SMAWF News and Press, Siemens AG From 06/27/22

International tech conglomerate Siemens (OTCPK:SIEGY) has a definitive deal to buy Brightly Software from Clearlake Capital for a total of $1.875B. The deal comes for $1.575B in upfront cash and $300M in cash earn-out payments. It's expected to close in the second half of the year. Under Clea...

Siemens Aktiengesellschaft (SIEGY) Q2 2022 Earnings Conference Call May 12, 2022, 03:30 AM ET Company Participants Eva Riesenhuber - Head of IR Roland Busch - CEO Ralf Thomas - CFO Conference Call Participants Gael de-Bray - Deutsche Bank Andreas Willi - JPMorgan Guillermo Peigneux - UBS Ben ...

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...

A recession seems to be coming. Several banks are assuming a recession as a base-case scenario for the next 18-36 months. This shouldn't entirely dictate our investment approach - but we should be aware of this, and start considering it when we invest. My consideration for this sc...

Analysts continue to disbelieve that the Pfizer/BioNTech Comirnaty vaccine can have a future, while reality shows boosters are needed. Pfizer’s earnings from Comirnaty continue to distort the price of Pfizer stock; this will continue. The more difficult issue is to understa...

This CEF offers a forward distribution yield (ttm) of approximately 90% as of 11.03.2022, which seems in our view too good to remain true. The European Union has an ambitious plan to steer away from Russian energy imports by 2027, but German individuals, businesses, and international ...

In this article, we’re looking at the German company Siemens, an industrial conglomerate that once had a corporate structure similar to General Electric. It's one of the few German stocks with a good dividend history. So it's one of the few that can be trusted to remain sta...

Strong start to Q1 2022 thanks to short-term tailwinds. All major business segments are well-positioned to benefit from long-term structural uptrends. Business portfolio realignment showing results. For further details see: Siemens: Strong Prospects

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