Category: Podcast , Editorial
on Friday May 10, 2024
Views: 2,170
In this week’s IEX BeleggersPodcast, editor Kim Bergsma discusses the latest stock market developments with Bob Homan, head of the Investment Office at ING, and loyal voice Pieter Kort of IEX.
The following topics are covered:
- The AEX passed the 900 points last week. Is it time for a fear of heights?
- Economies are doing well, says Homan: Europe is also starting to bounce back.
- Overvaluation is not always something to be afraid of, Homan believes. At Nvidia, for example, the price/earnings ratio appears to have fallen, because profits have risen even faster than the share price.
- The concentration of tech stocks in indices is nothing to worry about, according to Homan.
- It is also important to diversify with bonds. Are high yield bonds – either junk bonds – a good choice?
- PostNL: a company to stay away from? According to Homan, yes. Parcel delivery seems to be a growth market, but whether that is an advantage…
- Ahold had good figures, despite the loss of tobacco sales. Yet the gentlemen do not find it an exciting share.
- We continue with the story of AMG and the lithium price… When will prices go up again? Then they might be able to take the course into account.
- The wildcard from AMG: Will plutonium be the trigger that pushes the price up?
- Does Homan give a buying tip?
- The increase in the number of electric cars seems unstoppable, according to Homan.
- Pharming CEO Sijmen de Vries explained to one of our analysts how many – and which – hoops you have to jump through to get a drug approved. The US FDA has approved Pharming’s new drug Joenja®; now the European EMA. And will Pharming succeed in ‘marketing’ Joenja®?
- Is biotech still a sector in which you should (want to) invest?
- Quiz: which stocks would our investors short in May?
- What experiences do Homan and Kort have with their own egos at the stock exchange?
- Are we on the verge of a bull market in commodities? According to the ING commodity analyst, maybe so.
- Listening questions: AI, lithium & holding companies.
- Next week: lots of macro figures!
Curious about the podcast? Click Play below or listen to it via Spotify!
Disclaimer: This podcast should not be considered professional investment advice.
The IEX Editorial Team consists of a team of content managers, journalists and analysts, with more than a hundred years of experience in producing and publishing investment information and opinions. The information in this column is not intended as professional investment advice or as a recommendation to make certain investments. It is possible that editorial staff hold positions in one or more of the funds mentioned.
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