FANUY News and Press, Fanuc Corp ADR From 02/15/22

ABB posted better numbers than the sell-side expected, but margin leverage was soft and many rivals posted better numbers. The company is transitioning from turnaround/repair to growth, and management will need to prove that they can keep pace in the attractive electrification and aut...

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...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by our U.S. exposure, ...

Fanuc beat sales, profit, and order expectations in the fiscal third quarter, with management raising guidance and sounding relatively bullish on orders. Demand for automation-enabling capex is strong, and even if a near-term peak in industrial capex spending is in sight, further auto...

Beginning in the 1960’s, the rise of manufacturing for the automotive industry and the concomitant rise of industrial robots played an indispensable role in powering Japan’s economic miracle. By the 1980’s, the momentum accelerated to the point where commentators ...

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. ...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

IPG Photonics got hit hard on disappointing second quarter results and weak third quarter guidance, but the shares had been underperforming the larger industrial group on a year-to-date basis. Management attributed the lower guidance to temporary issues, but considering data from comp...

Fanuc posted strong revenue, profit, and order growth in its first fiscal quarter, though record orders were offset by a slight miss and weaker guidance with operating income. Demand is strong across the board, with Chinese customers ordering more machine tool controllers and metalwor...

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...