Category Archives: stocks to watch

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RTL Group: Is the 15% dividend worth a look?

Everyone knows linear tv is in perpetual decline. Less and less people are watching traditional television — many do not even own a tv anymore. Streaming services have grown in popularity and taken market share. Germany’s biggest private radio and television conglomerate, RTL Group, is in the midst of a turnaround by pushing its own streaming service, but also by expanding sports live broadcasts. What might lead to raising eyebrows is the company has declared a dividend yielding 15%. Could this be the ultimate contrarian play?

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Will NextNav multi-bag through terrestrial GPS?

Practically anyone knows and, at least occasionally, uses GPS — the Global Positioning System — to navigate from one point to another. GPS is an American solution that relies solely on a satellite-based connection, but it comes with certain physical limitations. It can also be spoofed or disrupted, potentially leading to massive damages in the economy, but also other areas like safety, emergency, and the military. NextNav is a small company where the core thesis is to bring terrestrial GPS as a backup solution to the U.S. — exclusively and on existing infrastructure. Is the stock a potential multi-bagger in plain sight?

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Positioned to not get wracked by a second inflationary wave

Due to the current circumstances, in this edition I am writing a more holistic and strategic weekly. It differs from what I am else publishing. Instead of discussing one concrete stock and aiming to be more or less precisely right with my directional call, my focus here lies on sharing my thoughts. Some of them might be in an early stage, necessitating more research, but also a wait-and-see observative approach. I am giving insights into sectors and ideas I have regarding where to have an eye on, but also where caution might be the better choice.

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Does Cochlear Ltd. sound promising after a 50% drop?

The hearing-loss market is concentrated with a few companies pulling the strings. In the sub-segment of severe to profound hearing loss, the Australian company Cochlear Ltd. is the undisputed leader with a market share of more than 60%. Between 2005 and 2024, the stock 14-bagged, generating stellar returns for shareholders. Since then, however, shares dropped 50% in just two years, culminating in a 20% washout in one day after the recent results. A bit surprising for a dominating leader operating in a stable market with rising demand. Is the stock a crystal-clear opportunity or why the deafening silence from buyers?

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A look at Magnum Ice Cream after the spin-off

In December 2025, or two months ago, consumer giant Unilever spun off its ice-cream division. Despite still holding ~20% of stock of “The Magnum Ice Cream Company”, as the new entity is called, it will now be responsible on its own. It is a relatively big separation — TMICC has a market cap of 8 billion EUR. Unlike food in general and high-carb and -sugar in particular, ice cream has weathered the challenges of the sector even very well. That’s why I am checking now the stock of The Magnum Ice Cream Company, after full-year results have been published.

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Investing in Jim Cramer with this stock?

Jim Cramer, the popular and famous CNBC commentator, is airing in prime time with his financial program on US television. He is notoriously known for his predictions and calls on various investments. The energetic host of “Mad Money” with the rolled-up sleeves is highly engaged in discussing breaking news, reporting about company earnings, and of course giving his stock tips. While his track record includes both triumphs and missteps, Cramer’s unfiltered insights remain a staple for many investors. Those who don’t want to invest WITH him, can invest IN him — with a stock.

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Planet Fitness: Beneficiary of the weight-loss boom?

One of the booming (and at the same time a bit annoying) themes at the moment is weight-loss. Practically no day without such headlines. What in the past was a combination of a relatively clean diet paired with frequent activity to stay in shape, today seems to have shifted towards wonder drugs to do the job. Of course genetics also play a role, but broadly speaking this was the formula. In my view going to “the gym” is unlikely to be replaced by weight-loss drugs, no matter how much space they occupy in the news. To the contrary, Planet Fitness is an interesting case to have an eye on.

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Reading the tea leaves of Associated British Foods + new research report

Despite my negative view on food and beverage stocks, I have not given up. Associated British Foods, or ABF in brief, appears to offer one of the better setups on the menu. The maker of Twinings Tea is still family-controlled and it has a clean balance sheet. These two points alone dramatically differentiate it from other troubled competitors. However, ABF itself isn’t free of challenges either. Its “defensive” stock last week collapsed after a disappointing trading update. In this weekly, I take a look at ABF, as there’s a potential catalyst on the horizon. Good news for all my paid-members: I’ve finally found a food stock checking my boxes. My first member eggs-clusive research report for 2026 is out of the cage.

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Can this company achieve what hasn’t been done in 20 years?

Everyone is aware of tobacco / cigarette companies and their stocks. For many investors, these are absolute core investments for their stability and high dividends. Against all negativity and a shrinking pool of smokers, tobacco companies managed to survive and thrive. Almost a year ago, my Premium PLUS members received an exclusive report from me with an idea with ties to this sector — but from an entirely different viewpoint. I am making this case public now, discussing the rollercoaster that’s behind us, but also what’s ahead of us.

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Investing in stocks of bankrupt companies + new research report

Investing in stocks of companies that went bankrupt, seriously? Seriously! What at first sounds like a recipe for disaster, indeed can be a lucrative endeavor. A bankrupt company is not the same as the ceasing of operations. Indeed, often it is even the case that companies go into bankruptcy restructuring while everyday operations continue. This area can be a great treasure trove to fish for potential multi-baggers where others don’t bother due to negative associations. A premier on Financial Engineering: My Premium PLUS members receive my latest stock idea – a pick that recently emerged from bankruptcy – with the potential to multi-bag.

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