Comments
Commented by André Will-Laudien on April 9th, 2024 | 07:00 CEST
Big Tech in focus - get in or get out? 100% with Singulus, caution for Nvidia and Super Micro Computer!
The direction for the second quarter is still uncertain in the stock markets. Big Tech stocks have so far more than met investors' expectations, but they have not risen across the board for two weeks. This is also causing the NASDAQ 100 index to enter a consolidation phase, which delivered a significant downward swing just last Thursday. The global markets are still characterized by ample liquidity and the hope that the central banks will cut interest rates by the early summer. However, the upward movement has become very selective. Fueled by a flood of money for the "Magnificent Seven", other major markets, such as the Nikkei 225 and the DAX 40 index, also reached new highs. However, investors should now be on their guard, as a correction could be lurking after the upcoming dividend round in April. We delve a little deeper.
Read
Commented by Stefan Feulner on April 9th, 2024 | 06:45 CEST
Palantir, Globex Mining, Bayer - The trend is pointing upwards
After a successful first quarter of 2024, the DAX and Dow Jones took a well-deserved breather last week. In contrast, the precious metal markets for gold and silver continued their upward trend. Gold also reached new absolute highs of USD 2,354 per ounce. While gold producers such as Barrick Gold and Newmont remained in hibernation, they have been following the rising base price for several weeks now. There is currently also an opportunity for smaller commodity stocks to participate disproportionately in the upward trend.
Read
Commented by André Will-Laudien on April 8th, 2024 | 07:00 CEST
Sell AI now and buy turnaround stocks: Nel ASA, Royal Helium, Linde and Plug Power
The stock market gives and takes away. When it comes to artificial intelligence and high-tech, investors have been able to make gains of up to 600% in recent months. Stocks such as Nvidia and Super Micro Computer are on the hit list of all fund managers worldwide. However, the first quarter is over, and there is no immediate reason to continue buying overpriced AI stocks. Last Thursday saw the first shot across the bow, with the NASDAQ 100 index plummeting by over 2% within three hours. Technically, the upward momentum is already waning, leading to increased profit-taking. If many investors do it simultaneously, it will result in a hefty correction. Do not wait too long; we present some interesting reallocation ideas.
Read
Commented by Stefan Feulner on April 8th, 2024 | 06:45 CEST
Geopolitical uncertainties - Sibanye Stillwater, Saturn Oil + Gas and Barrick Gold benefit
In addition to the stock markets, which reached new highs last week, the direction of precious metals and oil is also clearly pointing upward. While gold also reached a new all-time high, silver has significant catch-up potential compared to its big brother. In the case of black gold, the current uncertain geopolitical situation could cause oil prices to break through the USD 100 per barrel barrier once again.
Read
Commented by Armin Schulz on April 8th, 2024 | 06:30 CEST
Volkswagen, Altech Advanced Materials, RWE - Use the dip in electrification companies for your portfolio
The future is electric. With the growing number of electric vehicles, energy storage technologies are also gaining enormous importance. These technologies form the backbone of a reliable, environmentally friendly energy landscape - they store energy from renewable sources and ensure that electricity flows even when the sun and wind are taking a break. Such progress not only promises a smaller ecological footprint but also a new era of energy independence. We have selected three companies that are helping with electrification.
Read
Commented by André Will-Laudien on April 5th, 2024 | 07:15 CEST
AI, Defense, and Hydrogen - The explosive mix: Super Micro Computer, First Hydrogen and Renk Group
After an extended rally on the NASDAQ, in the DAX-40 and most recently in the Nikkei 225, sector rotations are now setting in. The next few weeks will show whether the AI sector has already turned around. Only once in stock market history has there been a stronger first quarter for a particular sector. The hydrogen hype in the transition from 2020 to 2021 was when Plug Power saw its share price increase twentyfold. It is hard to believe what liquidity-spoiled stock markets can achieve. Now, however, investors should keep their eyes open, as the artificial intelligence and defense sectors are similarly overinvested, just as H2 stocks were a few years ago. The time for reallocation has likely come.
Read
Commented by Fabian Lorenz on April 4th, 2024 | 08:00 CEST
+100% and more with momentum stocks: AIXTRON, BASF, Exasol
Surprise! BASF shares have gained around 25% since mid-January. And the momentum could continue. Analysts see further upside potential. But there are also skeptical voices. In contrast, the Exasol share has only just taken off. The German AI hopeful has reported orders, the share has left the downward trend, and management is buying. Analysts believe the share could perform by more than 100%. At least it is certainly not expensive. Investors in AIXTRON are still waiting for the upward trend. Speculation has stalled the share price recovery for the time being. However, there are also optimistic voices from analysts.
Read
Commented by André Will-Laudien on April 4th, 2024 | 07:30 CEST
React now: Reap armaments soon and reinforce hydrogen! Rheinmetall and Hensoldt versus Plug Power and dynaCERT
The stock market is currently very selective. Artificial intelligence and armaments will continue to be favored, while hydrogen and lithium stocks remain unpopular even after Easter. That is just the way it goes; the market gives and takes. All sectors under consideration have already generated several hundred percent returns over the past two years, but timing has always been crucial. We analyze the current situation based on trends and indicators. The time for a tactical reallocation seems imminent.
Read
Commented by Armin Schulz on April 4th, 2024 | 06:30 CEST
BYD, Cardiol Therapeutics, Super Micro Computer - Stock market gains thanks to innovation and specialization
In the dynamic stock market environment, companies that invest in innovative technologies and specialization at an early stage stand out with above-average success. Amazon, once founded as a small online bookstore in a garage, is a shining example of this strategy. Through clever diversification and pioneering work in new technology fields, such as cloud computing with Amazon Web Services, Amazon has developed into one of the most valuable corporations. For investors, Amazon's rise underlines the golden opportunities: those with the foresight to invest in future-oriented companies can achieve above-average profits. We have selected three companies that aim to follow this path or have partially already done so.
Read
Commented by Stefan Feulner on April 3rd, 2024 | 07:45 CEST
Ballard Power, Exasol, Xiaomi - Shares on the rise
The stock market year 2024 is entering its second quarter and has again started with record highs. The DAX reached new all-time highs of 18,571 points, while the Dow Jones broke through the 40,000-point barrier for the first time in its history. Despite the boom in the most important stock market barometers, many sectors are still in a deep sleep and are waiting to be kissed awake. The recent weeks have shown, with cannabis stocks as an example, how quickly a rebound can be initiated.
Read