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10 meilleures actions européennes 2010 du Barron

02/06/2010 - Ces meilleures valeurs sont chères

Le blog de Lupus signale la publication par le magazine américain Barron de sa liste des dix “meilleures” valeurs européennes, manifestement sélectionnées pour leur présence à l’international.

J’ai repris la liste avec mon formalisme habituel. On ne voit aucune étoile signalant d’opportunités d’achat car toutes ces valeurs se négocient loin de leur + bas à 52 semaines :

consommation de base
Pernod-Ricard SA | Beverages-Wine/Spirits | Yield: 0,8 | Beta: 1,0

Pernod Ricard SA manufactures and sells a wide range of wines and spirits.
consommation discrétionnaire
LVMH Moet Hennessy Louis Vuitton SA | Diversified Operations | Yield: 1,9 | Beta: 1,0

LVMH Moet Hennessy Louis Vuitton SA is a diversified luxury goods group. The Company produces and sells champagne, cognac, perfumes, cosmetics, luggage, watches and jewelry.
Bayerische Motoren Werke AG | Auto-Cars/Light Trucks | Yield: 0,8 | Beta: 1,0

Bayerische Motoren Werke (BMW) AG manufactures and sells luxury cars and motorcycles worldwide. The Company produces everything from convertible sports cars to luxury sedans to touring motorcycles with large displacement engines.
Fresenius Medical Care AG & Co KGaA | Dialysis Centers | Yield: 1,5 | Beta: 0,6

Fresenius Medical Care AG & Co. KGaA offers kidney dialysis services and manufactures and distributes equipment and products used in the treatment of dialysis patients. The Company also offers clinical laboratory testing and diagnostic testing services and provides home infusion, respiratory therapy, ultrasound, and echo-cardiography. Fresenius operates worldwide.
Luxottica Group SpA | Optical Supplies | Yield: 2,9 | Beta: 0,8

Luxottica Group S.p.A. and its subsidiaries design, manufacture, distribute, and market traditional and designer eyeglass frames and sunglasses. The Company’s LensCrafter retail chain of optical stores operates in North America. Luxottica distributes its products around the world. The Company also sells sunglasses through its Sunglass Hut retail chain.
ASML Holding NV | Semiconductor Equipment | Yield: 0,9 | Beta: 0,9

ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment. The Company’s products allow semiconductor manufacturers to choose the optimal numerical aperture and wavelength for their applications, assure uniformity, and produce more using less floor space.
Siemens AG | Diversified Manufact Op | Yield: 2,2 | Beta: 1,1

Siemens AG manufactures a wide range of industrial and consumer products. The Company builds locomotives, traffic control systems, automotive electronics, and engineers electrical power plants. Siemens also provides public and private communications networks, computers, building control systems, medical equipment, and electrical components. The Company operates worldwide.
Schneider Electric SA | Power Conv/Supply Equip | Yield: 2,5 | Beta: 1,1

Schneider Electric SA manufactures power distribution and automation systems. The Company produces circuit breakers, remote installation management equipment, panelboards, programmable logic controllers, industrial control products, detectors, human-machine interfaces, and process controls. Schneider’s products are sold under the names Merlin Gerin, Modicon, Square D, and Telemecanique.
matériaux de base
Bayer AG | Chemicals-Diversified | Yield: 3,0 | Beta: 0,8

Bayer AG produces and markets healthcare and agricultural products, and polymers. The Company manufactures products that include aspirin, antibiotics, anti-infectives, and cardiovascular, oncology, and central nervous system drugs, over-the-counter medications, diagnostics, animal health products, crop protection products, plastics, and polyurethanes.
services de télécommunication
services aux collectivités
foncière cotée

Demain, nous comparerons avec la top list européenne de François Rochon de la société de gestion privée canadienne Giverny Capital.


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