Achat actions : opportunités au 11/07/2010
Actions européennes préférées : BP, GlaxoSmithKline, France Telecom. Action américaines préférées : Wal-Mart Stores, Exxon Mobil, Baxter International.
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
Total SA | Oil Comp-Integrated | Yield: 6.0 | Beta: 1.0
Total SA explores for, produces, refines, transports, and markets oil and natural gas. The Company also operates a chemical division which produces polypropylene, polyethylene, polystyrene, rubber, paint, ink, adhesives, and resins. Total operates gasoline filling stations in Europe, the United States, and Africa.
BP PLC | Oil Comp-Integrated | Yield: 7.8 | 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.
santé
GlaxoSmithKline PLC | Medical-Drugs | Yield: 6.0 | Beta: 0.7
GlaxoSmithKline plc is a research-based pharmaceutical group that develops, manufactures and markets vaccines, prescription and over-the-counter medicines, as well as health-related consumer products. The Group, which also provides laboratory testing and disease management services, specializes in treatments for respiratory, central nervous system, gastro-intestinal and genetic disorders
Roche Holding AG | Medical-Drugs | Yield: 4.0 | Beta: 1.0
Roche Holding AG develops and manufactures pharmaceutical and diagnostic products. The Company produces prescription drugs in the areas of cardiovascular, infectious, autoimmune, and respiratory diseases, dermatology, metabolic disorders, oncology, transplantation, and the central nervous system.
industrie
Aucune action ne répond aux critères quantitatifs !
matériaux de base
Syngenta AG | Agricultural Chemicals | Yield: 2.5 | Beta: 0.8
Syngenta AG produces crop protection products and seeds. The Company produces herbicides, insecticides and fungicides, and seeds for field crops, vegetables, and flowers.
services de télécommunication
France Telecom SA | Telephone-Integrated | Yield: 9.4 | Beta: 0.7
France Telecom SA provides telecommunications services to residential, professional, and large business customers. The Company offers public fixed-line telephone, leased lines and data transmission, mobile telecommunications, cable television, Internet and wireless applications, and broadcasting services, and telecommunications equipment sales and rentals.
Telecom Italia SpA | Telephone-Integrated | Yield: 5.3 | 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
Endesa SA | Electric-Integrated | Yield: 5.6 | Beta: 0.8
Endesa, S.A. generates, distributes, and trades electricity in Spain, Italy, France, Portugal, North Africa, and Latin America. The Company distributes natural gas, operates co-generation plants, and treats and distributes water.
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: 6.4 | 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.
EDF SA | Electric-Integrated | Yield: 3.7 | Beta: 0.9
Electricite de France (EDF) produces, transmits, distributes, imports and exports electricity. The Company, using nuclear power, coal and gas, provides electricity for French energy consumers. Electricite de France is currently working to develop more cost efficient non-polluting energy sources, including nuclear power and batteries for electric cars.
E.ON AG | Electric-Integrated | Yield: 6.6 | 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
santé
Ipsen SA | Medical-Drugs | Yield: 3.0 | Beta: 0.6
Ipsen SA manufactures and markets a wide range of medical drugs for targeted disease areas including oncology, endocrinology, and neuromuscular disorders.
Celesio AG | Medical-Whsle Drug Dist | Yield: 2.7 | Beta: 0.7
Celesio AG wholesales and retails pharmaceuticals to customers in Europe. The Company wholesales pharmaceuticals, operates retail pharmacies, and provides logistics and transportation services for pharmaceuticals at local, national and European level.
industrie
Finmeccanica SpA | Aerospace/Defense | Yield: 4.6 | 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: 2.5 | 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 aux collectivités
Enagas | Gas-Distribution | Yield: 5.7 | Beta: 0.7
Enagas imports, stores, and transports natural gas. The Company imports liquid natural gas on methane carriers and operates regasification plants in Barcelona, Huelva, and Cartagena. Enagas also receives natural gas through pipelines over the Pyrenees Mountains and across the Strait of Gibraltar. The Company transports gas throughout Spain through its high-pressure pipelines.
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: 7.0 | 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
Aucune action ne répond aux critères quantitatifs !
consumer services
Wal-Mart Stores Inc | Discount Stores | Yield: 2.4 | Beta: 0.3
Wal-Mart Stores, Inc. (Walmart) operates retail stores. The Company operates in three business segments: Walmart U.S., International and Sam’s Club. During the fiscal year ended January 31, 2010 (fiscal 2010), The Walmart U.S. segment accounted for 63.8% of its net sales, and operated retail stores in different formats in the United States, as well as Walmart’s online retail operations, walmart.com. The International segment consists of retail operations in 14 countries and Puerto Rico. During fiscal 2010, the segment generated 24.7% of the Company’s net sales. The International segment includes different formats of retail stores and restaurants, including discount stores, supercenters and Sam’s Clubs that operate outside the United States. The Sam’s Club segment consists of membership warehouse clubs in the United States and the segment’s online retail operations, samsclub.com. During fiscal 2010, Sam’s Club accounted for 11.5% of its net sales.
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: 3.0 | 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: 2.6 | 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: 4.9 | 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: 2.2 | Beta: 0.9
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
Verizon Communications Inc | Telecom Services | Yield: 7.1 | Beta: 0.6
Verizon Communications Inc. (Verizon) is a provider of communications services. Verizon operates in two segments: Domestic Wireless and Wireline. Its Domestic Wireless’s products and services include wireless voice and data services and equipment sales across the United States. Wireline’s communications products and services include voice, Internet access, broadband video and data, next generation Internet protocol (IP) network services, network access, long distance and other services. It provides these products and services to consumers in the United States, as well as to carriers, businesses and government customers both in the United States and in 150 other countries worldwide. On January 9, 2009, the Company acquired Alltel Corporation (Alltel). In July 2010, Frontier Communications Corp acquired New Communications Holdings Inc., Verizon Communications Inc.‘s local wireline operations in 14 states.
utilities
FirstEnergy Corp | Electric Utilities | Yield: 5.9 | 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: 5.2 | 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.
Moyennes capitalisations américaines non financières
consumer services
Safeway Inc | Grocery Stores | Yield: 2.4 | Beta: 0.7
Safeway Inc. (Safeway) is a food and drug retailer. During the fiscal year ended January 2, 2010 (fiscal 2009), the Company operated 1,725 stores. The Company’s United States retail operations are located principally in California, Oregon, Washington, Alaska, Colorado, Arizona, Texas, the Chicago metropolitan area and the Mid-Atlantic region. The Company’s Canadian retail operations are located principally in British Columbia, Alberta and Manitoba/Saskatchewan. The Company has a network of distribution, manufacturing and food-processing facilities. Safeway owns and operates GroceryWorks.com Operating Company, LLC (GroceryWorks), an online grocery channel doing business under the names Safeway.com, Vons.com and Genuardis.com (collectively Safeway.com). Safeway also has a 49% ownership interest in Casa Ley, S.A. de C.V. (Casa Ley), which operates 156 food and general merchandise stores in Western Mexico.
business services
H&R Block Inc | Personal Services | Yield: 4.1 | Beta: 0.5
H&R Block, Inc. (H&R Block) has subsidiaries that provide tax, banking, and business and consulting services. The Company’s Tax Services segment provides income tax return preparation, electronic filing and other services and products related to income tax return preparation to the general public primarily in the United States, and also in Canada and Australia. It offers the H&R Block Prepaid Emerald MasterCard and Emerald Advance lines of credit through H&R Block Bank (HRB Bank). Its Business Services segment consists of RSM McGladrey, Inc. (RSM), a tax and consulting firm primarily serving mid-sized businesses. Corporate operations include interest income from United States passive investments, interest expense on borrowings, net interest margin and gains or losses relating to mortgage loans held for investment, real estate owned, residual interests in securitizations and other corporate expenses, related to finance, legal and other support departments.
telecommunications
Cellcom Israel Ltd | Wireless Communications | Yield: 12.8 | 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: 13.9 | 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: 5.3 | 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.
Petites capitalisations américaines non financières
utilities
CH Energy Group Inc | Diversified Utilities | Yield: 5.4 | 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.
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.
"C’est quand la mer se retire que l’on voit ceux qui se baignent nus." – Warren Buffet
