12.04.2025

Investment Advice from Dr. Jens Ehrhardt: Stock Recommendations and Strategies for Crisis Times

Investment Advice from Dr. Jens Ehrhardt

Dr. Jens Ehrhardt, a well-known investment guru, offers valuable tips for private investors to navigate the markets safely during crisis times. His recommendations are particularly relevant in times of high volatility and uncertainty, marked by geopolitical tensions and economic challenges. Here are some of the key points and stocks he highlights in his analyses:

Stock Recommendations from Dr. Jens Ehrhardt

  1. Xpeng (ISIN: A2QBX7): Xpeng is considered an exciting option in the field of electromobility, especially compared to BYD. Xpeng’s innovative products and forward-looking strategy make it an interesting investment during crisis times.
  2. Starbucks (ISIN: 884437): Starbucks is seen as a bet on the new CEO. The stock has rested on its laurels in the past, and there are hopes that the new CEO will steer the company back on course.
  3. Novo Nordisk (ISIN: A3EU6F): Novo Nordisk is a leading company in the healthcare sector, making it a stable choice in turbulent markets.
  4. Axon Enterprise (ISIN: A2DPZU): Axon is known for its innovative technology in police equipment and is often regarded as a safe haven during crisis times.
  5. W. R. Berkley (ISIN: 870493): An insurance company known for its stability, providing a secure investment during uncertain times.
  6. DWS Group (ISIN: DWS100): A financial services provider that can be interesting in crisis times due to its diversification and stability.
  7. Volkswagen (ISIN: 766403): An established automaker that offers a certain level of stability during turbulent times due to its size and market position.
  8. Sherwin-Williams (ISIN: 856050): A U.S. specialist in paints and coatings, recommended due to its strong business model and attractive price movements.

General Strategies for Crisis Times

  • Diversification: It is important to spread the portfolio widely to minimize risks. Investments in various sectors and industries can help cushion the effects of market fluctuations.
  • Long-term Perspective: Investors should focus on long-term goals and not let themselves be influenced by short-term market fluctuations.
  • Safe Investments: In crisis times, safe investments such as gold or government bonds can serve as a hedge.
  • Taking Advantage of Setbacks: During significant price declines, investors can invest in selected stocks that have long-term potential.

Dr. Ehrhardt’s approach emphasizes the importance of calmness and a clear mind in turbulent markets. He recommends focusing on solid companies that can remain stable even in crisis times.