Investments
Commented by Nico Popp on July 11th, 2022 | 15:29 CEST
What if everything turns out well? Nordex, Aspermont, Deutsche Bank
The R-word is currently doing the rounds - and is playing a major role in ensuring that the downward economic spiral accelerates even faster. Yet the US economy is still doing well. Although economic data always refers to the past, the purchasing managers' index and labor market data speak a clear language. A recession looks different. But why is the stock market sky still not full of violins after last week's correction? We take three stocks as examples and do the comeback check for the stock market.
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Commented by Carsten Mainitz on July 7th, 2022 | 14:25 CEST
Barrick Gold, MAS Gold, BASF - Turnaround in sight?
Despite Western sanctions, Russia is able to earn more money with its raw material deposits than before the war in Ukraine, which it instigated in violation of international law. This is not likely to please the Western world. They are already thinking about further spiraling sanctions. In the future, Western countries will be prohibited from buying Russian gold. That will likely lead to an artificial supply shortage - good prospects for gold stocks.
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Commented by André Will-Laudien on July 7th, 2022 | 14:19 CEST
Casino shares! Opportunities at Alibaba and Kleos Space, sell-off at Uniper and TeamViewer
No one would have thought that a warlike conflict in Eastern Europe could mutate into a medium-term threat to Western prosperity. It can! The dependence on fossil energy is still far too strong in the European economies to manage without regular supplies from the East. As a result, since the end of February, the markets have been extremely nervous, as seen from the volatility indices, which yesterday were close to 30. The interpretation is: to expect about 30% volatility in the stock market within the next 12 months. Nobody would mind if it would swing exceptionally upward. Below are a few sparkling investment ideas.
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Commented by Stefan Feulner on July 7th, 2022 | 14:13 CEST
K+S AG, Viva Gold, Rheinmetall, Hensoldt - Recession fears across the board
Increasing fears of a global recession are sending the capital markets into a tailspin. The DAX marked a new low for the year at 12,385 points, while the euro fell to its lowest level in almost 20 years against the US dollar due to weak economic data from the eurozone. In addition to the oil price, which has been booming for weeks, the precious metals markets also took a beating, with gold breaking below the psychologically important support zone at USD 1,800. Due to the partly exaggerated price reactions, however, there are long-term anti-cyclical buying opportunities.
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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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