{"id":45533,"date":"2018-07-04T17:03:00","date_gmt":"2018-07-04T17:03:00","guid":{"rendered":"https:\/\/wp2.inovestor.com\/2018\/07\/commentaire-du-gestionnaire-de-portefeuille-juin-2018\/"},"modified":"2018-07-04T17:03:00","modified_gmt":"2018-07-04T17:03:00","slug":"commentaire-du-gestionnaire-de-portefeuille-juin-2018","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/fr-ca\/2018\/07\/commentaire-du-gestionnaire-de-portefeuille-juin-2018\/","title":{"rendered":"Commentaire du gestionnaire de portefeuille – Juin 2018"},"content":{"rendered":"

Note: Le FNB Horizons Inovestor Actions Canadiennes (INOC) suit l’indice Nasdaq Inovestor Actions Canadiennes (NQICA).<\/em><\/p>\n

L’indice de rendement total S&P\/TSX a termin\u00e8 le mois de mai en hausse de 1,69%, les actions d’\u00e8nergie ayant le plus augment\u00e8. Le p\u00e8trole brut a bondi \u00e0 74 dollars le baril. L’augmentation de la production en Arabie Saoudite ne compensera probablement pas la baisse de la production des producteurs \u00e0 risque tels que l’Iran, la Libye et le Venezuela. De plus, le dollar canadien s’est affaibli apr\u00e8s que la Banque du Canada a communiqu\u00e8 son inqui\u00e8tude par rapport aux perspectives commerciales entre le Canada et les \u00c9tats-Unis. L’indice Nasdaq Inovestor Actions Canadiennes (NQICA) a augment\u00e8 de 0,86% pour la m\u00eame p\u00e8riode, soit -83 points de base par rapport \u00e0 l’indice de r\u00e8f\u00e8rence. Notre allocation sectorielle a contribu\u00e8 \u00e0 hauteur de -95 points de base puisque notre d\u00e8cision de sous-pond\u00e8rer le secteur de l’\u00e8nergie et de surpond\u00e8rer les secteurs discr\u00e8tionnaires et industriels nous ont nuit. Notre s\u00e8lection de titres a contribu\u00e8 \u00e0 hauteur de 12 points de base car certains de nos titres ayant surperform\u00e8. Vous trouverez ci-dessous les trois premiers et les trois derniers contributeurs \u00e0 la performance.<\/p>\n

Les trois principaux contributeurs \u00e0 la performance \u00e8taient:<\/p>\n

    \n
  1. Enghouse Systems (ENGH: CN)<\/strong>, un d\u00e8veloppeur de logiciels, a progress\u00e8 de 14,7% apr\u00e8s un solide T2 2018: BPA de 0,56 $ (en hausse de 0,06 $) sur des revenus de 85,2 M $ (pire de 1,4 M $).<\/li>\n
  2. Equitable Group (CSU: CN), <\/strong>un pr\u00eateur hypoth\u00e8caire, a gagn\u00e8 9,5% apr\u00e8s que la soci\u00e8t\u00e8 a annonc\u00e8 qu’elle avait r\u00e8ussi \u00e0 r\u00e8duire sa facilit\u00e8 de garantie de liquidit\u00e8 de 2,0 G$ \u00e0 850 M $.<\/li>\n
  3. Couche-Tard (ATD\/B: CN), <\/strong>une cha\u00eene de d\u00e8panneurs, a augment\u00e8 de 5,5%, apr\u00e8s qu’Irving Oil ait conclu une entente permettant l’acquisition de 23 magasins de vente au d\u00e8tail au Canada atlantique.<\/li>\n<\/ol>\n

    Les trois derniers contributeurs \u00e0 la performance \u00e8taient:<\/p>\n

      \n
    1. 1. Magna (MG: CN<\/strong>), un fabricant de pi\u00e8ces automobiles, a baiss\u00e8 de 8,0% alors que la compagnie se joint \u00e0 d’autres constructeurs autos qui exhortent les \u00c9-U \u00e0 ne pas imposer de tarifs douaniers.<\/li>\n
    2. NFI Group (NFI: CN)<\/strong>, un fabricant d’autobus, a perdu 9,1% avec les autres constructeurs autos malgr\u00e8 l’annonce d’un plan de rachat d’actions et d’une entente d’autobus \u00e8lectrique en juin.<\/li>\n
    3. Linamar (LNR: CN)<\/strong>, un fabricant de pi\u00e8ces automobiles, a chut\u00e8 de 11,0% apr\u00e8s que la pr\u00e8sidente Linda Hasenfratz, a dit que les tarifs autos et la fin de l’ALENA causeraient un d\u00e8sastre financier.<\/li>\n<\/ol>\n

      Salutations,<\/p>\n

      Fran\u00e7ois Soto CFA, MBA, FRM, CIM<\/p>\n","protected":false},"excerpt":{"rendered":"

      Note: Le FNB Horizons Inovestor Actions Canadiennes (INOC) suit l’indice Nasdaq Inovestor Actions Canadiennes (NQICA). L’indice de rendement total S&P\/TSX a termin\u00e8 le mois de mai en hausse de 1,69%, les actions d’\u00e8nergie ayant le plus augment\u00e8. Le p\u00e8trole brut a bondi \u00e0 74 dollars le baril. L’augmentation de la production en Arabie Saoudite ne […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[155,156],"tags":[163,162],"class_list":["post-45533","post","type-post","status-publish","format-standard","hentry","category-en-vedette","category-portefeuille-modele","tag-canada","tag-nqicat"],"acf":[],"yoast_head":"\nCommentaire du gestionnaire de portefeuille - Juin 2018 - Inovestor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/fr-ca\/2018\/07\/commentaire-du-gestionnaire-de-portefeuille-juin-2018\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Commentaire du gestionnaire de portefeuille - Juin 2018\" \/>\n<meta property=\"og:description\" content=\"Note: Le FNB Horizons Inovestor Actions Canadiennes (INOC) suit l’indice Nasdaq Inovestor Actions Canadiennes (NQICA). 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