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 April 27th, 2021 | 07:21 CEST
Newmont, Triumph Gold, Barrick Gold: This development makes gold interesting again
Gold has been in the shadows for months. Now the precious metal could start to shine again - the reason: Asia is demanding gold on a massive scale. In March, India imported a whopping 153 tons of gold, which is more than it has done in years. China is also jumping back on the gold bandwagon. The People's Bank of China (PBOC) is now allowing imports of gold again. Within the next few months, 150 tons of gold alone will be imported into China. For the gold price and corresponding shares, this could be the starting signal.
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Commented by Nico Popp on April 27th, 2021 | 07:00 CEST
First Majestic, Blackrock Silver, Steinhoff: This penny stock is more than a gamble
Sometimes it pays to take a look at the second tier. Silver has always been in the shadow of gold. But from time to time, the lesser precious metal catches up with gold. Currently, the reasons lie primarily in the importance of silver as an industrial metal, especially in electrical engineering and RFID chips. Although the gold-silver ratio fell significantly in the past year, the long-term trend shows that silver was valued higher than gold several times in the past. We highlight silver companies and compare them to other popular stocks.
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Commented by Nico Popp on April 26th, 2021 | 06:50 CEST
Vonovia, DIC Asset, The Place Holdings: How real estate investments are doing
Prices for houses and apartments have risen steadily over the past ten years. In many locations, they have even doubled or more. Investors might wonder whether the end of the line has not been reached. But will it come to that? Investors remain flexible with real estate shares and can participate in the real estate boom even with smaller amounts and without debt. We look at three stocks.
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Commented by Nico Popp on April 23rd, 2021 | 07:15 CEST
IBM, Revez, Bechtle: Returns thanks to digital transformation
Digitization is here to stay. A recent study by PWC shows, 44% of those surveyed agree that digitization will soon encompass all areas of life. Even if there is rightly a need for discussion in some areas, the trend is intact. The next step will be to digitize the German bureaucracy - an urgently needed step at the latest after the pandemic. Supporting the states and municipalities in this are companies such as IBM. We explain how investors can profit from digitization.
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Commented by Nico Popp on April 22nd, 2021 | 07:44 CEST
Steinhoff, Yamana Gold, Equinox Gold, Osino Resources: Quick profits? What to watch out for!
Speculative small caps and hot penny stocks have their place on the stock market. But because of their risk profile, the stocks must also deliver what they promise. A quotation in the cent range is not enough. An investment is only worthwhile if a typical penny stock price also stands for a low valuation and meets the prospect of revaluation. Which speculative stocks offer opportunities today and what investors should better keep their hands off.
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Commented by Nico Popp on April 21st, 2021 | 09:19 CEST
NEL, Varta, Kodiak Copper: The market has missed this news
The mobility revolution is real. Last year, stocks like NEL sparked hydrogen fantasy among investors, but battery-powered electromobility will come back into focus in 2022. The reason: Companies such as Volkswagen and Daimler are increasingly committing to electromobility. And that opens up opportunities. We present three stocks.
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Commented by Nico Popp on April 20th, 2021 | 06:50 CEST
CureVac, BioNTech, PsyBio: Yesterday's game changers - and tomorrow's?
Vaccines against the coronavirus are changing everything. People who sat anxiously at home just a few weeks ago now dare to socialize again after their injection. Even if contact restrictions still apply - the feeling of being alive is different after the vaccination. German vaccine manufacturers, in particular, have used innovative mRNA technology to create vaccines that are largely scandal-free - and offer good protection. In the slipstream, new, innovative companies are already preparing to bring the next game changers to market. For investors, this can be a rewarding environment.
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Commented by Nico Popp on April 20th, 2021 | 05:00 CEST
Silkroad Nickel: 'The course is set for dynamic profit growth.'
The Indonesian nickel producer Silkroad Nickel mines scarce industrial metals such as nickel and cobalt and processes them further in its own facilities. In addition to fixed supply agreements with the Chinese Company Tsingshan, the world's largest stainless steel producer, Silkroad is also investing in a processing plant together with Chinese partners to be able to produce basic materials for the battery industry, among other things. In an interview, Corporate Development Executive Jerre Foo explains the role of Silkroad Nickel's unique raw material mix, what distinguishes Indonesia as a mining region, the status of ESG criteria, and what role the new rotary kiln (RKEF) can play from 2022.
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Commented by Nico Popp on April 19th, 2021 | 07:35 CEST
Rheinmetall, Airbus, Almonty Industries: Potential lurks here
Certain industries may have a bad reputation, but they are still lucrative. Examples of these include the defense industry and aircraft manufacturing. Germany's military spending has risen steadily in recent years. The German government recently stepped it up a notch and spent EUR 51.4 billion on armaments in 2020. Given the consistent demand from the USA and NATO to further increase spending, defense companies are operating in an attractive market - demand is growing and growing and the market is also regulated.
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Commented by Nico Popp on April 16th, 2021 | 07:30 CEST
NEL, Enapter, Plug Power: Hydrogen? It's just getting started!
If you look at the prices of selected hydrogen stocks, you might think the hype is over. But the big players in the industry are only now jumping on the bandwagon. Bosch, for example, has decided to really take off with fuel cells for trucks. The aim is to establish the technology in China. Here, a large market is waiting, which could also be groundbreaking for other sales markets. Specialized companies from the hydrogen sector could profit from this - after all, large industrial companies such as Bosch are always interested in new technology.
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