30 maj 2015
28 maj 2015
World to add 57 GW of solar PV in 2015
World to add 57 GW of solar PV in 2015, says IHS: pv-magazine
Market analysts IHS will next week publish their Q1’15 PV Demand Market Tracker, which forecasts that 2015 will see the global solar PV market grow 30% year-on-year, adding 57.3 GW of capacity worldwide.
Read more: http://www.pv-magazine.com/news/details/beitrag/world-to-add-57-gw-of-solar-pv-in-2015--says-ihs_100018839/#ixzz3bQExTJ7n
Market analysts IHS will next week publish their Q1’15 PV Demand Market Tracker, which forecasts that 2015 will see the global solar PV market grow 30% year-on-year, adding 57.3 GW of capacity worldwide.
Read more: http://www.pv-magazine.com/news/details/beitrag/world-to-add-57-gw-of-solar-pv-in-2015--says-ihs_100018839/#ixzz3bQExTJ7n
24 maj 2015
A dominant energy source
Within 15 years, solar will be a dominant energy source
On average, solar capacity has grown 30% every year for the past 20 years. Even so, solar power only represents about 1% of the 6,000GW of capacity in the $2 trillion electricity market, the majority of that dominated by coal-fired power plants. In order for solar to produce 100% of the world's energy, the current installed base of solar power would need to increase 120 fold.
Over the next 20 years, the electricity market is expected to double to $4 trillion, and solar power will grow by 10 times. During the next two decades, the solar industry is expected to generate $5 trillion of revenue, and by year 2050, the amount of solar power capacity is expected to grow to represent 30% of all electrical power generated worldwide, the report said.
20 maj 2015
Amasten q1
q1 Amasten >>>>>
Hyresintäkter
Januari – mars
Under årets första kvartal uppgick hyresintäkterna till 37,6
mkr (8,5). Ökningen består till största delen av intäkter från
de portföljer som förvärvades i juni samt i december 2014.
Årets hyreshöjningar på i snitt 1,5 procent börjar till stor del
gälla per den 1 april, vilket gör att hyrorna allt annat lika
kommer vara högre för de följande kvartalen.
Fastighetskostnader
Januari – mars
Fastighetskostnaderna ökade till 23,9 mkr (5,4). Jämfört med
fjärde kvartalet ökade kostnaderna med 1,4 mkr. Kostnadsökningen
jämfört med fjärde kvartalet kan främst förklaras med
att portföljen utökats med det förvärvade beståndet i Härnö-
sand som tillträddes den 31 december. Första kvartalet har
också högst fastighetskostnader, främst på grund av högre
värme- och elkostnader samt kostnader för snöröjning. Fastighetskostnaderna
per kvadratmeter sjönk dock jämfört med
fjärde kvartalet.
Central administration och övriga
externa kostnader
Kostnader för central administration och övriga externa kostnader
uppgick till 5,4 mkr (2,0). Kostnaderna minskade dock
jämfört med fjärde kvartalet. Första kvartalet uppbär generellt
en procentuellt sett större andel av bolagets omkostnader i
form av revision m m. Det har även skett nyanställningar i
holdingbolaget jämfört med föregående period.
Finansnetto och värdeförändringar derivat
Räntenettot uppgick till –4,8 mkr (–2,2). Jämfört med sista
kvartalet 2014 har räntenettot minskat med 2 mkr, trots att
Resultat, intäkter och kostnader
låneportföljen ökat med 36 mkr i och med förvärvet av
Härnösand. Detta är en effekt av att ett antal lån omförhandlades
under det sista kvartalet 2014 till bättre villkor,
samt att lägre marknadsräntor har fått genomslag under
kvartalet i och med att en stor andel av portföljen har rörliga
räntor. Amastens ränteswap har ökat i värde med 0,02 mkr
till –1,7 mkr på grund av kortare löptid.
Värdeförändringar förvaltningsfastigheter
Januari – mars
Fastigheternas redovisade marknadsvärde uppgick till 1 296
mkr (348). Detta är en värdeuppgång med 10,8 mkr eller 0,9
procent jämfört med föregående kvartal. Värderingarna under
första kvartalet bygger på bolagets egna värderingsmodeller
där värderingsparametrarna stämts av med Nordier Property
Advisors som utförde de fullständiga årsskiftesvärderingarna.
Se kommentar från Nordier på nästkommande uppslag.
Resultat
Januari – mars
Totalresultatet för första kvartalet uppgick till 8,9 mkr (–1,0).
Resultatökningen utgörs till största delen av orealiserade värdeförändringar
om 7,5 mkr samt en förbättring av förvaltningsresultatet
om 4,6 mkr. Efter utdelning till preferensaktierna så
motsvarar det ett resultat på 0,05 kr per stamaktie (–0,06).
Periodens kassaflöde
Kassaflödet från den löpande verksamheten före förändring
av rörelsekapital uppgick till 1,4 mkr. Totalt uppgick periodens
kassaflöde till –15,7 mkr och beror främst på preferensaktieutdelning,
amortering av lån samt minskning av
bolagets rörelseskulder. Likvida medel uppgick vid periodens
slut till 44,9 mkr (1,2).
Notera att förvaltningsresultatet från och med tredje kvartalet 2014 omfattar fastigheter till
ett värde om cirka 1,3 mdr kronor jämfört med cirka 350 mkr under första halvåret 2014.
Jämförelsetal inom parentes avser motsvarande period 2014.
Nyckeltal i urval Jan-mar 2015 Jan-mar 2014 Jan-dec 2014
Substansvärde/aktie, kr 3,58 5,75 3,51
Eget kapital/stamaktie, kr 3,40 5,40 3,33
Avkastning på eget kapital, % 1,66 neg 7,31
Fastighetsvärde, mkr 1 296 348 1 286
Belåningsgrad, % 55 67 55
Belåningsgrad fastigheter, % 58 70 59
Soliditet, % 39 26 39
Utestående aktier 98 843 303 17 176 569 98 843 303
14 maj 2015
Power the world
Originally published on Solar Love.
An interdisciplinary MIT study led by the MIT Energy Initiative has led to a 332-page report entitled The Future of Solar Energy. Among its key findings are that today’s solar panels are all that is needed to supply the world with many terawatts of clean solar power by 2050 (a terawatt is equivalent to 1,000,000 megawatts). The other main point the study makes is that it will take political will to finally wean the world off of fossil fuels.
The MIT researchers suggest the crystalline silicon photovoltaic technology of today will remain viable and relevant in the future. While further research may improve solar panel efficiency, we have all the tools we need right now to supply all of the world’s energy needs. What we don’t have is the combination of financial incentives and political muscle that it will take to break our old habit of pumping fossil fuels out of the ground to satisfy our modern lifestyle.
The International Energy Agency (IEA) says that the fossil fuel industries receive almost $548 billion in subsidies each year. That’s as of 2013, the latest year for which data is available. The MIT report says those funds must be diverted to clean energy to make the dream of a carbon-free future a reality. The authors say, “Solar electricity generation is one of very few low-carbon energy technologies with the potential to grow to very large scale.” But that growth won’t happen fast enough unless the money to build the solar infrastructure is allocated.
Rather than hoping for new breakthroughs that will lower the cost of solar panels even more, the MIT researchers think our emphasis should be on building a “smart grid” that integrates all of the solar energy available from rooftop solar systems, community solar, and utility-scale solar projects into an efficient whole.
It also denominates the relatively new field of electricity storage as an area where further research could lower costs dramatically. Just as the cost of solar panels has plummeted over the past decade, new battery technology and the economies of scale that flow from greater production will combine to drive down the price of energy storage in the next decade. Batteries are the critical component to making solar power affordable and available to all of the world’s people.
Any time there is a shift in technology, some entrenched interests suffer economically while some new businesses prosper. Particularly in America, we need to remove Luddites like Senator James Inhofe from office. He is the chairmen of the Senate Environment Committee who brought a snowball onto the floor of the Senate to make the point that climate change cannot possibly be taking place because it was really, really cold outside. Such mindless buffoonery earned him a place in history as the ignoramus who will forever be known as “Senator Snowball.” Our society simply cannot afford to be held hostage any longer by such a stooge of the fossil fuel companies.
The MIT report is written in the dense argot so popular among scientists, but it’s message is clear. We have the tools we need to produce all the energy we need from renewable sources. Now all we need to do is make up our minds to put those tools to work.
Photo Credit: MIT
13 maj 2015
The key
The key to make money in stocks
http://t.co/j6wdNV8s7n pic.twitter.com/T4j0zPWlHC
— Trading Proverbs (@tradingproverbs) May 13, 201512 maj 2015
11 maj 2015
8 maj 2015
7 maj 2015
Buffett model score
Latest Update as of 02/23/2015.
| Ticker | Name | Buffett Model Score |
| TJX | TJX COMPANIES INC | 100% |
| NOVKY | NOVATEK OAO – ADR | 100% |
| ROST | ROSS STORES, INC. | 100% |
| MNST | MONSTER BEVERAGE CORP | 100% |
| FTI | FMC TECHNOLOGIES, INC. | 100% |
| WIT | WIPRO LIMITED (ADR) | 99% |
| PII | POLARIS INDUSTRIES INC. | 99% |
| SYNT | SYNTEL, INC. | 99% |
| MIDD | MIDDLEBY CORP | 96% |
| AHGP | ALLIANCE HOLDINGS GP, L.P. | 94% |
| AAPL | APPLE INC. | 93% |
| DLTR | DOLLAR TREE, INC. | 93% |
| TSCO | TRACTOR SUPPLY COMPANY | 93% |
| MTD | METTLER-TOLEDO INTERNATIONAL INC. | 93% |
| PETM | PETSMART, INC. | 93% |
| CACC | CREDIT ACCEPTANCE CORP. | 93% |
| FCFS | FIRST CASH FINANCIAL SERVICES INC | 93% |
| HIBB | HIBBETT SPORTS, INC. | 93% |
| CRVL | CORVEL CORPORATION | 93% |
| ACN | ACCENTURE PLC | 92% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 92% |
| TROW | T. ROWE PRICE GROUP INC | 92% |
| ADS | ALLIANCE DATA SYSTEMS CORPORATION | 92% |
| FAST | FASTENAL COMPANY | 92% |
| ORCL | ORACLE CORPORATION | 89% |
| AAP | ADVANCE AUTO PARTS, INC. | 89% |
| ADP | AUTOMATIC DATA PROCESSING | 86% |
| PCP | PRECISION CASTPARTS CORP. | 86% |
| SHW | SHERWIN-WILLIAMS CO | 86% |
| SSL | SASOL LIMITED (ADR) | 86% |
| GWW | W W GRAINGER INC | 86% |
| NTES | NETEASE, INC (ADR) | 86% |
| COH | COACH INC | 86% |
| CHRW | C.H. ROBINSON WORLDWIDE, INC. | 86% |
| JBHT | J B HUNT TRANSPORT SERVICES INC | 86% |
| FDS | FACTSET RESEARCH SYSTEMS INC. | 86% |
| CLB | CORE LABORATORIES N.V. | 86% |
| ROL | ROLLINS, INC. | 86% |
| FOSL | FOSSIL GROUP INC | 86% |
| BMA | BANCO MACRO SA (ADR) | 86% |
| BKE | BUCKLE INC | 86% |
| EBIX | EBIX INC | 86% |
| WRLD | WORLD ACCEPTANCE CORP. | 86% |
| CPSI | COMPUTER PROGRAMS & SYSTEMS, INC. | 86% |
| NVO | NOVO NORDISK A/S (ADR) | 85% |
| SAP | SAP SE (ADR) | 85% |
| INFY | INFOSYS LTD ADR | 85% |
| PAYX | PAYCHEX, INC. | 85% |
| VTKLY | VTECH HOLDINGS LTD (ADR) | 85% |
| FIZZ | NATIONAL BEVERAGE CORP. | 85% |
| BRLI | BIO-REFERENCE LABORATORIES INC | 85% |
| UG | UNITED-GUARDIAN, INC. | 85% |
| BTI | BRITISH AMERICAN TOBACCO PLC (ADR) | 82% |
| COL | ROCKWELL COLLINS, INC. | 82% |
| CPA | COPA HOLDINGS, S.A. | 80% |
| MLAB | MESA LABORATORIES, INC. | 80% |
| MSFT | MICROSOFT CORPORATION | 79% |
| CHL | CHINA MOBILE LTD. (ADR) | 79% |
| LMT | LOCKHEED MARTIN CORPORATION | 79% |
| VFC | VF CORP | 79% |
| INTU | INTUIT INC. | 79% |
| AMTD | TD AMERITRADE HOLDING CORP. | 79% |
| GPS | GAP INC | 79% |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD. | 79% |
| GPC | GENUINE PARTS COMPANY | 79% |
| BBBY | BED BATH & BEYOND INC. | 79% |
| VAR | VARIAN MEDICAL SYSTEMS, INC. | 79% |
| FFIV | F5 NETWORKS, INC. | 79% |
| TDC | TERADATA CORPORATION | 79% |
| JKHY | JACK HENRY & ASSOCIATES, INC. | 79% |
| DCI | DONALDSON COMPANY, INC. | 79% |
| URBN | URBAN OUTFITTERS, INC. | 79% |
| CPRT | COPART, INC. | 79% |
| PRAA | PRA GROUP INC | 79% |
Buffett Screener
Buffett Screener Based On The Book "Buffettology"
Buffett Screener Based On The Book "Buffettology"
- LOOK FOR EARNINGS PREDICTABILITYBuffett likes companies to have solid, stable earnings that are continually expanding. This allows him to accurately predict future earnings. This model looks at 10 years of earnings.
- LOOK AT THE ABILITY TO PAY OFF DEBTBuffett likes companies that are conservatively financed.
- LOOK FOR CONSISTENTLY HIGHER THAN AVERAGE RETURN ON EQUITY:Buffett likes companies with above average return on equity of at least 15% or better, as this is an indicator that the company has a durable competitive advantage.
- LOOK FOR CONSISTENTLY HIGHER THAN AVERAGE RETURN ON TOTAL CAPITALBecause some companies can be financed with debt that is many times their equity, they can show a consistently high ROE, yet still be in unattractive price competitive businesses. To screen this out, for non-financial companies Buffett also requires that the average Return On Total Capital (ROTC) be at least 12% and consistent.
- LOOK AT CAPITAL EXPENDITURESBuffett likes companies that do not have major capital expenditures. That is, he looks for companies that do not need to spend a ton of money on major upgrades of plant and equipment or on research and development to stay competitive.
- LOOK AT MANAGEMENT’S USE OF RETAINED EARNINGSBuffett likes to see if management has spent retained earnings in a way that benefits shareholders.
- HAS THE COMPANY BEEN BUYING BACK SHARESBuffett likes to see falling shares outstanding, which indicates that the company has been repurchasing shares.
STAGE 2: Should I buy at this price?
- CALCULATE THE FUTURE STOCK PRICE & EXPECTED STOCK RETURN BASED ON THE AVERAGE ROE METHOD
- CALCULATE THE FUTURE STOCK PRICE & EXPECTED STOCK RETURN BASED ON THE AVERAGE EPS METHOD
- LOOK AT THE RANGE OF EXPECTED RATE OF RETURNModel looks for stocks with a minimum of 12% return, but prefers stocks with 15% or more annual return potential based on the range of the two methods (ROE and EPS) method above.
Charlie Munger wisdom
“The ideal business is one that generates very high returns on capital and can invest that capital back into the business at equally high rates. Imagine a $100 million business that earns 20% in one year, reinvests the $20 million profit and in the next year earns 20% of $120 million and so forth. But there are very few businesses like this. Coke has high returns on capital, but incremental capital doesn’t earn anything like its current returns. We love businesses that can earn high rates on even more capital than it earns.”“…if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you’ll end up with a fine result.”“…the big money’s been made in the high quality businesses. And most of the other people who’ve made a lot of money have done so in high quality businesses.”2. Be ready
However, you need to wait for the perfect opportunity before you pounce. It pays to wait. Sometimes the best thing you can do is nothing.“The way to get rich is to keep $10 million in your checking account in case a good deal comes along…There are worse situations than drowning in cash and sitting, sitting, sitting. I remember when I wasn’t awash in cash — and I don’t want to go back.”“This great emphasis on volatility in corporate finance we regard as nonsense. Let me put it this way; as long as the odds are in our favor and we’re not risking the whole company on one throw of the dice or anything close to it, we don’t mind volatility in results. What we want are favorable odds.”
Teslas powerwall
«Helt crazy»
I forrige uke lanserte Tesla sitt nyeste produkt. Tesla Motors har utviklet et nytt batterisystem som skal lagre solenergi.
Batteriene skal være til hjemmebruk. Les mer her: - Det kan virke som et sykt høyt tall
Det minste batteriet, «Powerwall», er ment til å henges opp på innsiden av en garasje eller på utsiden av en husvegg.
Ifølge Tesla-sjef Elon Musk har responsen på nylanseringene gått over all forventning.
- Mottakelsen har vært helt «crazy». I løpet av mindre enn en uke har vi hatt 38.000 bestillinger på «Powerwall», sa han i en telefonkonferanse i forbindelse med fremleggelsen av kvartalsrapporten.
Han kunne fortelle at det har vært 2500 bestillinger på produktet «Powerpack», og understreker at dette produktet er ment for store industrielle bedrifter og skal gi strøm til industrielt arbeid.
- Vi har ikke sjanse til å møte etterspørselen etter disse produktene i år. Vi er faktisk utsolgt til midten av neste år, bare i løpet av første uken. Det var helt «crazy», sier Musk.
Rule nr. 1
"Rule #1 never lose money. Rule #2 never forget rule number one."
- Warren Buffett
http://t.co/LNaVtdL3cZ pic.twitter.com/cYeqhaPA0A
— Trading Proverbs (@tradingproverbs) May 7, 20156 maj 2015
5 maj 2015
4 maj 2015
The solar future
The solar future isn't just likely, it's inevitable! @drvox @voxdotcom #solar #solarenergy #SUNationSolarChoice pic.twitter.com/XoBqOBKf6D
— SUNation Solar (@SUNationSolar) May 4, 2015Solar energy in Scotland
Solar energy 'could power all Scottish electricity supplies' - BBC News
Campaigners have called for more homes and businesses to use solar energy after figures showed there was enough sunshine last month to power all electricity supplies.
About 35,000 homes and 600 business premises in Scotland have solar panels.
Data from WeatherEnergy showed that sunshine in Edinburgh in April generated more electricity than is used in an average home - a total of 113%.
In Aberdeen the figure was 111%, 106% in Glasgow and 104% in Inverness.
For homes fitted with solar hot water panels, there was enough sunshine in the cities to cover average usage.
WWF Scotland has now called on more home and business owners to make use of the technology.
3 maj 2015
An industry in transition
An industry in transition ... ZEN Energy Systems CEO Richard Turner. Picture ... -… http://t.co/pRgNFGUmyi #Renewable #Solar
— Solar Energy (@MySolar4u) May 3, 20152 maj 2015
Margin of safety
#MarginofSafety The Most Important Factor via @Jae_Jun $TSLA $AAPL http://t.co/oibwguVTrx pic.twitter.com/hdsIrcDeZL
— ValueWalk (@valuewalk) May 2, 2015Tesla powerwall
Tesla Motors founder Elon Musk unveils Tesla Powerwall batteries to "change the world" http://on.mash.to/1GN6IAZ
Posted by Mashable on den 1 maj 2015
1 maj 2015
The fool.
"What the wise man does in the beginning, the fool does in the end." - Warren Buffett
#investing #BRK50 pic.twitter.com/cvbSshDbu1
— Investment Wisdom (@InvestingCanons) May 1, 2015Mr. Market
Buying what's popular feels comfortable. Benjamin Graham on the dangers:
#investing #BRK50 pic.twitter.com/RozS7AyC2U
— Investment Wisdom (@InvestingCanons) May 1, 2015Allt ljusare framtid för solenergin
Helsingborgs Dagblad. Allt ljusare framtid för solenergin http://t.co/OcADGNgUX4
— Jesper Ternstedt (@hkeye7) May 1, 2015Charlie Munger
"Determine value apart from price; progress apart from activity; wealth apart from size." - Munger
#stocks #BRK50 pic.twitter.com/LmrgsSQZx1
— Investment Wisdom (@InvestingCanons) May 1, 2015Benjamin Graham
"The intelligent investor is likely to need considerable will power to keep from following the crowd." - Graham pic.twitter.com/W2ihBXQKlK
— Investment Wisdom (@InvestingCanons) May 1, 2015Nye Tesla-batterier skal lagre solenergi - Økonomi næringsliv - Hegnar.no
Nye Tesla-batterier skal lagre solenergi - Økonomi næringsliv - Hegnar.no
Detta är stort. Tänk när vi får bättre och billigare batterier. Ingen uppkoppling till nätet behövs. Man blir helt oberoende.
Fantastiskt.
Detta är stort. Tänk när vi får bättre och billigare batterier. Ingen uppkoppling till nätet behövs. Man blir helt oberoende.
Fantastiskt.
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