HDELY News and Press, HeidelbergCement AG ADR From 07/24/22

HeidelbergCement is at an undervaluation - it has been for a while, but we're now talking very close to COVID-19 level undervaluation levels. It's time to revisit this exquisite company - a great long-term investment, as I see it, out of one of the largest cement/concrete businesses w...

Eagle Materials sees a good growth outlook, decent capital allocation, and best-in-class ROE. These factors, combined with the recent fall in the share price, make it an appealing opportunity. The company is in a cyclical industry, has levels of debt to be cautious of, and operates in...

DOW has plummeted ~30% from its 52-week high to its 52-week low in the past two months from $72 to $51. The yield is back to nearly 6%. OLN likewise has done a free-fall similar to DOW from $67 to $45, down ~32% but in only the past three weeks. Trinseo, Capri, PVH, Lanxess AG, We...

Investors do not need to make a macro or market call to make money. With inflation wreaking havoc on lower-end consumer spending, investors are seeking ways to optimize returns. The high-end consumer remains strong, but investors have indiscriminately thrown out retail names without r...

HeidelbergCement has significantly underperformed the market and comparable indexes for the past year, as well as YTD. The company is suffering from CO2 and other risks. However, several factors imply a massive upside for HeidelbergCement in case of a reversal. Here are my argumen...

Immaterial exposure in Russia/Ukraine. Revenue beat but not in margins, we estimate more price increases in the future. Confirmed 2022 guidance and our positive outlook based on a revamp of the infrastructure expenditure. For further details see: HeidelbergCement: Again ...

The following slide deck was published by HeidelbergCement AG in conjunction with their 2022 Q1 earnings call. For further details see: HeidelbergCement AG 2022 Q1 - Results - Earnings Call Presentation

HeidelbergCement AG (HLBZF) Q1 2022 Earnings Conference Call May 11, 2022, 12:30 PM ET Company Participants Dominik von Achten – Chief Executive Officer Rene Aldach – Chief Financial Officer Christoph Beumelburg – Head, Group Communication & Investor Relations Confere...

The April/May period is always a two-month period of massive capital inflows, enhanced this year by substantial capital gains from various sources. It leads to a short-term capital influx of ~$30,000 that is, frankly speaking, an unwelcome cash addition to my portfolio. Given the ...

The Polaris International Equity Composite returned -5.24%. Now with ‘higher inflation for longer’ rhetoric, commodities have another leg up as in the past they have served as a hedge against inflation. We are considering the risks of a big slowdown in Europe, contin...