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 January 19th, 2021 | 09:01 CET
Gazprom, Saturn Oil & Gas, Exxon Mobil: The cards are being reshuffled in the oil sector
The oil price reflects the state of the real economy. After the first Corona lockdowns last spring caused the prices to plummet - ultimately bringing economic activity to a complete standstill - oil has now stabilized significantly. Since the beginning of November, Brent crude has gained around 50%. In the wake of the futures exchanges, the shares of production companies have also performed well. But here, too, there is light and shade - we look at three stocks between dull and highly speculative.
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Commented by Nico Popp on January 18th, 2021 | 09:48 CET
BYD, Defense Metals, Nornickel: Still investing in electromobility?
Electromobility is a trend that is making waves on the stock market: Car manufacturers such as Tesla or BYD are benefiting from the rising demand and the vision of the future, but so are commodity companies. The reason: If you want to drive electric cars with low emissions, you need more raw materials for energy storage and motors than for classic combustion engines. Typical candidates are copper, cobalt, or lithium. Rare earth metals play a unique role. So far, most of them have come from China - and some are mined under dubious conditions. But anyone serious about sustainability must look at the entire value chain when it comes to electromobility and pay attention to raw materials from producers with a good ESG profile. For raw material companies outside China, this is an opportunity.
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Commented by Nico Popp on January 14th, 2021 | 18:34 CET
BASF, Bayer, Enapter: From top dogs to young guns
When it comes to chemical products or other engineering services, the Germans are not easily outdone. Although emerging companies worldwide are sometimes hyped on the stock market, in practice, the motto is often still: Germany first! But it's not always dull corporations like BASF or Bayer that cause a sensation - there are now also innovative players from Germany, like Enapter in the hydrogen sector.
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Commented by Nico Popp on January 13th, 2021 | 14:57 CET
NEL, dynaCERT, K+S: Where analysts see 280% potential
Innovative technology brings returns to investors. The best example is the share of the Norwegian hydrogen specialist NEL. In the past twelve months, the value has increased by more than 250%. The reason: The mobility revolution is underway and many experts see hydrogen as the next big thing. However, billions in investments are needed to produce, store and distribute hydrogen - and that's precisely what NEL shareholders are speculating on. Trees don't grow to the sky on the stock market and every trend comes to an end. In the case of NEL, however, pessimists have been caught on the wrong foot in recent weeks. As soon as the chart showed a warning signal and the share price hesitated for a moment, the stock surged ahead and marked a new high. How long will this continue?
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Commented by Nico Popp on January 13th, 2021 | 09:35 CET
Deutsche Lufthansa, TUI, Upco International: Sustainable business models generate returns
In today's world, we often associate sustainability with environmental protection and social standards. These factors rightly deserve more attention and are increasingly being included in the analysis of companies. But sustainability in the sense of continuity means first and foremost that a company is capable of survival. To ensure this, a company must continuously adapt to new circumstances. Sometimes this works to the companies’ advantage, and sometimes not, and sometimes, it creates excellent opportunities for shareholders.
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Commented by Nico Popp on January 12th, 2021 | 07:28 CET
TUI, RYU Apparel, BYD: Where sustainability is rewarded with returns
Sustainability is a trend that is affecting all industries - some sooner, others later. While carmakers have been paying attention to lower fuel consumption and fewer exhaust emissions for years, today, clothing manufacturers and tour operators are also under pressure. Customers want to know what environmental and social footprint certain products and services leave behind. For companies from traditional industries that are already sustainably positioned, this can be a good selling point that also benefits share prices on the stock market.
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Commented by Nico Popp on January 11th, 2021 | 08:50 CET
NIO, Royal Helium, Linde: Here come the long-runners of tomorrow
Anyone who bets on trending stocks on the stock market knows the problem: it's hard to chase the prices and get in after significant price increases. But sometimes the market is just crazy and tends to exaggerate. Despite rocketing rises, some stocks keep climbing. Investors with great courage nevertheless jump at the chance, as in the case of the hydrogen share NEL, which has rushed from record to record. Those who pay more attention to risk look to second-tier stocks that are yet to make a chart breakout. The important thing here is that the associated investment story also has something to offer - such as with the Chinese electric car pioneer NIO.
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Commented by Nico Popp on January 7th, 2021 | 09:30 CET
Alibaba, GS Holdings, LVMH: Growth markets in Asia
Asia is a vast market. In the coming years, millions of people in China and other Asian countries will become wealthy. Even modest prosperity can lead to huge returns on the stock market. The reason: the emerging middle class increasingly treats itself to electrical goods, restaurant visits or even the odd luxury item. For luxury goods manufacturers such as LVMH, Asia has long been one of the most significant growth markets. Alibaba has successfully adapted Amazon's shopping concept for the Asian market and offers excellent long-term growth opportunities. GS Holdings operates food courts in Singapore and is also active as a service provider for all aspects of gastronomy.
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Commented by Nico Popp on January 6th, 2021 | 07:57 CET
Amazon, dynaCERT, Pfizer: Innovation thanks to proven ideas
Individual stocks in the stock market are valued based on future earnings potential, which results in high demand for companies poised for growth. The most recent examples are hydrogen stocks, such as NEL and Plug Power. Gold has also been experiencing a renaissance since the pandemic's outbreak and is poised to climb to new heights in the first trading days of 2021. However, good returns can also be achieved with supposedly established stocks. Although ordering from Amazon is as obvious to many of us as going to the nearest supermarket, the Company still has excellent growth potential.
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Commented by Nico Popp on January 5th, 2021 | 08:11 CET
NEL ASA, Desert Gold, Barrick Gold: Risk Check on Trendy Stocks
The Corona pandemic has led to a real boom in online brokers. More and more people are managing their own money and investing in stocks from their smartphones. What is welcomed, quickly leads to disillusionment for many high-flyers: when trend stocks are bought at an exorbitant price and then sold off again in panic during price corrections. As a rule, the profit on the stock market lies in the purchase. Who enters favorably and gives a share time, can pursue its strategy entirely objectively? Neither buying panic nor the threat of a setback then weighs on the investor's psyche. Nevertheless, shares like those of hydrogen pioneer NEL are still in high demand.
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