Et kig på General Electric
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God lørdag eftermiddag.
Så har jeg fået lavet ugens "Stock of the week" video til min engelske Youtube-kanal. Den får I også lige et link til her: -
Tak for video! Jeg kan godt lide, at du har en skabelon, som du altid gaar frem efter
Vores skabeloner er dog lidt forskellige."No wise pilot, no matter how great his talent and experience, fails to use his checklist." - Charlie Munger
"I'm a great believer in solving hard problems by using a checklist. You need to get all the likely and unlikely answers before you; otherwise it's easy to miss something important." - Charlie Munger
"Checklist routines avoid a lot of errors. You should have all this elementary [worldly] wisdom and then you should go through a mental checklist in order to use it. There is no other procedure in the world that will work as well." - Charlie Munger
Det bliver interessant, om de kan holde EPS trods modvind fra 737 MAX og Baker Hughes. Culp goer det udmaerket med oprydnings-arbejdet.
GE continued to take action to improve its financial position and strengthen its businesses:
• Sold down remainder of its common shares in Wabtec, which resulted in $1.6 billion of net cash
proceeds (~$6 billion in total), and part of its stake in Baker Hughes, which resulted in $3 billion of net
cash proceeds (~$6.7 billion to date).
• Announced or completed more than $9 billion of total Industrial deleveraging actions, including
completing a ~$5 billion debt tender, repaying a portion of the intercompany loans from GE Capital,
and announcing multiple changes related to U.S. pension benefits that GE expects will reduce its
Industrial net debt* by $4-6 billion through 2020.
• Reduced external debt at GE Capital by $1 billion in the quarter ($5 billion year to date) and assets by
~$2 billion in the quarter ($3.6 billion year to date) and announced the sale of PK AirFinance.
• Continued to stabilize Power, manage production ramp in Renewable Energy with minimal
disruptions, and commercialize new products across GE's businesses.
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Hov, jeg fik indsat en gammel version af en af figurerne. Jeg ved ikke lige, hvordan det skete.
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Jeg glemte en anden figur. De skal vaere meget taknemmelige for "Aviation" og "Healthcare".
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Du har helt ret. En checkliste er altafgørende. Må jeg spørge, hvor du henter dine data?
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Markettimer Det maa du i hvert fald. Det er lidt tys tys, fordi jeg maa egentlig ikke, og de har allerede een gang truet mig med advokater, og de har gjort meget for at goere det svaert for mig og andre, men jeg henter data fra nedenstaaende kilder. Jeg taenker, at det nok gaar, saa laenge det er til privat/ikke-kommercielt brug.
- Morningstar (tids-serier for diverse noegle-tal):
- Yahoo Finance (kurser til at lave tids-serier for diverse multipler):
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sec.gov (10Q- og 10K-rapporter i XBRL-format):
http://midgardfinance.com/10q10k/G/GE/#us-gaap:Revenues -
General Electric (det er ikke altid, at alle tal er i XBRL-format):
https://www.ge.com/investor-relations/events-reports
Det var faktisk saa svaert for mig, at jeg var noedt til at bede om hjaelp i sin tid:
How can I log in to morningstar.com without using a headless browser such as selenium?
https://stackoverflow.com/questions/48228739/how-can-i-log-in-to-morningstar-com-without-using-a-headless-browser-such-as-selJeg skal paa et tidspunkt have skiftet Morningstar ud med XBRL, saa jeg ikke er afhaengige af dem, men det er lidt besvaerligt, fordi der findes mig bekendt endnu ikke en europaeisk aekvivalent til sec.gov. For eksempel skal jeg for danske boersnoterede virksomheder ind paa cvr.dk. Det er ikke saa brugervenligt. Her Novo Nordisk:
https://datacvr.virk.dk/data/visenhed?enhedstype=virksomhed&id=24256790Danmark og resten af Europa halter gevaldigt efter USA paa dette punkt. Det ville vaere fint, hvis fantastiske EU ogsaa paa dette punkt fik stablet et tvaer-europaeisk samarbejde paa benene. Gud bevare EU!
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Moving closer to a European SEC
https://www.bbva.com/en/moving-closer-european-sec/International equivalents of the SEC's EDGAR (SEDAR in Canada) database?
https://stackoverflow.com/questions/45194981/international-equivalents-of-the-secs-edgar-sedar-in-canada-database
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