The first noticeable slowdown in US inflation data fuels hopes of a sustained recovery rally on the markets. The best trading day for many months reveals the fact that a lot of capital is currently waiting on the sidelines to be invested. Further signs of macroeconomic improvement could boost stock prices. Nevertheless, dangers remain omnipresent in the short term? the strong price performance is based on the assumption that inflation is really coming down in a sustainable manner and that the Fed is acting a little less hawkishly.
Whether the recovery continues in the medium term or whether investors face another vale of tears in the bear market? In November there are again exciting stocks that offer potential in the short term or offer an attractive risk/reward ratio at the current price level in the long term.
More diversification in November: Two exciting crypto presales with massive upside
However, before we turn our attention to the five best stocks for the month of November, there should be two current crypto presales in the presentation, which despite the bearish sentiment have been able to collect a good deal of capital in recent weeks. Two proposals for more diversification in November, along with a potential price explosion after ICO in 2023.
Dash 2 Trade: Dash 2 Trade recently raised $6 million in raising capital. At the heart of Dash 2 Trade is an innovative trading platform for cryptocurrencies that offers a variety of features and is intended to make trading more profitable. D2T thus meets a potential future trend and growth market ? currently, investors can still accumulate D2T tokens for $0.0513.
IMPT.io: The presale has been similarly successful to date for the eco-friendly cryptocurrency IMPT.io, which has already grossed over $12 million. The crypto presale is progressing briskly and should be timed better than expected. IMPT.io is creating a blockchain-based platform solution for emissions trading via NFTs and ESG-oriented online shopping.
Fresenius: New CEO, new growth?
Fresenius’ long-term chart shows a frightening development that does not entirely correspond to the operational situation. It is true that Fresenius has not achieved above-average growth in recent years ? However, such declines in sales and profits are not recorded either. Furthermore, the German healthcare group remains well positioned to benefit from rising healthcare spending and an aging population.
With the new CEO Michael Sen, who replaced the unsuccessful Stephan Sturm, Fresenius should change again. Fresenius remains an exciting turnaround candidate with an increasingly cheap valuation and increasing dividend yield.
Meta: More cost efficiency as an opportunity for a new evaluation
11,000 employees have to go. Mark Zuckerberg is cutting costs and wants to significantly increase capital efficiency at Meta again. In the future, the focus will be on high-growth areas and Meta will once again be more staff-friendly. The drastic layoffs? Incidentally, to this extent unique in Meta? could be the first step towards a turnaround.
Meta remains the #1 social network in the world, with around three billion active users trapped in the company’s ecosystem. It is true that margins will fall in the next few years and growth will slow down. Nevertheless, with a functioning core business and an extensive ecosystem, Meta has the best prerequisites for continuing to make a lot of money.
Amazon: Is the second Prime Day driving e-commerce sales again?
Quarterly earnings for the e-commerce giant were disappointing. Both earnings and revenue came in below analyst consensus estimates. At the same time expected Amazon a weak Christmas business and gives a cautious outlook for the final quarter.
With the price jump in the last few days, however, the Amazon share has ventured back into the relevant support zone to dare an initial recovery. With the diverse approach ? Amazon is much more than e-commerce ? Amazon should also be predestined for sales and profit growth in the years to come. To do this, the current crisis is used elegantly to add new companies to the ecosystem, such as iRobot or One Medical ? a clear buy for long-term investors.
LVMH: Inflation remains high, LVMH with strong pricing power
Inflation in the US is declining but remains high. Although a lot of capital is currently being shifted from value to growth, the rate of inflation should still accompany us a little. Any slowdown in this regard should be taken with a pinch of salt, as inflation has not yet eased off in Europe. This means that companies with strong pricing power remain attractively positioned to operate consistently in this market phase. As the world’s largest luxury group, LVMH is predestined to enable investors to invest in companies with high pricing power and high growth at the same time.
China Stocks: High Risk, Big Opportunity ? are the big Covid 19 loosening coming now?
The Hang Seng hits a new monthly high. After the crash of China stocks In view of the political risks that are manifesting themselves, there is an initial recovery. China stocks will remain a speculative investment in 2022 and 2023, which is associated with high risks. But the first rumors and now also measures point to a relaxation of the Covid-19 policy, which accounts for a significant part of the current risks. Political risks remain. If Zero-Covid is a thing of the past, the economy in China could grow much faster again.