12 maj 2015
Warren Buffett's Utility to Buy Massive Californian Solar Farm (550MW) from First Solar : TreeHugger
Warren Buffett's Utility to Buy Massive Californian Solar Farm (550MW) from First Solar : TreeHugger
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, 2015
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