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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...
SAP is writing a new chapter of its successful history in cloud-based solutions and it looks like the company is recovering fast from the negative effects of the COVID-19 pandemic. Compared to its peers, SAP has the chance to improve its competitiveness and could take advantage of tho...
FDEU was the 2nd-ranked DxY fund in our recent Quality CEF report. FDEU achieves full distribution coverage through investment into high dividend stocks. However, value and options strategy has caused underperformance vs. benchmark. Wide discount provides an attractive entry p...
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. ...
The following slide deck was published by SAP SE in conjunction with their 2021 Q3 earnings call. For further details see: SAP SE 2021 Q3 - Results - Earnings Call Presentation
I believe we are past the worst of it. We may have a bit of overhead resistance in a few days. My plan was to select some high-quality, high-priced stocks that have fallen hard this past month, and build positions that will hopefully return 20% to 30% by year-end. It's important t...
Blue Prism is a relatively small player in enterprise software but its performance metrics point to a decent product with high customer satisfaction. A US listing looks off the cards but we believe the company would be an attractive asset for private equity funds. On the basis tha...
Lifeway's net sales have declined during 2017, 2018 and 2019. However, The coronavirus pandemic crisis increased both net sales and margins. The company is entering the drinkable probiotic yogurt market. The company recently expanded its exposure to the French and Irish kefir mark...
MSFT reported impressive end-of-year results, recording 18% YoY growth, facilitated by accommodative industry trends creating tailwinds for years to come. Overvaluation arguments don't consider the company's economics of scale and high margins. MSFT generates more cash for each dollar...
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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SAP Turns Every Developer Into a Generative AI Developer at SAP TechEd in 2023 Canada NewsWire SAP Unveils Innovations in Generative AI Application Development and Vector Database Capabilities as Well as New Learning Opportunities for Developers in the Era of AI BANG...
Guidant Global Receives SAP Global Intelligent Spend and Business Network Partner Excellence Award 2022 for SAP Fieldglass Managed Service Provider PR Newswire Award presented at SAP Spend Connect Live 2022 DETROIT , Nov. 8, 2022 /PRNewswire/ ...
WALLDORF, GERMANY / ACCESSWIRE / October 25, 2020 / Updated Business Outlook 2020 SAP's previous full year 2020 outlook issued on April 8th, 2020 reflected its best estimates concerning the timing and pace of recovery from the COVID-19 crisis. This outlook assumed economies would reopen a...