Commodities
Commented by Armin Schulz on June 3rd, 2022 | 10:49 CEST
Bayer, Globex Mining, RWE - Diversified shares perform strongly in tough times
Going all-in is extremely risky on the stock market. Because in the long run, you are not always right with your estimates, so a poor trade can quickly tear down the good performance. For example, a better approach would be to diversify the portfolio, spreading the investment over 10 different companies. Two big winners are enough to more than absorb several total losses. Those who want even more security can add stocks to their portfolio that are already diversified. Today we will take a closer look at three companies of this kind.
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Commented by Armin Schulz on May 4th, 2022 | 12:04 CEST
K+S, Globex Mining, BHP Group - Commodity stocks for the next supercycle
Decarbonization is taking its toll. If you want to get out of fossil fuels, you need alternatives. But these alternatives require raw materials, some of which are not available in sufficient quantities. The result is rising prices. Goldman Sachs and Wells Fargo see commodities at the beginning of a supercycle, which means that the rally in commodities will last longer than 10 years. Tight supply is now further torpedoed by the Ukraine crisis and supply chain problems visible in China's ports. It is terrible for the industry but good for commodity producers. Today we look at three companies that could benefit from a supercycle.
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Commented by Nico Popp on May 2nd, 2022 | 11:32 CEST
Do not ignore ESG risks: Deutsche Bank, Ximen Mining, BYD
ESG is more than electric company cars, a paperless office and avoiding unnecessary air travel. Those who take the third pillar of the ESG approach seriously must also pay attention to good corporate governance. In the criteria of the index and data providers, good "governance" is about, among other things, management structures and sophisticated control instances at the corporate level. We explain why the "G" in ESG can bring tangible benefits to investors and how investors can invest in companies with good ESG criteria.
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Commented by André Will-Laudien on April 28th, 2022 | 13:32 CEST
Alibaba, Netflix, Meta Platforms, Globex Mining - Find the best turnaround stocks in 2022!
Rising interest rates and inflation - Central banks worldwide now have to tighten the reins to keep demonetization from getting out of hand. Traditionally, technology stocks, which are otherwise in demand, tend to do poorly in such phases because they have higher financing costs. The higher discount rate makes corporate cash values less profitable than in low-interest rate environments. The NASDAQ-100 Index hit its high of 16,767 points in November 2021, just as the 10-year interest rate began to rise. Since then, the technology index has lost about 22%. But some stocks have more than halved in value. We take a closer look at the former high flyers.
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Commented by Nico Popp on April 26th, 2022 | 10:19 CEST
Stocks for bargain hunters: Mercedes-Benz, Power Nickel, Netflix
Share prices are falling. The mix of inflation, the war in Ukraine and the Corona problem in China is weighing on share prices. Even positive economic data in the form of a friendly ifo Business Climate Index does not help. For savvy bargain hunters, falling prices in the face of friendly economic data may even be a good sign. If the market exaggerates on the downside, there could be opportunities in quality companies. We take a closer look at three stocks.
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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
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
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 Carsten Mainitz on April 21st, 2022 | 12:57 CEST
Valneva, Power Nickel, K+S: The perfect mix for traders and long-term investors!
As is well known, the profit lies in the purchase. On the question of how quickly and in what amount this should be realized, traders and long-term investors certainly have quite different answers. The current market phase is interesting for both types of investors. For many sectors, such as commodities or life science, the general conditions are good, so the wave of success can be ridden further. Increased fluctuations also offer short-term opportunities.
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Commented by Armin Schulz on April 6th, 2022 | 10:08 CEST
K+S, Barsele Minerals, Shell - Which commodity stocks belong in the portfolio?
Commodity prices are rising in almost all areas. To blame everything on the Ukraine conflict is too short-sighted. Fertilizer prices have significantly increased in the past year due to crop failures caused by natural disasters. Oil prices also began to rise last year. However, the sanctions against Russia gave the oil price a further significant tailwind. Gold has only been able to increase with the outbreak of the Ukraine war and is currently quoted at between USD 1,900 and 2,000. The high inflation should further increase the demand for gold. Today we look at three companies from the three sectors and analyze their potential.
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Commented by Stefan Feulner on April 5th, 2022 | 12:10 CEST
K+S AG, Globex Mining, KWS Saat - Perfectly positioned
Society has less than 30 years to achieve the climate neutrality agreed upon under the Paris Climate Agreement. But this requires many metals and raw materials. Demand for lithium, copper and nickel will exceed supply as early as 2022. With the outbreak of the Ukraine conflict, there will be a further shortage and an explosion in prices. The beneficiaries of this trend are commodity producers and exploration companies. Globex Mining is a global commodity incubator and stands out with its business model.
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