Economic tensions between Canada and the USA are escalating: Canadian retailers are removing US products such as whiskey and wine from their shelves, and more and more Canadians are avoiding travel to the US. Frustration with the protectionist US policy is growing - and with it the idea of closer economic ties with Europe.

Boycott hits US economy hard

❌ US whiskey and wine are disappearing from Canadian stores - manufacturers such as Brown-Forman (Jack Daniel's) ($B1FC34 ) are feeling the consequences.

❌ Fewer Canadians are traveling to the USA - the tourism sector in Florida, California and New York could suffer as a result.

❌ Rising demand for European products - French wine and Scotch whiskey in particular are benefiting.

Canadian shares as winners?

While US companies are suffering losses, there are clear winners in Canada:

📈 Shopify ($SHOP (+0,37 %) ) - e-commerce benefits from increasing online purchases of Canadian and European products.

📈 Air Canada ($AC (-0,01 %) ) - More Canadians are traveling to Europe instead of the US, which could strengthen transatlantic flight routes.

📈 Magna International ($MG (+0,47 %) ) - The automotive supplier already exports massively to Europe and would benefit from even closer market access.

📈 Nestlé ($NSRGY (+0,66 %) ) - European food manufacturers could gain market share in Canada if US products are replaced.

EU accession as the next step?

The growing rift with the USA is making discussions about closer ties with the EU louder. Full EU accession remains unlikely, but an extended economic partnership - perhaps even with the use of the euro? - is no longer ruled out.

Conclusion

Canada's departure from the USA could have far-reaching economic and geopolitical consequences. How do you see this? Is this just a short-term boycott or the start of a long-term realignment?

#Kanada
#EU
#Boykott
#Aktien
#Wirtschaft
#Geopolitik

$NESN (+0,39 %) After the Hyundai disaster, I was able to sell Nestle ADR with a 7% profit after the last price increase. $NSRGY (+0,66 %) Nestle ADR. Maybe I'll get back in when Swiss shares are tradable for me again, but the latest figures from Nestle didn't convince me either (dividend increased despite less profit and debt, I don't like this decision) and the price increase surprised me. But of course it's good for me.

Valentine's Day + Gamestop to invest in cryptocurrency + Coinbase Global Q4 earnings with revenue increase + Nestle raises dividend despite profit decline + Cisco raises full-year revenue forecast + Producer prices in the US rise more than expected

Meme stock giant Gamestop $GME (-0,12 %)considers investment in Bitcoin$BTC (+0,45 %)

• Gamestop is rumored to be exploring possible investments in bitcoin to expand its financial horizons, according to people with knowledge of the situation who spoke to CNBC.
• Stock rallies strongly.
• https://news.bitcoin.com/de/bericht-behauptet-dass-meme-aktienriese-gamestop-die-zuweisung-von-bitcoin-in-die-schatzkammer-in-erwaegung-zieht/

Coinbase Global $COIN (+0,11 %)Q4 earnings with revenue increase

• Coinbase Global (COIN) on Thursday reported fourth-quarter diluted earnings of $4.68 per share, up from $1.04 a year earlier.
• Analysts polled by FactSet had expected $2.11.
• Revenue for the quarter ended Dec. 31 was $2.27 billion, up from $953.8 million a year earlier.
• Analysts polled by FactSet had expected $1.84 billion.
• The company said it expects first-quarter subscription and services revenue of $685 million to $765 million.
• Shares rose nearly 2% in after-hours trading.

Nestle $NSRGY (+0,66 %)increases dividend despite profit decline

• Nestle, the world's largest food manufacturer, wants to increase its dividend despite the recent difficult times.
• It is to be increased by five centimes to 3.05 francs, the producer of brands such as Kitkat and Nespresso announced in Zurich on Thursday.
• This will be the 29th consecutive increase in the dividend, despite a fall in sales and profits last year.
• The Group recently struggled with weak demand, high costs and the strong Swiss franc.
• Sales fell by 1.8 percent year-on-year to 91.4 billion Swiss francs in 2024.
• Adjusted for exchange rate changes and acquisitions and disposals of business units, however, Nestle grew by 2.2 percent compared to the previous year.
• The so-called organic growth is made up of price adjustments of 1.5 percent and volume increases (RIG) of 0.8 percent.
• Growth was therefore slightly better than experts had expected.
• The dividend is also a tad higher than expected.
• For 2025, the management continues to forecast an improvement in organic sales growth compared to 2024.
• The underlying operating profit margin is expected to be 16.0 percent or higher.
• In the medium term, Nestle wants to return to values of over 17 percent.
• Organic sales growth is expected to be "4 percent plus in a normal business environment".
• As already announced at the Investor Day in November, the Group intends to save around 2.5 billion Swiss francs by the end of 2027.
• The savings will be used to finance higher investments in marketing.

Cisco $CSCO (+0,05 %)raises sales forecast for the full year

• Cisco Systems raised its full-year revenue forecast on Wednesday, banking on higher demand for its cloud networking devices amid a boom in artificial intelligence technology.
• The company expects revenue of between $56 billion and $56.5 billion for fiscal 2025, compared with its previous forecast of $55.3 billion to $56.3 billion.
• Analysts on average expect 55.99 billion dollars, according to data compiled by LSEG.

Producer prices in the USA rise more than expected

• In the USA, producer prices have risen more strongly than expected.
• In January, the prices that manufacturers charge for their goods rose by 3.5 percent year-on-year, according to the US Department of Labor in Washington on Thursday.
• Economists had only expected 3.3 percent.
• The last time the rate was higher was in February 2023, when the core rate, which excludes volatile prices for energy and food, was 3.6 percent in January.
• Economists had expected just 3.3 percent.
• According to economists, the core rate better reflects the price trend.
• Compared to the previous month, producer prices rose by 0.4 percent.
• An increase of 0.3 percent had been expected here.
• The core rate rose by 0.3% month-on-month, as expected.
• Producer prices influence consumer prices, on which the US Federal Reserve bases its monetary policy.
• In January, the inflation rate in the US was 3.0%, above the Fed's inflation target of 2%.
• Inflation has recently proved to be stubborn.
• Economists therefore do not expect further interest rate cuts until the end of the year.

Friday: Stock market dates, economic data, quarterly figures

Valentine's Day, think of your loved ones and not just your shares :)

• ex-dividend of individual stocks
• Siemens EUR 5.20
• Shell 0.72 USD
• Eli Lilly 1.50 USD
• Chevron Corporation 1.71 USD
• 3M USD 0.73
• Amgen USD 2.38
• Starbucks USD 0.61

• Quarterly figures / Company dates USA / Asia
• Untimed: Moderna quarterly figures

• Quarterly figures / Company dates Europe
• 07:00 Safran annual results
• 08:00 Hermes International| Natwest Group annual results
• 11:00 Borussia Dortmund result 1H

• Economic data

11:00 EU: GDP (2nd release) 4Q Eurozone PROGNOSIS: 0.0% yoy/+0.9% yoy 1st release: 0.0% yoy/+0.9% yoy 3rd quarter: +0.4% yoy/+0.9% yoy

14:30 US: Retail Sales January FORECAST: -0.2% yoy previous: +0.4% yoy Retail Sales ex Motor Vehicles FORECAST: +0.3% yoy previous: +0.4% yoy

14:30 US: Import and export prices January import prices PROGNOSE: +0.3% yoy previous: +0.1% yoy

15:15 US: Industrial Production and Capacity Utilization January Industrial Production PROGNOSE: +0.3% yoy previous: +0.9% yoy Capacity utilization PROGNOSE: 77.7% previous: 77.6%

16:00 US: Inventories December FORECAST: -0.1% yoy previous: +0.1% yoy

20:15 US: Fed Dallas President Logan, speech at Southern Methodist University event

Coffee is the world's second most traded commodity after oil

100 million people live from coffee and for many countries it is the most important source of income. Be it through the cultivation, processing or distribution of coffee.

Coffee. The black gold of the 21st century. A market that sounds so boring. And at the same time growing so strongly.

And yet, in contrast to oil stocks, coffee stocks can hardly benefit.

$MDLZ (+0,39 %)
$NSRGY (+0,66 %)
$SBUX (+0,96 %)

The coffee plant has powerful enemies in the wild. Mealybugs, borer beetles, leaf blight and tree cancer can destroy entire plantations in a very short time. Due to the changing global climate, the plants must also become more robust - heat, heavy rain and drought in rapid succession would quickly put an end to the traditional coffee varieties. Thanks to the acquisition of Monsanto, Bayer is able to meet this challenge on many levels.

$BAYN (-1,67 %)

Many specialty coffees are already treated with aromas in advance. This makes it possible to give a natural product, which is subject to fluctuations in taste due to climate and origin, a consistent quality.

The absolute top dog among flavor manufacturers, with a market share of 20%, comes from Switzerland and is called Givaudan. The German manufacturer Symrise is in 4th place with a market share of around 12%.

$SY1 (+0,04 %)
$GIVN (+0,1 %)

De'Longhi machines are particularly popular due to their high reliability and attractive appearance. The simpler models start at around EUR 100 and are fed with Nespresso capsules from Nestlé.

The high-end machines have a grinder that freshly grinds the roasted beans and turns them into "espresso" or "Americano" at high pressure.

$DLG (+1,25 %)
$PHIA (+0,43 %)

https://fitneo.de/kaffee/

As already mentioned...

Let's see what happens

Good morning,

I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.

I have the following criteria:

-No tech, I have enough of that already

-If possible, no USA. But this is not an exclusion

-Dividend doesn't matter

-Investment horizon > 10 years

Here are the 9:

$LOTB (-0,36 %)

$CTAS (-0,87 %)

$LIN (-0,38 %)

$8001 (+2,23 %)

$RMS (-0,23 %)

$LMT (+0,39 %)

$V (+0,05 %)

$BRK.B (+0,43 %)

$BLK

If there are any concerns about the nine, I will gladly take some out again

Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:

There are a few more smart criteria that fit my preferences and gut feeling. These would be:

I like stocks with long-phase linear growth, see $CTAS (-0,87 %) in the last 12 months and $8001 (+2,23 %) . $LOTB (-0,36 %) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (-0,38 %) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (+0,39 %) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.

$BRK.B (+0,43 %) is somehow part of such a portfolio:-), I'm not sure about $V (+0,05 %) I'm not sure about. Thanks for the suggestions on medicine+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.

Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:

$BLK (+0,62 %) flies out again, $V (+0,05 %) stays

Instead there are 2 new ones from your suggestions:

$CAT (+0,09 %) and $NOVO B (-0,24 %)

So it looks like this:

$LOTB (-0,36 %)

$CTAS (-0,87 %)

$LIN (-0,38 %)

$8001 (+2,23 %)

$RMS (-0,23 %)

$LMT (+0,39 %)

$V (+0,05 %)

$BRK.B (+0,43 %)

$CAT (+0,09 %)

$NOVO B (-0,24 %)

I did a backtest from 1.1.2020, all equally weighted

Average annual return: 24.32%

Total return approx. twice as high as the S&P ETF $CSPX (+0,03 %)

In the difficult years 2020 and 2022 each over 13% plus

10k became 28.5k with dividends in the 4.5 years

Nice linear progression over the entire term:

But unfortunately: forecasts are difficult, especially when they concern the future!

Update 3 (17.04.2025):

After 6 months I have now found an entry point. There are now 12 stocks, 6 USA, 6 EUR, no tech.

$LOTB (-0,36 %)

$ALV (+0,19 %)

$SAN (+0,5 %)

$RMS (-0,23 %)

$NSRGY (+0,66 %)

$LIN (-0,38 %)

$COKE (-0,41 %)

$V (+0,05 %)

$BRK.B (+0,43 %)

$MCD (+0,41 %)

$WM (+1,05 %)

$CTAS (-0,87 %)

I don't think there is much more growth in the position.

Will be reallocated to $VDEV (-0,36 %)
$TDIV (-0,62 %)
$SEDY (+0,23 %)
$BTO (-0,17 %)
$NSRGY (+0,66 %) .

Can anyone tell me the difference between the "normal" Nestlé share ($NESN (+0,39 %) ) and the ADR version ($NSRGY (+0,66 %) )?

What are the differences?

Thanks in advance!

has anyone already received the dividend for $NSRGY (+0,66 %) should have come yesterday, I didn't get anything on trade republic