ABLZF News and Press, Abb Ltd Zuerich From 02/03/22

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...

The following slide deck was published by ABB Ltd in conjunction with their 2021 Q4 earnings call. For further details see: ABB Ltd 2021 Q4 - Results - Earnings Call Presentation

ABB Ltd. (ABB) Q4 2021 Earnings Conference Call February 03, 2022 4:00 AM ET Company Participants Ann-Sofie Nordh – Head-Investor Relations Bjorn Rosengren – Chief Executive Officer Timo Ihamuotila – Chief Financial Officer Conference Call Participants Ben Uglow – ...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

This article ranks the 65 Dividend Aristocrats using the quality scoring system of DVK Quality Snapshots. Using various screens, I identify the top opportunities among the Dividend Aristocrats for income, growth, and total return investors. I provide a downloadable spreadsheet wit...

Recent US and Swiss acquisitions indicate increased global focus and new directions for Hitachi in key areas. Hitachi (80%) JV with ABB Power, Hitachi ABB Power Grids, to be renamed Hitachi Energy. HVDC is a key element in grid connectivity and Hitachi Energy is a key player. ...

This is a portfolio very narrowly tailored to the infrastructure bill that just passed the Senate. The wide-ranging programs of the original White House bill have been set on a separate track. What remains is largely transportation. The big winners will be the triad of US-based co...

Humans have caused “unprecedented” and “irreversible” climate change already. Every additional ton of CO2 or methane released makes things worse. Net zero emissions must be achieved as soon as possible to mitigate out of control climate change. This...

Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...

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. ...