ABLZF News and Press, Abb Ltd Zuerich From 07/28/21

This article is a follow-up to my recent article on de-risking. US equity markets continue to march upward. Thirteen widely-held highfliers are put under the valuation microscope in this article. The article closes with my current action plan for each of the 13 companies. ...

ABB Ltd (ABB) Q2 2021 Earnings Conference Call July 22, 2021, 4:00 AM ET Company Participants Ann-Sofie Nordh - Head, IR Björn Rosengren - CEO Timo Ihamuotila - CFO Conference Call Participants Martin Wilkie - Citigroup Joseph Giordano - Cowen and Company Ben Uglow - Morgan Stanley Alex ...

The following slide deck was published by ABB Ltd in conjunction with their 2021 Q2 earnings call. For further details see: ABB Ltd 2021 Q2 - Results - Earnings Call Presentation

Green hydrogen has been getting a lot of attention lately and is expected to be a massive opportunity. Green hydrogen has had several false starts in the past. A deeper look reveals several factors which indicate green hydrogen is becoming increasingly viable but still has hurdles to ...

Fluor is a mediocre company that I have traded and bought and sold in the past based on their ability to win FEMA hurricane disaster contracts. However, extraordinary climate conditions, together with other infrastructure challenges, are reasons to consider the stock as an investment....

I manage two portfolios, the first holds "risky" thematic technology, biotech, and high growth companies. The second is my sleep well at night portfolio, holding the majority of my assets. Growth has certainly been out of favor lately and my SWAN portfolio has more than held its own r...

Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...

Abb Ltd (ABB) Q1 2021Earnings Conference Call April 27, 2021, 04:00 ET Company Participants Ann-Sofie Nordh - Head, IR Björn Rosengren - CEO Timo Ihamuotila - CFO Conference Call Participants Martin Wilkie - Citigroup Guillermo Peigneux-Lojo - UBS Joseph Giordano - Cowen and Company Simo...

The following slide deck was published by ABB Ltd in conjunction with their 2021 Q1 earnings call. For further details see: ABB Ltd 2021 Q1 - Results - Earnings Call Presentation

The expansion of the electricity infrastructure is a decisive factor for the future of electromobility. I provide an overview of the needs and challenges of infrastructure development. In addition, I show examples of companies that could benefit from infrastructure expansion. ...