Category Archives: stocks to watch

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InPost – polish highflier transforms Europe’s parcel delivery market

Delivering parcels to so called parcel machines instead of to the door of the receiver is a major growth story. Coming with benefits for all parties, this win-win concept has not only transformed many big (former) state-owned postal businesses by infusing some new growth into them. It has also created a Polish company that has specialized exactly on this business without operating capital-intensive logistics or legacy mail. It is rolling up many European markets full-steam. The last coup: a takeover in the UK, the continent’s biggest e-commerce market. Is InPost’s stock a must-own?

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Curbline Properties – new REIT with huge net cash – a no-brainer buy?

Despite not being primarily a dividend investor myself, I have written one or the other time about shares of this asset class. Quite popular among income investors, REITs offer exposure to the real estate market in an uncomplicated way. They come without the drawback of having to concentrate on a few objects due to high capital requirements (usually debt-financed) and the need to manage them. With Curbline Properties, a new stock has started trading some two weeks ago. What’s so special about this company is that it comes with a huge net cash position, uncommon for REITs. Is it worth a look?

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Stocks 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%.

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VusionGroup – overlooked tech growth story from Europe?

When talking about success stories from the tech sphere, one more likely than not primarily thinks of US companies. While there are a handful of well established big players outside of the US and in addition quite a few ascending, though more locally focussed businesses from Asia and Latin Amerika, too, I must honestly go deep into myself to name two or three European tech success stories of worldwide relevance with a big name, strong growth profile and dominant market position. Among smaller companies, there is a promising candidate to have an eye on – from an unexpected sector.

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Quick profits through short squeezes + new research report

Every (amateur) investor’s dream is to get rich quickly. After a few years in the markets, more experienced investors know this is a naive attitude, most often only good enough to lose money quickly, i.e. the opposite of what was intended initially. However, a suitable strategy which can be mixed into a stock portfolio – especially when searching for uncorrelated ideas – is to look for potential short squeeze targets, given the underlying businesses are not one step away from bankruptcy. A look back at some prominent short squeezes. My members on top receive my latest research report with a potential short squeeze candidate.

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The most profitable, but nearly forgotten online retailer – eBay

Maybe with the exception of the youngest generation, I’m tempted to say that everyone knows eBay. The online retailing dinosaur which was once declared dead due to explosively growing and more modern competitors, is still alive. In fact, it’s even the most profitable such platform. Not noticed by many, its stock has been climbing up to the second-highest point after the separation with PayPal. Time to look at eBay?

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Hangover: Time to buy Brown-Forman?

Who doesn’t know the saying that quality has its price? While I would not necessarily view Jack Daniel’s Whiskey’s as high quality, the parent company Brown-Forman’s stock for long has been seen and valued by the market as such. Shares seemingly knew only one way: slowly, but reliably up. Despite small growth rates and unlike its bottles on the shelves, this high-margin business’ equity was never really on sale – until recently. Is this finally a once in a decade buying opportunity?

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What most investors get wrong about gold stocks + new research report

There are three things the majority of investors fail to understand with regards to gold stocks. The first is gold is NOT THE hedge against inflation and thus gold stocks not even better hedges. The second is with higher gold prices, NOT ALL gold stocks go up exponentially. The third is the evergreen that all gold stocks are heavily undervalued by the stupid market and great buying opportunities. I am going to take these beliefs apart. My Premium PLUS members receive on top my best gold stock idea after I have already had a golden hand with my silver pick (for all my members). If you read until the end, I have a small gift for you.

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Namibia – the new and better Guyana? + new research report

Although ever since the predictions and paroles have been that the world is running out of oil soon, from time to time big new discoveries have been made. Brazil has vast known reserves that could last for 50 years. Offshore the coast of neighboring Guyana, a reservoir of an estimated double digit billion barrels of oil equivalent is being already extracted. There’s a good chance, Namibia, a country in Southwest-Africa, could become the “next Guyana” – maybe even a better one!

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Is the world’s largest publicly traded hedge fund worth a look?

Indeed, there is a publicly traded hedge fund. It is not just a small shack, but it currently even has more assets under management (AuM) than Ray Dalio’s Bridgewater and several times more (!) than other famous names like Citadel or Tiger Asset Management. Is a PE of 10x and a dividend yield of 5% with opportunistic buybacks convincing enough to consider this stock?

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