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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

Hvilke store aktier er mest interessante efter faldet?


82673 Aliaz 14/3 2020 16:28
Oversigt

Jeg kan godt køre en aktie-screening, men det kunne være mere spændende at høre jeres forslag.

Søger aktier der er mindst muligt påvirket af corona-virus.

Selskaberne skal være solide i dag. Have eksisteret i mange år og også sandsynligvis have en lys fremtid (jeg ved det er svært at spå om fremtiden).

Gerne lav gæld og en generel sund forretning. Gode resultater i en lang årrække. Stigende indtjening og overskudsgrad. Ikke low margin forretninger.

Ikke olierelateret.
Ikke primært forskning og lignende der ikke tjener penge nu som kun måske kommer til det i fremtiden.

IBM har fået ny chef. Aktien ligger lavt. Forward P/E er lav. Og en virksomhed som IBM bliver vel ikke specielt ramt af corona eller gør de?

Gerne forslag til enkeltaktier og brancher. På forhånd tak.



14/3 2020 17:53 tommycarstensen 282677



Aliaz Nej, IBM bliver sandsynligvis ikke ramt specielt haardt af COVID19.

Forslag? Der er mange. Emerson Electric ($EMR) er en af dem. Flyselskaber med staerke balance sheets. Producenter af bil-komponenter med staerke balance sheets. Jernbane-selskaber som Canadian National ($CNI), CSX ($CSX) og Union Pacific ($UNP).

https://www.emerson.com/
https://finviz.com/quote.ashx?t=EMR
https://seekingalpha.com/symbol/EMR
https://finance.yahoo.com/quote/EMR/
https://www.morningstar.com/stocks/xnys/emr/quote
https://www.sec.gov/cgi-bin/browse-edgar?CIK=EMR
https://en.wikipedia.org/wiki/Emerson_Electric
https://www.midgardfinance.com/tabulate/sp500_sector_..

2020-02-13
Emerson says it will not pursue a break-up following review
https://www.reuters.com/article/emerson-electric-brea..

2019-11-05
Emerson Avoids an Activist Fight But Not the Gloom
https://www.bloomberg.com/opinion/articles/2019-11-05..

2019-11-05
The D. E. Shaw Group Welcomes Emerson Electric's Plans for Board Composition and Governance Changes
https://www.businesswire.com/news/home/20191105005616..

2019-11-04
Emerson Plans Measures to Reach Peace With D.E. Shaw
https://www.bloomberg.com/news/articles/2019-11-04/em..

2019-10-15
Hedge fund D.E. Shaw raises pressure on Emerson, calls for breakup
https://www.reuters.com/article/us-emerson-electric-d..

2019-10-15
DE Shaw gives searing indictment of waste at Emerson Electric, including fleet of 8 airplanes
https://www.cnbc.com/2019/10/15/de-shaw-gives-searing..

2019-10-15
The D. E. Shaw Group Calls for Change at Emerson and Sends Letter to Board of Directors
https://www.businesswire.com/news/home/20191015005727..

aktier, brancher, EMR, FA, langsigtet

aktier, brancher, EMR, FA, langsigtet

aktier, brancher, EMR, FA, langsigtet

aktier, brancher, EMR, FA, langsigtet

aktier, brancher, EMR, FA, langsigtet




14/3 2020 18:03 Aliaz 082678



Tak. Jeg har EMR på observeringslisten. Hvad skyldtes omsætningsfaldet i 2016-2017 i EMR?



14/3 2020 18:33 tommycarstensen 282681



Aliaz Virker linket til sec.gov ikke, eller er du bare doven? :-D

Margenerne blev forbedret en smule som følge af frasalg:
https://www.midgardfinance.com/plot/fundamentals/E/EM..

The Company previously announced strategic actions to streamline its portfolio, drive growth and accelerate value creation for shareholders. These portfolio repositioning actions resulted in agreements to sell the network power systems business and the power generation, motors and drives businesses. These businesses have been reported within discontinued operations for all years presented.

Emerson's sales from continuing operations for 2016 were $14.5 billion, a decrease of $1,727 million, or 11 percent. Underlying sales were down 7 percent compared with the prior year reflecting the negative impact of low oil and gas prices, weak industrial and emerging market business spending, and global economic uncertainty. Foreign currency translation subtracted 2 percent and divestitures, net of acquisitions reduced sales by 2 percent. Net sales related to discontinued operations were $5.7 billion for 2016 compared with $6.1 billion in 2015.

Earnings from continuing operations common stockholders were $1,590 million in 2016, down 37 percent compared with prior year earnings of $2,517 million. Diluted earnings per share from continuing operations were $2.45, down 34 percent versus $3.71 per share in 2015. Excluding divestiture gains in 2015, earnings from continuing operations were down 17 percent compared with $1,906 million in 2015, while diluted earnings per share from continuing operations were down 13 percent versus $2.81 in the prior year. Gains from the prior year divestitures of the power transmission solutions and commercial storage businesses were $611 million in total, or $0.90 per share, which negatively impacted earnings and earnings per share comparisons by 20 and 21 percentage points, respectively.

Earnings from discontinued operations for 2016 were $45 million ($0.07 per share), which includes earnings from the operations of the network power systems, and power generation, motors and drives businesses of $344 million ($0.53 per share), and other items which reduced earnings by $299 million ($0.46 per share). See discussion below.

Net earnings common stockholders were $1,635 million in 2016, down 40 percent compared with prior year earnings of $2,710 million. Diluted earnings per share were $2.52, down 37 percent versus $3.99 per share in 2015. Excluding items, net earnings were $1,934 million, down 10 percent compared with $2,151 million in 2015, while diluted earnings per share were $2.98, down 6 percent versus $3.17 in 2015.
Excluded items in 2016 include separation costs of $220 million ($0.34 per share), a loss of $103 million ($0.16 per share) to write down the power generation, motors and drives businesses to the sales price less costs to sell, and lower expense of $24 million ($0.04 per share benefit) due to ceasing depreciation and amortization for the discontinued businesses held-for-sale. Excluded items in 2015 include the divestiture gains of $611 million ($0.90 per share benefit) and separation costs of $52 million ($0.08 per share). In total, these items negatively impacted net earnings and earnings per share comparisons 30 and 31 percentage points, respectively.
Sales decreased in all segments. Process Management sales decreased 12 percent and Industrial Automation sales were down 15 percent (7 percent due to the power transmission solutions divestiture in 2015) as global oil and gas customers curtailed spending levels in a difficult environment and weakness in industrial spending persisted. Climate Technologies sales decreased 2 percent, while Commercial & Residential Solutions sales decreased 16 percent (15 percent due to the commercial storage divestiture in 2015).

The Company generated operating cash flow of $2.9 billion, of which $2.5 billion related to continuing operations. Operating cash flow from continuing operations increased $459 million in 2016 as comparisons benefited from income taxes of $424 million paid in the prior year on the divestiture gains.

NET SALES
Net sales for 2016 were $14.5 billion, a decrease of $1,727 million, or 11 percent compared with 2015. Underlying sales, which exclude foreign currency translation, acquisitions and divestitures, decreased 7 percent ($1,046 million) on 6 percent lower volume and 1 percent lower price. Foreign currency translation subtracted 2 percent ($266 million) and divestitures, net of acquisitions subtracted 2 percent ($415 million). Underlying sales decreased 5 percent in the U.S. and 8 percent internationally. Sales in Process Management decreased $1,032 million, Industrial Automation decreased $376 million ($189 million due to the power transmission solutions divestiture in 2015), Climate Technologies decreased $62 million and Commercial & Residential Solutions decreased $302 million ($288 million due to the commercial storage divestiture in 2015).

Net sales for 2015 were $16.2 billion, a decrease of $1,484 million, or 8 percent compared with 2014. Underlying sales decreased 1 percent ($169 million) on volume declines. Foreign currency translation subtracted 4 percent ($717 million) and divestitures, net of acquisitions subtracted 3 percent ($598 million). Underlying sales were flat in the U.S. and decreased 2 percent internationally. Sales in Process Management decreased $673 million, Industrial Automation decreased $556 million and Climate Technologies decreased $98 million, while sales in Commercial & Residential Solutions increased slightly.



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