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2024-01-10 23:55:00 ET Summary 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...
2023-12-28 08:16:55 ET Summary Fresenius Medical Care has seen a recovery in its share price after a dip in October 2023, presenting an attractive upside potential. The company's 3Q23 results showed continued organic growth, successful execution of its turnaround plan, and raised ...
2023-12-14 12:30:25 ET The Biden administration on Thursday named 48 Medicare Part B drugs that could be subject to inflation penalties for Q1 2024, including products from the likes of AbbVie ( NYSE: ABBV ), Amgen ( NASDAQ: AMGN ), and Pfizer ( NYSE: PFE ). Drug...
2023-11-02 16:51:03 ET Fresenius Medical Care AG & Co. KGaA (FMS) Q3 2023 Earnings Conference Call November 02, 2023, 10:30 ET Company Participants Dominik Heger - EVP & Head, IR, Strategic Development & Communications Helen Giza - CEO Martin Fischer ...
2023-11-02 03:48:57 ET More on Fresenius Medical Care Fresenius Medical Care: Don't Let The Ozempic Kidney Failure Scare You Off Fresenius sees GLP-1 drugs having neutral impact on its business: report Dialysis stocks decline again as Novo Nordisk hits 52-week high ...
2023-10-14 11:05:00 ET Summary 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...
2023-08-02 15:47:08 ET Fresenius Medical Care AG & Co. KGaA (FMS) Q2 2023 Earnings Conference Call August 2, 2023 09:30 AM ET Company Participants Dominik Heger - Head of Investor Relations Helen Giza - Chief Executive Officer and acting Chief Financial Officer ...
2023-07-27 08:30:00 ET Summary Fresenius Medical Care is the world's leading full-service provider of dialysis care and benefits from the entire value chain thanks to its vertical integration. Despite its market-leading position, Fresenius has been a poor performer, with disappoin...
2023-07-18 09:15:46 ET Summary The broad S&P500 edged up 1.2% in June, while the Dow Jones rose slightly by 0.8% during the month. Investment activity in June picked up significantly from May, with net investments totaling around $2,200, primarily targeted towards the financia...
2023-07-14 04:30:00 ET Summary Fiduciary Management, Inc. is an independent money management firm. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. FMI’s Small Cap and International Strategies ...
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