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Commented by Armin Schulz on September 3rd, 2021 | 11:51 CEST
Deutsche Rohstoff, K+S, Royal Dutch Shell - Where to invest as fund managers cut equity exposure?
A look at the Global Fund Manager Survey conducted by Bank of America shows the views of Fund managers have changed significantly in the past month. Only 27% now expect the global economy to be strong, compared with almost twice as much optimism the previous month. One reason is the expectation that the FED will noticeably turn off its monetary tap at the end of the year. The money glut has sparked inflation, which can be seen clearly in commodity prices. All these are reasons why the cash quota in the funds is being increased, and the equity quota decreased. The high commodity prices are benefiting commodity producers in particular, which is why we are looking at three companies from this sector today.
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Commented by Stefan Feulner on September 3rd, 2021 | 10:39 CEST
Strong performance by Nel ASA, Defense Metals and JinkoSolar
The German parliamentary elections are on September 26. Climate protection is at the center of most political parties' election programs. The Greens are going out on a limb, aiming to achieve CO2 neutrality as early as 2035. However, it seems more than questionable whether these ambitious promises can actually be put into practice. The scarcity of raw materials such as copper, lithium and rare earth metals means a wide gap between aspiration and reality.
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Commented by André Will-Laudien on September 3rd, 2021 | 10:39 CEST
Desert Gold, MorphoSys, TUI - Are there game-changers in these stocks?
When the stock market has already made a decent run, many investors search for laggards or game-changers. In the case of the so-called laggards, 90% of the reasons why the stock is not performing are fundamental, usually due to complicated or low-margin business models or simply a wrong management approach. The temptation is great to buy charts at the bottom right of the screen according to the motto: "Now the downward trend is over!". This view is unfortunately 90% wrong because the stock market is trend and momentum-driven. So what remains is to try to find so-called "game-changer" stocks. Here, the entire situation changes fundamentally due to an event, and the trend often turns with an initial price jump.
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Commented by Carsten Mainitz on September 2nd, 2021 | 13:22 CEST
BYD, Kainantu Resources, DWS - Investing against the tide
It is well known that a successful long-term strategy in times of high inflation is to invest in tangible assets. Whether it is stocks, gold or real estate, or a mix of these is up to the taste of the individual investor. Looking at the big picture, there is certainly nothing wrong with investing in companies that benefit from the economic development and rising purchasing power of expanding economies. Geographically, Asia is one of the most dynamic regions with large sales markets. We will show you how you can profit from these developments. Who has the best opportunities?
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Commented by Nico Popp on September 2nd, 2021 | 12:58 CEST
Nordex, Talkpool, HeidelbergCement: Construction goes green and digital - Investors profit
Do you know what all electrical appliances have in common? They have become smaller and smaller over the years. Advances in electrical engineering and digitization have ensured that even complex devices have become smaller and smaller while at the same time being powerful and more energy-efficient. As a result, numerous possibilities have opened up - for example, in the area of the Internet of Things. The interplay of sensors and small electronic devices offers users new possibilities, saves money, and protects the environment. We present three titles on the topics of the Internet of Things and environmental protection.
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Commented by Nico Popp on September 2nd, 2021 | 12:15 CEST
Heidelberger Druckmaschinen, Troilus Gold, TUI: The Power of Transformation
Transformations are the salt in the soup of the stock market. Whenever companies break new ground, win new customers or enter completely new territory, opportunities arise for investors. At the beginning of such developments, the market usually does not quite believe in the chances. But then, more and more investors jump on the bandwagon and boost the share price. The further transformations go, the greater the associated opportunities. We present three companies that are breaking new ground and classify their prospects.
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Commented by Fabian Lorenz on September 2nd, 2021 | 11:30 CEST
HelloFresh, TeamViewer and wallstreet:online: Up to 50% price potential
Record levels wherever you look: DAX, MDAX, TechDAX. Apart from minor corrections, the past few months have been a lot of fun for stock market players overall. In particular, companies benefiting from the Corona pandemic were among the high flyers. These included vaccine manufacturers such as BioNTech and Moderna, the cooking box mail order Company HelloFresh, the software Company TeamViewer and wallstreet:online. The latter is not only a stock market portal operator but is also shaking up the online broker market with their Smartbroker. All three companies have also consolidated in the meantime - sometimes more violently, sometimes less - and are still recommended by analysts. The price targets are up to 50% above the current values.
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Commented by Stefan Feulner on September 2nd, 2021 | 10:52 CEST
Siemens, Barsele Minerals, Lufthansa - Shares to take off
The stock indices continue to be on the rise. Disappointing labor market data and rising infection figures due to the Delta variant make possible interest rate hikes and an end to the bond-buying program by central banks a distant prospect. The ultra-loose monetary policy with further stimulus measures by the FED is thus likely to be continued and opens the door for further bullishness on the stock market.
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Commented by André Will-Laudien on September 1st, 2021 | 13:21 CEST
IBU-tec, Meta Materials, Standard Lithium, Orocobre - Materials for the Super Battery!
The demand exceeds the quantity! Whether e-mobility, aircraft technology or renewable energies, all high-tech segments of industry require raw materials and processed materials in ever-increasing amounts. Currently, the problem lies in procurement. The relevant tonnages cannot be mined in the world's mines because many projects are only at the beginning of development or are operating at their limit. A lithium mining site needs about 5 years of gestation time. It is about 7 years for copper with high 3-digit million amounts required as basic investment capital. Given the global conflicts, politicians are at a loss regarding how medium-term availability can be ensured, which ultimately means that the price is the deciding factor.
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Commented by André Will-Laudien on September 1st, 2021 | 12:56 CEST
First Majestic Silver, Aztec Minerals, CureVac, Valneva - Opportunities upon opportunities!
So much for the summer lull! There is much more going on in the stock market than many thought. Gold and silver are making real leaps and bounds, as are the associated stocks. With the vaccination values, the chaff separated clearly from the wheat. Those that cannot currently deliver remain depressed in price. Nevertheless, the valuations of the remaining stocks are not low either. There is still hope for one or the other product's success. We take a closer look at a few stocks.
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