FMCQF News and Press, Fresenius Med Care Ag Ord From 02/10/23

Summary Tweedy, Browne’s 13F portfolio value decreased from $2.27B to $1.88B this quarter. They increased Ionis Pharmaceuticals while reducing most of the other stakes. Berkshire Hathaway at ~20% of the portfolio is the largest position. This article is part of a se...

Summary During the fourth quarter, we purchased shares in DaVita. DaVita and Fresenius control a combined 80% of the $25 billion U.S. dialysis market. DaVita runs its business at relatively healthy low-teens operating margins. Assuming no revenue growth, we estimate DVA’s...

Summary Tweedy, Browne’s 13F portfolio value decreased from $2.45B to $2.27B this quarter. They increased Concentrix Corp while decreasing Fox Corporation and Comcast. Berkshire Hathaway at ~18% of the portfolio is the largest position. This article is part of a ser...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. My dividend income amounted to a new December record...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. My dividend income amounted to a new November record...

Summary This month I had 6 transactions. New forward dividend is approximately $1,165. Next month I will look into Fresenius, CBOE Global, Armada Hoffler, and Brookfield Asset Management. The end of the year is approaching and it hasn't been a pretty one for stock investor...

Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore fu...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. US-China relations remain tense but so far don...

Summary International markets faced headwinds as slowing economic growth and hawkish monetary policy by central banks stoked investor fears of a possible global recession. The Strategy outperformed its benchmark, as high-quality stocks in the materials and industrials sectors over...

Fresenius Medical Care AG & Co. KGaA (FMS) Q3 2022 Earnings Conference Call October 31, 2022 10:30 AM ET Company Participants Dominik Heger - Head of Investor Relations Carla Kriwet - Chief Executive Officer & Chair of the Management Board Helen Giza - De...