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?
Continue readingCategory Archives: stocks to watch
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?
Continue readingThe 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.
Continue readingAre 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?
Continue readingIs 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?
Continue readingRising 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.
Continue readingAre evil energy (oil) stocks already priced too ambitiously for a recession?
It is an old wisdom that during a recession cyclical equities in general and energy stocks in special are suffering pretty much. When the economy slows down, the supply and demand imbalance pushes energy prices down, too. Stocks of these “commodity businesses” come under pressure in unison. But is it the same now? Or could we even be in for a surprise to the upside?
Continue readingThe massive power of monopolies – and why Warren Buffett likes them
Who doesn’t know the boardgame Monopoly? What is either boring or very exciting to its players, has an important message for real life investors, like us. In today’s Weekly, we look at the origins of this game, what you can learn for your investment journey and why Warren Buffett likes such structures. By the way, as an investor you should, too!
Continue readingMy latest research report is out!
Like I teasered in my most recent Weekly, where I covered the topic of offshore banking from the perspective of a small private investor, I just published the corresponding research report. I wrote about a company that focussed its business on just that – offshore banking!
Continue readingMyths about offshore banking and a unique stock thereof
If you speak publicly about offshore banking, there is a good chance that you will be suspected or even criminalized. You certainly have something to hide! However, what most people don’t know is that an offshore bank account is perfectly legal. But why does it have a bad reputation then? This and a stock that provides you an investment opportunity (exclusively for my Premium Members) in this sector are today’s topics.
Continue reading