Feeling uncomfortable with everybody’s darling stocks, my motivation was and still is to find stock ideas with what I call “an own life”. With that I am looking for companies with internal triggers or catalysts which can influence shares positively (almost) regardless of what broader markets do. While I do not believe (for now) in a hefty stock market crash which pushes down all equities, I cannot rule out a nosebleed correction in the tech sector. In search of uncorrelated stock ideas, I spent some time on the Pharma / biotech sector. Halozyme Therapeutics is a seemingly lowly-valued stock. My Premium PLUS members have already received my latest potential-multi-bagger stock idea in an exclusive research report to kick off the year 2025.
Continue readingCategory Archives: investment climate / big picture
Berkshire Hathaway – an inferior stock pick now
Risking to be accused of blasphemy with this Weekly by one or the other Buffett-fan, nonetheless I decided to have a look at the stock of Berkshire Hathaway. Warren Buffett’s investment holding has achieved a tremendous performance and beaten the markets by a wide margin since its inception. However, this was not the case in the younger past. Growth constraints are one reason. But there are quite a few other aspects that do not make this conglomerate appear to be the ultimate must-own stock.
Continue readingWarm-up for 2025 – better expect the unexpected
Despite having done a combined review-and-outlook Weekly already, I decided to write another one with the focus solely on the outlook for 2025. Over the last weeks, I have gathered new ideas, but also brought my thoughts in order during the days that I took off. There are a few other things I wanted to share. What could the next investing year have in store for us?
Continue readingStocks of Dollar Stores – now finally a buy?
This Weekly is an update taking a second look at North American “dollar store” operators Dollar General and Dollarama. After almost exactly to the day two years ago, I featured both names in an analysis concluding that I have sympathies for the businesses as such, but not for their stocks. Something quite interesting has happened since: one stock totally cratered, the other advanced by another 75%. The development could not have been more different! What do both have in store now?
Continue reading2024 Review + 2025 Outlook
As a strongly introverted person, from time to time I like to think things through. Part of this habit is to take a look back at the previous (in this case still running) year which I am doing with this Weekly. In addition, I am going to add my outlook for the coming year from an investment perspective.
Continue readingDrill Baby, drill + new research report “Trump Trade 2.0”
One of the expectations for the second term of president-elect Donald Trump is that “dirty” energy will see a huge revival due to pushing back the strict ESG policies of the current administration. Less wind and solar and back to more oil, gas and coal, maybe with nuclear mixed in. However, despite the perception being that Trump is good for oil and gas producers, the above would be exactly the opposite as more supply means lower energy prices. Will we see aggressive drilling and lower energy prices or shall we prepare for something entirely different? All my members receive my latest stock idea, my second “Trump Trade” which should be a big beneficiary either way.
Continue readingNvidia joined the Dow Jones – a bad omen?
Joining the famous Dow Jones Industrial Average is a prestigious honor. The 30 constituents are the crown jewels of what America offers in stock investments. While not all of the biggest companies are part of the Dow for different reasons, it is safe to say that from an international, outside perspective the Dow is seen as the trophy-collection, containing most of the key blue chips. Recently, Nvidia joined this group. While it could be understood as the final proof of Nvidia’s quality and undisputed standing, historically speaking, this is a clear red flash – a warning that the party could be over soon.
Continue readingIs focus-investing risky?
One of the first principles a new investor stumbles upon is “don’t put all eggs in one basket”. In other words, diversification is said to be the key to investment success. My longer time readers know that I am strictly opposing this approach in its extreme form. The viewing angle might be even the right one – winning by not losing, respectively by minimizing risks – which is also my strategy. However, there’s a material difference between buying blindly a big basket and focussing on a few investments where one has done the homework.
Continue readingStocks and a potential Trump 2.0 presidency + new stock idea
Only about a month until the presidential elections will be held in the US. Depending on the outcome, implications for stock investors and their portfolio composition could be quite different. With the clock ticking, now is a good time to look back at 2016 and to prepare for what’s in store. For my Premium PLUS members, I have dug out a very unconventional idea with the potential to realistically up to 6x in case Donald Trump does indeed win again – with very little dependence on what broader markets could do. On top, there could even be a dividend with a yield of almost 50%.
Continue readingPost the Volatility crash – next leg up? + new stock idea to benefit
Isn’t it amazing how forgetful market participants can be? Not even a full month ago, sentiment was as if the (financial) world were about to implode. Just a week later the panic-induced market losses were already gained back and three weeks later the crowd is smelling new all-time highs again. What I’m concerned about is expectations seem to be that nothing unfortunate will happen again. I have become a bit concerned, as complacency seems to be EXTRAORDINARILY high. In such an environment, small shifts are enough to cause a market panic – there are a few signs to be aware of. And a new stock idea for my members to capitalize on that, too.
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