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Analysis and Opinions about SI-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 2, 2019
He tries to stay away from conglomerates because they trade at a big discount to net asset value. He is concerned about it being a self help story. The catalysts will be unfolding slowly.
Siemens (SI-N)
December 2, 2019
He tries to stay away from conglomerates because they trade at a big discount to net asset value. He is concerned about it being a self help story. The catalysts will be unfolding slowly.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
January 22, 2019
Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
Siemens (SI-N)
January 22, 2019
Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$0.000
Owned
No
COMMENT
COMMENT
December 11, 2012

Because it is capital equipment, has tended to suffer with concerns about growth. It now looks to be breaking out. Got hit very badly in the recession but it did hit a new all-time high early 2011. If people are more at ease with the outlook for Chinese growth, this is a major provider of industrial equipment to emerging economies.

Siemens (SI-N)
December 11, 2012

Because it is capital equipment, has tended to suffer with concerns about growth. It now looks to be breaking out. Got hit very badly in the recession but it did hit a new all-time high early 2011. If people are more at ease with the outlook for Chinese growth, this is a major provider of industrial equipment to emerging economies.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$106.570
Owned
No
HOLD
HOLD
September 14, 2012

Good company with a rising dividend. Average earnings growth for the last 5 years has been 5%, which is indicative of a very large infrastructure company similar to General Electrics, etc. You get cash flow growth on a consistent basis. 5-year dividend average growth is 19%, which is almost 3 times what the norm is. If the economy doesn’t recover, then you are going to have some bumps and it could just go sideways.

Siemens (SI-N)
September 14, 2012

Good company with a rising dividend. Average earnings growth for the last 5 years has been 5%, which is indicative of a very large infrastructure company similar to General Electrics, etc. You get cash flow growth on a consistent basis. 5-year dividend average growth is 19%, which is almost 3 times what the norm is. If the economy doesn’t recover, then you are going to have some bumps and it could just go sideways.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$104.300
Owned
No
DON'T BUY
DON'T BUY
August 21, 2012

Solid company. The only question he would have is the timing at this particular stage. Wouldn’t favour a portfolio that is heavily weighted industrial oriented at this point. He expects very slow levels of global economic growth. Not a typical environment where an industrial stock would do particularly well. You could probably get it cheaper and it won’t grow dramatically until there is better global growth.

Siemens (SI-N)
August 21, 2012

Solid company. The only question he would have is the timing at this particular stage. Wouldn’t favour a portfolio that is heavily weighted industrial oriented at this point. He expects very slow levels of global economic growth. Not a typical environment where an industrial stock would do particularly well. You could probably get it cheaper and it won’t grow dramatically until there is better global growth.

Karl Berger
Partner, Toron Investment Management
Price
$93.560
Owned
Unknown
BUY
BUY
May 25, 2012
This is the General Electric of Europe. 40% of its sales are green, that is in helping with environmental issues. It's off by a 3rd in the last year but there are some encouraging signs in the 2nd quarter with revenues up 9% and its revenues in the US were up 18% while the order book was down, reflecting what is happening in Europe. Decent dividend yield of 3.4%.
Siemens (SI-N)
May 25, 2012
This is the General Electric of Europe. 40% of its sales are green, that is in helping with environmental issues. It's off by a 3rd in the last year but there are some encouraging signs in the 2nd quarter with revenues up 9% and its revenues in the US were up 18% while the order book was down, reflecting what is happening in Europe. Decent dividend yield of 3.4%.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$85.510
Owned
Unknown
DON'T BUY
DON'T BUY
October 6, 2011
European equivalent to General Electric (GE-N). In power generation, transmission and distribution. Also in automation, etc. A conglomerate. Did a good job of bringing down there cost structure recently. Doesn't think you will get the margin improvements from the cost side anymore. Spending into a Asia but are tied to Europe, which will hurt them in the next little while. You can probably buy cheaper.
Siemens (SI-N)
October 6, 2011
European equivalent to General Electric (GE-N). In power generation, transmission and distribution. Also in automation, etc. A conglomerate. Did a good job of bringing down there cost structure recently. Doesn't think you will get the margin improvements from the cost side anymore. Spending into a Asia but are tied to Europe, which will hurt them in the next little while. You can probably buy cheaper.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$96.340
Owned
No
DON'T BUY
DON'T BUY
September 22, 2011
Largest conglomerate in Germany. There are great opportunities to pick up opportunities like this with the recent sell off. They are going to have to work hard in the upcoming cycle to grow. Smaller companies can do this more easily. ABB, Snider are good examples.
Siemens (SI-N)
September 22, 2011
Largest conglomerate in Germany. There are great opportunities to pick up opportunities like this with the recent sell off. They are going to have to work hard in the upcoming cycle to grow. Smaller companies can do this more easily. ABB, Snider are good examples.
Charles Lannon
Director of Research, Toron Investment Management
Price
$89.290
Owned
Unknown
DON'T BUY
DON'T BUY
November 5, 2008
(Market Call Minute.) You'd be better off buying General Electric (GE-N). Not a well-run company.
Siemens (SI-N)
November 5, 2008
(Market Call Minute.) You'd be better off buying General Electric (GE-N). Not a well-run company.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$60.810
Owned
Unknown
WAIT
WAIT
September 16, 2008
Going through a little retrenchment right now. Had a lot of layoffs and has a lawsuit hanging over them. Also investigations on trade practices. At some point here it is going to become fairly decent value. There is no rush to get into it. Price to cash flow of less than 5 would be a sign that it is getting cheap.
Siemens (SI-N)
September 16, 2008
Going through a little retrenchment right now. Had a lot of layoffs and has a lawsuit hanging over them. Also investigations on trade practices. At some point here it is going to become fairly decent value. There is no rush to get into it. Price to cash flow of less than 5 would be a sign that it is getting cheap.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$95.050
Owned
Unknown
WAIT
WAIT
April 23, 2008
One of the top European companies as far as quality is concerned. Their falloff has been standard along with all the other industrials. 2.2% yield. Free cash flow yield after interest rates so it is still attractive here. If there is another correction in the summer, you might get a better opportunity.
Siemens (SI-N)
April 23, 2008
One of the top European companies as far as quality is concerned. Their falloff has been standard along with all the other industrials. 2.2% yield. Free cash flow yield after interest rates so it is still attractive here. If there is another correction in the summer, you might get a better opportunity.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$116.870
Owned
No
SELL
SELL
March 18, 2008
It’s hard to know if management is trustworthy.
Siemens (SI-N)
March 18, 2008
It’s hard to know if management is trustworthy.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$113.080
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
June 6, 2007
It's on his working list, and if it was the right price he would buy it. (It's close now). Has gone through a scandal and changed the CEO because of it. Were trying to be all things to all people, now are reining in their focus.
Siemens (SI-N)
June 6, 2007
It's on his working list, and if it was the right price he would buy it. (It's close now). Has gone through a scandal and changed the CEO because of it. Were trying to be all things to all people, now are reining in their focus.
Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$130.200
Owned
No
COMMENT
COMMENT
April 23, 2007
A conglomerate. Is thought of as a GE of Europe. What is an under performer but restructured nicely. Should continue to do well.
Siemens (SI-N)
April 23, 2007
A conglomerate. Is thought of as a GE of Europe. What is an under performer but restructured nicely. Should continue to do well.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$124.760
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 20, 2007
(A Top Pick Oct 3/06. Up 22.7%.) Considered as the GE of Europe. Still considers this as a Hold.
Siemens (SI-N)
March 20, 2007
(A Top Pick Oct 3/06. Up 22.7%.) Considered as the GE of Europe. Still considers this as a Hold.
Neil Wickham
President, Wickham Investment Counsel
Price
$106.180
Owned
Yes
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