FSNUY News and Press, Fresenius SE & Co KGaA ADR From 12/11/20

November was characterized by a contested U.S. Presidential Election and a series of surprisingly positive and encouraging COVID-19 vaccine news. I am continuing my monthly investment plans and suspiciously follow the massive rally in technology stocks as well as the vaccine-driven re...

The German Dividend Aristocrats (GDA) have been updated - this is the 2020 version. There are 53 (-1) identified Dividend Aristocrats in Germany as of November 2020. 16 companies (+6) have raised their distributions for 10 or more years. For further details see: German D...

The third edition of my interview series. How investors can use insider trading activity to find investments. A discussion on Merger Arbitrage as a strategy, sizing positions and portfolio construction. Two recent ideas for investors to look at: SuRo Capital Corp and B. Riley ...

The Q3/2020 earnings season kicked off and lifted markets across the board. I am continuing my monthly investment plans and suspiciously follow the massive rally in technology stocks as well as the vaccine-driven rebound in value stocks. My dividend income amounted to $290.44, dow...

Fresenius SE & Co. KGaA (FSNUF) Q3 2020 Earnings Conference Call October 29, 2020 08:30 AM ET Company Participants Markus Georgi - Head, Investor Relations Stephan Sturm - Chairman Rachel Empey - Chief Financial Officer Conference Call Participants Veronika Dubajova - Goldman Sachs Thomas...

Despite the correction, stocks - especially US stocks - are still trading at very high multiples and it is difficult to find bargains. Bayer and Fresenius are two German large-cap stocks that are trading at depressed levels. 3M Company and CVS Health are two US companies that seem...

Fresenius delivered very solid results despite the pandemic. Importantly, all guidance was confirmed. Given the demonstrated resilience of the company, it looks substantially undervalued. For further details see: Fresenius Q3 2020 In-Depth Review

The following slide deck was published by Fresenius SE & Co. KGaA in conjunction with their 2020 Q3 earnings call. For further details see: Fresenius SE & Co. KGaA 2020 Q3 - Results - Earnings Call Presentation

Following several pre-COVID guidance cuts, Fresenius had lost investors' faith. The pandemic, while certainly not a positive for a hospital operator, has not produced any fundamental deterioration of the business. COVID-19 has also masked an underlying improvement of Fresenius' He...

The earnings season came to a close and markets were mostly flat. I am continuing my monthly investment plans and suspiciously follow the massive rally in technology stocks. Whether it is a bubble or not, I won't stop investing. My dividend income from 37 corporations amounted...