Achat actions : opportunités au 31/07/2010
Actions européennes préférées : GlaxoSmithKline, Sanofi-Aventis, Marks & Spencer. Actions américaines préférées : Exxon Mobil, Baxter International, Johnson & Johnson.
Grandes capitalisations européennes
consommation de base
Aucune action ne répond aux critères quantitatifs !
consommation discrétionnaire
Aucune action ne répond aux critères quantitatifs !
energie
Aucune action ne répond aux critères quantitatifs !
services financiers
Aucune action ne répond aux critères quantitatifs !
santé
GlaxoSmithKline PLC | Medical-Drugs | Yield: 6.3 | 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
Sanofi-Aventis SA | Medical-Drugs | Yield: 5.4 | Beta: 0.9
Sanofi-Aventis is a global pharmaceutical company that researches, develops and manufactures prescription pharmaceuticals and vaccines. The Company develops cardiovascular, thrombosis, metabolic disorder, central nervous system, internal medicine and oncology drugs, and vaccines.
Novartis AG | Medical-Drugs | Yield: 4.2 | Beta: 0.9
Novartis AG manufactures pharmaceutical and consumer healthcare products. The Company produces pharmaceuticals for cardiovascular, respiratory and infectious diseases; oncology, neuroscience, transplantation, dermatology, gastrointestinal and urinary conditions, and arthritis; vaccines and diagnostics; vision, and animal health products.
Roche Holding AG | Medical-Drugs | Yield: 4.4 | 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
BAE Systems PLC | Aerospace/Defense | Yield: 5.7 | Beta: 0.8
BAE Systems plc develops, delivers, and supports advanced defense and aerospace systems. The Group manufactures military aircraft, surface ships, submarines, radar, avionics, communications, electronics, and guided weapon systems. BAE Systems services clients located throughout the world.
matériaux de base
Syngenta AG | Agricultural Chemicals | Yield: 2.6 | 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.
Bayer AG | Chemicals-Diversified | Yield: 3.2 | 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
Aucune action ne répond aux critères quantitatifs !
services aux collectivités
National Grid PLC | Electric-Transmission | Yield: 8.1 | 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: 6.5 | 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: 3.5 | Beta: 0.9
EDF SA (Electricite de France) produces, transmits, distributes, imports and exports electricity. The Company, using nuclear power, coal and gas, provides electricity for French energy consumers.
E.ON AG | Electric-Integrated | Yield: 6.5 | 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.
Veolia Environnement | Water | Yield: 5.9 | Beta: 1.0
Veolia Environnement operates utility and public transportation businesses. The Company supplies drinking water, provides waste management services, manages and Maintains heating and air conditioning systems, and operates rail and road passenger transportation systems.
foncière cotée
Aucune action ne répond aux critères quantitatifs !
Moyennes capitalisations européennes
consommation de base
WM Morrison Supermarkets PLC | Food-Retail | Yield: 3.4 | Beta: 0.7
William Morrison Supermarkets plc retails groceries through a chain of supermarkets in England. Approximately half of the Group’s stores contain petrol filling stations. William Morrison has its own fresh food manufacturing and processing operations, thus allowing them to market a number of own label brands.
consommation discrétionnaire
Marks & Spencer Group PLC | Retail-Major Dept Store | Yield: 4.8 | Beta: 0.8
Marks & Spencer Group PLC is a holding company. The Company, through its subsidiaries, provides retail of clothing, food and home products.
santé
Ipsen SA | Medical-Drugs | Yield: 2.9 | 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: 2.8 | 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: 4.9 | 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.
Petites capitalisations européennes
consommation de base
Bonduelle S.C.A. | Food-Misc/Diversified | Yield: 2.3 | Beta: 0.5
Bonduelle SCA produces canned, frozen, and fresh vegetables for distribution in Europe. The Company markets its products under the Bonduelle, Cassegrain, and Marie Thomas brand names. Bonduelle is involved in all stages of production, from cutting and cleaning the vegetables to treatment, packaging, and distribution.
consommation discrétionnaire
Cie des Alpes | Resorts/Theme Parks | Yield: 4.6 | Beta: 0.5
Compagnie des Alpes manages chair lift networks and ski slopes for ski resorts. The Company controls approximately eight subsidiaries.
Lottomatica SpA | Lottery Services | Yield: 6.5 | 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.
santé
Generale de Sante SA | Medical-Hospitals | Yield: 11.1 | Beta: 0.5
Generale de Sante operates private hospitals. The Company operates hospitals in France, Italy, Portugal, and Canada.
industrie
De La Rue PLC | Printing-Commercial | Yield: 6.4 | Beta: 0.5
De La Rue plc group specializes in the supply of cash handling equipment and security products. The Company produces approximately 150 national currencies, electric transaction solutions and identity systems. Their various security items include stamps, vouchers, passports, travelers checks, drivers licenses and ATM mechanisms, as well as security papers, threads and tear tapes.
Ansaldo STS SpA | Transport-Rail | Yield: 2.6 | Beta: 0.6
Ansaldo STS SpA designs and constructs parts of, or entire, Mainline and urban electrified mass transit systems.
Grandes capitalisations américaines
consommation de base
Aucune action ne répond aux critères quantitatifs !
consommation discrétionnaire
Aucune action ne répond aux critères quantitatifs !
energie
Exxon Mobil Corp | Oil Comp-Integrated | Yield: 2.8 | Beta: 0.4
Exxon Mobil Corporation operates petroleum and petrochemicals businesses on a worldwide basis. The Company’s operations include exploration and production of oil and gas, electric power generation, and coal and minerals operations. Exxon Mobil also manufactures and markets fuels, lubricants, and chemicals.
services financiers
Aucune action ne répond aux critères quantitatifs !
santé
Baxter International Inc | Medical Products | Yield: 2.6 | Beta: 0.4
Baxter International Inc. develops, manufactures, and markets products and technologies related to hemophilia, immune disorders, infectious diseases, kidney disease, trauma and other chronic and acute medical conditions. The Company’s products are used by hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors’ offices, and research laboratories.
Johnson & Johnson | Medical Products | Yield: 3.5 | Beta: 0.6
Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
Pfizer Inc | Medical-Drugs | Yield: 4.5 | Beta: 0.7
Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
Covidien PLC | Medical Products | Yield: 2.4 | Beta: 0.8
Covidien PLC is a global healthcare products company. The Company develops, manufactures and distributes a diverse range of medical devices and supplies, diagnostics imaging agents, pharmaceuticals and other healthcare products for use in clinical and home settings.
Medtronic Inc | Medical Instruments | Yield: 2.3 | Beta: 0.8
Medtronic, Inc. develops therapeutic and diagnostic medical products. The Company’s principal products include those for bradycardia pacing, tachyarrhythmia management, atrial fibrillation management, heart failure management, heart valve replacement, malignant and non-malignant pain, and movement disorders. Medtronic’s products are sold worldwide.
industrie
Aucune action ne répond aux critères quantitatifs !
matériaux de base
Aucune action ne répond aux critères quantitatifs !
services de télécommunication
Aucune action ne répond aux critères quantitatifs !
services aux collectivités
Aucune action ne répond aux critères quantitatifs !
foncière cotée
Aucune action ne répond aux critères quantitatifs !
Moyennes capitalisations américaines
services financiers
People’s United Financial Inc | S&L/Thrifts-Eastern US | Yield: 4.4 | Beta: 0.1
People’s United Financial Inc. is a bank holding company. The Company, through its banking subsidiary, offers a full range of financial services to individual, corporate, and municipal customers primarily in Connecticut. The Bank issues credit cards and provides brokerage and investment planning, asset management, equipment leasing, and insurance services.
Hudson City Bancorp Inc | S&L/Thrifts-Eastern US | Yield: 4.8 | Beta: 0.7
Hudson City Bancorp, Inc. is a bank holding company. The Company, through its banking subsidiary, is a federally chartered stock savings bank that offers traditional deposit products, residential real estate mortgage loans and consumer loans. Hudson also purchase mortgages and mortgage-backed securities and other securities issued by U.S. government-sponsored enterprises.
Federated Investors Inc | Invest Mgmnt/Advis Serv | Yield: 10.5 | Beta: 0.7
Federated Investors, Inc. provides investment management products and related financial services. The Company sponsors, markets and provides investment-related services to various investment products, including mutual funds and Separate Accounts (which include separately managed accounts, institutional accounts, sub-advised funds and other managed products).
industrie
H&R Block Inc | Commercial Serv-Finance | Yield: 3.8 | Beta: 0.5
H&R Block, Inc. provides a wide range of financial products and services through its subsidiaries. The Company provides tax services to the general public, accounting and consulting services, and consumer financial and personal productivity software. H&R Block provides its tax services to clients in the United States and other countries.
Petites capitalisations américaines
industrie
Owens & Minor Inc | Distribution/Wholesale | Yield: 2.4 | Beta: 0.5
Owens & Minor, Inc. distributes medical/surgical supplies throughout the United States. The Company’s customers include hospitals, integrated healthcare systems, and group purchasing organizations. Owens & Minor also provides services in supply chain management, logistics, and technology.
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.
"Une bourse d’or me paraît toujours un argument sans réplique." – Pierre Augustin Caron de Beaumarchais
