Aktiesnakken — September 2011
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Coller og jeg kommer snart med modelporteføljen, så kan I se hvor hjertet banker
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Med så lav en rente ville jeg da hellere smide det i johnson som give 3-4% i udbytte
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Lån koster ingenting, det svære er at få dem
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Hvad med noget energi, der en del der giver god yield. Altså energiselskaber
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Fortum, eon, hafslund, vattenfald?
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Nej energi skal der altid til. Det stiger altid 5% om året
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Og de giver dig yielden. Energiselskabernes investeringshorisont er generationer
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Du skal jo have el til din PI
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