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 March 23rd, 2021 | 14:00 CET
BioNTech, Marble Financial, Disney: Innovations that pay off
The stock market is where the future is traded. Groundbreaking innovations can completely change this future and provide investors with high returns from the very beginning. Examples include all investors who took an early stake in shares of Amazon or Alphabet. There are also currently a whole series of shares that stand for innovation. We present three stocks.
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Commented by Nico Popp on March 22nd, 2021 | 08:00 CET
BYD, Blackrock Silver, First Majestic Silver: The greener the world, the better for silver
It was unclear for a long time when the automotive industry would focus on electromobility. For too long, German manufacturers, in particular, continued to bring large, heavy and powerful combustion engines to the market. But now Volkswagen and Daimler and Co. have rethought and are fully committed to electromobility. The consequences are manifold: In addition to rising share prices, such as VW, the prices of potential suppliers are also climbing. This much is clear: The mobility revolution requires one thing above all: more raw materials.
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Commented by Nico Popp on March 19th, 2021 | 07:00 CET
Bechtle, Revez, Deutsche Bank: Digital is better
There is no doubt that digitization is a trend that is here to stay. The experts at ClearBridge Investments have identified a boom in fintech. The pandemic, they say, is giving many innovative solutions a tailwind and further transforming the financial industry. "Shares of some newly listed, consumer-focused fintech are soaring on the back of rapid growth and strong investor demand. Likely fueled at least in part by high liquidity in capital markets and investor focus on fast-growing companies," said an analyst at the investment firm. But there are also digitization opportunities among established stocks that are not from the financial sector. We take a closer look at three stocks.
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Commented by Nico Popp on March 18th, 2021 | 06:05 CET
SunMirror, Barrick Gold, NIO, Volkswagen: Megatrend sustainable battery metals
There is no doubt that the mobility of the future will be electric - at least if you believe Volkswagen. A few days ago, the global corporation presented a strategy for its battery production as part of its Battery Day. But batteries need raw materials and these raw materials have become increasingly scarce in recent years. There was already a boom around lithium in 2016. Prices have calmed down again, but many a small supplier went off the market. This is now taking revenge. When Volkswagen wants to double the number of electric cars it sells, raw materials are in short supply. How can investors use the situation for themselves? Read on.
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Commented by Nico Popp on March 18th, 2021 | 06:00 CET
Walt Disney, wallstreet:online, ProSiebenSat.1 Media
What to do in the partial lockdown? People are increasingly asking for content to stay up to date or have some entertainment in dreary times. Whether it's video streaming, TV or reporting on the financial markets - the media industry is currently on the up. But to ensure that this does not remain a short-term corona effect, it is crucial to have promising business models. We present three shares and do the future check.
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Commented by Nico Popp on March 17th, 2021 | 07:25 CET
Fresenius SE, Q+M Dental Group, Siemens Healthineers: Where growth meets dividends
The back-and-forth surrounding AstraZeneca's vaccine has unsettled many people. But the discussion about extremely rare side effects also shows: Vaccines and drugs are subject to strict regulations and the healthcare system is strictly regulated. While pharmaceutical companies must always expect setbacks, especially in accelerated approval procedures, the situation is different for suppliers of medical technology or consumables. We present three stocks that are benefiting from rising healthcare spending.
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Commented by Nico Popp on March 16th, 2021 | 07:08 CET
BYD, Almonty Industries, Varta: Comebacks and insider tips
Shares related to electromobility and hydrogen have recently shown that trees do not grow to the sky on the stock market. Many a stock that was highly praised just months ago has since lost half its value. At the same time, however, it is clear that the trend toward new drive technologies will continue. In the fourth quarter of 2020, around one-fifth of newly registered vehicles in Germany were hybrids and pure electric cars. Reason enough to look at stocks that could still have potential now.
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Commented by Nico Popp on March 15th, 2021 | 07:20 CET
Bitcoin Group, Osino Resources, Newmont: Inflation winners for the portfolio
Despite rising inflation and climbing energy prices, the European Central Bank is sticking to its ultra-loose course and will be even more involved in the bond market in the future than it already is. In this way, the monetary guardians want to recapture rising yields and improve companies and governments' refinancing conditions. While this is understandable in view of the crisis, it could be too much of a good thing as early as the second half of 2021. If the economy picks up again after the lockdowns and people enjoy their lives without restrictions for the first time in more than a year, inflation could loom. We present three stocks that many investors believe hold value and explain what is in them.
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Commented by Nico Popp on March 15th, 2021 | 07:14 CET
Interview with PsyBio CEO: Biotech newcomer tackles mental illnesses
The U.S. biotech company PsyBio is focusing on active ingredients to combat depression and other mental illnesses. To this end, it is conducting research around psilocybin, an active ingredient derived from so-called magic mushrooms, which the company can produce itself inexpensively thanks to specially developed and patented processes using bacteria. Co-founder and CEO Evan Levine is certain that these active ingredients have what it takes to revolutionize the market for psychotropic drugs and bring great benefits to patients.
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Commented by Nico Popp on March 12th, 2021 | 08:43 CET
Barrick Gold, Scottie Resources, Yamana Gold: Not only gold shines here
Quite a few market observers expect commodities to be at the beginning of a new supercycle. Recent inflation data also suggests that commodity prices will continue to rise. According to some observers, if inflation picks up speed in times of global lockdowns, this must be a significant signal for the post-crisis period. Indeed, the world is poised for a major return to normalcy in the second half of 2021. We highlight stocks that already look promising given this starting point.
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