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Commented by Armin Schulz on April 25th, 2022 | 13:26 CEST

BP, Saturn Oil + Gas, Shell - Oil shares in focus after the French election

  • Oil
  • Gas

The EU wants to tighten Russia sanctions further. Oil and coal imports are to be stopped. According to Annalena Baerbock, it should be ready by the end of the year. But will it stay that way? At the moment, it has not yet been possible to bring an immediate import stop, also in order not to endanger the election in France. The duel between Macron and Le Pen is too close, and the challenger could use further price explosions in the energy sector to her advantage. JPMorgan sees the oil price at USD 185 if the EU immediately stops its imports. Once the election is over, the full import ban could come. France's Finance Minister LeMaire recently said that an EU ban on Russian oil is underway. We look at three beneficiaries of rising oil prices.

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Commented by Carsten Mainitz on April 25th, 2022 | 13:22 CEST

Mutares, Edgemont Gold, Barrick Gold - Inflation soon to exceed 10%! What to do?

  • Gold
  • Copper
  • Inflation

According to some experts, inflation could soon rise above 10%. The possible reaction of the central banks by increasing interest rates to contain inflation remains theoretical so far. After all, can the world's so heavily indebted countries afford significantly higher interest rates at all, and wouldn't a higher interest rate level stifle the economy? The bottom line is that a prolonged period of high inflation is very likely. Investors can effectively position themselves against the loss in value of their assets by investing in tangible assets. That means stocks, bonds, real estate and commodities belong in the portfolio!

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Commented by Stefan Feulner on April 25th, 2022 | 12:55 CEST

Rheinmetall, Defense Metals, MP Materials - Until the next bubble bursts

  • RareEarths
  • armaments

In every crisis there are winners and losers. Due to the numerous lockdowns of the past two years, shares such as Netflix, Delivery Hero and Peloton, in addition to vaccine manufacturers such as BioNTech and Moderna, are the winners. However, since Russia invaded Ukraine, defense shares, which were recently classified as "socially harmful", have become the new stars in the stock market sky. The call for rearmament by several countries is creating enormous valuation bubbles that are likely to burst again in the near future.

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Commented by Nico Popp on April 25th, 2022 | 11:51 CEST

Hydrogen becomes marketable: Plug Power, dynaCERT, NEL

  • Hydrogen

The energy transition is a long-term project. There must be no prohibitions on thinking about it. Only about a year ago, representatives of the automotive industry rejected hydrogen. In the meantime, however, a lot has happened. The sanctions against Russia have made energy more expensive, and hydrogen is now increasingly seen as a substitute for gas. In addition, more and more hydrogen projects around logistics projects and trucks are picking up speed. Reason enough to take a close look at the industry.

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Commented by André Will-Laudien on April 25th, 2022 | 10:48 CEST

Plug Power, First Hydrogen, Daimler Truck, Ballard Power - Revolution of transport: Hydrogen versus oil and gas!

  • Hydrogen

It is hard to find more arguments in favor of hydrogen than right now! The element burns cleanly, it can be produced infinitely from nature and is currently even competitive given the high prices for oil and gas. Now the governments must act and direct their one-sided firing of e-mobility in the direction of hydrogen. Given the raw materials crisis, the year 2022 should be defined as an initial departure into the future. The last climate conference in Glasgow in 2021 has set the course - now, we must not stand still but get out with the budgets. What helps the environment is ultimately also good for the economy. Hydrogen drive is an alternative to ecologically questionable battery production! As an investor, these shares should be kept in mind.

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Commented by André Will-Laudien on April 22nd, 2022 | 12:59 CEST

Exploding interest rates: Nordex, Hong Lai Huat, Deutsche Bank, Commerzbank - How to escape inflation?

  • RealEstate
  • Banking

And once again, lockdown in China. According to the International Monetary Fund (IMF), a prolonged downturn in Asia would leave significant signs of a slowdown in the global economy. The upward trend of the economies is already permanently burdened by disrupted supply chains, exploding supplier prices, and sharply rising interest rates. Actually, this would be the programmed swan song for the stock markets. But far from it: For 4 weeks, the stock markets have been gradually rising, and the DAX is currently even delivering buy signals. Investors are probably speculating on the lush dividend season and an imminent end to the war in Ukraine. Until then, however, the conveyor belts in some industries will stand still for a while. What are the current opportunities and risks?

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Commented by Stefan Feulner on April 22nd, 2022 | 10:51 CEST

Rio Tinto, Ximen Mining, Barrick Gold - Shares to counter the crisis

  • Gold
  • Copper
  • Commodities

The precious metal gold has not yet been able to reach a new all-time high in the current reserve currency, the US dollar. However, the conditions for this to happen soon are extremely favorable. The uncertainties in geopolitics, not only in Ukraine, as well as continued high inflation rates and even higher debt levels in many countries, are a dangerous mixture that should speak for rising precious metal prices. The central banks are called upon to act if it is not already too late. It is therefore advisable to at least partially protect your portfolio.

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Commented by Nico Popp on April 22nd, 2022 | 10:06 CEST

Investments of yesterday for tomorrow: K+S, Globex Mining, Netflix

  • Commodities
  • entertainment

It is better to have and not need than to need and not have - this rightly somewhat hackneyed saying is more topical than ever. Everything is in short supply, whether structural timber, metal fittings or inverters for photovoltaic systems. The first property developers are already reacting and are no longer planning so far into the future for new construction projects. The reason - galloping prices could otherwise eat up the margins. We explain how you as an investor can invest in this phase with the example of three companies below.

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Commented by Juliane Zielonka on April 21st, 2022 | 13:58 CEST

Bayer AG, Perimeter Medical, Twitter - Shareholder interests drive share price performance

  • medtech
  • Technology

The life science and medical technology sectors offer investment opportunities. Whether with old hands like Bayer AG or up-and-coming innovative startups like Perimeter Medical, each company has its own fascination. Strong corporate management that acts in the interests of shareholders provides additional confidence. The latter, in particular, is currently being put to the test at the short messaging service Twitter. Elon Musk's takeover bid threatens to dilute existing investors' shares with a poison pill.

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Commented by André Will-Laudien on April 21st, 2022 | 13:28 CEST

Split & Dividend: Allianz, Aspermont, Amazon - These Triple-A stocks are a joy to watch!

  • Digitization
  • Marketing
  • Media

In volatile stock market times, investors are again focusing on the time-honored virtues of investing in stocks: stable business models, profits, cash flows, and dividends receive special attention. If a company can also announce investor-friendly buyback programs or splits, then it is usually a liquid and growing Company that has its investors in mind and is also prepared to share. In 2021, the payout ratio of the companies included in the German selection indices was around 42%. That means that almost half of the profits generated end up with the investor. Historically, this figure has fluctuated between 37 and 51%. We look at companies that stand out with special actions.

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