Aktiesnakken — Juli 2012
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for mit vedkommende bliver det ikke igennem JB mere
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er der nogen der har hørt om at 35000 skibe skal retrofittes for at overholde nogle nye krav om ballastvand
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og der vist ligger nogle selskaber der kunne være interessante som følge heraf, Danaher er en af dem.
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det kan være en virksomhed at putte på skemaet over interessante muligheder for 2012-13
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men min research syncs bare at de er mere life science end vandrensende?
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record revenues of $16.1 billion with core revenue growth of 7%.
r&D spending exceeded $1 billion for the first time in Danaher’s history.
Free cash flow of $2.4 billion with a free cash flow to net income conversion ratio of 124%, representing the 20th consecutive year in which free cash flow exceeded net income.
Deployed a record $7.5 billion of capital to acquire 14 new companies, including Beckman Coulter, across all five operating segments. -
det var så Danaher. som ganske rigtigt har noget vand rensende under opsejling
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Hvad kom Fortum ud med?
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de har stadigt tjent 0,77 euro ytd
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ja yielden fejler ikke noget
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det er en af de virksomheder jeg gerne ville have flere aktier i
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men de har lånt til dividenden......
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det gjorde mig en smule mindre entusiastisk
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hvis den historie passer er der ved at komme fart på vareflow http://borsen.dk/nyheder/virksomheder/artikel/1/237281/maersk_indgaar_stor_skibslejeaftale.html
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ja det kunne måske godt være
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