RNMBF News and Press, Rheinmetall AG From 01/27/23

Summary It is generally accepted as an unassailable fact that the Ukraine conflict will lead to a sales bonanza for certain weapons producers. With the news that Leopard tanks are on their way to Ukraine, it might be argued that the maker of the tank, Rheinmetall, will greatly benefit. ...

Summary Rheinmetall pre-announced its full-year P&L results. With the addition of ammunitions manufacturer Expal, the company is poised for growth. The stock trades very reasonably ahead of a potential index addition catalyst. For further details see: R...

Summary I wrote about the German business Rheinmetall not that long ago, establishing a thesis of "BUY" in the company and reiterating my stance later on. I remain positive on Rheinmetall - probably delivering a record in 2022. The company's appealing mix of automotive and defense...

Rheinmetall is a large supplier to the automotive and defense sectors in Germany. Germany will increase its defense budget and Rheinmetall should benefit. The H1 results were uninspiring, but the second semester is generally more important for Rheinmetall. An EPS of 10 EUR cou...

Green Light Capital is a privately owned hedge fund sponsor. The firm invests in the public equity and fixed income markets of the United States. It primarily invests in value. The Greenlight Capital funds returned 8.4%1 in the second quarter of 2022 and 13.2% for the first half of 20...

While the Tweedy, Browne Funds were not immune to the challenges during the quarter, they, for the most part, held up much better than their benchmark international and global indices. It is impossible, of course, to know whether markets have hit bottom, but if the past is prologue co...

I wrote on the German defense company Rheinmetall some months back, after the company saw a significant bounce due to the recent overall macro we're seeing. The company has done better than the market, but hasn't 'popped' more since I wrote my last piece. It's already relatively highl...

NATO countries will have to ramp up arms delivery to Ukraine, so it can defend itself against Russian invasion. NATO's Eastern Flank will have to increase its military spending over the long run to replace older military equipment. This ETF only offers a current dividend yield of ...

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

Given the geopolitical situation, I'm getting a lot of requests to survey and consider EU defensive stocks. I'm happy to do so. We begin with perhaps one of the biggest plays on munitions, vehicles and armaments. Despite its name, the company is not a metal company. It's one of th...