Achat actions : opportunités au 12/06/2010
Actions européennes préférées : BP, ENI, Telefonica. Actions américaines préférées : Exxon Mobil, Baxter International, Pfizer.
Grandes capitalisations européennes
consommation de base
Aucune action ne répond aux critères quantitatifs !
consommation discrétionnaire
Vivendi SA | Multimedia | Yield: 8.1 | Beta: 0.8
Vivendi, through its subsidiaries, conducts operations ranging from music, games and television to film and telecommunications. The Company provides digital and pay television services, sells music compact discs (CDs), develops and distributes interactive entertainment, and operates mobile and fixed-line telecommunications.
energie
BP PLC | Oil Comp-Integrated | Yield: 10.0 | Beta: 1.0
BP plc is an oil and petrochemicals company. The Company explores for and produces oil and natural gas, refines, markets, and supplies petroleum products, generates solar energy, and manufactures and markets chemicals. BP’s chemicals include terephthalic acid, acetic acid, acrylonitrile, ethylene and polyethylene.
ENI SpA | Oil Comp-Integrated | Yield: 6.6 | Beta: 1.0
Eni S.p.A. explores for and produces hydrocarbons in Italy, Africa, the North Sea, the Gulf of Mexico, Kazakhstan, and Australia. The Company both produces natural gas and imports it for sale in Italy and elsewhere in Europe. Eni transports natural gas in pipelines. The Company generates and trades electricity, refines oil, and operates gasoline service stations.
santé
Aucune action ne répond aux critères quantitatifs !
industrie
Aucune action ne répond aux critères quantitatifs !
matériaux de base
Aucune action ne répond aux critères quantitatifs !
services de télécommunication
Telefonica SA | Telephone-Integrated | Yield: 7.2 | Beta: 0.8
Telefonica S.A. provides telecommunications services Mainly to countries in Europe and Latin America. The Company offers fixed-line and mobile telephone, Internet, and data transmission services to residential and corporate customers.
Telecom Italia SpA | Telephone-Integrated | Yield: 5.4 | Beta: 0.9
Telecom Italia S.p.A., through subsidiaries, offers fixed line and mobile telephone and data transmission services in Italy and abroad. The Company offers local and long-distance telephone, satellite communications, Internet access, and teleconferencing services.
services aux collectivités
National Grid PLC | Electric-Transmission | Yield: 8.3 | Beta: 0.8
National Grid PLC owns, operates and develops electricity and gas networks. The Group’s electricity transmission and gas distribution networks are located throughout the United Kingdom and in the north-eastern section of the United States. They also own liquefied natural gas storage facilities in Britain and provide infrastructure services to the mobile telecom industry.
RWE AG | Electric-Integrated | Yield: 6.2 | Beta: 0.9
RWE AG generates, distributes, and trades electricity to municipal, industrial, commercial, and residential customers. The Company produces natural gas and oil, mines coal, delivers and distributes gas, and supplies drinking water. RWE AG operates Mainly in Europe.
GDF Suez | Electric-Integrated | Yield: 5.9 | Beta: 0.9
GDF Suez offers a full range of natural gas and associated energy services throughout the world. GDF produces, trades, transports, stores and distributes natural gas, and offers energy management and climatic and thermal engineering services.
E.ON AG | Electric-Integrated | Yield: 6.4 | Beta: 1.0
E.ON AG operates in power generation and gas production businesses. The Company’s operations include electric generation at conventional, nuclear, and renewable-source facilities; electric transmission via high-voltage wires network; regional distribution of electricity, gas, and heat; power trading and electricity, gas, and heat sales.
foncière cotée
Aucune action ne répond aux critères quantitatifs !
Moyennes capitalisations européennes
industrie
Finmeccanica SpA | Aerospace/Defense | Yield: 4.5 | Beta: 0.7
Finmeccanica SpA designs, develops, and produces a complete line of commercial and military aircraft, space systems, air defense systems and air and traffic control equipment. The Company also designs and constructs nuclear power plants, rail transportation systems, process control systems, and microprocessors.
matériaux de base
Lonza Group AG | Chemicals-Specialty | Yield: 2.2 | Beta: 0.7
Lonza Group AG produces organic fine chemicals, biocides, active ingredients, and biotechnology products. The Company offers custom chemical manufacturing and fermentation processing and manufactures its products for the life sciences, pharmaceuticals, food processing, and agricultural products industries. Lonza operates production sites in Europe, the United States, and China.
services de télécommunication
Mobistar SA | Cellular Telecom | Yield: 11.1 | Beta: 0.6
Mobistar SA offers mobile telephone services in Belgium through a GSM network, as well as fixed-line services for international calls. The Company offers such services as pre-paid calling cards, text messaging, mobile office access for business customers, and games.
foncière cotée
Mercialys SA | REITS-Diversified | Yield: 4.3 | Beta: 0.6
Mercialys operates the strategic retail property business of Casino GuichardPerrachon SA, or Groupe Casino. The Company manages a large portfolio of shopping centers and restaurants adjacent to the Group’s own stores. Mercialys opted for the SIIC legal status in 2005.
Petites capitalisations européennes
consommation discrétionnaire
Lottomatica SpA | Lottery Services | Yield: 6.4 | Beta: 0.6
Lottomatica S.p.A. manages the Lotto Game for the Italian government, and also markets games, automated services and ticketing services. Through its Games division, the Company provides systems and products for games, and hardware and software systems to support sports and horse race betting.
Grandes capitalisations américaines non financières
consumer goods
General Mills Inc | Process & Packaged Goods | Yield: 2.6 | Beta: 0.3
General Mills, Inc. (General Mills) is a manufacturer and marketer of branded consumer foods sold through retail stores. The Company is also a supplier of branded and unbranded food products to the foodservice and commercial baking industries. General Mills manufactures its products in 15 countries and market them in more than 100 countries. Its joint ventures manufacture and market products in more than 130 countries and republics worldwide. The Company’s businesses are organized into three operating segments: U.S. Retail; International, and Bakeries and Foodservice. During the fiscal year ended May 31, 2009 (fiscal 2009), Wal-Mart Stores, Inc. and its affiliates (Wal-Mart) accounted for 21 % of the Company’s consolidated net sales and 29 % of its net sales in the U.S. Retail segment. In September 2008, Diamond Foods, Inc. announced that it completed the acquisition of the Pop Secret popcorn business from General Mills.
Archer-Daniels-Midland Co | Farm Products | Yield: 2.3 | Beta: 0.3
Archer Daniels Midland Company is engaged in procuring, transporting, storing, processing, and merchandising agricultural commodities and products. The Company is a processor of oilseeds, corn, wheat, cocoa, and other feedstuffs, and is a manufacturer of vegetable oil and protein meal, corn sweeteners, flour, biodiesel, ethanol, and other food and feed ingredients. The Company also has a grain elevator and transportation network to procure, store, clean, and transport agricultural commodities, such as oilseeds, corn, wheat, milo, oats, and barley. The Company’s operations are classified into three segments: Oilseeds Processing, Corn Processing and Agricultural Services. The Company’s reMaining operations are aggregated and classified as Other. On July 31, 2008, the Company sold its interest in International Malting Company (IMC). In May 2009, the Company announced that is completed the acquisition of the Schokinag-Schokolade-Industrie Herrmann GmbH & Co. KG.
consumer services
Aucune action ne répond aux critères quantitatifs !
business services
Aucune action ne répond aux critères quantitatifs !
media
Aucune action ne répond aux critères quantitatifs !
energy
Exxon Mobil Corp | Major Integrated Oil & Gas | Yield: 2.8 | Beta: 0.5
Exxon Mobil Corporation (Exxon Mobil) is a manufacturer and marketer of commodity petrochemicals, including olefins, aromatics, polyethylene and polypropylene plastics and a range of specialty products. It also has interests in electric power generation facilities. The Company has several divisions and hundreds of affiliates with names that include ExxonMobil, Exxon, Esso or Mobil. Divisions and affiliated companies of ExxonMobil operate or market products in the United States and other countries of the world. Their principal business is energy, involving exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products. At December 31, 2009, approximately 7.5 billion oil-equivalent barrels (GOEB) of the Company’s reserves were classified as proved undeveloped, which represented 33% of the 23 GOEB reported in proved reserves.
health care
Baxter International Inc | Medical Instruments & Supplies | Yield: 2.8 | Beta: 0.4
Baxter International Inc. (Baxter) through its subsidiaries, develops, manufactures and markets products that save and sustain the lives of people with hemophilia, immune disorders, infectious diseases, kidney disease, trauma, and other chronic and acute medical conditions. Baxter manufactures products in 27 countries and sells them in more than 100 countries. The Company operates in three segments: BioScience, Medication Delivery and Renal. Baxter generates approximately 60% of its revenues outside the United States, and Maintains manufacturing and distribution facilities in a number of locations in the United States, Europe, Canada, Asia-Pacific and Latin America. In August 2009, the Company acquired certain assets of Edwards Lifesciences Corporation related to the hemofiltration business, also known as Continuous Renal Replacement Therapy (Edwards CRRT).
Pfizer Inc | Drug Manufacturers – Major | Yield: 4.7 | Beta: 0.7
Pfizer Inc. (Pfizer) is a research-based, global biopharmaceutical company. The Company applies science and its global resources to improve health and well-being at every stage of life. Pfizer’s diversified global health care portfolio includes human and animal biologic and small molecule medicines and vaccines, as well as nutritional products and many consumer health care products. The Company operates in two business segments: Biopharmaceutical and Diversified. Biopharmaceutical includes the Primary Care, Specialty Care, Established Products, Emerging Markets and Oncology customer-focused units. Diversified includes Animal Health products that prevent and treat diseases in livestock and companion animals, and Consumer Healthcare products. On October 15, 2009, the Company completed its acquisition of Wyeth. In December 2009, Durata Therapeutics, Inc. acquired Vicuron Pharmaceuticals from Pfizer.
industrial materials
Monsanto Co | Agricultural Chemicals | Yield: 2.1 | Beta: 0.8
Monsanto Company (Monsanto)along with its subsidiaries, is a worldwide provider of agricultural products for farmers. The Company’s seeds, biotechnology trait products, and herbicides provide farmers with solutions to produce foods for consumers and feed for animals. The Company operates in two segments: Seeds and Genomics, and Agricultural Productivity. In December 2008, the Company acquired 100% interest of Aly Participacoes Ltda. (Aly), which operates the sugarcane breeding and technology companies, CanaVialis S.A. and Alellyx S.A., both of which are based in Brazil. In July 2009, the Company acquired the WestBred, LLC, a Montana-based company that specializes in wheat germplasm.
hardware
Qualcomm Inc | Semiconductor – Integrated Circuits | Yield: 2.1 | Beta: 1.0
QUALCOMM Incorporated (QUALCOMM) designs, manufactures and markets digital wireless telecommunications products and services based on its code division multiple access (CDMA) technology and other technologies. The Company operates through four segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); Qualcomm Wireless & Internet (QWI), and Qualcomm Strategic Initiatives (QSI). QCT is a developer and supplier of CDMA-based integrated circuits and system software for wireless voice and data communications, multimedia functions and global positioning system products. QTL grants licenses to use portions of its intellectual property portfolio, which includes certain rights essential to and/or useful in the manufacture and sale of certain wireless products. QWI generates revenues primarily through mobile information products and services, software and software development. QSI makes investments to promote the worldwide adoption of CDMA products and services.
software
Aucune action ne répond aux critères quantitatifs !
telecommunications
Aucune action ne répond aux critères quantitatifs !
utilities
FirstEnergy Corp | Electric Utilities | Yield: 6.0 | Beta: 0.5
FirstEnergy Corp. (FirstEnergy) is principally a holding company that holds, directly or indirectly, eight principal electric utility operating subsidiaries: Ohio Edison Company, The Cleveland Electric Illuminating Company, The Toledo Edison Company, Pennsylvania Power Company, American Transmission Systems, Inc., Jersey Central Power & Light Company, Metropolitan Edison Company and Pennsylvania Electric Company, and its generating and marketing subsidiary, FirstEnergy Solutions Corp. The Company’s revenues are primarily derived from electric service provided by its utility operating subsidiaries and the revenues of its other principal subsidiary, FES. In addition, FirstEnergy holds all the common stock of other direct subsidiaries, including FirstEnergy Properties, Inc., FirstEnergy Ventures Corp., FELHC, Inc., FirstEnergy Facilities Services Group, LLC, FirstEnergy Fiber Holdings Corp., GPU Power, Inc., GPU Nuclear, Inc., MARBEL Energy Corporation, and FirstEnergy Service Company.
Exelon Corp | Diversified Utilities | Yield: 5.3 | Beta: 0.6
Exelon Corporation (Exelon) is a utility services holding company. It operates through its principal subsidiaries: Exelon Generation Company, LLC (Generation), Commonwealth Edison Company (ComEd) and PECO Energy Company (PECO). Generation’s business consists of its owned and contracted electric generating facilities, its wholesale energy marketing operations and its retail supply operations. ComEd’s energy delivery business consists of the purchase and regulated retail sale of electricity, and the provision of transmission and distribution services to retail customers in northern Illinois. PECO’s energy delivery business consists of the purchase and regulated retail sale of electricity and the provision of transmission and distribution services to retail customers in south-eastern Pennsylvania, as well as the purchase and regulated retail sale of natural gas and the provision of distribution services to retail customers in the Pennsylvania counties surrounding Philadelphia.
Entergy Corp | Electric Utilities | Yield: 4.5 | Beta: 0.7
Entergy Corporation (Entergy) is an integrated energy company engaged primarily in electric power production and retail electric distribution operations. It owns and operates power plants with approximately 30,000 megawatt of aggregate electric generating capacity. The Company is also a nuclear power generator in the United States. The Company operates in two business segments: Utility and Non-Utility Nuclear. In addition to its two primary, reportable, operating segments, Entergy also operates the non-nuclear wholesale assets business. The non-nuclear wholesale assets business sells to wholesale customers the electric power produced by power plants that it owns while it focuses on improving performance and exploring sales or restructuring opportunities for its power plants. As of December 31, 2009, Entergy delivered electricity to 2.7 million utility customers in Arkansas, Louisiana, Mississippi, and Texas.
Moyennes capitalisations américaines non financières
business services
H&R Block Inc | Personal Services | Yield: 3.8 | Beta: 0.6
H&R Block, Inc. has subsidiaries that provide tax, retail banking, accounting and business consulting services and products. The Company’s Tax Services segment primarily consists of its income tax preparation businesses: retail, online and software. These businesses serve the general public in the United States, Canada and Australia. Additionally, this segment includes commercial tax businesses, which provide tax preparation software to certified public accountants (CPAs) and other tax preparers in the United States. Its Business Services segment consists of a national accounting, tax and business consulting firm primarily serving middle-market companies under the RSM McGladrey, Inc. (RSM) brand. Its Consumer Financial Services segment is engaged in retail banking through H&R Block Bank (HRB Bank). Effective November 1, 2008, the Company sold H&R Block Financial Advisors, Inc. (HRBFA) to Ameriprise Financial, Inc. (Ameriprise).
telecommunications
Cellcom Israel Ltd | Wireless Communications | Yield: 11.7 | Beta: 0.7
Cellcom Israel Ltd. (Cellcom) is a provider of cellular communications services in Israel. The Company offers a range of cellular services through its cellular networks. These services include basic and advanced cellular telephone services, text and multimedia messaging services, and advanced cellular content and data services. As of December 31, 2009, Cellcom also offered international roaming services in 177 countries. The Company offers its subscribers a selection of handsets from various global manufacturers, as well as extended warranty and repair and replacement services. It also offers landline transmission and data services to business customers and telecommunications operators. As of December 31, 2009, the Company provided cellular communications services to approximately 3.292 million subscribers, including basic cellular telephony services and value-added services, as well as handset sales.
Partner Communications Co Ltd | Wireless Communications | Yield: 13.3 | Beta: 0.7
Partner Communications Company Ltd. (Partner) is a mobile telephone network operator in Israel. The Company’s products and services are marketed under the orange brand. During the year ended December 31, 2009, its global system for mobile communications/universal mobile telecommunications system (GSM/UMTS) network covered over 98% of the Israeli population. Its GSM services include standard and enhanced GSM services, as well as value-added services and products, such as roaming, voice Mail, voice messaging, color picture messaging, ringtone and game downloads, information services, and general packet radio services (GPRS), which enables the packet transfer of data. Its third generation (3G) network offers a range of services, such as video calls, a new portal of content services, including a rich selection of video-based services under the orange time sub-brand, and the transmission of data.
utilities
PPL Corp | Electric Utilities | Yield: 5.5 | Beta: 0.5
PPL Corporation (PPL) is an energy and utility holding company. Through its subsidiaries, PPL generates electricity from power plants in the northeastern and western United States, markets wholesale or retail energy primarily in the northeastern and western portions of the United States, and delivers electricity to approximately four million customers in Pennsylvania and the United Kingdom. PPL operates through three segments: Supply, Pennsylvania Delivery and International Delivery. PPL Energy Supply, LLC (PPL Energy Supply), an indirect wholly owned subsidiary of PPL, is an energy company engaged through its subsidiaries in the generation and marketing of power, primarily in the northeastern and western power markets of the United States and in the delivery of electricity in the United Kingdom. PPL Electric Utilities Corporation (PPL Electric) is a direct subsidiary of PPL and a regulated public utility.
Ameren Corp | Diversified Utilities | Yield: 6.4 | Beta: 0.7
Ameren Corporation (Ameren) is a holding company. Its subsidiaries include Union Electric Company (UE), Illinois Power Company (IP), Central Illinois Public Service Company (CIPS), Ameren Energy Generating Company (Genco), Ameren Illinois Transmission Company (AITC) and CILCORP Inc. (CILCORP). These subsidiaries operate rate-regulated electric generation, transmission, and distribution businesses, rate-regulated natural gas transmission and distribution businesses, and merchant generation businesses in Missouri and Illinois. Ameren has three reportable segments: Missouri Regulated, Illinois Regulated, and Merchant Generation. CILCO has two reportable segments: Illinois Regulated and Merchant Generation.
Petites capitalisations américaines non financières
consumer goods
Lance Inc | Process & Packaged Goods | Yield: 3.4 | Beta: 0.6
Lance, Inc. offers snack food products. The Company manufactures, markets and distributes a variety of snack food products, including sandwich crackers and sandwich cookies, potato chips, cookies, crackers, other salty snacks, sugar wafers, nuts, restaurant-style crackers and candy. In addition, the Company purchases certain cakes, meat snacks, candy, restaurant style crackers and salty snacks for resale. Products are packaged in various single-serve, multi-pack and family-size configurations. The Company manufactures approximately 97% of all of the products it sells, and the reMainder is purchased for resale. In October 2009, the Company acquired the Stella D’oro brand, as well as certain equipment and inventory from Stella D’oro Biscuit Co., Inc.
consumer services
Inergy Holdings LP | Specialty Retail, Other | Yield: 5.3 | Beta: 0.5
Inergy Holdings, L.P. (Inergy Holdings) is engaged in the investment in propane and other natural gas liquids companies. The Company’s assets consist of its partnership interests, including incentive distribution rights in Inergy, L.P. (Inergy), which operates a retail and wholesale propane supply, marketing and distribution business. In addition to Inergy’s retail and wholesale propane business, Inergy also owns and operates a midstream business that includes three natural gas storage facilities (Stagecoach, Steuben and Thomas Corners), a liquefied petroleum gas (LPG) storage facility (Bath), a natural gas liquids (NGL) business and a solution-mining and salt production company (US Salt). As of October 30, 2009, Inergy distributes propane to approximately 700,000 retail customers from 312 customer service centers in 28 states. The wholly owned subsidiaries of Inergy Holdings are Inergy Partners, LLC (Partners), Inergy GP, LLC (GP), and IPCH Acquisition Corp. (IPCHA).
health care
National HealthCare Corp | Long-Term Care Facilities | Yield: 3.3 | Beta: 0.4
National HealthCare Corporation (NHC) is engaged in the operation of long-term healthcare centers with associated assisted living and independent living centers. The Company’s business activities include providing subacute skilled and intermediate nursing and rehabilitative care, senior living services, home healthcare services, management services, hospice services, accounting and financial services and insurance services. It operates in 12 states, and its owned and leased properties are located primarily in the southeastern United States. As of December 31, 2009, it operated or managed 76 long-term healthcare centers with a total of 9,772 licensed beds. These numbers include 50 centers with 6,858 beds that it leases or owns and 26 centers with 2,914 beds that it manages for others. Of the 50 leased or owned centers, 34 are leased from National Health Investors, Inc. (NHI).
utilities
New Jersey Resources Corp | Gas Utilities | Yield: 3.9 | Beta: 0.2
New Jersey Resources Corporation (NJR) is an energy services holding company providing retail and wholesale energy services to customers in states from the Gulf Coast to the New England regions, including the Mid-Continent region, the West Coast and Canada. NJR’s subsidiaries and businesses include New Jersey Natural Gas (NJNG), a local natural gas distribution company that provides regulated retail natural gas service to approximately 487,000 residential and commercial customers. NJR Energy Services (NJRES) Maintains and transacts around a portfolio of physical assets consisting of natural gas storage and transportation contracts. It also provides wholesale energy management services to other energy companies. NJRES comprises the Company’s Energy Services segment. The Company operates within two reportable business segments: Natural Gas Distribution and Energy Services.
CH Energy Group Inc | Diversified Utilities | Yield: 5.5 | Beta: 0.4
CH Energy Group, Inc. (CH Energy Group) is the holding company of Central Hudson Gas & Electric Corporation (Central Hudson) and Central Hudson Enterprises Corporation (CHEC). Central Hudson is a regulated electric and natural gas company. CHEC, the parent company of CH Energy Group’s unregulated businesses and investments, has five wholly owned subsidiaries, Griffith Energy Service, Inc. (Griffith), CH-Auburn Energy, LLC (CH-Auburn), CH-Greentree, LLC (CH-Greentree), CH-Lyonsdale, LLC (CH-Lyonsdale), and CH Shirley Wind, LLC (CH Shirley). The Company has four segments: Central Hudson’s regulated electric utility business; Central Hudson’s regulated natural gas utility business; Griffith’s fuel distribution business, and other businesses and investments. During the year ended December 31, 2009, the Company acquired four fuel distribution companies.
California Water Service Group | Water Utilities | Yield: 3.4 | Beta: 0.4
California Water Service Group is a holding company. The Company owns six operating subsidiaries: California Water Service Company (Cal Water), New Mexico Water Service Company (New Mexico Water), Washington Water Service Company (Washington Water), Hawaii Water Service Company, Inc. (Hawaii Water), and CWS Utility Services and HWS Utility Services LLC (CWS Utility Services and HWS Utility Services LLC are referred collectively as Utility Services). Cal Water, New Mexico Water, Washington Water and Hawaii Water are regulated public utilities. The regulated utility entities also provide some non-regulated services. Utility Services provides non-regulated services to private companies and municipalities. During the year ended December 31, 2009, Cal Water acquired two water utility systems.
American States Water Co | Water Utilities | Yield: 3.2 | Beta: 0.4
American States Water Company (AWR) is the parent company of Golden State Water Company (GSWC), Chaparral City Water Company (CCWC) and American States Utility Services, Inc. (ASUS). AWR has three segments: water, electric and contracted services. Within the segments, AWR has three principal business units: water and electric service utility operations conducted through GSWC; a water service utility operation conducted through CCWC, and contracted services conducted through ASUS and its subsidiaries. ASUS’ subsidiaries include Fort Bliss Water Services Company (FBWS), Terrapin Utility Services, Inc. (TUS), Old Dominion Utility Services, Inc. (ODUS), Palmetto State Utility Services, Inc. (PSUS) and Old North Utility Services, Inc. (ONUS). FBWS, TUS, ODUS, PSUS and ONUS are collectively referred to as the Military Utility Privatization Subsidiaries.
Opportunités d’achat actions : remarques
Ces opportunités (opportunités et non conseils) d’achat sont issues d’un filtrage quantitatif d’après des données provenant de Bloomberg et Yahoo, qui peuvent comporter des erreurs, particulièrement au niveau du rendement sur dividendes.
Rappelez-vous que le choix des actions n’est qu’un bout d’une stratégie patrimoniale. L’investisseur heureux préconise une diversification maximale, en terme de classes d’actifs (monétaire, obligataire, immobilier, actions…), zones géographiques et secteurs.
"Nous n’avons pas besoin d’être plus intelligents que les autres, nous avons juste besoin d’être plus disciplinés que les autres" – Warren Buffet
