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10 meilleures actions européennes 2010 de François Rochon

03/06/2010 - Vive la pharmacie

Hier, nous avons vu les actions européennes préférées du magazine américain Barron. Aujourd’hui, voici la top list européenne de François Rochon de la société de gestion privée canadienne Giverny Capital.

J’ai découvert François Rochon sur le site Les rapports de gestion de sa société montre une performance impressionnante de 13,8% de rendement annualisé depuis 1993. Le portefeuille exact proposé a ses clients est méconnu mais il s’exprime régulièrement sur le site LesAffaires.

Sa sélection récente de valeurs européennes est surpondérée en valeurs pharmaceutiques et comporte Fresenius SE (FRE3) en commun avec celle du Barron.

Je suis moi aussi fan des pharmaceutiques et des télécoms et pense qu’il est temps maintenant de se charger en pétrolières, mais ça n’engage que moi !

Voici la liste en question :

consommation de base
Tesco PLC | Food-Retail | Yield: 3,7 | Beta: 0,8

Tesco plc is a food retailer. The Group operates stores in the United Kingdom, Republic of Ireland, Czech Republic, Hungary, Poland, Slovakia, Turkey, Japan, Malaysia, South Korea, Taiwan, and Thailand.
consommation discrétionnaire
Bijou Brigitte AG | Retail-Jewelry | Yield: 5,7 | Beta: 0,7

Bijou Brigitte Modische Accessoires AG manufactures costume jewelry and accessories for women, men and children. The Company also manufactures sunglasses, watches, belts and neckties. Bijou Brigitte’s products are sold mainly through company-owned outlets in Germany, Austria, the Netherlands, Portugal, Spain, Italy, Poland, Hungary, and the Czech Republic.
Hennes & Mauritz AB | Retail-Apparel/Shoe | Yield: 3,5 | Beta: 0,8

Hennes & Mauritz AB (H&M) designs and retails fashions for women, men, teens, and children. The Company sells a variety trendy, sporty, and classic garments in addition to accessories such as jewelery, bags, and scarves, and cosmetics. H&M owns and operates stores in many european countries and the United States.
Burberry Group PLC | Apparel Manufacturers | Yield: 2,2 | Beta: 1,0

Burberry Group plc designs, manufactures and distributes luxury apparel and accessories. Their products include clothing for men, women and children, handbags, scarves, leather goods and fragrances under the Burberry brand name. The Group retails its products through Burberry stores in europe, North America, and Japan, and licenses its name to various clothing manufacturers.
services financiers
Swissquote Group Holding SA | Finance-Invest Bnkr/Brkr | Yield: 1,5 | Beta: 0,9

Swissquote Group Holding SA, through its subsidiaries, offers online financial services. The Company operates an online trading system which offers customers real-time securities quotes on the Swiss Stock Exchange.
London Stock Exchange Group PLC | Finance-Other Services | Yield: 4,3 | Beta: 1,2

London Stock Exchange Group plc is the United Kingdom’s primary stock exchange. The LSE provides markets that facilitate the raising of capital and the trading of corporate securities, access to a trading environment, as well as real-time pricing and reference information services worldwide. Market coverage includes equities, derivatives and fixed-interest securities.
GlaxoSmithKline PLC | Medical-Drugs | Yield: 6,2 | 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
Fresenius SE | Medical Products | Yield: 1,5 | Beta: 0,8

Fresenius SE is a global health care group with products and services for dialysis, the hospital and the medical care of patients at home. The Company sells dialysis, infusion, transfusion, and diagnostics equipment and systems, blood separators and plasma and hemofilters, nutritional liquids, and solid and liquid pharmaceuticals.
AstraZeneca PLC | Medical-Drugs | Yield: 5,6 | Beta: 0,8

AstraZeneca PLC is a holding company. Through its subsidiaries, the Group researches, manufactures and sells pharmaceutical and medical products. The Group focuses its operations on seven therapeutic areas: Gastrointestinal, Oncology, Cardiovascular, Respiratory, Central Nervous System, Pain Control, Anaesthesia and Infection.
Sanofi-Aventis SA | Medical-Drugs | Yield: 5,2 | 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: 4,1 | 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.
De La Rue PLC | Printing-Commercial | Yield: 5,2 | 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.
Rotork PLC | Instruments-Controls | Yield: 2,4 | Beta: 0,9

Rotork plc is a holding company. The Group provides actuation solutions through the design, manufacture and support of actuators, systems and related products to the valve industry. The main business operations are: Process Control, Electric, Fluid Systems and Gears. Rotork operates worldwide.
matériaux de base
services de télécommunication
services aux collectivités
foncière cotée


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