Craig Millar Siemens AG SIEGY-OTC DON'T BUY Jan 07, 2016

Reasonable valuation with a good dividend yield. Acquisition a few months ago was not well timed, but it is a rock solid business. He would like to own it at the right price. They are a well run business with a great position in a number of their businesses.

One of the largest European industrial stocks. This hasn’t done much for several years. Revenue has been kind of flat at about €75 billion for several years. Earnings have kind of bounced around between €5 and €6 for several years. Similar to General Electric (GE-N), an exercise in portfolio pruning and management. Valuation is not bad at about 16.5X PE with a nice dividend at about 3.5%, but can’t see how it could outperform the market.

(Market Call Minute.) This is okay. Not a stock he wants to own but they are improving.

A new name in his portfolios. Out of Germany. Going back to the ecosystem chart from the top of the show, this name is in the second circle (software side). But it's also a hardware company. Massive, $152B company. His 12-month price target is $128.

One of the biggest suppliers (if not the biggest) of software for humanoids (robotics). Huge in healthcare and energy. Reported last Friday, did extremely well. Spinning off robotics division (ETA: Q1 or Q2 of 2026). Yield is 2.44%.