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 27th, 2021 | 13:36 CEST
LVMH, Diamcor Mining, Daimler: Enduring stocks from the luxury segment
Fancy watches, sparkling necklaces or a classy bag - in dreary times, people with money like to enjoy luxury items. Even though the Corona Crisis initially hurt the industry - after all, luxury goods are typically purchased while traveling - the sector is once again on the upswing. Asian customers, in particular, are keen to treat themselves. China's emerging middle class is so large that even large luxury companies are ringing the cash register. We take a look at three shares from the sector.
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Commented by Nico Popp on August 26th, 2021 | 10:41 CEST
BioNTech, Cardiol Therapeutics, Bayer: Where Covid-19 still provides returns
The pandemic has not only brought losers. There is also a long list of winners. Starting with Amazon and Deutsche Post and ending with BioNTech. Before Corona, the latter Company was always considered a beacon of hope around mRNA technology. Then came the pandemic, and suddenly several small test balloons turned into a gigantic project as we know it today, with a successful outcome. We shed light on BioNTech and also focus on other potential winners of the pandemic.
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Commented by Nico Popp on August 25th, 2021 | 10:51 CEST
JinkoSolar, Blackrock Silver, Standard Lithium: The winners of the climate turnaround
Renewable energy is the essential key to climate neutrality. Even the solar energy that reaches the earth in just one hour would be enough to supply the world with electricity for a year. So it makes sense to tap into more of this energy. Since solar modules and photovoltaic systems currently produce around twenty times more energy over their lifetime than is needed to manufacture them, the approach pays off. We present three companies involved in renewable energies and highlight their current opportunities.
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Commented by Nico Popp on August 24th, 2021 | 12:46 CEST
Gazprom, Central African Gold, Steinhoff: Dynamic opportunities arise here
In July, German consumer prices rose by 3.8%, the highest rate in almost thirty years. The Deutsche Bundesbank expects inflation to climb to around 5% this year. Such a devaluation of capital naturally puts savers under pressure. In addition to the conservative to speculative investments in commodities, which often rise in step with inflation, some investors are also considering speculative gambler stocks. We present three shares and assess their suitability as inflation investments.
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Commented by Nico Popp on August 23rd, 2021 | 11:03 CEST
Rheinmetall, Defense Metals, NEL: What can work in this market
The current events in Afghanistan show that countries will have to invest in their defense in the future in order to meet geostrategic requirements. Currently, the Bundeswehr is fighting tooth and nail against bureaucracy and time to save as many Germans or local forces and their families as possible from the Taliban. Modern equipment is just as necessary for this as efficient decision-making chains. In this article, we look at two defense-related companies and conclude with the current situation with NEL's hydrogen stock.
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Commented by Nico Popp on August 20th, 2021 | 10:47 CEST
Volkswagen, dynaCERT, BYD: Sudden turnaround ahead?
When Volkswagen CEO Herbert Diess visits Markus Lanz's talk show, the corporate leader exudes an esprit that almost comes close to celebrity founders from the USA. Even if a comparison with Elon Musk would be far-fetched - they seem more modern and flexible, the managers of German corporations. This flexibility is probably also necessary to lead huge corporations into the future in a time of change. The challenges are great: In addition to the uncertainty about the future, numerous smaller companies are also digging in their heels and want to wrest market shares from the big players. We take a look at three stocks that focus on the future of mobility.
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Commented by Nico Popp on August 19th, 2021 | 10:24 CEST
Barrick Gold, Triumph Gold, K+S: Here comes inflation insurance
Inflation remains an issue, but the major central banks have not yet curtailed expansionary measures. As a result, there is an increasing risk that price increases will develop their own momentum and become inflation. Although inflation is a signal of a booming economy, sharply rising producer prices are already causing long faces at some industrial companies - after all, margins are shrinking as a result. Reason enough to look at insurances against inflation. We present three companies.
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Commented by Nico Popp on August 18th, 2021 | 10:47 CEST
JinkoSolar, Meta Materials, Deutsche Telekom: This technology revolutionizes (almost) everything
You do not have to be a visionary to predict that the world will spin even faster in the next ten years than it has in the past ten. What that means is clear: The changes will be huge. Above all, the major trends of climate protection and digitization will continue to change the world. Companies that are engaged in and around these trends offer great opportunities. We present three stocks.
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Commented by Nico Popp on August 17th, 2021 | 10:05 CEST
Deutsche Bank, Aspermont, Tencent: Where the tech boom starts
Those who want to make money tend to look to industries where a lot of money is also turned over. Classic sectors are banking or real estate. But things are also going well in manufacturing: Those who have unique products worldwide are happy about high margins. Particularly in technological change, this also includes commodities - as the name already says, there is no business without these goods. We present stocks related to finance, technology and commodities and highlight a value that can be considered an insider tip.
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Commented by Nico Popp on August 16th, 2021 | 10:16 CEST
NEL, Pure Extraction, Deutsche Post: Hydrogen becomes practical
The Union's candidate for chancellor and CDU chairman Armin Laschet only received a loud laugh when he asked Tesla boss Elon Musk about the chances for hydrogen as a fuel for cars. The question is entirely justified. Although the trend for cars is clearly towards electric vehicles, hydrogen could be the solution for delivery vans, trucks or ships. Reason enough to take a closer look at participating companies and potential customers.
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