, is referred to as "white gold". As recently as 2020, the price of a ton of lithium carbonate was quoted at just over USD 8,000. Today, the coveted substance stands at a whopping USD 71,000. Here is how investors can profit from this trend and which companies need to dress warmly.
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Commented by Nico Popp on July 19th, 2022 | 13:57 CEST
Hydrogen as a billion-dollar market: Amazon, First Hydrogen, BYD
What will the future look like? At the latest, since the gas crisis, it is clear that the future has to be green. Sustainable technology and ESG criteria for the entire economy are gaining importance. More and more traditional companies are recognizing this and investing in green technology like hydrogen. Hydrogen is increasingly hitting the streets. We present three stocks around the hydrogen theme.
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Commented by Nico Popp on July 18th, 2022 | 14:57 CEST
Where scarcity turns to yield: TUI, Defense Metals, K+S
Long lines at baggage check-ins, sold-out fan heaters and expensive sunflower oil: everything is in short supply at the moment. Given the shortages, many economists anticipate that it could become a nail in the coffin for the economy. As the economic survey by the Institute for Economic Research (IER) shows, the construction industry, in particular, is heading for a recession. Many developers simply no longer feel like planning unpredictable projects. We highlight other sectors and companies characterized by scarcity and point out opportunities.
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Commented by Nico Popp on July 14th, 2022 | 12:17 CEST
The trend is here to stay: BYD, Meta Materials, JinkoSolar
Uncertainty is currently taking on great proportions on the stock market and in the media. There is talk of the end of German industry and a recession that will sweep everything away. But what if things soon turn out quite differently? The markets have already priced in many things. For investors who now focus on trends that are here to stay, this could be a good time to enter the market. We explain how this can work and which stocks are suitable.
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Commented by Nico Popp on July 12th, 2022 | 14:09 CEST
Waiting is not an option! BioNTech, MAS Gold, BASF
Inflation is rising and rising. In construction, inflation has already reached almost 20%. Even in everyday life, double-digit inflation rates are not far away. At the same time, infection figures are rising, and it is still uncertain whether gas will flow through Nord Stream 1 again in the coming weeks. Given this mixed situation, many investors are asking how they should invest. Because one thing is clear: waiting is not an option - the real return on many asset classes is clearly negative. We take a look at three stocks and check their future prospects.
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Commented by Nico Popp on July 12th, 2022 | 06:00 CEST
Interview with Tocvan Ventures: "High gold content and low costs have convinced professional investors despite the crisis”.
Tocvan Ventures has come up with several impressive developments in recent weeks: In addition to obtaining financing despite a challenging market environment, the gold prospector identified new zones of mineralization on both its projects in Mexico. The grades have caused a stir within the mining scene. In an interview, CEO and geologist Brodie Sutherland explains why Tocvan Ventures has two hot irons in the fire, what role Mexico plays as a location, and how the team intends to continue creating value in the future.
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Commented by Nico Popp on July 11th, 2022 | 15:29 CEST
What if everything turns out well? Nordex, Aspermont, Deutsche Bank
The R-word is currently doing the rounds - and is playing a major role in ensuring that the downward economic spiral accelerates even faster. Yet the US economy is still doing well. Although economic data always refers to the past, the purchasing managers' index and labor market data speak a clear language. A recession looks different. But why is the stock market sky still not full of violins after last week's correction? We take three stocks as examples and do the comeback check for the stock market.
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Commented by Nico Popp on July 7th, 2022 | 14:13 CEST
Protect your capital! Crisis ahead! Thyssenkrupp, ArcelorMittal, Nordex, Tocvan Ventures
The Germans are crisis weary. But this can be expensive! Instead of looking at COVID-19, inflation and climate change in isolation, it is vital to recognize where the mix can still lead. A recession and a further dynamization of inflation could be just the beginning. What if economies end up on the brink of bankruptcy and wealth disappears on a grand scale?
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Commented by Nico Popp on July 6th, 2022 | 11:54 CEST
Synergy effects as a risk buffer: Amazon, wallstreet:online, Volkswagen
Experienced value investors look for an "economic moat" in attractively valued companies. These business model characteristics make it particularly immune to external influences and disruptive factors. These include, for example, low-priced items that are a hit with consumers thanks to strong brands and are therefore readily purchased even in times of crisis. Another form of "economic moat" can be different divisions and business units that complement each other. We highlight three synergy stocks and explain how they can be stable investments.
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