Category Archives: stocks to watch

Posted on by

Why I stayed away from REITs until now + new research report

Real estate investment trusts have been a favored asset class of many due to enabling property ownership without enslaving oneself with mountains of debt and without betting just on one horse. Other factors like liquidity, the ability to sale fractions of your ownership and often great shareholder returns have been other arguments. I was avoiding them on purpose – but there’s a sub-sector that could be interesting just right now.

Continue reading →
Posted on by

Update to my first silver Weekly + new research report

Almost exactly a year ago I published a Weekly with the question whether it was the right time back then to buy silver. I rather referred to silver in physical form, respectively via ETFs which hold it in physical form, as I had difficulties in finding an investable stock of a producer that fit my strict quality filter. This industry is still a mess, as many miners are actively destroying shareholder value and / or are having difficulties with their costs, but also declining reserves.

Continue reading →
Posted on by

Why you should prefer low-cost commodity producers + new research report

While my statement from the headline might sound as obvious as brushing teeth each day, there are indeed also proponents of buying shares of companies that have among the worst economics – not the best. This is then justified by a higher operating leverage, should commodity prices rise, due to then disproportionately higher improvements in the financial statements. Here’s what you should know.

Continue reading →
Posted on by

A silver lining for Argentina? A look at YPF + new research report

Argentina is mainly known as a nation being in perpetual crisis mode. Besides beef, wine and tango, among the first thoughts that likely come to one’s mind are debt, economic hardship and hyperinflation. Needless to say that in such an environment you won’t find a booming economy. However, many Argentine stocks or those with a vast exposure to this market, have been rising over the last months. Is a (massive) turnaround in sight?

Continue reading →
Posted on by

Deep Dive into Offshore Energy Drilling – coming back from the near-dead + new research report

Not only being one of the most cyclical, but also most hated energy sub-sectors, offshore drilling has been a secure investment grave for the last nearly 15 years. There is barely any investment topic where you could have sunk money more reliably. However, there are really interesting developments that make it worthwhile to risk a look into it, again. Especially, as along as it is perceived a no-go area for ESG-promoters – although offshore drilling tends to be the best choice in this regard.

Continue reading →
Posted on by

Could Apple’s Vision Pro be a better investment than Apple’s stock?

Last week, on its yearly Worldwide Developer Conference, Apple finally presented an entirely new device – the Apple Vision Pro. It was the first new product presentation since 2016, when Apple introduced the wireless AirPods. Others say since 2015 (Apple Watch), as the AirPods are “only an accessory” and unusable solely on their own. No matter since when, the question to answer is: Will the Apple Vision Pro propel Apple’s stock into new dimensions? Or is there maybe even an unconventional way to benefit from this new product as an investor?

Continue reading →
Posted on by

Will MP Materials solve the Western dependency on rare earths from China?

When talking about rare earths, most people likely think of China and its dominant position in this commodity sub-sector. Sometimes you will also hear about a “monopolistic position” of China. As we know, rare earths are critical for our modern lifestyles due to being key ingredients which are needed for high-tech electronics as well as for everything that is being moved physically with high efficiency by electricity. MP Materials is in the midsts of establishing a fully vertically integrated facility in the US. Is this the key to achieve independency from China?

Continue reading →
Posted on by

Will Philip Morris split itself, soon?

Company transformations and separations are not an uncommon occurrence. The goal of so-called spin-offs is to grow by shrinking first. Such special situations can create shareholder value that is uncorrelated to broader markets. Over the past days, I started to think through possible coming spin-offs. The iconic Marlboro maker Philip Morris came to my mind, as it could slowly start to make sense for them to start a divorce to focus on their growing business unit, throwing off ballast and cashing out, soon.

Continue reading →
Posted on by

Is the stock of M&T Bank the best pick among regional US-banks?

After the first wave of banking collapses last March and some subsequent calming down, the last few weeks have again been dominated by fears about who’s next. The California based First Republic Bank was the next to fall. Its assets were sold to JPMorgan. Stocks of other regional banks got hammered by even 50% in single trading days, as if this were nothing unusual. The search for the next victim is running. M&T Bank so far held up rather well (and managed to stay under the radar). Is it worth a closer look?

Continue reading →
Posted on by

Have you missed the best stock of the last 25 years? Here’s a second chance!

Last week, I wrote about missed opportunities and their lasting impact on me. Actually, they hurt me more and stay with me longer than realized losses where I have taken my lessons learnt. Today, I want to discuss one of the most successful – if not even THE most successful – stock(s) of the last quarter-century. Nearly self-explanatory, this was a somewhat surprising business development that many (including me) have missed. Is there maybe a second chance?

Continue reading →