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Commented by Nico Popp on April 30th, 2021 | 08:40 CEST
BASF, Saturn Oil & Gas, K+S: Three stocks for a yield kick
Investors who want to add a few yield drivers to their portfolio have several options. In addition to solid blue chips, which offer little share price excitement but steady dividends, investors can also focus on growth stocks and small caps. Although there are always those who categorically rule out growth stocks for cautious investors, this is not entirely true. Those who control risk via position size can also invest speculatively without having to abandon their fundamental strategy.
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Commented by André Will-Laudien on April 29th, 2021 | 19:10 CEST
Newmont Gold, Sibanye-Stillwater, Troilus Gold, NEL - Invest selectively in quality!
After such an extended bull market as we have experienced in the last 3 years, it is difficult for some investors to separate the wheat from the chaff. There are long-term fundamental trends, so-called megatrends such as digitalization or e-mobility, and currently also mining. Here, the medium-term parameters coincide with critical economic trends. But then there are also short-term, so-called hyped trends about which it can be argued how long they will last. While crypto attracts additional money, the hydrogen hype is already breaking off - and again, an important criterion comes to light: Timing!
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Commented by Carsten Mainitz on April 29th, 2021 | 09:03 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - Equipment for the portfolio
Every day, in our private and professional lives, we ask for products and services. And we expect "it" to work. When things do not go as planned for an extended period of time - and this does not necessarily mean a global pandemic that paralyzes supply chains - we feel the effects. In the following, we take a look at two areas that are essential for us: Energy and critical raw materials. We also have three pearls of return for your portfolio.
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Commented by André Will-Laudien on April 29th, 2021 | 08:57 CEST
Deutsche Bank, Heidelberger Druck, Steinhoff International, Desert Gold - The turnaround is coming!
Besides the leading stocks, there is always a market on the stock exchange for smaller and neglected stocks. Often, these stocks are awakened completely by chance, e.g., because a competitor company delivers good figures. Yesterday, the good figures of Deutsche Bank immediately pulled the whole sector up; even the boring Commerzbank was able to gain 3% at the peak. Good old Deutsche shot the bird with plus 11%, a long-awaited reawakening. From a chart perspective, the way would be clear from around EUR 11.30. But there are other stocks that should be put back on the radar.
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Commented by Armin Schulz on April 29th, 2021 | 08:52 CEST
First Majestic, Silver Viper, Nordex: Silver only at the beginning?
The printing presses keep running and that fuels the fear of inflation. The precious metal silver is currently showing strength, even against gold. Why is that? Silver has always been an important raw material for industry, but since the hype around e-mobility and renewable energies, more is needed. There are also initial successes reported in the use of silver in rechargeable batteries. At the University of California San Diego, a silver oxide-zinc battery has been developed that has 5-10 times the power of a lithium-ion battery. The manufacturing process is inexpensive and scalable. The automotive industry alone projects a 40% increase in silver demand by 2025, an excellent reason to take a closer look at stocks in these sectors.
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Commented by Stefan Feulner on April 29th, 2021 | 08:47 CEST
NIO, Deutsche Rohstoff, BP - Demand is exploding!
The massive inventory overhang, which still existed on the oil market last year and led to the crash due to the Corona pandemic, will be used up by the second quarter of 2021. With vaccination programs well underway and the economies of China and the United States recovering quickly, further demand is rising rapidly. Currently, it looks more like a fundamental supply deficit of black gold, with rising prices in the coming months. Experts already foresee a supercycle with oil prices just below USD 200 per barrel.
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Commented by Stefan Feulner on April 29th, 2021 | 08:40 CEST
Xiaomi, Royal Helium, AMD - The battle for capacity
The demand for semiconductors has grown dramatically in recent years due to energy walls. In addition to electric cars, the latest-generation wind turbines, solar, and smart grid solutions require significantly more chips. Added to this are crypto miners, which have a significant demand to mine digital currencies. However, the primary catalyst for the drastic shortage was Corona. Supply chains were ripped apart and the auto industry canceled orders, with drastic consequences.
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Commented by Nico Popp on April 29th, 2021 | 08:30 CEST
Barrick Gold, Yamana Gold, Sierra Growth: Step by step to gold investment
Gold is on the rise again. The precious metal has already recovered from its lows, and in the long term, it is still on an upward trend. Added to this are rising inflation rates. The peculiar thing about it is that half the world is still in lockdown. As soon as the floodgates are opened again for consumption, growth and inflation will increase even more. Given this outlook, companies in the gold sector are currently of interest - after all, their share prices have not yet risen and therefore have potential. We present three stocks.
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Commented by Carsten Mainitz on April 28th, 2021 | 07:38 CEST
Orocobre, Goldseek Resources, First Majestic Silver - Falling interest rates and inflation fears boost commodity stocks
Interest rates on 10-year US Treasury bonds fell to 1.56% in April. At the same time, US inflation climbed to 2.6%, the highest level since March 2018. Typically, this is the time when investors seek salvation in commodities as an asset class. Gold, silver, and other precious metals such as palladium and titanium are in greater demand. But also rare metals, such as lithium or cobalt, are experiencing a substantial increase in demand due to the current energy transition and the switch to electric mobility. Below are two securities that everyone should have in their portfolio and one that is better avoided at the moment.
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Commented by Armin Schulz on April 28th, 2021 | 07:36 CEST
VW, Silkroad Nickel, E.ON - Mega electricity storage, the next big thing
We all want clean electricity. Currently, we face the problem that some of the sustainable electricity "disappears" unused. The reason is that we cannot store it and so, hours of Gigawatt electricity go to waste.
Extensive electricity storage facilities are needed, such as the 300 megawatts Tesla has built in California. What hardly anyone knows - Tesla is planning the same mega electricity storage sales in the long term as its car division. In Germany, STEAG also wants to build a mega electricity storage facility with 250 megawatts, expanding to 500 megawatts. We, therefore, look at three stocks from this sector: VW, Silkroad Nickel and E.ON.