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Zombie companies – The Walking Dead?

Being dead and being alive are mutually exclusive conditions. But with stocks, there are companies that to a large extent fit into this scheme. Now facing a heavily toxic cocktail of likely higher interest rates and a slowing economy, many of these businesses will be tested for their survivability. Even if they do survive as a whole business, it is nonetheless dangerous to invest into equities of heavily indebted zombies – no matter how high the temptation might be.

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The Dogs of the Dow – top dividend stocks for 2023?

The turn of every year is a special time. Not only because it feels like the old and especially bad is left behind and something new starts. There is also a well-known stock-picking strategy that promises you to beat the Dow Jones Index by only doing a few transactions at the start of each year. Did this low-maintenance strategy deliver in the past? And what are the picks for 2023 according to this strategy?

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Dollar stores with discounted prices, but expensive shares

Physical retail stores as a whole in most developed countries have more likely than not reached their peak. However, there is a sub-category in this sector that is expanding quickly. More than that, the so-called “dollar stores” have even been beneficiaries of a diminishing middle-class. Are the respective stocks a good investment idea, especially as inflation is trimming budgets?

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Label deception behind ESG investing — and a new research report

Wouldn’t it be great if all evil was eliminated and only the good-natured, socially caring businesses remained for investments? At least this is the “mission” of funds and ETFs that focus their investments on ESG-compliant equities. The stocks of the “bad” companies aren’t bought anymore or even get sold, while the “good” entities form the bedrock of these investment vehicles. But how does it look under the hood? What stocks are held by these funds and how did they perform? And: What’s happening on the “dark” side?

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Uranium: Explosive investment opportunity or meltdown ahead?

One of the most frequently asked questions among commodity investors is about uranium. This controversial commodity seems to finally have entered a new bull market after a decade and a half of pure disappointments. What followed the euphoria of 2007/2008 was a long stretch torture. What are the prospects now and will the uranium price shoot up again sustainably? Or is it just hyped and ready to fall into dust?

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The funeral business: dead money or under-looked opportunity?

Last week, I wrote about farmland and farmland stocks. But land can also be used for other purposes. While being asked about land, the most common answers will be farmland or land for housebuilding. Maybe also forestry. However, there is another sector that could prove to be a more valuable investment opportunity due to being less followed, but obvious in hindsight.

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Are farmland stocks a hedge against inflation?

If you ask people about inflation-proof investments, the answers are most likely energy, real estate, precious metals or nowadays maybe even cryptocurrencies or rare whisky bottles. What is less obvious and very underestimated is farmland. It has proven to be not only a very effective hedge against inflation, but also over the last 25 years outperformed the S&P500 while being less volatile. What about farmland stocks?

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Is Axon Enterprise an electrifying crisis investment?

Everywhere you look, there seems to be some kind of crisis. Whether economic, health, political, financial, housing, migration or war crises – it seems as if there is no silver lining on the horizon, currently. Would it be condemnable to consider crisis investments that can even profit from such developments?

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Rising Food Protectionism – and a new research report

While people over the last week were scratching their heads over whether cryptocurrencies are a scam with the implosion of the third largest crypto exchange FTX, the world is facing REAL problems. Exports of an estimated 20% of the world’s calories are currently restricted. Food protectionism and nationalism are on the rise. An investigation into this dangerous trend and a new research report due for my Premium Members, on Saturday.

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The last dominos to fall

There is a very high likelihood that most stock market participants will be in the red or even deep underwater so far this year. 2022 is the year of the bear market, right? Well, not quite right! What many don’t believe and can’t explain is why in many cases individual portfolios have actually lost even disproportionately more than the indexes. Today, I’ll show you how the crash proceeded, what you can learn from it, and what you might expect next.

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