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2024-03-22 13:52:57 ET Summary Siemens has delivered strong 1Q24 results, with improvements in all segments and a record-level order backlog. The company is accelerating its portfolio optimization, cutting its stake in Siemens Energy and increasing its stake in Siemens India. ...
2024-03-09 10:10:06 ET Summary Greenbrier's stock price has seen a robust upswing in the last few months, which raises the question of whether it is time to take some profits. The negative effects of the Russia-Ukraine conflict on Europe's economy and rising production costs in Eu...
2024-02-13 10:19:05 ET Siemens Aktiengesellschaft (SIEGY) Q1 2024 Earnings Call Transcript February 8, 2024 4:00 AM ET Company Participants Eva Scherer - Head of Investor Relations Roland Busch - President, CEO & Member of Management Board Ralf Thomas - CFO &...
2024-02-03 11:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Global markets rallied...
2024-02-01 11:01:23 ET Summary This is a revisit of Rockwell Automation, Inc. after it missed both revenue and EPS estimates in its fiscal Q1. The stock was down nearly 18% within a day. The company continues to disappoint investors, with the expected revenue and EPS growth not ma...
2024-01-09 05:00:27 ET Summary Siemens underperformed both my portfolio and the S&P 500. The company has strong profitability and quality metrics, but its valuation is currently high. Siemens is well-positioned in the automation, electrification, digitization, and ESG sect...
2023-12-28 10:00:00 ET Summary Alpinum Investment Management is a Swiss asset manager whose key areas of expertise include. traditional and alternative credit investments, direct lending and hedge funds. The economy faces a slowdown with rising capital costs, yet resilient consume...
2023-12-05 06:12:42 ET More on mega tech companies Microsoft: Priced For Zero Interest Rates iRobot And Amazon Deal Faces Half-Hearted European Commission Objections Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations Google postpones A...
2023-12-04 09:40:36 ET More on Intel and Siemens Intel Stock Getting Ahead Of Itself Intel: New Investment Plan Is Unlikely To Catch Up With Rivals In Near Term Siemens: Leading Automation Business With Growing Earnings Visibility Dell PC miss could 'spe...
2023-11-20 14:22:59 ET Summary FuelCell Energy, Inc. shares have fallen drastically since their peak in 2021, despite huge government funding in the alt-energy space. The company reported a less than expected GAAP loss in the third quarter. A sign the company might be on a ver...
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