ESTADOS UNIDOS

25/11/2016

Apartment Investment and Management Co (AIV.N)

18/11/2016

Apartment Investment and Management Co (AIV.N)

American Tower Corp (AMT.N)

CLOROX

Semanal:

Costco Wholesale Corp (COST.O)

Semanal:

Dr Pepper Snapple Group Inc

Semanal:

Home Depot Inc

Kimco Realty Corp (NYSE:KIM)

Mensual:

Semanal:

Diario:

6 de noviembre de 2015

Macys Inc (M.N)

Macy's, Inc., incorporated on December 13, 1985, is an omnichannel retail company operating stores, Websites (macys.com, bloomingdales.com and bluemercury.com) and mobile applications. As of January 31, 2015, the operations of the Company included 823 stores in 45 states of the United States, the District of Columbia, Guam and Puerto Rico. The Company operates its stores under the names of Macy's, Bloomingdale's, Bloomingdale's Outlet and Bluemercury. The Company operates 13 Bloomingdale's outlet stores. Bloomingdale's in Dubai, the United Arab Emirates is operated under a license agreement with Al Tayer Insignia, a company of Al Tayer Group, LLC.

Discover Financial Services (DFS.N)

Discover Financial Services (DFS), incorporated on 25, July 1960, is a direct banking and payment services company. The Company is a bank holding company, as well as a financial holding company. It provides direct banking products and services and payment services through its subsidiaries. It offers its customers credit card loans, private student loans, personal loans, home loans, home equity loans and deposit products. The Company manages its business activities in two segments: Direct Banking and Payment Services. Direct Banking segment includes consumer banking and lending products, specifically Discover-branded credit cards issued to individuals and small businesses on the Discover Network and other consumer banking products and services, including private student loans, personal loans, home loans, home equity loans, prepaid cards and other consumer lending and deposit products. The Payment Services segment includes PULSE, Diners Club and the Company’s Network Partners business, which provides payment transaction processing and settlement services on the Discover Network. This segment also includes the business operations of Diners Club Italy, which primarily consist of issuing Diners Club charge cards.

ConAgra Foods Inc (CAG.N)

ConAgra Foods, Inc. (ConAgra Foods), incorporated on December 5, 1975, operates as a packaged food company. The Company offers branded and private branded food to households, as well as commercial food, which serve various restaurants and foodservice operations. Its brands include Banquet, Chef Boyardee, Egg Beaters, Healthy Choice, Hebrew National, Hunt's, Marie Callender's, Orville Redenbacher's, PAM, Peter Pan, Reddi-wip, Slim Jim and Snack Pack, among others. The Company sells its products under private brand labels in grocery, convenience, mass merchandise, club and drug stores. Additionally, ConAgra Foods supplies frozen potato and sweet potato products, as well as other vegetable, spice, bakery and grain products to restaurants, commercial and foodservice customers. The Company operates in three segments: Consumer Foods, Commercial Foods and Private Brands.

C R Bard Inc (BCR.N)

C. R. Bard, Inc. (Bard), incorporated in 1923, and its subsidiaries are engaged in the design, manufacture, packaging, distribution and sale of medical, surgical, diagnostic and patient care devices. The Company sells a range of products to hospitals, individual healthcare professionals, extended care facilities and alternate site facilities on a global basis. The Company reports its sales in four major product group categories: vascular, urology, oncology and surgical specialty. The Company also has a product group of other products. Through its subsidiaries and a joint venture, the Company markets its products to customers in over 100 countries outside the United States. The Company’s principal international markets are in Europe, Japan and China.

Parece estar formando una enorme cuña.

Soporte 180 Dólares y objetivos en 220 Dólares.

5 de diciembre (Valores del cuadro de mando)

BALL CORP (BLL) S&P 500

Compras en 63,50 Dólares
Soporte en 61 Dólares
Objetivos en 72 Dólares









CAPITAL ONE

Compras en 80 Dólares
Soporte en 75 Dólares
Objetivos en 94 Dólares









COLGATE (CL)

Compras en 65 Dólares
Soporte en 60 Dólares
Objetivos en 74 Dólares









DISCOVER FIN (DFS)

Compras en 63 Dólares
Soporte en 60 Dólares
Objetivos en 71 Dólares









HUMANA INC

Compras en 130 Dólares
Soporte en 120 Dólares
Objetivos en 150 Dólares










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23 de noviembre de 2014

CAPITAL ONE FINANCIAL CORP (COF SP500)

El valor se encuentra sobre su media de 30 semanas. Podemos comprar a estos precios, lo más próximo a los 80 Dólares, con soporte en cierres por debajo de 76 Dólares y objetivos en el techo del canal, en los 92-93 Dólares.

Respecto a sus competidores (Visa, American Express y Mastercard) se encuentra más cerca de su media y a precios más razonables.

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7 de noviembre de 2014.

Dentro del mercado americano observamos 3 tipos de valores:

1. Los alcistas que respetan su media de 30 semanas, y se encuentran cerca de ella.
2. Los alcistas, que han roto su media, pero la han recuperado con fuertes subidas.
3. Los bajistas, han perforado su media y siguen bajando.

Nos vamos a centrar en los primeros valores. Algunos interesantes son:

Ball Corp (BLL.N)

Ball Corporation (Ball), incorporated on December 19, 1922, is a supplier of metal packaging to the beverage, food, personal care and household products industries. The Company operates in four segments: metal beverage packaging, Americas and Asia; metal beverage packaging, Europe; metal food and household products packaging, Americas, and aerospace and technologies.

Colgate-Palmolive Co (CL.N)

Colgate-Palmolive Company (Colgate) is a consumer products company whose products are marketed in over 200 countries and territories throughout the world. It operates in two segments: Oral, Personal and Home Care and Pet Nutrition.

Discover Financial Services (DFS.N)

Discover Financial Services, incorporated on July 25, 1960, is a direct banking and payment services company. The Company is a bank holding company and a financial holding company. The Company offer credit cards, student loans, personal loans and deposit products through its Discover Bank subsidiary and home loans through its Discover Home Loans, Inc. subsidiary (Discover Home Loans).

Humana Inc (HUM.N)

Humana Inc. (Humana) is a health care company. Humana operates in three segments: Retail, Employer Group, and Health and Well-Being Services. The Company offers a range of insurance products and health and wellness services that incorporate an integrated approach to lifelong well-being.

Wyndham Worldwide Corp (WYN.N)

Wyndham Worldwide Corporation is a hospitality company. The Company offers individual consumers and business customers an array of hospitality services and products across various accommodation alternatives and price ranges through its portfolio of brands.





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Valores del S&P500 a 23 de mayo de 2014.

HONEYWELL INTERNATIONAL INC

Honeywell International Inc. , is a diversified technology and manufacturing company, serving customers worldwide with aerospace products and services, control, sensing and security technologies for buildings, homes and industry, turbochargers, automotive products, specialty chemicals, electronic and advanced materials, process technology for refining and petrochemicals, and energy efficient products and solutions for homes, business and transportation. 

MYLAN INC

Mylan Inc. (Mylan), incorporated on August 31, 1970, is a fully integrated global pharmaceutical company that develops, licenses, manufactures, markets and distributes generic, branded generic and specialty pharmaceuticals. Mylan has two segments:Generics and Specialty. Its generic pharmaceutical business is conducted primarily in the United States and Canada (collectively, North America); Europe, the Middle East, and Africa (collectively, EMEA); and India, Australia, Japan and New Zealand (collectively, Asia Pacific). Its API business is conducted through Mylan Laboratories Limited (Mylan India), which is included within the Asia Pacific region in its Generics Segment. The Company's pharmaceutical business is conducted by Mylan Specialty L.P. (Mylan Specialty). Mylan provides products to customers in approximately 140 countries and territories. In December 2013, the Company announced that it has completed the acquisition of the Agila injectables businesses from Strides Arcolab Ltd.

PARKER HANNIFIN CORP

Parker-Hannifin Corporation (Parker), incorporated December 30, 1938, is a manufacturer of motion and control technologies and systems, including fluid power systems, electromechanical controls and related components. In addition to motion and control products, the Company also is a worldwide producer of fluid purification, fluid and fuel control, process instrumentation, air conditioning, refrigeration, electromagnetic shielding and thermal management products and systems. 

QUANTA SERVICES INC

Quanta Services, Inc. is a provider of specialty contracting services, offering infrastructure solutions primarily to the electric power and natural gas and oil pipeline industries. The services the Company provides include the design, installation, upgrade, repair and maintenance of infrastructure within each of the industries the Company serves, such as electric power transmission and distribution networks, substation facilities, renewable energy facilities and pipelines transmission, gathering and distribution systems and facilities. 

Valores a vigilar en la Bolsa Americana a fecha 17/01/2014

Chesapeake Energy Corp. Petróleo y Gas

Chesapeake Energy Corporation (Chesapeake) is a natural gas and oil exploration and production company Chesapeake is engaged in the exploration, development and acquisition of properties for the production of natural gas and oil from underground reservoirs. It also provides substantial marketing, midstream, drilling and other oilfield services. Its operations are located onshore and in the continental United States. As of December 31, 2011, the Company owned interests in approximately 45,700 producing natural gas and oil wells that produced approximately 3.5 billion cubic feet of natural gas equivalent per day, net to its interest. The Company operates in three segments: exploration and production; marketing, gathering and compression, and oilfield services. In June 2011, the Company acquired Bronco Drilling Company, Inc. In December 2011, CMD sold its wholly owned subsidiary, Appalachia Midstream Services, L.L.C. (AMS). In March 2011, it sold all of its Fayetteville Shale assets. In July 2012, the Company sold its interest in Chesapeake Midstream Partners, L.P. to Global Infrastructure Partners. In October 2012, the Company sold asset packages in the Permian Basin. In August 2013, SemGroup Corporation completed acquisition of the gas gathering and processing assets owned by Chesapeake Energy Corporation.

Compras a 25 dólares.

Stop de protección en 23 dólares. Pérdida máxima del 8%.

Chubb Corp. Seguros

The Chubb Corporation (Chubb), incorporated in June 1967, is a holding company for a family of property and casualty insurance companies known as the Chubb Group of Insurance Companies (the P&C Group). The P&C Group provides property and casualty insurance to businesses and individuals worldwide. The P&C Group is divided into three business units: Chubb Personal Insurance, Chubb Commercial Insurance and Chubb Specialty Insurance. Chubb Personal Insurance offers coverage of fine homes, automobiles and other personal possessions along with options for high limits of personal liability coverage. Chubb Personal Insurance also provides supplemental accident and health insurance in niche markets. Chubb Commercial Insurance offers a range of commercial insurance products, including coverage for multiple peril, casualty, workers’ compensation and property and marine. Chubb Specialty Insurance offers a variety of professional liability products for privately and publicly owned companies, financial institutions, professional firms and healthcare organizations. Chubb Specialty Insurance also includes its surety business.

Compras a 88 dólares.
Stop de protección en 83 dólares. Pérdida máxima del 6%.

Cliffs Natural Resources Inc. Materiales básicos.

Cliffs Natural Resources Inc. is an international mining and natural resources company. The Company is an iron ore producer and a producer of metallurgical coal. The Company’s operations are organized according to product category and geographic location: U.S. Iron Ore, Eastern Canadian Iron Ore, North American Coal, Asia Pacific Iron Ore, Asia Pacific Coal, Latin American Iron Ore, Ferroalloys, and its Global Exploration Group. The Company operates in four segments: U.S. Iron Ore, Eastern Canadian Iron Ore, North American Coal and Asia Pacific Iron Ore. In the United States, it operates five iron ore mines in Michigan and Minnesota, five metallurgical coal mines located in West Virginia and Alabama and one thermal coal mine located in West Virginia. It also operates two iron ore mines in Eastern Canada that primarily provide iron ore to the seaborne market for Asian steel producers. Its Asia Pacific operations include two iron ore mining complexes in Western Australia, serving the Asian iron ore markets with direct-shipping fines and lump ore, and a 45% interest in a coking and thermal coal mine located in Queensland, Australia. In Latin America, it has a 30% interest in Amapa, a Brazilian iron ore project, and in Ontario, Canada, it has a chromite project in the pre-feasibility stage of exploration. On May 12, 2011, the Company completed the acquisition of Consolidated Thompson Iron Mining Limited.

Caídas del 10% hasta la zona de soporte. Esperamos retrocesos para tomar posiciones.

Discovery Communications Inc. Otros.

Discovery Communications Inc. (Discovery), incorporated on March 9, 2005, is a global nonfiction media and entertainment company that provide programming across multiple distribution platforms worldwide. It also has a diversified portfolio of Websites and other digital media services, develops and sells curriculum-based education products and services, and provides postproduction audio services. Discovery operates in three segments: U.S. Networks, International Networks and Education and Other. The Company’s U.S. Networks, consists principally of domestic cable and satellite television networks, Websites and other digital media services. Its International Networks consists primarily of international cable and satellite television networks and Websites. It’s Education and other consists principally of curriculum-based education product and service offerings and postproduction audio services. On November 2, 2011, Discovery acquired a non-fiction entertainment production company in the United Kingdom. On December 29, 2011, Discovery acquired a Latin American cable channel. In November 2013, the Company announced it has acquired Espresso Group Limited, provider of primary school digital education content in the United Kingdom.

EOG Resources Inc. Petróleo y Gas.

EOG Resources, Inc.(EOG),incorporated on June 12, 1985, explores , develops, produces and markets crude oil and natural gas primarily in producing basins in the United States of America , Canada, The Republic of Trinidad and Tobago (Trinidad), the United Kingdom , The People's Republic of China (China), the Argentine Republic (Argentina) and, from time to time, select other international areas.

Compras en 164 dólares.
Stop de protección en 155 dólares.
Pérdida máxima del 5,50%.

First Solar Inc. Otros.

First Solar, Inc., incorporated on May 15, 2003, manufactures and sells photovoltaic (PV) solar modules with an advanced thin-film semiconductor technology, and it designs, constructs, and sells PV solar power systems. The Company is a thin-film PV solar module manufacturer and a PV solar module manufacturer. It operates its business in two segments: components segment and systems segment. Its components segment involves the design, manufacture, and sale of solar modules, which convert sunlight into electricity. Its systems business involves the sale of its solar modules coupled with the engineering, procurement and construction of the solar PV power plant. In January 2013, the Company acquired Solar Chile. Effective March 11, 2013, the Company acquired an interest in DESERTEC Foundation. In April 2013, Renewable Energy Corp ASA (REC) announced that NorthLight Power, a joint venture 60%-owned by REC and 40% by Summit Power Group, LLC, announced the sale of the 60 MWAC North Star project to First Solar Inc. In August 2013, the Company has acquired a pipeline of the United States and Mexico development assets from Element Power. In September 2013, First Solar, Inc and K Road Power Holdings LLC announced that First Solar acquired from K Road the 250 megawatt (MW)AC photovoltaic Moapa Solar Project in Nevada.

Esperamos descenso en los precios hasta la base del canal alcista.

Loews Corp. Seguros.

Loews Corporation, incorporated on November 12, 1969, is a holding company. The Company’s subsidiaries are engaged in commercial property and casualty insurance, operation of offshore oil and gas drilling rigs, exploration, production and marketing of natural gas and oil (including condensate and natural gas liquids), interstate transportation and storage of natural gas and operation of hotels. The Company’s subsidiaries include CNA Financial Corporation, which is a 90% owned subsidiary; Diamond Offshore Drilling, Inc., which is a 50.4% owned subsidiary; HighMount Exploration & Production LLC; Boardwalk Pipeline Partners, LP, which is a 61% owned subsidiary, and Loews Hotels Holding Corporation. On June 10, 2011, CNA acquired all of the publicly traded shares of common stock of CNA Surety Corporation (CNA Surety). In November of 2011, CNA completed the sale of its 50% ownership interest in First Insurance Company of Hawaii (FICOH). In February 2013, its Loews Hotels & Resorts completed the acquisition of the 225-room Back Bay Hotel in Boston.

Compras en 46,30 dólares.

Stop de protección en 44,40 dólares.

Pérdida máxima del 4%.

Lowe's Companies Inc. Consumo ciclico.

Lowe’s Companies, Inc. (Lowe’s), incorporated on August 1, 1952, is a home improvement retailer. As of February 3, 2012, Lowe’s operated 1,745 stores, consisted of 1,712 stores across 50 United States, 31 stores in Canada and two stores in Mexico. Its 1,745 stores represent approximately 197 million square feet of retail selling space. The Company serves homeowners, renters and commercial business customers. Individual homeowners and renters complete an array of projects and vary along the spectrum of do-it-yourself (DIY) and do-it-for-me (DIFM). Commercial business customers include those who work in construction, repair/remodel, commercial and residential property management, or business maintenance professions. During the fiscal year ended February 3, 2012 (fiscal 2011), it opened 25 stores, which included the relocation of two existing stores. Seven of the stores were opened in Canada. During 2011, it closed 27 underperforming stores across the United States. In August 2013, the Company acquired the majority of assets of Orchard Supply Hardware, including 72 Orchard stores.

Compras en 46 dólares.

Stop de protección en 43 dólares.

Pérdida máxima del 6,50%.

Time Warner Inc. Comunicaciones.

Time Warner Inc. (Time Warner), February 4, 2000, is a media and entertainment company. The Company operates in three reporting segments: Networks, Film and TV Entertainment and Publishing. Networks consist of television networks and premium pay and basic tier television services and digital media properties. Film and TV Entertainment consists of feature film, television, home video and videogame production and distribution. Publishing consists of magazine publishing. In August 2012, Turner Broadcasting System, Inc. acquired Bleacher Report.

Esperar la evolución del valor los próximos días.

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2/12/2013

Xilinx Inc (XLNX.OQ)

27/09/2013

Apple.

Compras en 450 dólares, con soporte en cierres semanales por debajo de los 390.

Google.

Compras en 860 dólares con soporte en los 850 en cierres semanales.

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FISERV

Desde principios de 2012, la serie de precios se mantiene por encima de su media de 30 semanas. Atentos a los 85 Dólares.

GOOGLE

Valor en máximos históricos, lejos de los precios óptimos de compra en 800 Dólares.