Hello dear GetQuin Community.

I would be interested in your thoughts on the following positions, I have been thinking about investing in them for a while.

What do you think?

$IEEM (-1,69 %)

$AI (+0,05 %)

$CVE (-0,03 %)

$NOVO B (+0,55 %)

$TSM (-2,89 %)

"A bit of stagnation - and above all more inflation" is the title of the Bank of America economists' new forecast.

In such a scenario, companies with pricing power are in demand, i.e. those that can pass on rising costs to customers. These are companies that are already making good profits today and not in the too distant future. Their profits will not be greatly affected by higher interest rates. The companies must not be too cyclical; after all, they must also be able to withstand an economic slowdown.

The investment bank Goldman Sachs has compiled a list of 102 stocks that can still hold their own in a stagflation.

Analysts see the greatest price potential in commodity companies such as $MTDR (-0,82 %)
Matador Resources, $CVE (-0,03 %)
Cenovus Energy, $AA (-3,78 %)
Alcoa and $DVN (-0,16 %)
Devon Energy. The average price target for these stocks is around 40 percent above the current value. They are followed by tech companies such as $AMZN (-1,3 %)
Amazon, $GOOGL (-1,13 %)
Alphabet, $MSFT (-1,12 %)
Microsoft, $META (-2,71 %)
Meta and $ISRG (-0,23 %)
Intuitive Surgical. The professionals put the potential here at at least 30 percent. This is followed by other commodities and media groups such as $SLB (-0,15 %)
Schlumberger, $COP (+1,47 %)
Conocophillips, $RIO (-1,49 %)
Rio Tinto and $OXY (+0,08 %)
Occidental Petroleum with a potential of between 25 and 30 percent.

Also $WMT (+3,65 %)
Walmart is also on the list; analysts see a price potential of 27 percent for the retailer. For the conglomerate $DHR (+1,3 %)
Danaher experts expect 25 percent and the railroad company $CNR (+1,11 %)
Canadian National Railway is also at the top of the list.

Source (excerpt): WELT / Graphic: ChatGPT

Commodity shortages loom: "Good for investors, bad for the rest" / Which shares are worthwhile

Ok, the headline is a bit sensational. But cool interview from a René.

Among other things, it's about the commodities uranium lithium silver and copper

https://youtu.be/YbebkkKcdS4?si=ZkUYJDr4ApFfILBP

"The outlook for commodities seems good, as far too little has been invested in recent years. However, commodities as an asset class are not quite so simple and there can be nasty surprises. I spoke to Urs Marti, manager of the SIA Long Term Investment Fund Natural Resources, about what is important. I have to say: I've rarely had a guest talk to me in such a humorous way. And welcome to "Rene wants returns"!

Important points:

00:00 What can be learned from the price slump in lithium

05:56 The fluctuations in commodities

07:44 Too little has been invested and that will take its toll

09:45 The fatal impact of ESG on commodities

10:29 Is a commodity shortage looming in the next few years?

11:29 Four percent of production is lost every year

13:23 What could happen next with oil

14:04 The mistakes of the energy transition in Germany: the nuclear phase-out was the lignite phase-in

14:51 Switzerland is doing good business with cheap German electricity

15:49 The price of uranium has risen sharply - will it keep going up?

21:27 Where Urs Marti now sees opportunities

23:33 Not on the marketing straight at

commodities

25:18 Be careful with silver mines

26:30 What to consider when investing in

commodity companies 34:20 Politics is the problem with big companies

companies

35:21 European oil companies on the wrong track $SHEL (+1,07 %)
$TTE (+0,64 %)

36:17 Stocks that Urs Marti likes:

36:20 Glencore $GLEN (-2,58 %)

36:54 Harbour Energy and Aker $AKER (-1,79 %)

39:44 Cenovus $CVE (-0,03 %)