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Microgrid-capable solar PV will give Enphase a serious price advantage. IQ8 grid-forming microinverters will create new markets for Enphase. Product design flexibility will ensure future revenue for Enphase. NEM & Federal ITC goldrush ensures Enphase profitability through ...
Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...
The following slide deck was published by ABB Ltd in conjunction with their 2021 Q4 earnings call. For further details see: ABB Ltd 2021 Q4 - Results - Earnings Call Presentation
ABB Ltd. (ABB) Q4 2021 Earnings Conference Call February 03, 2022 4:00 AM ET Company Participants Ann-Sofie Nordh – Head-Investor Relations Bjorn Rosengren – Chief Executive Officer Timo Ihamuotila – Chief Financial Officer Conference Call Participants Ben Uglow – ...
Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...
This article ranks the 65 Dividend Aristocrats using the quality scoring system of DVK Quality Snapshots. Using various screens, I identify the top opportunities among the Dividend Aristocrats for income, growth, and total return investors. I provide a downloadable spreadsheet wit...
Recent US and Swiss acquisitions indicate increased global focus and new directions for Hitachi in key areas. Hitachi (80%) JV with ABB Power, Hitachi ABB Power Grids, to be renamed Hitachi Energy. HVDC is a key element in grid connectivity and Hitachi Energy is a key player. ...
This is a portfolio very narrowly tailored to the infrastructure bill that just passed the Senate. The wide-ranging programs of the original White House bill have been set on a separate track. What remains is largely transportation. The big winners will be the triad of US-based co...
Humans have caused “unprecedented” and “irreversible” climate change already. Every additional ton of CO2 or methane released makes things worse. Net zero emissions must be achieved as soon as possible to mitigate out of control climate change. This...
Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...
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ATLANTA, GA, June 26, 2024 (GLOBE NEWSWIRE) -- Supports growing demand for energy-efficient ceiling fans in home improvements and new construction Sustainably produced in Tennessee, extensively tested and backed by an Environmental Product Declaration, Carlon® Blue™ non-meta...
Integrates strengths of ABB and Niedax Group to deliver a complete solution offering and enhanced customer value Expands North American cable tray manufacturing capabilities to serve evolving customer needs Builds on decades of innovation to accelerate collaboration and product develo...
Through the acquisition of Canadian company Real Tech, ABB expands its strong presence in the water segment and complements its portfolio with optical sensor technology critical for the age of smart water Real Tech is a market leader in real-time water quality monitoring and testing with more...