smoki99

smoki99

A lot of talk of semiconductor shortage is around. Mostly you hear today: TSMC, ASML, AMD, INTEL, NVIDIA etc. But there are two important producers: Nikon and Canon.... Sure there is also Zeiss, but this delivers to ASML. This is older but you see how the market shares where 2016: www.anandtech.com First clearly ASML, than NIKON and CANON. Think about it,...

smoki99

Positiv lookout for CCL I put in a new position

smoki99

As meantioned before. Credit Cards may benifit this year from higher sending, inflation and intrest rates. So a long is possible, also for MasterCard beside of Visa.

smoki99

Credit Cards may be the hype stock for the second half of this year because of inflation, stores open and maybe higher interest rate. MasterCard seems to have the strongest momentum of all 3 major credit card companies.

smoki99

Higher spend of money caused by Inflation? Higher Intrest rates? The winner is VISA! They earn money when people spend more money and surley profit from higher interest rates. VISA should trending for longer time upwards and be a safe habor right now, to put some money in it? VISA assumes a higher spending: usa.visa.com

smoki99 Updated 

Holding still my Daimler stock, which is stronger than Volkswagen, so the drawdown here maybe only temporary. Upward trend still valid and I hold my position.

smoki99

Daimler is the running champion because of it plans for electric trucks! See the last year stock price development! www.electrive.com www.carandbike.com The will go in production this year! www.sueddeutsche.de MACD turned again positiv and the stock was strong in the weak phase the last 4 weeks. Clear buy!

smoki99

Is Bitcoin a scam? I don't really know, but Nikola is a scam. Lets short this stock instead, to be on the secure side!

smoki99

After the rally in semiconductors we should see a cool down of the rally, but with sustainable higher stock prices till 2022. Then the correction in this sector should be take place. So holding semiconductors or buying dips are possible this year.

smoki99

The weekly chart for HP shows a sell signal. So if you in this stock, it should be an idea to take profit. Sells on PC should be down trending 2021 after successful sells in 2020 til 2021 Q1. Everyone who make/made home office and needed a PC already has some. So no new markets there and PC sold 2020 a lot. this could be the end of the trend.

smoki99

Amazon looks good for a long position. If it stays longer on MA 200 (4h) it should go up to new ATH in this year. Still waiting...

smoki99

After the successful start, a 36$ target can now be possible and starting a new uptrend for this year!

smoki99

Palantir is stronger than expected, but it still doesn't look sustainable. The short side should be stronger.

smoki99

Orange is a clear underperformer to othe telecomication companies. It crazly fast came back after the covid drop but then stay sidewards for many month. It's an high dividend and value stock. I put in a signal if it breaks out on trend channel, then it could develop to a buy... currently I am neutral

smoki99

Hardware Stores boomed the last month (comapre Hornbach and Home Depot). Even this stocks should be trending the next months. It seems to be overheated. MACD shows a negative divergence on Baywa. So an cheaper entry should be possible in the next moths... Waiting for the drawdown

smoki99

In the shadow of Amazon and other e-commerce companies "Cardbox" makers are an interesting investement. Additional prices for wood are rising, which should give higher prices in production and higher margins (profit!!) for the cardbox-makers. So there are a lot of good reasons to having a look in WRK and others to invest. Currently I am waiting for a correction...

smoki99 Updated 

Daewoo Shipbuilding is an interesting investment. It outperforms all the others player in the market since March 2020 With rising demand on new ships and better economic ships are required. Daewoo Shipping could be a good investment

smoki99

Faster than expacted the courses drops down very fast. The alternate side (GOLD) seems to start a upswing, so may attract some investors to switch? (Belive me, there are enough possible Gold/Bitcoin switchers) Because of the fast breakdown, it maybe that 28k will not hold! If the bitcoin trends longer sidewards on 28k... A buy is possible, but now? No...