FMS News and Press, Fresenius Medical Care AG From 08/20/21

Tweedy Browne’s 13F portfolio value increased from $3.44B to $3.56B this quarter. They increased Alibaba Group Holding and Fresenius Medical Care while reducing Bank of New York Mellon during the quarter. Alphabet Inc. at ~17% of the portfolio is the largest position. ...

DaVita recorded strong adjusted EPS growth for Q2 FY12/2021 but one-off factors were the key drivers with limited underlying growth in the business. With a highly levered balance sheet, we believe future share buybacks activity will be limited which is problematic for shareholder retu...

The PDUFA action date for Cara’s main drug KORSUVA (treats pruritus) is August 23, 2021. If KORSUVA is approved, Cara would have sole access to a large patient market with no FDA-approved therapy. I calculate Cara to be extremely undervalued by P/S and PEG valuations and as...

The stock market continued to perform well with the S&P 500 up another 2.27% bringing its YTD gains to almost exactly 17%. I am continuing my monthly investment plans while still awaiting a market correction or possibly a real crash once market euphoria has come down. My divid...

Image source: The Motley Fool. Fresenius Medical Care AG & Co KGaA (NYSE: FMS) Q2 2021 Earnings Call Jul 30, 2021 , 9:00 a.m. ET Operator Continue reading For further details see: Fresenius Medical Care AG & Co KGaA (FMS) Q2 2021 ...

Fresenius Medical Care AG & Co. KGaA (FMS) Q2 2021 Earnings Conference Call July 30, 2021 09:30 AM ET Company Participants Dominik Heger - Head of Investor Relations Rice Powell - Chief Executive Officer & Chairman of the Management Board Helen Giza - Chief Financial Officer Conferenc...

The following slide deck was published by Fresenius Medical Care AG & Co. KGaA in conjunction with their 2021 Q2 earnings call. For further details see: Fresenius Medical Care AG & Co. KGaA 2021 Q2 - Results - Earnings Call Presentation

Fresenius Medical Care (NYSE:FMS): Q2 Non-GAAP EPS of €0.76; GAAP EPS of €0.75. Revenue of €4.32B (-5.3% Y/Y) misses by $10M. Operating income €424M, (-35% Y/Y), estimate €450.5M. Adjusted operating margin 10.0%. The company confirms its outlook for FY ...

In this commentary, I’ll cover Oakmark’s thoughts on governance in relation to our Funds’ selection of undervalued stocks. Governance is a back-burner issue for investors who trade their portfolios frequently. When you only hold a stock for a few months, it barely...

Stocks continued their stellar 2021 run in June. I am continuing my monthly investment plans while still awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $403, which is up 14% Y/Y with YTD dividend gains up by...