FMCQF News and Press, Fresenius Med Care Ag Ord From 07/17/22

Inflation and the just started earnings season dominate market movements. Markets remain very volatile and record inflation readings paired with an aggressive Fed and negative consumer sentiment are starting to hammer stocks and hopefully lead to a prolonged bear. I am never a bea...

Tweedy, Browne’s 13F portfolio value decreased from $3.15B to $3.10B this quarter. They added Ionis Pharma and Thor Industries and increased Intel while decreasing AutoZone, Cisco Systems, and Carlisle Companies. Alphabet at ~19% of the portfolio is the largest position. ...

The war in Ukraine is no longer the major market mover as record inflation has now taken that spot. Markets are very nervous and record inflation readings paired with an aggressive Fed and negative consumer sentiment are starting to hammer stocks and hopefully lead to a prolonged bear...

Monthly update of the Dividend Champions List. 61 companies declared higher dividends in the past month, with an average increase of 8.54% over their previous payouts. One new Champion, three new Contenders, and two new Challengers. For further details see: Dividend Cham...

With steady revenues and a predictable earnings profile, DaVita is a perfect example of a stock which could add stability to investors' portfolios during periods of volatility. While the company has a hefty debt load, the company's maturity schedule and cash flow offer management a lo...

The war in Ukraine continues to dominate market movements. I have started exiting one of my apartment REITs and predominantly focus on adding dividend income via select purchases. The combination of soaring inflation and geopolitical uncertainty has rattled markets and following t...

Fresenius Medical Care AG & Co. (FMS) Q1 2022 Earnings Conference Call May 04, 2022 09:30 AM ET Company Participants Dominik Heger - Head of IR Rice Powell - CEO Helen Giza - CFO Conference Call Participants Patrick Wood - Bank of America Oliver Metzger - ODDO BHF Tom Jones - Berenberg Gr...

The war in Ukraine continues to dominate market movements. I am not selling anything and predominantly focus on adding dividend income via select purchases. The combination of soaring inflation and geopolitical uncertainty has rattled markets but despite some dramatic movements, s...

The war in Ukraine has overshadowed any other market development in February. I have kept my portfolio intact and made a couple of purchases while divesting one small position. The combination of soaring inflation and geopolitical uncertainty has rattled markets but despite some d...

Tweedy, Browne’s 13F portfolio value increased from $2.99B to $3.15B this quarter. They increased FMC Corp, Intel Corp, and Fresenius while decreasing Emerson Electric and dropping American Express. Alphabet at ~20% of the portfolio is the largest position. For furthe...