Achat actions : opportunités au 11/12/2011
Notez que la notation avec des étoiles correspond à la proximité avec le plus bas et l‘éloignement avec le plus haut à 52 semaines et n’est pas une mesure qualitative. Une société rayée signifie qu’elle était présente la semaine dernière mais disparaît cette semaine.
Grandes capitalisations Europe
Carrefour SA operates chains of supermarkets, hypermarkets, discount, cash and carry, and frozen food stores in Europe, the Americas, and Asia.
HSBC Holdings plc is the holding company for the HSBC Group. The Company provides a variety of international banking and financial services, including retail and corporate banking, trade, trusteeship, securities, custody, capital markets, treasury, private and investment banking, and insurance. The Group operates worldwide.
ArcelorMittal produces steel. The Company manufactures cold rolled, electrogalvanized and coated steels, slabs, special quality bars, and wire rods. Arcelor Mittal has steel making operations in Europe, the Americas, Asia, and Africa.
Telefonaktiebolaget LM Ericsson develops and manufactures products for wired and mobile communications in public and private networks. The Company produces mobile telephones through its Sony Ericsson joint venture. Ericsson manufactures and installs wired and wireless communications systems, wireless microwave links, call center equipment, microelectronics, and radar systems.
Nokia Corporation is a player in the mobile industry. The Company makes a range of mobile devices with services and software that enable people to experience music, navigation, video, television, imaging, games, business mobility and more. Nokia also provides equipment, solutions and services for communications networks.
Swisscom AG operates public telecommunications networks and offers network application services. The Company provides local, long-distance, and mobile telephone services, integrated voice and data digital services, network solutions to national and international telecommunications operators, and Internet access services, and owns and operates pay telephones.
Koninklijke (Royal) KPN NV provides telecommunications services throughout the Netherlands. The Company provides local, long distance, international, and mobile telecommunications services, voice-mail, call forwarding, ISDN Internet lines, faxing, and communications services for businesses and individuals. KPN offers mobile telecommunications through E-Plus in Germany and BASE in Belgium.
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.
Snam Rete Gas S.p.A. owns and operates Italy’s natural-gas distribution network. The Company transports gas on behalf of importers, distributors, and companies supplying Italian households. Rete owns a network of high-and medium-pressure pipes, including trunk lines connected to production and importation sites in Italy.
Centrica PLC is an integrated energy company offering a wide range of home and business energy solutions. The Company sources, generates, processes, stores, trades, saves and supplies energy and provides a range of related services.
Fortum Oyj provides a full range of energy related products and services. The Company’s activities cover the generation, distribution, and sale of electricity and heat and steam, as well as the operation of power plants, and energy-related services. Fortum operates worldwide but mainly in Northern Europe.
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.
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.
Enel S.p.A. generates, transmits, distributes, and trades electricity. The Company operates hydroelectric, geothermal, and other generating plants. Enel, through subsidiaries, also provides fixed-line and mobile telephone services, installs public lighting systems, and operates real estate, factoring, insurance, telecommunications, and Internet service provider businesses.
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.
Moyennes capitalisations Europe
Colruyt SA retails goods and offers computer and printing services. The Company retails food and non-food items through Colruyt supermarkets, and Coccinelle, UGA, and Codi Cash supermarkets and cash and carry stores. It retails toys, baby products, and school supplies through Dreamland stores. Colruyt markets computers and offers programming services.
Parmalat SpA produces milk, dairy, and other food products. The Company markets a wide range of products, including yogurt, cream, fruit juices, and desserts.
Delhaize Group operates supermarkets, drugstores, discount stores, and health and beauty shops throughout Belgium and abroad. The stores operate under the names Food Lion, MegaImage, AB Mega, Delvita, Tom & Company, SuperIndo, Le Lion, A.D. Delhaize, Superettes Delhaize, Di, Caddy-Home, P.G., Alfa-Beta, Super Discount Markets, Kash N’ Karry, Hannaford, Shop N’ Go, and Proxy Delhaize.
OPAP SA accepts bets on sporting events and lottery games. The Company organizes and manages bets on soccer games.
Basler Kantonalbank is a Swiss regional bank. The Bank accepts deposits and offers mortgage and other loans, portfolio management, foreign currency trading, precious metals trading and other banking services. Basler Kantonalbank operates through a network of branches in the Canton of Basel.
Admiral Group Plc principally sells private motor insurance, together with ancillary products, such as breakdown cover and cover for legal expenses. The Company markets directly to the public in the United Kingdom through its core brands, the Admiral brand, elephant.co.uk, Diamond, and Bell Direct.
Rhoen-Klinikum AG operates general, rehabilitation, and emergency health care facilities which offer inpatient and outpatient medical care to various communities in Germany. These clinics and hospitals offer cardiological, surgical, psychiatric, neurological and neurosurgical, orthopedic, addiction treatment, and physical therapy services.
H. Lundbeck A/S is an international pharmaceutical company. The Company researches, manufactures, and sells drugs for the treatment of psychiatric and neurological disorders. The Company focuses on mood disorders, dementia, anxiety, and sleep disorders. Lundbeck does research both in-house and in cooperation with research centers. The Company markets its products worldwide.
Capita Group Plc provides an integrated range of services across the United Kingdom’s public and private sectors. The Group provides customer services, human resource services, software services, systems and strategic support, and property services.
Thales SA manufactures aerospace systems and industrial electronics products. The Company manufactures radar and countermeasure systems, optronics and electron tubes, communications, navigation, and identification systems, air traffic management systems, computer hardware and software, missile defense systems, and semiconductors. Thales serves the civilian and military markets.
Aeroports de Paris (ADP) manages all the civil airports in the Paris area. The Company also develops and operates light aircraft aerodromes. ADP offers air transport related services, and business services such as office rental.
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.
Suez Environnement Co. provides equipment and services for potable water supply. The Company also collects, treats, and distributes drinkable water. Suez Environnement also provides services for waste collection, recycling, recovery, treatment and disposal of urban and industrial waste.
Verbund AG generates and distributes electricity. The Company operates local hydro and thermal power stations. Verbund also operates wind farms in Bruck an der Leitha, Hollern and Petronell-Carnuntum.
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 Europe
Guyenne et Gascogne SA owns and operates hypermarkets and supermarkets throughout France and Spain under the names Carrefour and Squale. The Company owns some stores through joint ventures.
Sligro Food Group N.V. encompasses food retail and foodservice companies selling directly and indirectly to the entire Dutch food and beverages market. The Company distributes food, fresh produce, and related non-food products. Sligro serves both general and specialized food retailers, restaurants, and large-scale caterers.
Bongrain SA manufactures and distributes cheese and other dairy products throughout the world under the brand names Caprice des Dieux, Tartare, Alouette, and many others. The Company also produces gourmet food and provides catering services. It operates sales and production subsidiaries in Europe, the Americas, Asia, and Australia.
Jeudan A/S is a real estate investment company. The Company owns, acquires, sells, maintains, and manages rental properties. Jeudan focuses on larger commercial and residential buildings primarily located in and around Copenhagen.
Credit Agricole Sud Rhone Alpes is a regional bank serving southeastern France. The Bank offers credit to businesses, individuals, professionals, agricultural cooperatives and the public sector.
Credit Agricole du Languedoc is a regional bank in Southwestern France. The Bank provides loans and financing to individuals and businesses through local branches.
Credit Agricole Alpes Provence provides lending, depository and other financial services in the Alpes and Provence regions.
Credit Agricole de Normandie-Seine is a regional bank belonging to the Credit Agricole group. The Bank provides loans and financing to individuals and businesses.
Synergy Health PLC is an international supplier of outsourced support services to the healthcare market within the UK, Europe, South Africa and Asia. The Company’s main services include sterilisation of medical devices, infection control and other environmental management services, together with clinical pathology, occupational health and microbiological services.
Rhoen-Klinikum AG operates general, rehabilitation, and emergency health care facilities which offer inpatient and outpatient medical care to various communities in Germany. These clinics and hospitals offer cardiological, surgical, psychiatric, neurological and neurosurgical, orthopedic, addiction treatment, and physical therapy services.
Recordati S.p.A. researches, manufactures, and markets prescription and non-prescription pharmaceuticals and pharmaceutical chemicals. The Company’s pharmaceuticals include lercanidipine, a treatment for hypertension. Recordati is licensed to produce cardiovascular, gastroenterological, and central nervous system drugs. The Company sells its products throughout the world.
STEF-TFE is involved with the transportation and logistics of products that require controlled temperatures. The Company ships fresh and frozen foods such as meat and fish. The group also distributes pharmaceuticals.
Fonciere Europe Logistique is a real estate investment company. The Company invests in warehouses. The Company opted for the SIIC legal status in 2007.
Fonciere Massena manages a portfolio of real estate investment composed of residential and commercial buildings, offices, and car parking lots.
SIIC de PARIS is involved in the leasing and rental of office, commercial, industrial and warehouse properties in France and French overseas territories. The Company opted for the SIIC legal status in 2004.
Fonciere Developpement Logements is a Real Estate company which manages the residential portfolio of Fonciere Des Regions. The Company opted for the SIIC legal status in 2006.
Altarea develops and manages shopping centers in France and Italy. The Company opted for the SIIC legal status in 2005.
ANF Immobilier is a real estate investment trust (societe dinvestissements immobiliers cotee). The Company owns a portfolio of commercial, office, and residential rental properties in Lyon and Marseille. ANF opted for the SIIC legal status in 2006
Societe Fonciere Lyonnaise is a real estate investment and management company. The Company manages a portfolio of primarily office and retail properties in Paris’ central business district. The Company opted for the SIIC legal status in 2003.
London & Stamford Property PLC is an investment company. The Company invests in commercial property, including office, retail and distribution real estate assets, principally in the UK and will also consider opportunities overseas.
Wereldhave Belgium owns and operates offices, shopping centres, industrial properties, and residential properties. Investments are located in various locations in Belgium. Wereldhave Belgium’s parent company is the Dutch group Wereldhave N.V., which has offices in The Hague, London, Madrid, New York, and Paris.
Grandes capitalisations Amérique
Kellogg Company manufactures and markets ready-to-eat cereal and other convenience foods. The Company’s products include cereals, cookies, crackers, toaster pastries, cereal bars, fruit snacks, frozen waffles and veggie foods. Kellogg markets its products in the United States, Canada, and other countries throughout the world.
Time Warner Cable Inc. offers cable television subscription services. The Company also offers Internet access and voice over Internet protocol telephone services.
Thomson Reuters Corporation is an electronic information and solutions company that serves the global business and professional marketplace. The Company provides proprietary online systems and CD-ROM products in information sectors such as legal and regulatory, financial, scientific reference and healthcare, and corporate training.
Great-West Lifeco Inc. is a financial services holding company with interests in the life insurance, health insurance, investment and retirement savings, and reinsurance businesses. The Company serves the financial security needs of people in Canada and the United States.
Bank of Montreal, doing business as BMO Financial Group, is a Canadian chartered bank which operates throughout the world. The Bank offers commercial, corporate, governmental, international, personal banking, and trust services. Bank of Montreal also offers full brokerage, underwriting, investment, and advisory services.
Canadian Imperial Bank of Commerce provides banking and financial services to consumers, individuals, and corporate clients in Canada and around the world.
Bank of Nova Scotia provides retail, commercial, international, corporate, investment and private banking services and products.
Power Financial Corporation, through subsidiaries, is involved in insurance, international banking and investments, global asset management and investment counseling. In addition, the Company is involved in merchant banking in North America and Europe.
The Toronto-Dominion Bank conducts a general banking business through banking branches and offices located throughout Canada and overseas. The Bank and other subsidiaries offer a broad range of banking, advisory services, and discount brokerage to individuals, businesses, financial institutions, governments, and multinational corporations.
Banco Santander Brasil SA attracts deposits and offers retail, commercial and private banking, and asset management services. The Bank offers consumer credit, mortgage loans, lease financing, mutual funds, insurance, commercial credit, investment banking services, and structured finance.
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.
Becton, Dickinson and Company is a global medical technology company engaged principally in the development, manufacture and sale of medical devices, instrument systems and reagents used by healthcare institutions, life science researchers, clinical laboratories, the pharmaceutical industry and the general public.
PG&E Corporation is a holding company that holds interests in energy based businesses. The Company’s holdings include a public utility operating in northern and central California that provides electricity and natural gas distribution; electricity generation, procurement, and transmission; and natural gas procurement, transportation, and storage.
Moyennes capitalisations Amérique
George Weston Limited processes and distributes food throughout North America to grocer wholesalers, warehouses, and independent accounts. The Company also processes and packages fish.
Molson Coors Brewing Company brews beer through breweries in Canada, the United States and the United Kingdom. The Company conducts operations worldwide.
Saputo Inc. manufactures dairy and grocery products. The Company manufactures Italian cheeses, European cheeses, and North American cheeses. Saputo also operates a distribution network through which it markets a variety of imported cheeses and non-dairy products to complement its cheese offerings. The Company also produces and distributes snack cakes, cookies, breads, and soups.
Inergy, L.P. is an energy infrastructure and distribution company. Inergy operates a retail and wholesale propane supply, marketing and distribution business. The Company also operates a midstream business that includes a natural gas storage business, a liquefied petroleum gas storage business, a natural gas liquids business and a solution-mining and salt production company.
NuStar Energy L.P. transports and stores crude oil and refined products. The Company operates pipelines, terminals, and oil storage facilities. NuStar operates in North America, Latin America, the Caribbean, the United Kingdom, and continental Europe.
HCC Insurance Holdings, Inc. underwrites property and casualty insurance. The Company provides property insurance in the United States and marine, aviation, offshore energy, accident, and health insurance worldwide. HCC’s customers include ocean marine fleets, multinational energy businesses, and international aviation operations.
Northern Trust Corporation is a financial holding company that provides investment management, asset and fund administration, fiduciary, and banking solutions for corporations, institutions, and affluent individuals. Northern trusts banking operations are its primary operations.
Republic Services, Inc. provides non-hazardous solid waste collection and disposal services in the United States. The Company provides solid waste collection services for commercial, industrial, municipal, and residential customers. Republic also operates transfer stations, landfills, and recycling facilities.
Harris Corporation is an international communications equipment company focused on product, system, and service solutions. The Company provides a range of mission critical communications products, systems and services for global markets, including defense communications and electronics, government communications, broadcast communications and wireless transmission network solutions.
Frontier Communications Corporation provides communications services to rural areas and small and medium-sized towns and cities. The Company offers a variety of voice, data, and Internet, and television services.
Chimera Investment Corporation is a specialty finance company. The Company invests in residential mortgage loans, residential mortgage-backed securities, real estate-related securities and various other asset classes.
Petites capitalisations Amérique
North West Company, Inc. retails food, family apparel, housewares, appliances, outdoor products, and offers services such as quick-service prepared food, special ordering, money transfers and check cashing. The Company operates in underserved rural communities in Canada, Alaska, the South Pacific, and the Caribbean.
MFA Financial, Inc. is a mortgage real estate investment trust that invests primarily in hybrid and adjustable rate mortgage securities issued or guaranteed by an agency of the United States’ government.
Investors Real Estate Trust is a Real Estate Investment Trust (REIT), which is structured as an umbrella real estate investment trust (UPREIT). The company owns and operates residential, commercial, retail, and office properties. Investors Real Estate Trust also has investments in mortgages and contracts for deeds secured by real estate.
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.
"Notre but est de découvrir des compagnies extraordinaires à des prix ordinaires et non des compagnies ordinaires à des prix extraordinaires." – Warren Buffet





