FANUY News and Press, Fanuc Corp ADR From 07/30/21

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...

YASKAWA delivered a strong fiscal first quarter and management raised guidance meaningfully, with strong ongoing demand from the semiconductor industry a notable factor in that upside. Given a healthy outlook for auto and semiconductor capex, as well as overall growth in industrial au...

Teradyne has recovered from 2020 COVID lows. The company thrives on complexity, signifying that as new generation semiconductor circuitry gets more complicated, more of it's testing gear is required. It is the strongest when compared to the competition and has diversified into rob...

Fanuc's FY3/2021 results highlighted high free cash flow generation driven by normalizing capex and improving profitability. The book-to-bill order outlook driven by China demand is the highest seen over the last five years. With a positive outlook current valuation multiples and ...

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...

ROBO offers investors a chance to invest in the quickly evolving robotics industry while reducing individual risk. The ETF offers a fresh take on the industry by including the most prominent companies from over 10 different countries. Although it outperformed the broader technolog...

Artificial Intelligence (AI) looks set to become one of the fastest growing trends this decade. Statista: AI global software revenues are forecast to increase about 5x between end 2020 and end 2025. Others forecast AI to grow at a CAGR of 42% to 53%. A comparison of some popular A...

The ETF offers an opportunity to benefit from the megatrend of AI and Robots while diversifying risk. The pandemic has accelerated the vertical integration of technology and automation, which is reflected in the ETF's performance. Compared to other innovation ETFs, the individual ...

ABB delivered its fourth straight beat on margins and also beat expectations on revenue and orders. Guidance was a little conservative, but most markets should see improvement in 2021 (non-resi buildings and oil/gas being two notable exceptions). Management has credible targets fo...

Fisher’s 13F portfolio value increased from $117.8B to $133.5B in Q4 2020. They increased Alphabet and Total SA during the quarter. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ken Fisher's Fisher Asset Management ...