Verduntraders, La casa de investisamente

KFT -> RIMM

2008-09-26T15:49:00.004-04:00

Salut les gars,
On va essayer de vous rejoindre en fin de semaine, pour voir votre avis on échangerais notre titre de pépère (KFT) contre RIMM qui à subit une débandade incroyable et est rendu à environ 70$/action. Ce qui semble a notre avis une aubaine!

Résultats Quotidiens

2008-09-19T16:25:00.002-04:00

Voici le sommaire des rendements de nos choix pour aujourd'hui:

AOB (7.24) +0.26 +3.72%
ATVI (17.32) +1.23 +8.05%
KFT (34.04) +0.30 +0.89%

Pour un total de +4.44%, un peu plus que la performance du marché.

Résultats Quotidiens

2008-09-18T16:05:00.007-04:00

Voici le sommaire des rendements de nos choix pour aujourd'hui:

AOB (6.98) +0.46 +7.06%
ATVI (16.03) +0.50 +3.22%
KFT (33.74) +1.09 +3.34%

Pour un total de +4.34%, ce qui équivaut en gros à la performance du marché.
Le rendement total de notre portefeuille depuis le début est de -0.4%, ou 1.40% en excluant les frais de transactions.
Ça s'en vient!

Red dripin'

2008-09-17T16:50:00.003-04:00

Pas grand chose à dire... à part que Vale de Cago est le grand gagnant !

Kraft Foods announces inclusion in Dow Jones Sustainability Index

2008-09-17T13:22:00.000-04:00

The Dow Jones Sustainability Indexes, launched in 1999, are global stock indexes tracking the financial performance of leading sustainability-driven companies.

Kraft is reportedly the only US-based company to be a World Index Sustainability Leader in the food category. It is the company's third year on the World Index and its fourth year on North America Index.

Additionally, Kraft has attained the food industry's leading scores in the World Index in three areas: operational eco-efficiency, corporate governance and corporate citizenship/philanthropy.

Kraft said that the company's six focus areas for sustainability include agricultural commodities, packaging, energy, water, waste and transportation/distribution.

Three Chinese Stocks That Could Triple

2008-09-17T13:14:00.000-04:00

AOB EJ XIN

By Stockpickr Guest Columnist Glen Bradford

Doubling your money is old news. What I'm interested in now is an easy triple. That's why I'm looking at three Chinese companies that meet Warren Buffett's criteria for investment. I think they are likely to triple in value over the next year.

The three criteria I'm borrowing from Buffett's book are that the company is highly predictable in metrics such as revenue and net income, that it has growth potential and that its stock is priced cheaply.

Article Fool sur Activision

2008-09-17T10:23:00.002-04:00

It's On! It's On! It's On!

By Anders Bylund

September 16, 2008

Comment (0)

Recommend (1)

CAPS Community Rating 5/5 Stars

$16.61 $0.04 (0.24%)

When you get served, and then you serve them back something fierce, you know it's on.

That's where we stand today with Activision Blizzard (Nasdaq: ATVI) and Viacom (NYSE: VIA) staring each other down across the music-game playground. Last Friday, the day that Viacom and publishing partner Electronic Arts (Nasdaq: ERTS) unleashed Rock Band 2 on us all, Activision shot right back with an official track list for Guitar Hero: World Tour. Anything to steal the competition's thunder, right?

Who's got what?
Early reviews for RB2 have started to roll in, and the game looks like a serious contender for the hearts and minds of plastic-guitar gods worldwide. A few gameplay tweaks, fresh online competition modes, and slightly nicer official drum and guitar peripherals bring some freshness to this bad boy, but the biggest selling point is a track list with 84 original master recordings from some of the biggest names in rock, pop, metal, and reggae. If you love AC/DC or Panic! at the Disco, or just want the first Guns N' Roses single in a decade, this is the game for you.

That's exactly why Activision wanted to drop its own set list on top of Viacom's party.

The two games share a lot of material. Fifteen songs show up in both RB2 and GH:WT, including prime cuts by the Allman Brothers, Bon Jovi, and Fleetwood Mac. Others, like Metallica and Linkin Park, sent different songs to each game. It's the remaining list of more than 55 unique songs per game that will decide where massive amounts of pocket money will flow.

We already knew that Jimi Hendrix would headline the Guitar Hero title, and big names like The Doors, Sublime, and Van Halen had also been written in stone. The new information surprises and delights with Lynyrd Skynyrd's "Sweet Home Alabama" (hey, I spent five years in Freakville -- cut me some slack, homeboy), R.E.M. anthem "The One I Love," and even Willie Nelson's "On the Road Again."

How much, you said?
In the first five months of this year, the likes of GameStop (NYSE: GME) and Target (NYSE: TGT) pushed out 2.5 million units of Guitar Hero III and 1.3 million Rock Band packages. That doesn't account for Guitar Hero: Aerosmith or the mobile Guitar Hero: On Tour games, and both games were actually released in 2007. In January, Activision bragged that the Guitar Hero brand had collected sales of more than $1 billion.

Both franchises are building momentum and can now present a slicker gaming experience, with a distinct lack of halfhearted cover versions of our favorite songs. Moreover, console builders Microsoft (Nasdaq: MSFT) and Sony (NYSE: SNE) helped Activision and Viacom come up with bona fide standards for the hardware, so that the guitars and drums you bought for one game will work on the other. Rock Band 1 and Guitar Hero III accessories should also work with the next-generation games.

I think that's brilliant, not just for gamers but also for investors. When you can add another 80-something songs and a few spiffy features by just shelling out $60 for another game disc, those expensive drum kits won't stop the real enthusiasts from buying into both games. Activision, Viacom, and EA all win in that sane arrangement, and the real loser is my personal productivity. "Vinternoll2," then "Keep 'Em Separated," and a rousing "Santeria" encore?

Hold my calls, 'cause it's on, baby!

Source
http://www.fool.com/investing/general/2008/09/16/its-on-its-on-its-on.aspx

Créer un club d’investissement en cinq étapes

2008-09-16T13:53:00.000-04:00

1- Organiser une première rencontre avec un noyau de base afin de définir les objectifs, le statut et le fonctionnement.

2- Préparer une assemblée de constitution et les documents à remettre aux fondateurs (la coopérative l’Actif a mis au point un contrat type).

3- Tenir l’assemblée de constitution afin d’adopter la politique d’investissement, le mode de fonctionnement (comités, etc.), les documents constitutifs, le budget d’exploitation, etc. Élire les membres des comités.

4- Le club doit s’enregistrer auprès du Registraire des entreprises du Québec. Il n’y a pas besoin de faire une demande à l’Autorité des marchés financiers, car la dispense est automatique. En cas de doute, mieux vaut vérifier auprès de l’AMF.

5- Pour se qualifier comme un club d’investissement aux yeux de l’AMF, le nombre de membres ne doit pas dépasser 50. Il ne doit pas y avoir d’émission de titres d’emprunt, aucune rémunération ne doit être versée à des conseillers ou courtiers, sauf pour les transactions, et tous les membres doivent contribuer aux frais d’exploitation du club.

Source : L’Actif (site internet www.actif.net) et AMF.

Nouveau Blog pour la Companhia de Verduntraders

2008-09-16T12:28:00.000-04:00

Salut les gars,

Alors voilà, je pense que le blog sera plus convivial qu'un forum, tout le monde pourra posté, commenter, vraiment simplement. Tout ce que ça vous prends c'est un compte igoogle, vous allez dans notre email commun sur yahoo "verduntraders@yahoo.com" vous cliquez sur le link du dernier mail pour activer votre droit d'écrire sur le blog. Je vous ferez un petit cour sur blogger prochaine rencontre, mais c'est vraiment simple le wizywig est plutot banal, typo, photos, liens, vidéos, html... Ça va être pratique pour poster les analises, les idées, les grand titres qui nous on accrochez. On va aussi libélé le tout ex: Nouvelles, Stock, Marché... pour faciliter la recherche d'article si on viens a posté en masse. Bref n'hésitez pas commentaires positif ou négatif. Et puis faudrait fixer une date pour la prochaine rencontre.