smoki99

smoki99

Hamburger Hafen is an important sea port in germany, which is available as a stock! With booming ship and basic material markets and containers, this can benifit from the new starting economy. Additional as a Infrastructural Real Estate it is also well protected against inflation risks.

smoki99

With Change of CEO and general market situation, it's equipment could me more in demand in building future (low-end) semicoductor factories. A sepeculative buy of this stock.

smoki99

Air Liquide is a french hydrogen company, that is already profitable and not that overhyped like PLUG... Currently in a sidward channel, it may be possible to get it cheaper in the buy zone. On watch list for possible future investements...

smoki99

See Graham Value is above the current stock price (yellow) And the book value is above too! Why is this so? Porsche Holding: www.porsche-se.com Holding 53% of Volkwagen (VOW) stock, which has raised very steep in the last month. But the holding didn't raised as same on the stock market, since it is not directly listed in major indexes and not as popular in...

smoki99

a short analysis of another uran stock, maybe a buy?

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10 years ago, there was a boom in potash: www.nasdaq.com With rising prices in crops, it may happen again?! If we have a super cycle: www.mining.com Potash sanctions on belarus, may effect the price positivly: www.reuters.com This espacially may effect K+S as alternativ company in the EU. So there a good portion of fundamentals, which may give this stocks a grow...

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Thyssen Krupp fall down on the current sidewards channel, which may be a bull trap and an oportunity to buy right now. MACD turned positiv today, which signals a buy. Steel is in high demand right now and other products. In the mid/long range inflation, should give Thyssen better prices for it steel. Embargo against europeans steel may fall: ...

smoki99

With the merger to Warner Brother Discovery this stock can go up till 55$ and more in this year. money.cnn.com According to finance yahoo 43$ should be avarage: finance.yahoo.com Wells Fargo overweight to 46$: pulse2.com So there are good reasons to see a recovery soon. I try to enter a long position here.

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With investing in fraport, it should still be possible to benefit from the end of covid-19. Europe lagging behind, but will also recover soon. Please be aware, that fraport also owns (or partital) owns a lot of airports. So you not only investing in germany, but several airports around the world. As an infrastructur (with kind of monopol) and being a real...

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Mining stocks raised very high and often overvalued right now, because of the current high prices on commodities. Recycling seems not be in focus of most investors (since mining is the more traditional inflation protection...), since recycling is a newer market to gain commodities and overlooked (espacially by the common ETF investors). Biffa is a growing...

smoki99

Reits shouldn't be affected negativly (but mostly positv) by inflation. There is no reason,why this stock should be valued that low, right now as economy starts, it should go back to old profits in the next half year or so. I will try to get in a invest, when the next drawdown may come.

smoki99

COLD are REITs providing warehouses for cooled supply of products. In many ways this is a good investement for an inflation scenario: If prices rising, the prices for rent can also rised. More companies want to pile up their stock to protect them from price raises, which can attract new costumers or make them willing to pay more. I will try to catch an...

smoki99

Europcar as a leading car rental service is still in huge problems with the pandamic. But even bankrupt Hertz survived and europcar possible also. Hertz has only made a huge rise in the last month, because US is ahead of europa 2-4 month. But also europe already vaccinates and normal life and travel will begin soon. So Europcar is a speculative bet. Ensure that...

smoki99

ANF touched the lower bandwith of the uptrend... Speculative long position was opened with only 1% risk

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Abercrombie is very strong the last month and established a good upward trend.

smoki99

Uranium price is rising from a all time low and so companies in this business now have a brighter outlook in the future. Currently there is enough uranium produced to fulfill the demand till about 2025, after this a shortage may happen (if mines not invest or enlarge their capacities) With Camecon large enough they could possible increase their output and...

smoki99

Gazprom breaks out of his sideward channel very strong. It may soon target old highs pre corona pandemic. Very important news here: www.dw.com And there seems to be also movement towards russia: time.com So a opportunity cloud be that russia can move more western... but nothing is sure in that case. The nord stream 2 action from Biden is in my eyes an offer to...

smoki99

Morphosys aquire constellation: www.businesswire.com As usually, the stock price of the buying company falls down as we see here: www.investopedia.com Often after the drop, when the merger is successful, the stock may rise. Morphosys comes on Watchlist for a entry, for a speculative rebound!