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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...
Siemens is collaborating with Dow to showcase the future of automation with a process industry test bed at MxD , a state-of-the-art advanced manufacturing institute and innovation center near downtown Chicago. This new test bed offers a hands-on demonstration of how innovative softw...
ABB posted another stronger than expected quarter, with revenue, EBITA, and orders all surpassing sell-side expectations, and management raised guidance on broad recovery strength across the business. Short-cycle markets continue to recover strongly, and ABB is also seeing improving o...
This article presents a methodology which investors can utilise to analyse and dissect an industry and identify the winners. Breaking down the industrials sector I arrive at two companies that are performing well ahead of the average company with a strong outlook and clear track recor...
July 19, 2021, Barron's-Weekly published their annual mid-year Roundtable picks from 10 investment experts. Of 42 selected, 21 pay dividends. These are "Barron's Mid-Year21," or BMY21. The top-10 BMY21 showed net gains ranging from 9.11%-38.34% by DTEGY, WWD, BDX, PM, MDT, TM, SBGI, C...
Siemens Digital Industries Software, a business unit of technology firm Siemens ([[SIEGY]] +0.5%), has agreed to acquire FORAN software business from Spain-based engineering and technology company SENER.Terms of the deal were not disclosed. The deal is expected to close in the Q421.FORAN team...
Siemens Energy ([[SMEGF]] -12.8%) and Spanish subsidiary Siemens Gamesa Renewable Energy ([[GCTAY]] -15.0%) both plunge after the latter issued a profit warning for the full year, causing Siemens Energy to also cut its guidance.Wind turbine rival Vestas ([[VWDRY]] -5.5%) also trades sharply l...
Carbon capture and storage/sequestration ("CCS") is needed mostly to help remove CO2 gases from power plants escaping into the atmosphere and to reduce global emissions. The CCS market size is projected to grow from USD 1.75 billion in 2019 to USD 6.3 billion by 2027, exhibiting a CAG...
Leadinglights/iStock Unreleased via Getty Images Siemens Mobility ([[SIEGY]] +0.5%) says it was awarded $3.4B in contracts in the U.S. to design, manufacture and technically support 73 multi-powered trains, in the company's largest-ever North American contract. Siemens says Amtrak could order...
Daimler separating car and truck businesses by spinning out truck business. Volvo Group (trucks) focuses on electrification with BEV and FCEV developments. Daimler Truck and Volvo Group have a similar strategy with BEV trucks becoming mainstream and flirting with hydrogen which in...
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Siemens simplifies development of AI accelerators for advanced system-on-chip designs with Catapult AI NN PR Newswire Catapult AI NN offers software engineers a comprehensive solution to synthesize AI Neural Nets Enables software development teams to seamlessly trans...