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 November 11th, 2020 | 14:15 CET
Tesla, Defense Metals, HelloFresh: Who makes a 468% return?
When Tesla advertised its electric sports car around 10 years ago and let journalists drive the chic little vehicle around Germany, the Company was a highly speculative affair. The electric pioneers now have various vehicles on offer and are market leaders in their field. But that does not stop the share from making huge profits: The Tesla share climbed by almost 470% within the past twelve months.
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Commented by Nico Popp on November 11th, 2020 | 13:36 CET
Schoeller-Bleckmann, Scottie Resources, TeamViewer: Current trends investors should be aware of
During the great gold rush in the USA and Canada more than 150 years ago, not all fortune seekers profited from the hype surrounding the precious metal. Some made a fortune, and others went away empty-handed. Things went well for shopkeepers along the routes to the west: The gold rush made many wealthy, especially those who had equipment on offer for prospectors. Investors could think similarly regarding the stock of Schoeller-Bleckmann. The Company produces precision parts for the oil and gas industry. Whenever deposits are difficult to reach, oil companies can tap even remote sources with special equipment.
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Commented by Nico Popp on November 6th, 2020 | 10:15 CET
Infineon, dynaCERT, Nemetschek: Where innovations drive the share price
The future is traded on the stock exchange. Those who invest in the right companies can achieve rapid returns. But how do you find out which innovations will cause share prices to rise? Since its IPO shortly before the turn of the millennium, the German chip specialist Infineon has developed into an essential Company in the chip industry. Just a few months ago, Infineon completed the critical acquisition of Cypress Semiconductor Corporation, adding areas that are important for the Internet of Things, and other applications related to the new 5G mobile communications standard, to its portfolio.
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Commented by Nico Popp on November 5th, 2020 | 10:54 CET
Vestas Wind Systems, Newlox Gold, Equinor: Where are sustainable returns?
As the experts of the US investment house Western Asset Management recently reported, sustainable investments have a future regardless of the outcome of the US presidential election. "Many international investors have long since declared ESG to be standard. Also, ESG criteria are an effective tool in a holistic investment process and can be used to the benefit of investors," the investment Company said. Companies, too, are increasingly orienting themselves towards ESG criteria and have long been thinking further ahead than until the next quarterly figures. The wind turbine manufacturer Vestas Wind Systems is a pioneer in the sector. The Danes started back in 1979, and today the Company is the market leader. But is the share also a notable investment?
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Commented by Nico Popp on November 4th, 2020 | 14:02 CET
Bitcoin, BIGG Digital Assets, PayPal: What is the best crypto investment?
Once the genie is out the bottle, you can't get it back in. It's the same or similar with digitalization. The advantages are so overwhelming that only a few people want to do without it - even if there are disadvantages. When it comes to the electronic transfer of capital, supervisory authorities and public prosecutors point out the dangers of money laundering. Cryptocurrencies are unfortunately the preferred field of activity of criminals. Nevertheless, the price of Bitcoin is currently going through the roof again. The best-known of all cryptocurrencies developed rapidly after the start of the second Corona wave - within a month alone, the replacement currency to the Euro rose by around 25%.
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Commented by Nico Popp on October 30th, 2020 | 13:26 CET
Sartorius, Intel, Royal Helium: How investors invest in the future
The crisis divides the economy: On the one hand, some industries are forced into change or disappear from the market. On the other hand, there are also winners of the crisis: shares in the healthcare sector profit from the increasing demand for healthcare or laboratory products. Chip manufacturers are happy about full order books and are beneficiaries of the growing digitalization. The megatrend of the past few years has gained additional momentum due to the pandemic.
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Commented by Nico Popp on October 27th, 2020 | 09:50 CET
Deutsche Telekom, Freenet, Upco International: Where telecommunications creates returns
If investors were looking for high returns a little more than twenty years ago, they often found them in telecommunications stocks. In addition to the big network operators, such as Deutsche Telekom and Vodafone, the mobile phone stocks of the first hour, such as Nokia and Ericsson, also caused euphoria among investors. The telecommunications sector has become uninteresting for investors. This does not mean telecommunication shares do not play a vital role in the portfolios of investors or that they can even increase the yield noticeably as a speculative addition.
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Commented by Nico Popp on October 26th, 2020 | 10:17 CET
Bechtle, PayPal, wallstreet:online: Which digitisation winner has potential?
Digital is better! Digitalisation has become a fact of life for all industries. Investments in technology are no longer limited to names like Amazon or Alphabet. Even retail brands such as shoe manufacturer, Crocs are benefiting and offering attractive opportunities to investors: During the lockdown, Crocs were almost able to maintain its sales and thus outperform the competition - why? The Company had invested in its eCommerce strategy early on. A true pioneer when it comes to IT is the expert Bechtle. Whenever Companies or public authorities recognise a need for digitalisation, Bechtle is there to help and support them.
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Commented by Nico Popp on October 23rd, 2020 | 14:36 CEST
Grenke, Delivery Hero, Desert Gold: Momentum shares on hold
There are stocks where there is something in the air. For some of them, the trend is ultimately negative, others never pick up speed, and others just take off. Three of these potential momentum stocks are Grenke, Delivery Hero, and Desert Gold. At Grenke, the eyes of the market are focused on the accusations of balance sheet manipulation. Although the Baden-Baden-based Company has hired external auditors, suspended supervisory board posts, and announced a complete investigation, the share price is still not getting off the ground. For experienced investors, this means that something is coming to a head!
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Commented by Nico Popp on October 21st, 2020 | 12:08 CEST
Orange, Total, Osino Resources: How to benefit from growth in Africa?
Africa is a booming continent: many raw materials attract investors, and the young population is pushing into future-oriented industries with even better training. It is no wonder that many companies from Europe and North America are also doing profitable business in Africa. Mobile phone provider Orange has recognized that the continent has more to offer than many people still believe. Europe's third-largest telecommunications giant has been making aggressive acquisitions in Africa in recent years. Africa and the Middle East now account for more than 13% of sales. Instead of just telephony, Orange acts as a kind of bank in Africa. Thanks to an app, people can make payments - this is safer and more flexible than cash and is popular with the younger population.
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