Investments
Commented by Nico Popp on July 6th, 2022 | 11:54 CEST
Synergy effects as a risk buffer: Amazon, wallstreet:online, Volkswagen
Experienced value investors look for an "economic moat" in attractively valued companies. These business model characteristics make it particularly immune to external influences and disruptive factors. These include, for example, low-priced items that are a hit with consumers thanks to strong brands and are therefore readily purchased even in times of crisis. Another form of "economic moat" can be different divisions and business units that complement each other. We highlight three synergy stocks and explain how they can be stable investments.
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Commented by André Will-Laudien on July 4th, 2022 | 12:25 CEST
Attention, turnaround! Lufthansa, TUI, Desert Gold, Deutsche Bank: These stocks are taking off again!
From several perspectives, the ongoing crisis is a mammoth task for asset managers and private investors. First, after the long uptrend and the absolute boom valuation of growth stocks from 2015 to 2022, no one knows when a sufficiently high discount has been reached to re-enter. Some stocks, such as Plug Power, are very forward-looking and dependent on government contracts. Here there have already been sales valuations of a factor of 200. So is a P/S ratio of currently 12 after an almost 80% share price loss cheap or still hopelessly overpriced? We do not know because the ongoing war sets new market parameters daily. The major indices will therefore continue to search for a valuation basis in a very volatile manner. We pick out a few selected opportunities.
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Commented by Fabian Lorenz on June 29th, 2022 | 12:18 CEST
Buy or sell? Nel, Zalando, Aspermont under analyst review
After the heavy losses of the past months, a countermovement seems to be starting at the moment. Whether this will turn into a real summer rally remains to be seen. Buy or sell is the question. Analysts see a price potential of over 50% for Nel ASA. Even though competition from China and India is increasing. Aspermont also appears attractive at the current price level. The latest quarterly figures were positive, and the positioning of the small-cap in the booming commodities sector is promising. At Zalando, analysts react to the profit warning, and the price targets are significantly reduced. Nevertheless, some advise buying the online fashion retailer, but not everyone.
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Commented by André Will-Laudien on June 24th, 2022 | 11:19 CEST
TUI, Pathfinder Ventures, Lufthansa - The travel market is back - where are the share prices?
The travel market has changed dramatically since 2019 in light of the Corona pandemic. Due to the most extensive pandemic standstill in 2020, the capacities for flights, rail traffic and accommodation were adjusted downwards dramatically. Major cost reductions occurred primarily through de-occupancy and staff reductions. Travel companies cut their basic capacity utilization with partners to such an extent that many smaller operations had to pull out of the race, and large corporations could only survive with extensive state aid. Now, however, the situation has turned 180 degrees and demand for travel is exploding. However, this time it seems difficult to ramp up the reduced capacities in line with demand. We look at the opportunities of three typical industry players.
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Commented by Armin Schulz on June 24th, 2022 | 10:15 CEST
Commerzbank, Triumph Gold, Bitcoin Group - Inflation alert! Which stocks bring returns in this market environment?
We have not seen such high inflation for decades. Looking back, it becomes clear that one cannot compare the situation back then with today. Back then, interest rates were at 12%, and as a saver, you could generate an increase in value for your money despite inflation. Today, interest rates are much lower than inflation. Putting money in a savings account will not bring any investor a profit. If you want to protect your money, the first thing that comes to mind is gold because it is considered crisis-proof. But nowadays, it almost seems as if cryptocurrencies could outperform gold. Alternatively, one can bet on stocks that cover these areas. We take a closer look at three companies.
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Commented by André Will-Laudien on June 23rd, 2022 | 14:06 CEST
Deutsche Bank, Commerzbank, wallstreet:online, Allianz - High turnover, wild prices - what are brokers and financial stocks doing?
In addition to the high price increases and the permanently rising interest rates, the highest volatility has now broken out on the stock exchanges. Investors have to adjust to new scenarios almost every day, especially the timing of the news about the state of the international economy is causing more and more headaches for economists. That is because the increased prices of raw materials are now considered standard and put a strain on the purchase prices of intermediate products and the calculation of the Company's own supply list. In some cases, this leads to dramatic adjustments, as impressively demonstrated by the manufacturer price index with +33.6% in May. How are the financial and broker stocks doing in this swing market?
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Commented by Carsten Mainitz on June 22nd, 2022 | 13:40 CEST
Nordex, Saturn Oil + Gas, Shell - Reality vs Idealism: Long in oil stocks!
The idea that renewable energies will feed the world's entire energy needs is desirable but unrealistic in the short term. In the political debate in Germany, we are currently seeing how far apart the target images of "green" or "sustainable" and security of supply can be. In an exemplary manner - and this is meant with a wink - Europe's largest economy is shutting down its nuclear power plants and now suddenly realizes that its great dependence on Russia's gas supplies is creating a supply risk. Now a ramp-up of coal-fired power plants is supposed to fix it. For logical and forward-looking investors, oil stocks are worth a look.
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Commented by Armin Schulz on June 22nd, 2022 | 10:14 CEST
TUI, Barsele Minerals, Steinhoff - Which share will manage the turnaround?
Times are currently difficult on the stock market, as there is a lot of uncertainty. On the one hand, there is the question of how long the Ukraine conflict will last, and on the other hand, there is high inflation, which the central banks are trying to combat with rising interest rates. But higher interest rates mean less investment, so the fear of recession is palpable. The still ongoing supply chain problems are also causing headaches for investors. Today, we take a look at three companies that have recently fallen foul of the market and analyze which of the candidates can turn things around.
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Commented by Stefan Feulner on June 20th, 2022 | 10:57 CEST
A lot of movement at Rheinmetall, Aspermont and Deutsche Telekom
Stock markets around the globe continue to be in a downward spiral. Fears of a recession on the one hand and concerns about possible major interest rate hikes on the other have sent stock markets tumbling to new interim lows. In the process, the US markets, driven by technology stocks, entered a technical bear market last week with a loss of more than 20%. Nevertheless, most individual stocks are still clearly up since the lows in the wake of the Corona pandemic. Thus, in the current market environment, there are once again favourable entry opportunities in selected stocks.
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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!
The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.
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