{"id":45733,"date":"2019-09-10T16:48:00","date_gmt":"2019-09-10T16:48:00","guid":{"rendered":"https:\/\/wp2.inovestor.com\/2019\/09\/number-cruncher-dix-actions-de-valeurs-a-surveiller-dans-le-secteur-des-materiaux-au-canada\/"},"modified":"2019-09-11T14:20:00","modified_gmt":"2019-09-11T14:20:00","slug":"number-cruncher-dix-actions-de-valeurs-a-surveiller-dans-le-secteur-des-materiaux-au-canada","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/fr-ca\/2019\/09\/number-cruncher-dix-actions-de-valeurs-a-surveiller-dans-le-secteur-des-materiaux-au-canada\/","title":{"rendered":"Number Cruncher &#8211; Dix actions de valeurs \u00e0 surveiller dans le secteur des mat\u00e8riaux au Canada"},"content":{"rendered":"<p>[vc_row type=\u00a0\u00bbin_container\u00a0\u00bb full_screen_row_position=\u00a0\u00bbmiddle\u00a0\u00bb scene_position=\u00a0\u00bbcenter\u00a0\u00bb text_color=\u00a0\u00bbdark\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3&Prime;][vc_column column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb background_color_opacity=\u00a0\u00bb1&Prime; background_hover_color_opacity=\u00a0\u00bb1&Prime; column_shadow=\u00a0\u00bbnone\u00a0\u00bb width=\u00a0\u00bb1\/1&Prime; tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][vc_column_text]Lorsque les march\u00e8s sont instables et que la volatilit\u00e8 est \u00e0 la hausse, les investisseurs ont tendance \u00e0 rechercher d&rsquo;autres produits d\u00e8fensifs afin de prot\u00e8ger leur patrimoine. Le secteur des mat\u00e8riaux peut \u00eatre consid\u00e8r\u00e8 comme d\u00e8fensif dans la mesure o\u00f9 l&rsquo;or (dont la production est un \u00e8l\u00e8ment cl\u00e8 de ce secteur) est n\u00e8gativement corr\u00e8l\u00e8 au march\u00e8. Le mois dernier, en raison de la forte remont\u00e8e de l&rsquo;or et de l&rsquo;argent, les mat\u00e8riaux ont \u00e8t\u00e8 l&rsquo;un des secteurs les plus performants au Canada. Le secteur a progress\u00e8 de 5,7% en ao\u00fbt par rapport \u00e0 l&rsquo;indice compos\u00e8 S &#038; P \/ TSX, qui a progress\u00e8 de 0,2%. Depuis le d\u00e8but de l&rsquo;ann\u00e8e, le secteur a progress\u00e8 de 22,9%, contre 14,8% pour le S &#038; P \/ TSX.<\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/investment-ideas\/number-cruncher\/article-ten-mining-stocks-to-watch-in-canadas-materials-sector\/\">Pour le Globe and Mail de cette semaine<\/a>, nous avons approfondi notre connaissance du secteur et analys\u00e8 certaines entreprises qui ont b\u00e8n\u00e8fici\u00e8 de cette tendance.<\/p>\n<p>Nous avons examin\u00e8 le secteur canadien des mat\u00e8riaux en nous concentrant sur les crit\u00e8res suivants:<\/p>\n<ul>\n<li>Capitalisation boursi\u00e8re sup\u00e8rieure \u00e0 1 milliard de dollars;<\/li>\n<li>Une \u00e8volution positive des ventes sur 12 mois &#8211; un chiffre positif nous indique que les op\u00e8rations de la soci\u00e8t\u00e8 progressent et progressent;<\/li>\n<li>Une variation positive sur 12 mois de la mesure de la valeur \u00e8conomique ajout\u00e8e (EVA) &#8211; un chiffre positif nous montre que le b\u00e8n\u00e8fice de la soci\u00e8t\u00e8 augmente \u00e0 un rythme plus rapide et sup\u00e8rieur au co\u00fbt du capital. L&rsquo;EVA est le b\u00e8n\u00e8fice \u00e8conomique g\u00e8n\u00e8r\u00e8 par la soci\u00e8t\u00e8 et est calcul\u00e8 comme le b\u00e8n\u00e8fice net d&rsquo;exploitation apr\u00e8s imp\u221a\u00a5t moins les d\u00e8penses en capital;<\/li>\n<li>Un rapport croissance future valeur sur valeur de march\u00e8 (FGV \/ MV). Ce ratio repr\u00e8sente la proportion de la valeur de march\u00e8 de la soci\u00e8t\u00e8 constitu\u00e8e par les pr\u00e8visions de croissance future plut\u221a\u00a5t que par les b\u00e8n\u00e8fices r\u00e8els g\u00e8n\u00e8r\u00e8s. Plus le pourcentage est \u00e8lev\u00e8, plus la prime incorpor\u00e8e pour la croissance attendue est \u00e8lev\u00e8e et plus le risque est \u00e8lev\u00e8;<\/li>\n<li>Ratio flux de tr\u00e8sorerie disponible \/ capital. Cette mesure nous donne une id\u00e8e de l&rsquo;efficacit\u00e8 avec laquelle l&rsquo;entreprise convertit son capital investi en flux de tr\u00e8sorerie disponibles, qui correspond au montant restant apr\u00e8s la comptabilisation de toutes les d\u00e8penses en immobilisations. C&rsquo;est une mesure importante car elle nous donne la capacit\u00e8 financi\u00e8re de la soci\u00e8t\u00e8 de verser des dividendes, de r\u00e8duire la dette et de rechercher des opportunit\u00e8s de croissance. Nous recherchons toujours un ratio positif;<\/li>\n<li>Un b\u00eata faible &#8211; une action dont le b\u00eata est inf\u00e8rieur \u00e0 un est consid\u00e8r\u00e8e comme moins volatile que le march\u00e8.<\/li>\n<\/ul>\n<div id=\"fws_5d78fe87a3120\" class=\"wpb_row vc_row-fluid vc_row standard_section \" data-midnight=\"dark\" data-bg-mobile-hidden=\"\">\n<div class=\"col span_12 dark left\">\n<div class=\"vc_col-sm-12 wpb_column column_container vc_column_container col no-extra-padding instance-1\" data-shadow=\"none\" data-border-animation=\"\" data-border-animation-delay=\"\" data-border-width=\"none\" data-border-style=\"solid\" data-border-color=\"\" data-bg-cover=\"\" data-padding-pos=\"all\" data-has-bg-color=\"false\" data-bg-color=\"\" data-bg-opacity=\"1\" data-hover-bg=\"\" data-hover-bg-opacity=\"1\" data-animation=\"\" data-delay=\"0\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element \">\n<div 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\">\n<div class=\"wpb_wrapper\">\n<p>Connectez-vous \u00e0 votre compte pour obtenir davantage d&rsquo;informations ou pour modifier le screener.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=\u00a0\u00bbin_container\u00a0\u00bb full_screen_row_position=\u00a0\u00bbmiddle\u00a0\u00bb scene_position=\u00a0\u00bbcenter\u00a0\u00bb text_color=\u00a0\u00bbdark\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3&Prime;][vc_column column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb background_color_opacity=\u00a0\u00bb1&Prime; background_hover_color_opacity=\u00a0\u00bb1&Prime; column_shadow=\u00a0\u00bbnone\u00a0\u00bb width=\u00a0\u00bb1\/1&Prime; tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][nectar_btn size=\u00a0\u00bbsmall\u00a0\u00bb open_new_tab=\u00a0\u00bbtrue\u00a0\u00bb button_style=\u00a0\u00bbregular\u00a0\u00bb button_color_2=\u00a0\u00bbAccent-Color\u00a0\u00bb icon_family=\u00a0\u00bbnone\u00a0\u00bb 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text_color=\u00a0\u00bbdark\u00a0\u00bb text_align=\u00a0\u00bbleft\u00a0\u00bb overlay_strength=\u00a0\u00bb0.3&Prime;][vc_column column_padding=\u00a0\u00bbno-extra-padding\u00a0\u00bb column_padding_position=\u00a0\u00bball\u00a0\u00bb background_color_opacity=\u00a0\u00bb1&Prime; background_hover_color_opacity=\u00a0\u00bb1&Prime; column_shadow=\u00a0\u00bbnone\u00a0\u00bb width=\u00a0\u00bb1\/1&Prime; tablet_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb phone_text_alignment=\u00a0\u00bbdefault\u00a0\u00bb column_border_width=\u00a0\u00bbnone\u00a0\u00bb column_border_style=\u00a0\u00bbsolid\u00a0\u00bb][vc_column_text]Lorsque les march\u00e8s sont instables et que la volatilit\u00e8 est \u00e0 la hausse, les investisseurs ont tendance \u00e0 rechercher d&rsquo;autres produits d\u00e8fensifs afin de prot\u00e8ger leur patrimoine. 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