Opinion
Friedrich Vorwerk – The Hidden Champion of the Energy Transition
Teamviewer: Could America's New Factories Digitally Upgrade!
The stock of Teamviewer (i) has caught my attention because it shot back up immediately after the customs...
Rocket Lab (i) receives hypersonic major contract. Return to the 30 USD mark possible
Rocket Lab (i) will conduct a hypersonic test flight in 2026 as part of the 1.45 billion USD program...
Hypoport: The Undisputed Winner of the Interest Rate Decline and Housing Construction Offensive!
A major topic in the German market is the return of economic growth and significantly more construction...
ResMed Gains Additional Competitive Advantages Thanks to High Tariffs
ResMed (RMD) has established itself as a market leader in the treatment of chronic respiratory diseases...
Musk Intervenes When Systems are Emerging – and Lets go When They are Flourishing.
Elon Musk is often criticized for doing too much. But in fact, this is exactly his greatest strength....
4 Reasons why Intuitive Surgical is set to Take off With new Tariff Deals
Intuitive Surgical (ISRG) is one of my favorites among growth stocks, should a relaxation in the trade...
Porsche Becomes a Value Stock With Over 5% Dividend Yield. Top Beneficiary Once car Tariffs Drop!
The stock of Porsche (WKN PAG911) has been hit hard in recent months. However, the price level for the...
Badger Meter Represents a Buying Opportunity With low Tariff Risk
In the current earnings season, I am particularly looking at companies where US import tariffs have no...
LVMH: An Attractive Buying Opportunity
The current episode of weakness at LVMH (Euronext Paris: MC) presents a good entry opportunity for long-term...
TJX Companies: The Retailer Could Be an Interesting Hedge in the Trade War!
TJX Companies (NYSE: TJX) features a unique business model: the company purchases high-quality overstock...
I'm Convinced That the Stock of the Waste Disposal Company Casella Waste Systems Will Continue to Rise in the Long Term!
Casella Waste Systems operates in a strong growth market, with the USA having led the waste ranking...
AMD in Turnaround Mode: Here's why the Significant Drop in the Share Price Represents a Strategically Good Buying Opportunity!
After the recent drop in the share price, the AMD stock is increasingly presenting a plausible entry...
Sto Vz is my Favorite for the Housing Construction Boom!
In the German stock market, one of the major comeback stories is lurking among the residential construction...
Here's why PayPal is Worth a Look in the Medium Term!
In the fourth quarter, PayPal (i) managed to increase the number of active accounts again (reaching approximately...
Interactive Brokers: Profit-Taking Presents a Buying Opportunity Given Several Records!
Pullbacks in Interactive Brokers (IBKR) are, in my opinion, buying opportunities, as growth continues...
HubSpot Remains a Favorite Among US Software Stocks
HubSpot (HUBS) is once again an attractive buying opportunity after the 35% pullback from its all-time...
Verve Therapeutics (VERV) - Gene-Based Revolution in Cholesterol Treatment on the Brink of a Breakthrough?
I am optimistic about the recent clinical successes at Verve Therapeutics! The Phase 1b results of...
Five Reasons why I am Still Convinced by 2G Energy!
The stock of 2G Energy (i) (WKN A0HL8N) is currently one of my favorite small-cap stocks in the German...
Novo Nordisk is Receding – but the Comeback Potential is Great
Novo Nordisk has recently had setbacks - disappointing study results and the growing success of Eli Lilly...
Altria: A Solid Protection Against Trump's Tariffs
The Altria Group (NYSE: MO) is a holding company that engages in the manufacture and sale of tobacco...
GOLD - A Brilliant Growth Story With Record Potential by the End of 2025!
I am convinced that gold continues to be on a remarkable upward trend. I consider Goldman Sachs ' forecast...
Dell Technologies: Temporary Relief in Tariff Conflict Positive in the Short Term
Dell Technologies (DELL) is one of the top beneficiaries of the 125% US tariffs exemption against China....
Digital Policy is Power Policy. Ionos is the Top Beneficiary of Germany's Pursuit of Digital Sovereignty!
I followed with interest the perspectives on "Digital" in the new coalition agreement. The Union and...