Investments
Commented by Stefan Feulner on March 12th, 2021 | 07:25 CET
CureVac, Pollux Properties, SAP - Go for the latecomers!
At the moment, a shift from technology stocks to value stocks is taking place on the global stock markets. Companies that outperformed after bottoming out in March 2020 are losing disproportionately in the current market phase. In contrast, many investors are currently betting on the supposed re-opening winners such as TUI and Lufthansa & Co. Here, several stocks have enormous catch-up potential and are lagging behind in their performance.
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Commented by Stefan Feulner on March 11th, 2021 | 09:34 CET
NanoRepro, The Place Holdings, TUI - This industry is on the verge of a billion-dollar boom!
There appears to be light at the end of the tunnel. Travel was difficult to impossible during the long period of multiple lockdowns due to the Corona pandemic. Now, after more and more vaccines and rapid tests come on the market, the badly shaken industry is breathing a sigh of relief. Easter is close by and the call for vacations and recovery is getting louder. In addition to the established players that have been supported by government funding, there are promising companies that will shake up the travel segment with unique business models.
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Commented by André Will-Laudien on March 9th, 2021 | 10:56 CET
Square, Marble Financial, Commerzbank - Now the banking and finance stocks are going
When bull market movements persist and tech and hype topics have all run back and forth, one likes to remember an often neglected stock market segment: banking and financial stocks. These stocks are mostly called late cyclicals because, in a typical upswing scenario, the banks' original growth financing takes place first under high risks. Only when the economy does well again does the transaction volume increase on both the credit and asset sides. Of course, companies that participate in payment transactions always exist. Let's see which financial stocks are currently convincing.
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Commented by Carsten Mainitz on March 9th, 2021 | 10:23 CET
SAP, Aspermont, IBM - Disruptive changes through digitization: Recognize potentials and act in time!
In 1996, Microsoft founder Bill Gates wrote an essay entitled "Content is King". In it, he assumed that the emerging Internet would develop into a marketplace for content in the years to come. He was right but did not take into account the users' low willingness to pay and the resulting importance for advertising. And this is where other companies such as Google came out on top. As digital transformation has progressed, however, a trend in the other direction has become apparent in recent years: The introduction of flat rates (Spotify, Netflix), cloud solutions (iCloud, Google Drive) and anything-as-a-service models (e.g., software: Adobe Suite, Microsoft Office 365) is encouraging people to pay for content if they receive reliability, up-to-dateness and ease of use in return - provided, of course, that the price/performance ratio is perceived as reasonable. The following companies have a unique opportunity to benefit from the power of transformation.
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Commented by Stefan Feulner on March 9th, 2021 | 07:25 CET
BYD, wallstreet:online, Xiaomi - This is a huge opportunity!
The real economies have been in a deep recession since the outbreak of the Coronavirus. In contrast, the stock market, especially technology stocks, celebrated one high after another. Now, the beneficiaries of the crisis, such as Amazon and Zoom, are correcting more strongly for the first time. Shares from booming sectors such as hydrogen or electromobility are suffering disproportionately. Did the bubble start to burst now, or was this just a correction in the upward trend, which will then lead to several new highs again?
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Commented by Carsten Mainitz on March 8th, 2021 | 10:59 CET
AT&T, Altria Group, Q&M Dental - Dividend hunters, watch out!
We live in uncertain times. And not just since Covid-19 came on the scene. Even before that, interest rates were at rock bottom thanks to the central banks' flood of money. Alternative return concepts were needed: cryptocurrencies, tokens, ICOs, etc. If all this is too hot for you, you might want to think about something that has always promised a sustainable return: the dividend. With dividend yields around 5% or above, the following stocks are attractive securities for every wallet from an investor's perspective.
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Commented by Stefan Feulner on March 5th, 2021 | 10:35 CET
Steinhoff, Upco International, ProSiebenSat.1 - Facing a turnaround?
Are the stock indices at the turning point? Although the DAX once again reached new all-time highs this week, there was a lack of momentum to confirm them. A correction is already underway in tech stocks. The market for smartphone payments is also on the move. The Corona pandemic has reinforced the movement away from cash to contactless payment methods. The winners are companies that link multiple business areas.
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Commented by Nico Popp on March 3rd, 2021 | 05:50 CET
ProSiebenSat.1 Media, Aspermont, Alibaba: Digital media as a multiplier opportunity
When investors think of the media industry, they often still have stories of declining circulation and dwindling audiences in the back of their minds. But they often forget that media companies have long since made a virtue of necessity and gone digital. It is precisely when traditional media companies' quality meets modern digital groups' possibilities that great opportunities arise for investors. We present three shares.
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Commented by Carsten Mainitz on February 25th, 2021 | 09:24 CET
TAAT, GS Holdings, Aphria - lifestyle and wellness stocks with powerful upside potential
What does lifestyle and wellness encompass for you? Being active? Being pampered? Or a good meal followed by an espresso or a cigarette? The latter has become much less popular with Germans in recent years; the smoking rate has more than halved since 1980. Instead, the trend is toward greater health awareness: light and healthy food, natural supplements and gentle medicine. This trend can be observed worldwide and is continuing successively without any dependence on the economic situation. Because one thing is clear: people are saving money on their health last. Ideal conditions to now look at the securities of the following three companies.
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Commented by Stefan Feulner on February 24th, 2021 | 08:45 CET
Home Depot, RYU Apparel, Lufthansa - Is the bubble bursting now?
It seems as if Allianz CEO Oliver Bäte gave the starting signal for a sharp correction in technology stocks as well as for cryptocurrencies over the weekend. The Group CEO expressed concern about the issue of financial market stability. He said the situation, especially in the stock markets, resembles the situation before the crash of 2008 and the crash of 2000. Stock market legend Jim Cramer also said on Monday that investors should swap expensive tech companies for cheaper, traditional companies that ride the wave of economic recovery. We will see if the current correction heralds a longer trend.
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