FSNUY News and Press, Fresenius SE & Co KGaA ADR From 03/11/21

Stocks performed strongly in February with cyclicals and energy stocks rallying strongly. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $350, up 19% sequent...

Fresenius is a massive $35B market cap company out of Germany in the healthcare sector. It's one of few German companies with an alternative listed on the NYSE. This makes investing in the company or segments far simpler than with ADRs and makes the company more potentially appealing ...

Fresenius management is reviewing its group structure to make sure capital markets give it more appreciation. We remain skeptical given its opaque disclosure. The outlook for FY12/2021 is less than robust, as we estimate flat net income and falling free cash flow generation YoY. Accou...

Stocks finished the year strongly with cyclicals and energy stocks rallying strongly. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $379, up 30% sequentiall...

Looking at DaVita's return on invested capital, the company appears unable to allocate capital to its business for a material positive return. This would explain the company's focus on share repurchases since FY12/2015, but this policy does not look sustainable. With net debt leve...

Stocks finished the year strongly with cyclicals and energy stocks rallying strongly. 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 $3...

Fresenius is still in a downtrend and trading about 50% below its all-time highs. Concerns about the balance sheet, COVID-19 and growth rates are somewhat justified, but the company should do quite fine. But in my opinion, the stock is undervalued and Fresenius is a good long-term...

Company cash flow statement disclosure is unclear with no distinction made between parent and large non-controlling interests. Determining free cash flow attributable to Fresenius shareholders is difficult, but is roughly half of pro forma disclosure which is negative. With prospe...

In view of the overheated markets, it is worthwhile to take a look at the not so well-trodden paths. However, investors are facing a dilemma. There are a lot of great companies, but only a small number of good investments. In this article, I will name a few European companies that...

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...