dividends
Commented by Fabian Lorenz on September 4th, 2026 | 09:35 CEST
Elon Musk Sounds the Energy Alarm! Musk Goes After GE Vernova and Siemens Energy – Thiel Bets on Vistra, RE Royalties a Takeover Target
Musk sounds the energy alarm. He warns of a full-blown energy crisis driven by the expansion of data centres. As early as next year, there could be a power shortfall equivalent to the amount needed to supply the Netherlands. Typical of Musk, he is actively tackling the challenges and encroaching on the territory of Siemens Energy and GE Vernova. He plans to take over the mobile power plant operator APR Energy and manufacture critical gas turbine components himself. RE Royalties is also a potential takeover target. The Canadian company finances developers of solar, wind, battery storage and other renewable energy projects, securing long-term royalties in return. Its planned partnership with Solaris Energy is set to expand its US business significantly. Prominent investors are also increasingly betting on the AI industry's growing appetite for electricity. Peter Thiel and Ray Dalio have invested in Vistra.
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Commented by Armin Schulz on September 1st, 2026 | 07:10 CEST
Nordex, RE Royalties & E.ON: Three Ways to Profit from the Global Renewable Energy Grid Expansion
The global energy landscape is changing rapidly, as reflected in record levels of renewable energy capacity additions on both sides of the Atlantic. While wind power generation in Germany is reaching historic levels and grid expansion is accelerating, in North America the rising demand for electricity from data centres and generous subsidy schemes are driving a massive expansion in generation capacity. For investors, there are various investment opportunities along the renewable energy value chain. Today, we take a closer look at three companies that aim to capitalize on the global megatrend toward renewable energy: Nordex, RE Royalties and E.ON.
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Commented by Stefan Feulner on August 31st, 2026 | 07:30 CEST
GE Vernova, RE Royalties, Canadian Solar – Billions Are Flowing Into Energy Infrastructure
The energy transition is no longer primarily a technological challenge, but rather a financing and infrastructure challenge. Solar farms must be built, battery storage systems financed, and power grids upgraded to support an increasingly decentralized energy supply. The project pipelines of major developers alone demonstrate the scale to which investment needs have now grown. At the same time, new business models are emerging for companies that not only build facilities but also provide capital or profit from the long-term returns of the projects. This marks the beginning of a second phase of the energy transition for investors. The focus now is on turning this massive expansion into a profitable business.
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Commented by Jens Castner on August 28th, 2026 | 10:00 CEST
Wind, Hydrogen, World-Class Dividend: Nordex and Enapter Battle It Out, RE Royalties Cashes In
The energy transition showcases every facet of stock-market madness. Nordex shares have multiplied in value, but suddenly politics and analysts are creating headwinds. Enapter, meanwhile, is at rock bottom and is looking to fight its way back up. At the other end of the spectrum is a Canadian small-cap that benefits from the growth of new energy without building a single wind turbine or electrolyser itself: RE Royalties. For years, the company has reliably paid high dividends, yet its share price stubbornly refuses to budge. Investors can choose between a hydrogen crash, a wind power roller coaster, and a world-class dividend.
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Commented by Stefan Bode on August 27th, 2026 | 07:30 CEST
Profitable Transformation: Return Opportunities in Crypto and Cleantech – Coinbase, RE Royalties, Strategy and Solaris Energy
Global capital markets are currently being driven by two dominant macro trends: the regulatory-backed resurgence of the crypto sector and the massive expansion of renewable energy, fueled by the growing power demand from AI data centers. These structural shifts offer investors significant return opportunities. At the same time, rising central bank interest rates and increasing volatility require careful risk analysis. We examine three publicly traded players seeking to capitalize on current market dynamics through lucrative licensing models and highly speculative bets.
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Commented by Lars Winter on August 26th, 2026 | 07:20 CEST
Money, Money, Money: RE Royalties, Aumann and Pfizer Put Dividend Investors in the Money
Dividends are far more than just a consolation prize during weak market phases. Profit distributions typically account for a large portion of a stock's total return. In addition, dividends generally fluctuate much less than earnings and share prices. A high yield alone, however, is not a seal of quality. It can also result from a sharp drop in the share price, an overextended payout ratio, or an impending cut. Many dividend enthusiasts therefore also seek reliability. The three selected dividend stocks cover different strategies: RE Royalties entices with a double-digit yield and the greatest upside potential, but also carries the highest risk. Aumann, on the other hand, is a short-term speculative play offering a generous special dividend, largely financed by its well-stocked cash reserves. Pfizer, in contrast, offers the lowest yield of the trio but boasts the longest and most reliable dividend history. We take a closer look at these stocks.
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Commented by Tarik Dede on August 21st, 2026 | 07:25 CEST
Big Dividends from Mercedes, RE Royalties and British American Tobacco
The stock markets are entering a challenging phase. Stock market history shows that in years with US midterm elections, the preceding months are often volatile and regularly result in losses. August and September, in particular, tend to show significant weakness. This does not necessarily mean the pattern will repeat, but recent market developments are sending warning signals. Optimism is running very high, which makes indices vulnerable to corrections. The latest Bank of America fund manager survey made this clear: professional investors' cash allocation currently stands at just 3.5%, a historically low level. In other words, funds have relatively little capital available to deploy into purchases during market setbacks. One alternative during such phases is high-dividend stocks, which also offer long-term opportunities. That is why today we are taking a closer look at Mercedes-Benz, RE Royalties and British American Tobacco.
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Commented by Fabian Lorenz on August 18th, 2026 | 07:10 CEST
Renewable Energy Is Booming! Trump Is Furious! Winners Include First Solar, NextEra Energy, Siemens Energy and RE Royalties
This development is unlikely to please US President Donald Trump. Renewable energy is gaining ground in the United States. While the US government is paying more than USD 1 billion to prevent RWE from building an offshore wind project, solar power generation is increasing by around 21%. Falling costs, rising electricity demand—particularly from data centers and AI—and the enormous need for new generation capacity are creating opportunities for companies such as First Solar and NextEra Energy. German companies including Nordex, SMA Solar and even gas specialist Siemens Energy are also among the potential beneficiaries. Another interesting small-cap is RE Royalties, which also has potential takeover appeal.
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Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST
Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon
The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.
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Commented by Nico Popp on August 14th, 2026 | 07:25 CEST
Sustainable Dividend Kings: Schneider Electric, Munich Re, and RE Royalties
Wars, inflation, and a faltering industrial sector—many investors must have rubbed their eyes in disbelief at the DAX's recent record-breaking run. But instead of pulling all their chips off the table and selling stocks, it might make sense to invest more defensively in uncertain times. As a rule, dividends already provide a safety cushion against price fluctuations. When companies also have a strong ESG profile, investors can often sleep even more soundly. We examine three companies and highlight their opportunities.
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