Close menu




Tarik Dede

 

Tarik Dede

  • Small-Caps
  • Mid-Caps

Even as a high school student in northern Germany, he developed a strong interest in the “Neuer Markt” and the dynamics of the equity markets. Small- and mid-cap companies were at the center of his focus from the very beginning. After completing his training as a certified bank clerk, he deepened his economic expertise through formal studies in economics as well as through various positions within Frankfurt’s financial sector. Today, he has been actively involved in the capital markets for more than 25 years, both professionally and as a private investor.

As an author, he focuses primarily on high-potential equities in the resource, biotech, and technology sectors. He is particularly interested in companies that remain under the radar of many investors and whose true potential has yet to be recognized by the broader market. He does not consider broad diversification a universal remedy. Instead, he favors a concentrated portfolio of carefully selected and thoroughly understood positions as the foundation for achieving above-average long-term returns. For him, two factors are decisive: rigorous, in-depth company analysis and a realistic assessment of the broader market environment — including current dynamics as well as structural developments across global capital markets.


Commented by Tarik Dede

Commented by Tarik Dede on October 30th, 2026 | 13:54 CET

Pharma as a defensive alternative: Eli Lilly, Formycon and GSK in focus

  • Pharma
  • Health
  • Weight-loss injection
  • Generics
  • GSK
  • Formycon
  • Biosimilars
  • Eli Lilly

This year we have repeatedly seen major rotations, particularly in the US equity markets. When AI stocks weakened, other sectors, such as utilities and pharma, performed well. No real money was withdrawn from the markets in the process. Pharma stocks could be among the big winners if the major indices suffer a serious crash. An end to the AI boom, for example, would be a disaster for investors and market participants. Investors looking to gradually adopt a more defensive position should consider adding healthcare stocks to their portfolio. In the past, this strategy has certainly often proved its worth. Today we therefore look at the shares of Formycon, Eli Lilly and GSK.

Read

Commented by Tarik Dede on October 28th, 2026 | 05:43 CET

Precious metals in turmoil: Opportunities in Hecla Mining, Desert Gold and Kinross Gold

  • Gold
  • Interest rates
  • Mining
  • KInross Gold
  • Hecla Mining
  • Desert Gold

Created and Published on Behalf of Desert Gold Ventures Inc.

These are wild weeks for gold and silver prices. The battle over the round USD 4,000 per ounce mark for gold is at its peak. Bulls and bears have been locked in a fierce contest for days. If the level holds, technical analysts expect a swift rebound upwards. Late autumn is also traditionally a seasonally strong period for precious metals. The market itself is already showing signs of a sell-off in gold and silver stocks, from major producers and developers to junior explorers. This opens up opportunities for bold investors. That is why today we are looking at the shares of Hecla Mining, Desert Gold and Kinross Gold.

Read

Commented by Tarik Dede on October 27th, 2026 | 05:35 CET

Uranium Stocks with Potential: Standard Uranium, Energy Fuels and Cameco in Focus

  • Uranium
  • Nuclear energy
  • Nuclear power
  • Cameco
  • StandardUranium
  • EnergyFuels
  • RareEarths

A total of 415 nuclear reactors are currently operating in 31 countries, with another 72 under construction, according to industry studies. Countries such as China, India, Russia and Türkiye are relying on nuclear power to meet their energy needs. In the US and Belgium, older reactors are also being brought back online. Demand for uranium should therefore continue to rise in the coming years and decades. While uranium prices have remained relatively firm on the spot market, although this is not a particularly reliable indicator, uranium stocks are currently falling sharply. The Global X Uranium ETF reached a new 52-week low just a few days ago. Accordingly, this sell-off offers bold, long-term investors an opportunity to build positions. Today, we take a closer look at Cameco, Standard Uranium and Energy Fuels.

Read

Commented by Tarik Dede on October 26th, 2026 | 05:25 CET

AI dominates the markets: Meta, Aspermont and SanDisk in focus

  • Meta
  • Aspermont
  • Sandisk
  • AI
  • Data

Volatility on US stock markets remains extremely high! AI stocks in particular are in the spotlight, as more and more investors and analysts cannot see how the significant investments in AI data centres are supposed to pay off in the long term. Meanwhile, the indices have become heavily weighted towards AI. As the well-known fund manager and asset manager Jens Ehrhardt recently noted, two-thirds of S&P 500 earnings growth currently depends on two stocks: Nvidia and Micron. Either way, even difficult periods offer opportunities in hyped stocks. Nevertheless, investors must also recognise the risks. That is why today we are looking at Meta, Aspermont and SanDisk shares.

Read

Commented by Tarik Dede on October 26th, 2026 | 05:24 CET

Gold below USD 4,000: Opportunities at Newmont, Phenom Resources and Agnico Eagle

  • Gold
  • Mining
  • Interest rates
  • Stock exchange
  • Agnico
  • Newmont
  • Phenom Resources

"Bears want to see the USD 4,000 mark", one analyst wrote last week. That is exactly what happened to gold, which ended the past week just below the psychological threshold. For technical analysts, this is no disaster, but it is weighing on sentiment in the gold sector. However, not all shares followed the move. Some stocks are now showing relative strength against the gold price. For investors with a long-term investment horizon, short-term declines may matter less. Most bank analysts share this view. Strategic investors, meanwhile, are using the lower prices to increase their holdings substantially. For example, the People's Bank of China recently purchased 26 tonnes of gold for its reserves. Against this backdrop, we take a closer look at the shares of global industry leader Newmont, Phenom Resources and Agnico Eagle.

Read

Commented by Tarik Dede on October 23rd, 2026 | 05:37 CEST

Zefiro Methane: Strong Order Pipeline and High Price Targets

  • Zefiro Methane
  • Oil industry
  • Gas wells
  • Sustainability
  • Billion-dollar market

Created and published on behalf of Zefiro Methane Corp.

Scientists broadly agree that methane is one of the most climate-damaging greenhouse gases. Cattle farming and landfills are considered among the largest sources of emissions. However, the oil industry also plays a role, particularly in the United States, where millions of orphaned and abandoned oil and gas wells release methane uncontrollably. Zefiro Methane has built a business model around addressing this problem. Its order pipeline is well filled, and the outlook appears promising.

Read

Commented by Tarik Dede on October 21st, 2026 | 05:33 CEST

Opportunities in Precious Metals: Lahontan Gold, First Majestic Silver and SSR Mining in Focus

  • Gold
  • Silver
  • Stock exchange
  • First Majestic Silver
  • SSR Mining
  • Lahontan Gold

In precious metals, the bulls have recently tried to push the price significantly higher again. However, this breakout attempt has failed for now. In the short term, the price, like that of silver, is moving in response to the latest statements by members of the Federal Reserve. Recently, an investment bank had also suggested that the US central bank could raise interest rates before the midterms in early November. This is weighing on prices. Yet the Fed has never raised interest rates before elections to signal political neutrality. The next meeting could be as early as next week. Accordingly, gold and silver are likely to remain highly volatile. For those with a long-term outlook, the currently subdued sentiment in the metals markets offers an opportunity to pick up promising shares. Today, we therefore look at the shares of Lahontan Gold, First Majestic Silver and SSR Mining.

Read

Commented by Tarik Dede on October 16th, 2026 | 05:41 CEST

Energy Stocks in Focus: Shell, NU E Power and Chevron

  • NU E Power
  • Shell
  • Chevron
  • Oil
  • Energy
  • Solar
  • Battery storage

Created and Published on Behalf of NU E Power Corp.

The energy sector is currently a key driver in global stock markets. The oil industry is facing supply constraints, while petroleum products such as kerosene and diesel are in short supply and expensive. The geopolitical situation, with conflicts in the Persian Gulf and between Russia and Ukraine, is adding to the challenges facing industrial and household consumers. At the same time, the expansion of data centres is placing enormous demands on power infrastructure, particularly on the ageing electricity grid in the United States. These developments are reshaping the operating environment for energy companies. This article examines Shell, NU E Power and Chevron and their respective positions in the changing energy landscape.

Read

Commented by Tarik Dede on October 15th, 2026 | 05:35 CEST

Opportunities and Risks: ASML, Almonty Industries and Lynas Rare Earths in Focus

  • ASML
  • EUV lithography system
  • Lynas Rare Earths
  • Rare earths
  • Almonty Industries
  • Tungsten

Whether driven by interest rate concerns, geopolitical tensions or high oil prices, making money in the market is no easy task right now. In times like these, it is important to focus on the operational performance of individual companies. Businesses that deliver solid profit growth and prove resilient in the face of market headwinds may be better positioned to navigate a difficult environment. Meanwhile, the ongoing euphoria around artificial intelligence may be nearing the end of the boom. Analysts estimate that around 3% of US GDP is now flowing into the AI industry alone. This would make the current boom even larger than the stock market frenzy surrounding railway shares in the 19th century. Today, we take a closer look at ASML and examine the opportunities and risks facing Almonty Industries and Lynas Rare Earths.

Read

Commented by Tarik Dede on October 15th, 2026 | 05:29 CEST

McDonald’s, dynaCERT and BioNTech: The News Moving Stock Prices

  • McDonalds
  • dynaCERT
  • BioNTech
  • Burger
  • Diesel
  • Cancer

On the stock market, guilt by association is often the rule. Recently, chip stocks came under pressure, particularly in South Korea’s Kospi, even though semiconductor stocks there trade at significantly lower valuations than their counterparts in New York. Yet beyond concerns over interest rates and geopolitical tensions, inflation data or escalating trade disputes, it is worth taking a closer look at individual stocks. After all, operational developments tend to shape earnings and share price performance over the medium to long term. That is why today we are taking a closer look at McDonald’s, dynaCERT and BioNTech.

Read