FMS News and Press, Fresenius Medical Care AG From 10/08/21

I want to follow up on last quarter’s commentary about governance with a related topic that we get asked about: shareholders vs. stakeholders. Is it really one against the other? Today, some CEOs are again following this playbook. Slicing R&D expenditures at drug companies ...

Innovative home dialysis therapies to support Japan’s growing dialysis needs Fresenius Medical Care, the world’s leading provider of products and services for individuals with renal diseases, has today announced a strategic distribution partnership ...

Fresenius reported solid second quarter results with growing sales and growing earnings per share. The company is facing several problems - like high debt levels and the negative effects of COVID-19. But Fresenius can also profit from several growth opportunities and should be abl...

The S&P 500 extends its monthly win streak to 7 with markets up 2.9% in August bringing its YTD gains to almost 20%. 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 in...

Today, I'm considering becoming both a landlord and shareholder. Fresenius Medical Care-leased properties are trading at an average cap rate of 6.25% right now. This makes the investment thesis attractive. Fresenius shares are now yielding 2.7%, and I like the potential upside and...

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 ...