lördagen den 16:e april 2011

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Fördjupning i Årsredovisning – del 2 Kassaflödesanalysen

Läsvärt och utförligt inlägg om kassaflöde och owner earnings.

dividendmonk
Johnson and Johnson (JNJ) Dividend stock analysis
"Overall, I think JNJ is a solid pick for dividend yield and growth right now. It’s a stable, incredibly diverse company with fair growth prospects and a large international exposure, and an above average dividend yield. The stock has lagged behind the 2 year broad stock run for good reasons, but with a P/E ratio of under 13 and a strong balance sheet, I find JNJ to be a solid buy."
Couldnt agree more!


Kärnkraft, kol och naturgas

SVD
Kol - det verkliga skälet till panik
"Koleldning är den största bidragaren till växthuseffekten. [...] Kärnkraft är den enda energikällan som kan producera samma kvalitet av elektricitet i liknande omfattning på medellång och lång sikt.” säger Jonathan Sinton, ledande Kinaspecialist vid International Energy Agency "
 e24
Kärnkraften är död i Tyskland
"Kärnkraften är nu stendöd i Europas största och världens fjärde största ekonomi. Merkels regering rev förra året upp beslutet att avveckla atomenergin fram till 2021/2022 och förlängde istället med ytterligare 12 år. Häromdagen, när tv-bilderna från Japan fick den tyska nationen att darra, gjorde hon en helomvändning. Landets sju äldsta reaktorer har nu tagits ur drift, temporärt som det heter men troligen för gott.

[...]den ”smutsiga” kolkraften kommer att behövas i den nya energimixen."
Morningstar
LNG: A Remedy for Nuclear Jitters
"To us, natural gas seems an appealing option to nuclear power because it's cleaner burning than other fossil fuels, plentiful, and relatively safe.  Today the world has only two realistic choices for generating massive amounts of clean-burning electricity: nuclear power or natural gas.  Indeed, the equation couldn't be simpler: if less nuclear power is used going forward, then natural gas must pick up the slack. [...] Analysts at the French bank Société Générale call natural gas the fuel of “no choice” in light of all the concerns about nuclear power and the increasing constraints on greenhouse-gas emissions. [...]

[...] The Wall Street Journal characterized the nuclear dilemma of China and India in this manner: “There is no way for a poor country to become a rich country without a big increase in energy consumption.  The governments of China and India still have to lift well over a billion people out of poverty.  To do that, they are going to have to tap every conceivable source of energy, and they won’t be able to achieve that without nuclear power.” [...] we think nuclear energy is here to stay if for no other reason than nations want to keep their energy supplies diversified; to put all power-generation eggs in the natural-gas basket is likely to be deemed too risky by most governments.[...]

Even before the Japanese nuclear crisis, U.S. utilities were turning to natural gas to generate electricity for political/environmental reasons.  We think that trend is likely to accelerate, as utilities not only in the U.S. but internationally deemphasize nuclear and coal-burning power plants to some degree. [...] The big energy companies [...] have become true believers in natural gas. [...] Royal Dutch Shell estimates that by 2012 half of its output will be from natural gas."

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