Podcast episode 71 "Buy High. Sell Low."

Subscribe to the podcast to get nuclear power plants back on the grid in Germany. Inshallah.

00:00:00 20 power stocks for AI: Constellation Energy, Rolls-Royce, Schneider Electric, Siemens Energy, Cameco, Fluor Corporation, Vistra Corp, RWE, GDF Suez, Enel, Flowserve, Uniper, Crane Co, Quanta Services, MasTec, Legrand, Emerson Electric, Eaton Corporation, Uranium Energy, VanEck Uranium and Nuclear Technologies ETF A3D47K

39:30 Watchlist Max: Fluor Corporation, Schneider Electric, Quanta Services, MasTec, Legrand, Eaton Corporation

00:41:00 AMD

01:10:00 Apple

Spotify

https://open.spotify.com/episode/08XzNKA3nuiMlpcz9BYixB?si=qhG3ie7ETXm8O20VPEsp_w

YouTube

https://youtu.be/6olb6fp5AbQ

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-72-20-stromaktien-f%C3%BCr-ki-amd-apple/id1695869891?i=1000684571374

#podcast
#spotify
$SPOT (+0,53 %)
$UEC (+0,21 %)
$CCO (+0,87 %)
$SIEMENS
$ENR (+4,02 %)
$RWE (-0,95 %)
$UN0 (-0,4 %)
$EOAN (-0,14 %)
$AAPL (-0,39 %)
$AMD (+0,99 %)
$INTC (-0,68 %)
$NVDA (+3,91 %)
$VST (+2,75 %)
$FLR (-0,02 %)
$SU (+1,58 %)
$QNTA
$MTZ (-0,32 %)
$F1LS34
$CR (+0,32 %)
$LR (+0,78 %)
$STZ (+0,79 %)
$EMR (+2,21 %)
$ETN (-0,04 %)

⬆️⬆️⬆️

- GOLDMAN raises the price target for SIEMENS ENERGY from EUR 56 to EUR 60. Buy. $ENR (+4,02 %)

- BARCLAYS raises the target price for MERCEDES-BENZ from EUR 48.50 to EUR 50. Underweight. $MBG (-1,2 %)

- JEFFERIES upgrades SMA SOLAR from Hold to Buy and raises target price from EUR 14 to EUR 20. $S92 (-0,34 %)

- GOLDMAN raises the price target for DEUTSCHE BÖRSE from EUR 226 to EUR 231. Neutral. $DB1 (+0,37 %)

- BOFA upgrades BBVA from Neutral to Buy and raises target price from EUR 11 to EUR 13. $BBVA (-0,38 %)

- WARBURG RESEARCH upgrades FUCHS SE from Hold to Buy. Target price EUR 50. $FPE

- GOLDMAN raises the price target for FLATEXDEGIRO from EUR 17 to EUR 18. Buy. $FTK (-0,24 %)

- BERENBERG raises the target price for IBERDROLA from EUR 12.30 to EUR 14. Hold. $IBE (-0,51 %)

- JEFFERIES upgrades PVA TEPLA from Hold to Buy and raises target price from EUR 12 to EUR 19. $TPE (-0,25 %)

- JEFFERIES raises the price target for FRIEDRICH VORWERK from EUR 23 to EUR 30. Hold. $VH2 (+0 %)

- JEFFERIES raises the price target for ZEAL NETWORK from EUR 45 to EUR 58. Buy. $TIMA (-0,22 %)

- JEFFERIES raises the price target for ADESSO from EUR 75 to EUR 85. Hold. $ADN1 (-0,4 %)

- JEFFERIES upgrades NEL from Underperform to Hold. Target price NOK 3. $NEL (+0,16 %)

⬇️⬇️⬇️

- BERENBERG lowers the price target for RWE from EUR 46.50 to EUR 42. Buy. $RWE (-0,95 %)

- GOLDMAN lowers target price for EON from EUR 17.50 to EUR 17. Buy. $EOAN (-0,14 %)

- HAUCK AUFHÄUSER IB downgrades AIXTRON from Buy to Hold and lowers target price from EUR 26.40 to EUR 13.80. $AIXA (-0,73 %)

- METZLER lowers the price target for DWS from EUR 41 to EUR 40.50. Hold. $DWS (+0,34 %)

- GOLDMAN lowers the price target for ASTRAZENECA from GBP 159.55 to GBP 155.58. Buy. $AZN (+0,4 %)

- TD COWEN downgrades STMICRO to Hold. Target price EUR 24.50. $STM (-1,21 %)

- JPMORGAN downgrades CONSTELLATION BRANDS to Neutral. Target price USD 203. $STZ (+0,79 %)

- JEFFERIES lowers the price target for DOCMORRIS from CHF 65 to CHF 39. Buy. $DOCM (-0,41 %)

- JEFFERIES lowers the price target for ATOSS SOFTWARE from EUR 112 to EUR 108. Hold. $AOF (-0,27 %)

- JEFFERIES lowers the price target for JENOPTIK from EUR 34 to EUR 29. Buy. $JEN (+0,23 %)

- JEFFERIES lowers the price target for KONTRON from EUR 29 to EUR 27. Buy. $KTN (-0,23 %)

- JEFFERIES lowers the price target for SILTRONIC from EUR 95 to EUR 90. Buy. $WAF (-0,77 %)

- JEFFERIES downgrades VERBIO from Buy to Hold and lowers target price from EUR 22 to EUR 11. $VBK (-0,54 %)

- JEFFERIES downgrades SGL CARBON from Buy to Hold and lowers target price from EUR 9.50 to EUR 4.40. $SGL (+0,33 %)

⬆️⬆️⬆️

- EXANE BNP raises the price target for ALLIANZ SE from EUR 271 to EUR 295. Underperform. $ALV (-0,13 %)

- BARCLAYS raises the target price for AIRBUS from EUR 166 to EUR 200. Overweight. $AIR (-0,19 %)

- UBS raises its price target for SAP from EUR 237 to EUR 283. Buy. $SAP (+0,36 %)

- BERENBERG raises the price target for LVMH from EUR 695 to EUR 720. Buy. $MC (-0,01 %)

- EXANE BNP raises the target price for MUNICH RE from EUR 550 to EUR 560. Outperform. $MUV2 (+1,89 %)

- RBC raises the target price for SIEMENS from EUR 205 to EUR 225. Outperform. $SIE (+0,7 %)

- CITIGROUP raises the price target for STELLANTIS from EUR 12.40 to EUR 13. Neutral. $STLA

- KEPLER CHEUVREUX raises the target price for DOUGLAS from 28.60 EUR to 29.90 EUR. Buy. $DOU (-0,05 %)

- CITIGROUP raises the target price for DWS from EUR 43 to EUR 44.70. Buy. $DWS (+0,34 %)

- CITIGROUP raises the price target for FRAPORT from EUR 62 to EUR 72. Buy. $FRA (-0,27 %)

- UBS upgrades AMADEUS IT from Neutral to Buy and raises target price from EUR 67 to EUR 80. $AMS (-0,13 %)

- DEUTSCHE BANK RESEARCH raises target price for PHILIPS from EUR 25 to EUR 26. Hold. $PHIA (+0,24 %)

- DEUTSCHE BANK RESEARCH raises the target price for MAN GROUP from GBP 2.65 to GBP 2.75. Buy.

- GOLDMAN raises the target price for RIO TINTO from GBP 67 to GBP 73. Buy. $RIO (-0,63 %)

- JEFFERIES raises the price target for SIEMENS ENERGY from EUR 31 to EUR 50. Hold. $ENR (+4,02 %)

- RBC raises the target price for SCHNEIDER ELECTRIC from EUR 195 to EUR 210. $SU (+1,58 %) Underperform.

- EXANE BNP upgrades HANNOVER RÜCK from Neutral to Outperform and raises target price from EUR 265 to EUR 285. $HNR1 (+0,8 %)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for NOVO NORDISK from DKK 1000 to DKK 900. Buy. $NOVO B (+1,38 %)

- BOFA lowers the target price for RWE from EUR 44 to EUR 42. Buy. $RWE (-0,95 %)

- JPMORGAN lowers the price target for NETFLIX from USD 1010 to USD 1000. Overweight. $NFLX (+0,91 %)

- MORGAN STANLEY lowers the price target for SYMRISE from EUR 137 to EUR 130. Overweight. $SY1 (-0,58 %)

- KEPLER CHEUVREUX lowers the target price for REDCARE PHARMACY from EUR 145 to EUR 138. Hold. $RDC (-1,27 %)

- WARBURG RESEARCH lowers the target price for BECHTLE from EUR 51 to EUR 45. Buy. $BC8 (-1,03 %)

- STIFEL downgrades WACKER CHEMIE from Buy to Hold. $WCH (-0,78 %)

- RBC lowers the price target for DAIMLER TRUCK from EUR 55 to EUR 51. Outperform. $DTG (+0,06 %)

I still don't have any electricity shares in my portfolio ☹️, although I find the energy sector, especially electrical energy, very exciting and promising. In view of the trend towards electromobility and global digitalization, this sector could offer enormous potential.

The only share I have had on my radar for a few months now is Terna, the leading Italian grid operator. The company operates one of the largest electricity transmission grids in Europe and is benefiting directly from the growing need for modern infrastructure and expansion. Despite this, I haven't yet made up my mind to get involved, perhaps because I'm still unsure whether now is the right time or whether there are more attractive alternatives? 😭

I think that investing in electricity shares would not only be an interesting addition to my portfolio, but also an opportunity to benefit from the growth of the energy sector in the long term. In addition to Terna, companies such as RWE, NextEra Energy, Siemens Energy or Brookfield Renewable Partners would also be exciting.

Has anyone taken a closer look at this topic? I am particularly interested in the power generators with the highest efficiency. I.e. away from the ESG hype. Which shares do you have on your radar? What could be interesting and promising for the future?

$TRN (+0,01 %)

$RWE (-0,95 %)

$NEE (+0,41 %)

@Tenbagger2024

$ENR (+4,02 %)

What do you think of $RWE (-0,95 %) and $EVK (+0 %) ?

Both shares have been beaten up properly, pay a good dividend and could also achieve a turnaround with the new German government (assuming the German economy makes it out of the hole).

I look forward to the comments and different opinions 😊

Analyst updates, 02.12.24:

⬆️⬆️⬆️

- EXANE BNP upgrades NOVO NORDISK to Outperform. Target price DKK 930. $NOVO B

- HSBC upgrades LVMH to Buy. Target price EUR 727. $MC (-0,01 %)

- WARBURG RESEARCH raises target price for MTU from EUR 278 to EUR 297. Hold. $MTX (+0,64 %)

- GOLDMAN raises the price target for VISA from USD 324 to USD 347. Buy $V (+0,19 %)

- DEUTSCHE BANK RESEARCH upgrades BASF from Hold to Buy and raises price target from EUR 50 to EUR 55. $BAS (-0,15 %)

- DEUTSCHE BANK RESEARCH upgrades BURBERRY from Hold to Buy and raises target price from GBP 8.60 to GBP 11.80. $BRBY (+0,68 %)

- GOLDMAN raises the target price for AROUNDTOWN from EUR 2.90 to EUR 3.70. Buy. $AT1 (+0,39 %)

- GOLDMAN downgrades TOAST from Buy to Neutral and raises target price from USD 34 to USD 45. $TOST (+0,24 %)

- HSBC upgrades HERMES to Buy. Target price 2500 EUR. $RMS (-0,23 %)

- MORGAN STANLEY upgrades ZEBRA TECH to Equal-Weight. Target price 400 USD. $ZBRA (+0,5 %)

- JPMORGAN upgrades AIR LIQUIDE from Neutral to Overweight and raises target price from EUR 161 to EUR 195. $AI (-0,31 %)

- JPMORGAN raises target price for PUMA SE from EUR 44 to EUR 47. Neutral. $PUM (+1,92 %)

⬇️⬇️⬇️

- GOLDMAN lowers the price target for MASTERCARD from USD 563 to USD 557. Buy. $MA (+0,76 %)

- WARBURG RESEARCH lowers the price target for AIXTRON from EUR 26 to EUR 24. Buy. $AIXA (-0,73 %)

- METZLER lowers the price target for WACKER NEUSON from EUR 14.50 to EUR 14. Hold. $WAC (-0,32 %)

- DEUTSCHE BANK RESEARCH downgrades K+S from Hold to Sell and lowers target price from EUR 9.75 to EUR 9.50. $SDF (-0,73 %)

- BERENBERG lowers the price target for BP from GBP 4.70 to GBP 4.40. Hold. $BP. (+0,42 %)

- RBC downgrades IBERDROLA from Outperform to Sector-Perform. Target price EUR 14 $IBE (-0,51 %)

- RBC lowers the price target for RWE from EUR 52.50 to EUR 45.50. Outperform. $RWE (-0,95 %)

- JPMORGAN lowers the target price for ORSTED from DKK 460 to DKK 430. Neutral. $ORSTED (-3,63 %)

- JPMORGAN lowers the price target for ADIDAS from EUR 275 to EUR 266. Overweight. $ADS (+0,71 %)

- JPMORGAN lowers the price target for LVMH from EUR 685 to EUR 650. Neutral. $MC (-0,01 %)

- JPMORGAN lowers the price target for HUGO BOSS from EUR 43 to EUR 42. Neutral. $BOSS (-0,4 %)

Analyst updates, 25.11.

⬆️⬆️⬆️

- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (-0,01 %)

- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (-0,18 %)

- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (+4,02 %)

- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+0,84 %)

- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+0 %)

- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (+1,12 %)

- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (-0,09 %)

- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (-0,82 %)

- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+0,39 %)

- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+0,06 %)

- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+0,33 %)

- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN

- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (-0,5 %)

- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (-2,32 %)

- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (+0,37 %)

- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (+0,64 %)

- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (+0,46 %)

- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (-0,36 %)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (-0,88 %)

- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-0,66 %)

- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (-3,63 %)

- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (+0,39 %)

- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (+0,27 %)

- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (-1,4 %)

- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (-0,31 %)

- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (-0,95 %)

Analyst updates, 22.11.

⬆️⬆️⬆️

- WARBURG RESEARCH raises the price target for SYMRISE from EUR 115 to EUR 116. Hold. $SY1 (-0,58 %)

- HAUCK AUFHÄUSER IB upgrades SECUNET from Hold to Buy and raises target price from EUR 102 to EUR 123. $YSN (-0,62 %)

- CITIGROUP raises the price target for ALSTOM from EUR 22 to EUR 26. Buy. $ALO (-2,32 %)

- BERENBERG upgrades BRENNTAG from Hold to Buy. Target price EUR 76. $BNR (-0,41 %)

⬇️⬇️⬇️

- WARBURG RESEARCH lowers the price target for PROSIEBENSAT.1 from EUR 8 to EUR 6.50. Hold. $PSM (+0,59 %)

- WARBURG RESEARCH lowers the price target for RTL from EUR 40 to EUR 34. Buy. $RTLL (-0,09 %)

- LBBW lowers the price target for LANXESS from EUR 29 to EUR 28. Buy. $LXS (-1,29 %)

- HAUCK AUFHÄUSER IB lowers the price target for CTS EVENTIM from EUR 107 to EUR 105. Buy. $EVD (-0,66 %)

- HAUCK AUFHÄUSER IB lowers the price target for BEFESA from EUR 38 to EUR 35. Buy. $BFSA (+0,34 %)

- BERENBERG lowers the target price for RENK from EUR 35 to EUR 33. Buy. $DE000RENK730 (-0,58 %)

- UBS lowers target price for RWE from EUR 49 to EUR 45. Buy. $RWE (-0,95 %)

Bet on a CDU election victory in Germany

Well, it is foreseeable that the sceptres in our country will soon be realigned again. In the course of this, the losers ($MMK (-0,6 %) ) can be replaced by potential winners.

In this context, the shaken energy companies in particular should have more lucrative prospects again thanks to the influence of the lobby. For this I have chosen RWE $RWE (-0,95 %) for this.

Here are the reasons:

• In the wake of the shaken economic situation, particularly due to high energy prices (especially grid fees), there should probably be relief for large-scale industry in order to avoid further migration.
• The energy transition should no longer be seen as primarily necessary. It is therefore logical to conclude that the coal phase-out should be called into question once again in order to temporarily secure jobs and avoid overburdening lignite regions and the federal budget for restructuring programs.
• Furthermore, a potential government is currently showing little ambition for a possible return to nuclear energy, as a result of which coal and gas energy sources will logically continue to be of essential importance for the business location, which is likely to be in the interests of the lobby.
• In addition to this, RWE is showing particular ambition in the restructuring of the business area, which can therefore be seen from the fact that the operating margin is growing massively as renewable energy sources increase.
• The expansion into markets outside Germany and the EU is aggressive, which should allow them to benefit massively from various national subsidies.

In general, the prospects on the energy market for suppliers/producers are likely to improve again in the future as the Russia-Ukraine conflict eases, which in turn could make cheap raw material imports from Russia a reality again.

State shareholdings for potential loss-making transactions by corporations are also deeply rooted in the CV of the Christian Democrats, which is why the loss potential is likely to be very much in line with expectations.

Rising share prices with a target of €40-45/share and rising dividends are a pretty safe bet, in my personal opinion. (Tranche 1/3)

Analyst updates, 14.11. 👇🏼

⬆️⬆️⬆️

- JEFFERIES raises the price target for TESLA from USD 195 to USD 300. Hold. $TSLA (+1,19 %)

- WARBURG RESEARCH raises the price target for INIT from EUR 49.50 to EUR 53. Buy $INIT

- WARBURG RESEARCH raises the price target for DEUTSCHE BANK from EUR 21.10 to EUR 21.30. Buy. $DBK (+0,65 %)

- DEUTSCHE BANK RESEARCH raises the price target for AUTO1 from EUR 11 to EUR 12. Buy. $AG1 (-0,06 %)

- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS ENERGY from EUR 43 to EUR 52. Buy. $ENR (+4,02 %)

- BERENBERG raises the price target for SCOUT24 from EUR 83 to EUR 110. Buy. $G24 (+0,03 %)

- GOLDMAN raises the target price for RIVIAN from USD 10 to USD 12. Neutral. $RIVN (+0 %)

- GOLDMAN raises the price target for MOLLER-MAERSK from DKK 12000 to DKK 12300. Neutral. $MAERSK B (+0,02 %)

- UBS raises the price target for CISCO from USD 55 to USD 62. Neutral. $CSCO (+0,2 %)

⬇️⬇️⬇️

- WARBURG RESEARCH downgrades PORSCHE SE from Buy to Hold and lowers price target from EUR 60 to EUR 36. $PAH3 (-1,65 %)

- WARBURG RESEARCH lowers the price target for EXASOL from EUR 6.30 to EUR 6. Buy. $EXL (-0,35 %)

- WARBURG RESEARCH lowers the price target for BRENNTAG from EUR 75 to EUR 69. Buy. $BNR (-0,41 %)

- WARBURG RESEARCH lowers the price target for INFINEON from EUR 43 to EUR 39. Buy. $IFX (-0,84 %)

- DEUTSCHE BANK RESEARCH lowers the price target for VERBIO from EUR 20 to EUR 17. Hold. $VBK (-0,54 %)

- DEUTSCHE BANK RESEARCH lowers the price target for JENOPTIK from EUR 45 to EUR 39. Buy. $JEN (+0,23 %)

- DEUTSCHE BANK RESEARCH lowers the price target for ELRINGKLINGER from EUR 6 to EUR 4.50. Hold. $ZIL2 (-0,28 %)

- DEUTSCHE BANK RESEARCH lowers the price target for BAYER from EUR 29 to EUR 23. Hold. $BAYN (-0,69 %)

- HAUCK AUFHÄUSER IB lowers the target price for SAF-HOLLAND from EUR 30 to EUR 28. Buy. $SFQ (-0,26 %)

- KEPLER CHEUVREUX lowers the target price for RWE from EUR 40 to EUR 36. Buy. $RWE (-0,95 %)

- METZLER lowers the price target for JUNGHEINRICH from EUR 42 to EUR 38. Buy. $JUN3 (-0,78 %)

- BARCLAYS lowers the target price for RTL from EUR 33 to EUR 26.50. Equal-Weight. $RTLL (-0,09 %)

- BERENBERG downgrades VESTAS from Buy to Hold and lowers target price from DKK 180 to DKK 120. $VWS (+1,12 %)