Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 8552)

[clearasil]

noch ne tolle auf dem ramschtisch

[benny_m]

Nimm dir doch einen Verbraucherkredit bei der Citi auf. Vielleicht sind die ja Pleite bevor du ihn zurückzahlen musst

[clearasil]

Antwort auf Beitrag Nr.: 33.254.514 von Simonswald am 03.02.08 13:53:26

Man kann noch auf eine zweite Abwärtswelle spekulieren (das mach ich auch), aber auch schon jetzt mit dem Einsteigen beginnen (Nestle, PG hätt ich ruhig letzte Woche kaufen sollen...). Und mal ehrlich: Was macht man wenn die zweite Abwärtswelle nicht kommt und stattdessen der Markt wieder jeden Tag 1% steigt. Hat man den Mut, den steigenden Kursen hinterherzukaufen? Wahrscheinlich nicht.

Es erstaunt mich wirklich, dass du dich, wie du selbst gesagt hast, wider besseres Wissen, am Markttiming versuchst, statt die aktuellen Ausverkaufspreise zu nutzen. Niemand weiß, wie die Preise in 6 Monaten sein werden. Fakt ist, gemessen an sonstigen Preisvorsteluungen, finde ich im Augenblick vieles, was speziell uns interessiert, preiswert.
Kannst du mir mal ein bißchen Geld borgen? . Du kriegst es im September auch bestimmt wieder.

gruß clearasil

[Simonswald]

ACHTUNG Riesenliste!

Wegen der kommenden LargeCap-Jahre hier nochmal die Übersicht der LargeCaps dieser Welt (MarketCap >10Mrd$) aus forbes.com. Es sind wirklich nur ca. 600 Stück. Und wirklich echte LargeCaps (>30 oder 50 Mrd) dann noch weniger. Sooo groß ist die Auswahl nicht, aber das erleichtert einen die Zusammenstellung eines Portfolios ja ungemein.
Schon ca 1 Jahr alt, also einige Kandidaten darunter, die bereits nicht mehr notiert sind, aber dennoch hilfreich.
Zum aktuellen MSCIWorl-Index (www.mscibarra.com) hat man wohl nur Zugang wenn Abo.

Rang Firma Land Branche MarketCap
96 Boeing ..... United States ..... Aerospace & Defense ..... 59,58
209 Lockheed Martin ..... United States ..... Aerospace & Defense ..... 31,78
230 EADS ..... Netherlands ..... Aerospace & Defense ..... 29,14
278 General Dynamics ..... United States ..... Aerospace & Defense ..... 24,81
293 BAE Systems ..... United Kingdom ..... Aerospace & Defense ..... 23,67
320 Northrop Grumman ..... United States ..... Aerospace & Defense ..... 22,27
368 Raytheon ..... United States ..... Aerospace & Defense ..... 19,34
555 Rolls-Royce ..... United Kingdom ..... Aerospace & Defense ..... 13,72




4 Citigroup ..... United States ..... Banking ..... 230,93
8 HSBC Group ..... United Kingdom ..... Banking ..... 193,32
13 Bank of America ..... United States ..... Banking ..... 184,17
21 JPMorgan Chase ..... United States ..... Banking ..... 144,13
22 Mitsubishi UFJ Finl ..... Japan ..... Banking ..... 143,01
35 Wells Fargo ..... United States ..... Banking ..... 107,80
38 Royal Bank of Scotland ..... United Kingdom ..... Banking ..... 106,41
40 China Construction Bk ..... China ..... Banking ..... 104,98
47 Mizuho Financial ..... Japan ..... Banking ..... 93,81
48 Al Rajhi Bank ..... Saudi Arabia ..... Banking ..... 93,64
52 Banco Santander ..... Spain ..... Banking ..... 91,34
54 Wachovia ..... United States ..... Banking ..... 88,42
64 BNP Paribas ..... France ..... Banking ..... 77,73
66 Sumitomo Mitsui Financial ..... Japan ..... Banking ..... 76,22
67 Barclays ..... United Kingdom ..... Banking ..... 75,99
69 UniCredit ..... Italy ..... Banking ..... 75,89
73 HBOS ..... United Kingdom ..... Banking ..... 71,25
77 BBVA-Banco Bilbao Vizcaya ..... Spain ..... Banking ..... 69,05
93 Société Générale Group ..... France ..... Banking ..... 61,45
106 US Bancorp ..... United States ..... Banking ..... 56,19
115 ABN-Amro Holding ..... Netherlands ..... Banking ..... 54,74
116 Crédit Agricole ..... France ..... Banking ..... 54,73
118 Lloyds TSB Group ..... United Kingdom ..... Banking ..... 54,33
120 Royal Bank of Canada ..... Canada ..... Banking ..... 53,68
152 Natl Australia Bank ..... Australia ..... Banking ..... 42,96
154 Commonwealth Bank ..... Australia ..... Banking ..... 42,94
155 Washington Mutual ..... United States ..... Banking ..... 42,44
158 Bank of Nova Scotia ..... Canada ..... Banking ..... 41,51
160 Toronto-Dominion Bank ..... Canada ..... Banking ..... 41,07
161 Banca Intesa ..... Italy ..... Banking ..... 40,90
162 Resona Holdings ..... Japan ..... Banking ..... 40,75
164 Banco Bradesco ..... Brazil ..... Banking ..... 40,22
173 KBC Group ..... Belgium ..... Banking ..... 37,34
186 ANZ Banking ..... Australia ..... Banking ..... 34,96
196 Standard Chartered Group ..... United Kingdom ..... Banking ..... 33,91
203 Sanpaolo IMI ..... Italy ..... Banking ..... 32,93
205 Westpac Banking Group ..... Australia ..... Banking ..... 32,77
216 Sberbank ..... Russia ..... Banking ..... 30,52
217 Bank of Montreal ..... Canada ..... Banking ..... 30,32
224 Nordea Bank ..... Sweden ..... Banking ..... 29,32
242 Bank of Communications ..... China ..... Banking ..... 27,75
244 Dexia ..... Belgium ..... Banking ..... 27,52
257 Bank of New York ..... United States ..... Banking ..... 26,37
259 SunTrust Banks ..... United States ..... Banking ..... 26,14
263 Kookmin Bank ..... South Korea ..... Banking ..... 25,84
266 Riyad Bank ..... Saudi Arabia ..... Banking ..... 25,63
290 Commerzbank ..... Germany ..... Banking ..... 23,91
301 Canadian Imperial Bank ..... Canada ..... Banking ..... 23,47
318 Danske Bank Group ..... Denmark ..... Banking ..... 22,36
328 Golden West Finl ..... United States ..... Banking ..... 21,85
331 BB&T ..... United States ..... Banking ..... 21,66
338 Fifth Third Bancorp ..... United States ..... Banking ..... 21,47
339 National City ..... United States ..... Banking ..... 21,40
340 BOC Hong Kong ..... Hong Kong/China ..... Banking ..... 21,33
349 State Street ..... United States ..... Banking ..... 20,84
350 Allied Irish Banks ..... Ireland ..... Banking ..... 20,75
354 Banco do Brasil ..... Brazil ..... Banking ..... 20,58
360 PNC Financial Services ..... United States ..... Banking ..... 19,91
364 Capitalia ..... Italy ..... Banking ..... 19,56
376 Türkiye Is Bankasi ..... Turkey ..... Banking ..... 18,92
392 Akbank ..... Turkey ..... Banking ..... 18,35
398 Bank of Ireland ..... Ireland ..... Banking ..... 18,27
401 Erste Bank ..... Austria ..... Banking ..... 18,22
419 Svenska Handelsbanken ..... Sweden ..... Banking ..... 17,42
427 Sumitomo Trust & Banking ..... Japan ..... Banking ..... 17,22
431 FirstRand ..... South Africa ..... Banking ..... 17,03
444 National Bank of Greece ..... Greece ..... Banking ..... 16,60
452 Banco Popular Español ..... Spain ..... Banking ..... 16,30
454 DnB NOR ..... Norway ..... Banking ..... 16,24
464 Woori Finance Holdings ..... South Korea ..... Banking ..... 16,06
468 Regions Financial ..... United States ..... Banking ..... 15,87
470 Arab Bank ..... Jordan ..... Banking ..... 15,83
475 Monte dei Paschi ..... Italy ..... Banking ..... 15,65
481 Standard Bank Group ..... South Africa ..... Banking ..... 15,39
488 KeyCorp ..... United States ..... Banking ..... 15,21
493 DBS Group ..... Singapore ..... Banking ..... 15,16
511 SEB-Skand Enskilda ..... Sweden ..... Banking ..... 14,74
529 United Overseas Bank ..... Singapore ..... Banking ..... 14,41
550 Itaúsa ..... Brazil ..... Banking ..... 13,84
558 FöreningsSparbanken ..... Sweden ..... Banking ..... 13,67
580 Unibanco Group ..... Brazil ..... Banking ..... 13,24
589 Oversea-Chinese Banking ..... Singapore ..... Banking ..... 13,07
612 M&T Bank ..... United States ..... Banking ..... 12,67
615 Shinhan Financial ..... South Korea ..... Banking ..... 12,58
623 EFG Eurobank Ergasias ..... Greece ..... Banking ..... 12,50
633 Icici Bank ..... India ..... Banking ..... 12,33
636 North Fork Bancorp ..... United States ..... Banking ..... 12,22
638 Mitsui Trust ..... Japan ..... Banking ..... 12,20
654 Raiffeisen Intl Bank ..... Austria ..... Banking ..... 11,91
659 St George Bank ..... Australia ..... Banking ..... 11,62
664 Northern Trust ..... United States ..... Banking ..... 11,51
665 Bank of Yokohama ..... Japan ..... Banking ..... 11,50




251 Automatic Data ..... United States ..... Business Services & Supplies ..... 26,65
361 Moody's ..... United States ..... Business Services & Supplies ..... 19,79
390 Waste Management ..... United States ..... Business Services & Supplies ..... 18,37
394 Tata Consultancy Svcs ..... India ..... Business Services & Supplies ..... 18,34
416 Infosys Technologies ..... India ..... Business Services & Supplies ..... 17,50
422 Cendant ..... United States ..... Business Services & Supplies ..... 17,39
442 Wipro ..... India ..... Business Services & Supplies ..... 16,66
491 Paychex ..... United States ..... Business Services & Supplies ..... 15,20
609 Brambles Group ..... Australia/United Kingdom ..... Business Services & Supplies ..... 12,70




133 Caterpillar ..... United States ..... Capital Goods ..... 49,03
279 ABB Group ..... Switzerland ..... Capital Goods ..... 24,64
287 Illinois Tool Works ..... United States ..... Capital Goods ..... 24,11
319 Schneider Electric ..... France ..... Capital Goods ..... 22,34
381 Danaher ..... United States ..... Capital Goods ..... 18,75
395 Fanuc ..... Japan ..... Capital Goods ..... 18,31
406 Komatsu ..... Japan ..... Capital Goods ..... 17,89
405 Deere & Co ..... United States ..... Capital Goods ..... 17,89
410 Volvo Group ..... Sweden ..... Capital Goods ..... 17,65
425 Mitsubishi Electric ..... Japan ..... Capital Goods ..... 17,33
466 Mitsubishi Heavy Inds ..... Japan ..... Capital Goods ..... 15,93
477 Atlas Copco ..... Sweden ..... Capital Goods ..... 15,49
594 Kubota ..... Japan ..... Capital Goods ..... 12,98
603 Sandvik ..... Sweden ..... Capital Goods ..... 12,76
644 Rockwell Automation ..... United States ..... Capital Goods ..... 12,08
658 Alstom ..... France ..... Capital Goods ..... 11,77
662 Nidec ..... Japan ..... Capital Goods ..... 11,54
663 Sumitomo Electric ..... Japan ..... Capital Goods ..... 11,53




11 Saudi Basic Inds ..... Saudi Arabia ..... Chemicals ..... 184,73
157 Dow Chemical ..... United States ..... Chemicals ..... 41,62
168 BASF Group ..... Germany ..... Chemicals ..... 38,85
174 EI du Pont de Nemours ..... United States ..... Chemicals ..... 37,00
211 Bayer Group ..... Germany ..... Chemicals ..... 31,41
306 Shin-Etsu Chemical ..... Japan ..... Chemicals ..... 23,11
313 Monsanto ..... United States ..... Chemicals ..... 22,57
334 Air Liquide Group ..... France ..... Chemicals ..... 21,64
420 Praxair ..... United States ..... Chemicals ..... 17,40
507 Syngenta ..... Switzerland ..... Chemicals ..... 14,84
522 Akzo Nobel Group ..... Netherlands ..... Chemicals ..... 14,51
531 Nitto Denko ..... Japan ..... Chemicals ..... 14,33
534 Air Prods & Chems ..... United States ..... Chemicals ..... 14,27
566 BOC Group ..... United Kingdom ..... Chemicals ..... 13,56
595 Sumitomo Chemical ..... Japan ..... Chemicals ..... 12,98




2 General Electric ..... United States ..... Conglomerates ..... 348,45
58 Siemens Group ..... Germany ..... Conglomerates ..... 81,70
97 United Technologies ..... United States ..... Conglomerates ..... 59,31
111 3M ..... United States ..... Conglomerates ..... 55,53
127 Tyco International ..... Bermuda ..... Conglomerates ..... 51,95
153 Philips Group ..... Netherlands ..... Conglomerates ..... 42,94
163 Hutchison Whampoa ..... Hong Kong/China ..... Conglomerates ..... 40,66
189 Honeywell ..... United States ..... Conglomerates ..... 34,51
197 Emerson Electric ..... United States ..... Conglomerates ..... 33,64
226 Norsk Hydro ..... Norway ..... Conglomerates ..... 29,23
297 Hitachi ..... Japan ..... Conglomerates ..... 23,61




553 Ingersoll-Rand ..... Bermuda ..... Conglomerates ..... 13,78
667 Textron ..... United States ..... Conglomerates ..... 11,47
292 Cemex ..... Mexico ..... Construction ..... 23,82
308 Saint-Gobain ..... France ..... Construction ..... 23,05
391 Lafarge ..... France ..... Construction ..... 18,37
399 Vinci Group ..... France ..... Construction ..... 18,26
409 Bouygues ..... France ..... Construction ..... 17,73
413 Holcim ..... Switzerland ..... Construction ..... 17,59
415 CRH ..... Ireland ..... Construction ..... 17,52
438 Asahi Glass ..... Japan ..... Construction ..... 16,71
568 Masco ..... United States ..... Construction ..... 13,45
586 ACS Group ..... Spain ..... Construction ..... 13,13




625 HeidelbergCement ..... Germany ..... Construction ..... 12,43
635 Rinker Group ..... Australia ..... Construction ..... 12,27
14 Toyota Motor ..... Japan ..... Consumer Durables ..... 175,54
104 DaimlerChrysler ..... Germany ..... Consumer Durables ..... 56,45
117 Honda Motor ..... Japan ..... Consumer Durables ..... 54,65
139 Matsushita Electric Indl ..... Japan ..... Consumer Durables ..... 47,32
140 Nissan Motor ..... Japan ..... Consumer Durables ..... 47,26
207 BMW-Bayerische Motor ..... Germany ..... Consumer Durables ..... 32,40
214 Denso ..... Japan ..... Consumer Durables ..... 30,53
249 Volkswagen Group ..... Germany ..... Consumer Durables ..... 26,93
253 Renault Group ..... France ..... Consumer Durables ..... 26,43
363 Hyundai Motor ..... South Korea ..... Consumer Durables ..... 19,68
374 Nintendo ..... Japan ..... Consumer Durables ..... 19,06
484 Bridgestone ..... Japan ..... Consumer Durables ..... 15,38
489 Ford Motor ..... United States ..... Consumer Durables ..... 15,21
504 Continental ..... Germany ..... Consumer Durables ..... 14,93
512 Porsche ..... Germany ..... Consumer Durables ..... 14,74
528 Harley-Davidson ..... United States ..... Consumer Durables ..... 14,41
548 Johnson Controls ..... United States ..... Consumer Durables ..... 13,84
551 Fiat Group ..... Italy ..... Consumer Durables ..... 13,81
556 Peugeot Groupe ..... France ..... Consumer Durables ..... 13,69
599 Toyota Industries ..... Japan ..... Consumer Durables ..... 12,90
655 Paccar ..... United States ..... Consumer Durables ..... 11,80
660 LG Electronics ..... South Korea ..... Consumer Durables ..... 11,58
666 General Motors ..... United States ..... Consumer Durables ..... 11,49




23 Berkshire Hathaway ..... United States ..... Diversified Financials ..... 133,67
39 UBS ..... Switzerland ..... Diversified Financials ..... 105,69
59 ING Group ..... Netherlands ..... Diversified Financials ..... 81,43
75 Merrill Lynch ..... United States ..... Diversified Financials ..... 70,69
82 American Express ..... United States ..... Diversified Financials ..... 66,76
89 Morgan Stanley ..... United States ..... Diversified Financials ..... 63,10
92 Goldman Sachs Group ..... United States ..... Diversified Financials ..... 61,77
95 Credit Suisse Group ..... Switzerland ..... Diversified Financials ..... 60,15
99 Deutsche Bank Group ..... Germany ..... Diversified Financials ..... 57,84
124 Fannie Mae ..... United States ..... Diversified Financials ..... 52,93
142 Freddie Mac ..... United States ..... Diversified Financials ..... 46,54
145 Fortis ..... Netherlands ..... Diversified Financials ..... 45,74
166 Lehman Bros Holdings ..... United States ..... Diversified Financials ..... 39,62
175 Nomura Holdings ..... Japan ..... Diversified Financials ..... 36,91
239 Mitsubishi Estate ..... Japan ..... Diversified Financials ..... 27,91
252 Franklin Resources ..... United States ..... Diversified Financials ..... 26,51
256 Capital One Financial ..... United States ..... Diversified Financials ..... 26,38
275 Sun Hung Kai Properties ..... Hong Kong/China ..... Diversified Financials ..... 25,07
280 Cheung Kong ..... Hong Kong/China ..... Diversified Financials ..... 24,45
284 SLM ..... United States ..... Diversified Financials ..... 24,21
291 Orix ..... Japan ..... Diversified Financials ..... 23,90
347 Charles Schwab ..... United States ..... Diversified Financials ..... 20,92
355 Countrywide Financial ..... United States ..... Diversified Financials ..... 20,45
396 Simon Property Group ..... United States ..... Diversified Financials ..... 18,30
424 Mitsui Fudosan ..... Japan ..... Diversified Financials ..... 17,35
436 Old Mutual ..... United Kingdom ..... Diversified Financials ..... 16,80
441 Mediobanca ..... Italy ..... Diversified Financials ..... 16,67
456 Legg Mason ..... United States ..... Diversified Financials ..... 16,17
461 Daiwa Securities ..... Japan ..... Diversified Financials ..... 16,08
479 Nikko Cordial ..... Japan ..... Diversified Financials ..... 15,48
486 Bear Stearns Cos ..... United States ..... Diversified Financials ..... 15,31
495 Land Securities Group ..... United Kingdom ..... Diversified Financials ..... 15,11
497 Mellon Financial ..... United States ..... Diversified Financials ..... 15,09
513 Swire Pacific ..... Hong Kong/China ..... Diversified Financials ..... 14,69
515 Chicago Mercantile Exchange ..... United States ..... Diversified Financials ..... 14,65
533 Brookfield Asset Mgmt ..... Canada ..... Diversified Financials ..... 14,31
561 Principal Financial ..... United States ..... Diversified Financials ..... 13,64
581 Investor ..... Sweden ..... Diversified Financials ..... 13,23
584 Deutsche Boerse ..... Germany ..... Diversified Financials ..... 13,18
587 TD Ameritrade Holding ..... United States ..... Diversified Financials ..... 13,11
593 Equity Residential ..... United States ..... Diversified Financials ..... 13,00
602 ProLogis ..... United States ..... Diversified Financials ..... 12,79
622 Vornado Realty ..... United States ..... Diversified Financials ..... 12,51
630 Power Corp of Canada ..... Canada ..... Diversified Financials ..... 12,39
642 Man Group ..... United Kingdom ..... Diversified Financials ..... 12,11
649 General Growth Prop ..... United States ..... Diversified Financials ..... 12,00
651 Equity Office Prop ..... United States ..... Diversified Financials ..... 11,97




9 Pfizer ..... United States ..... Drugs & Biotechnology ..... 192,05
17 Johnson & Johnson ..... United States ..... Drugs & Biotechnology ..... 171,51
20 GlaxoSmithKline ..... United Kingdom ..... Drugs & Biotechnology ..... 147,42
24 Roche Group ..... Switzerland ..... Drugs & Biotechnology ..... 127,51
27 Novartis Group ..... Switzerland ..... Drugs & Biotechnology ..... 125,73
30 Sanofi-aventis ..... France ..... Drugs & Biotechnology ..... 119,37
50 Amgen ..... United States ..... Drugs & Biotechnology ..... 93,14
65 Merck & Co ..... United States ..... Drugs & Biotechnology ..... 76,62
71 AstraZeneca ..... United Kingdom ..... Drugs & Biotechnology ..... 72,74
78 Abbott Laboratories ..... United States ..... Drugs & Biotechnology ..... 68,00
81 Wyeth ..... United States ..... Drugs & Biotechnology ..... 66,90
91 Eli Lilly & Co ..... United States ..... Drugs & Biotechnology ..... 62,85
132 Takeda Pharmaceutical ..... Japan ..... Drugs & Biotechnology ..... 49,68
149 Bristol-Myers Squibb ..... United States ..... Drugs & Biotechnology ..... 45,21
199 Teva Pharmaceutical Inds ..... Israel ..... Drugs & Biotechnology ..... 33,48
233 Gilead Sciences ..... United States ..... Drugs & Biotechnology ..... 28,49
246 Schering-Plough ..... United States ..... Drugs & Biotechnology ..... 27,34
330 Astellas Pharma ..... Japan ..... Drugs & Biotechnology ..... 21,69
345 Novo Nordisk ..... Denmark ..... Drugs & Biotechnology ..... 21,13
373 Merck ..... Germany ..... Drugs & Biotechnology ..... 19,12
404 Genzyme ..... United States ..... Drugs & Biotechnology ..... 17,91
467 Biogen Idec ..... United States ..... Drugs & Biotechnology ..... 15,90
492 Forest Labs ..... United States ..... Drugs & Biotechnology ..... 15,19
499 Daiichi Sankyo ..... Japan ..... Drugs & Biotechnology ..... 15,04
535 Allergan ..... United States ..... Drugs & Biotechnology ..... 14,25
560 Schering Group ..... Germany ..... Drugs & Biotechnology ..... 13,65
575 Eisai ..... Japan ..... Drugs & Biotechnology ..... 13,35
600 Celgene ..... United States ..... Drugs & Biotechnology ..... 12,88




110 Seven & I Holdings ..... Japan ..... Food Markets ..... 55,56
143 Tesco ..... United Kingdom ..... Food Markets ..... 46,46
184 Carrefour ..... France ..... Food Markets ..... 35,02
383 Sysco ..... United States ..... Food Markets ..... 18,61
423 Metro AG ..... Germany ..... Food Markets ..... 17,38
521 Woolworths ..... Australia ..... Food Markets ..... 14,53
520 Kroger ..... United States ..... Food Markets ..... 14,53
613 Ahold ..... Netherlands ..... Food Markets ..... 12,67
19 Altria Group ..... United States ..... Food, Drink & Tobacco ..... 149,57
33 Nestlé ..... Switzerland ..... Food, Drink & Tobacco ..... 113,92
43 Coca-Cola ..... United States ..... Food, Drink & Tobacco ..... 99,78
44 PepsiCo ..... United States ..... Food, Drink & Tobacco ..... 97,89
80 Unilever ..... Netherlands/United Kingdom ..... Food, Drink & Tobacco ..... 67,43
131 British Amer Tobacco ..... United Kingdom ..... Food, Drink & Tobacco ..... 49,89
151 Diageo ..... United Kingdom ..... Food, Drink & Tobacco ..... 43,79
202 Japan Tobacco ..... Japan ..... Food, Drink & Tobacco ..... 33,08
208 Anheuser-Busch Cos ..... United States ..... Food, Drink & Tobacco ..... 32,25
222 SABMiller ..... United Kingdom ..... Food, Drink & Tobacco ..... 29,72
235 Danone ..... France ..... Food, Drink & Tobacco ..... 28,29
237 InBev ..... Belgium ..... Food, Drink & Tobacco ..... 28,07
343 Cadbury Schweppes ..... United Kingdom ..... Food, Drink & Tobacco ..... 21,17
344 Imperial Tobacco Group ..... United Kingdom ..... Food, Drink & Tobacco ..... 21,14
351 Archer Daniels ..... United States ..... Food, Drink & Tobacco ..... 20,74
393 Kellogg ..... United States ..... Food, Drink & Tobacco ..... 18,34
414 General Mills ..... United States ..... Food, Drink & Tobacco ..... 17,53
465 Pernod Ricard ..... France ..... Food, Drink & Tobacco ..... 16,04
474 Reynolds American ..... United States ..... Food, Drink & Tobacco ..... 15,65
518 ITC ..... India ..... Food, Drink & Tobacco ..... 14,60
536 Wm Wrigley Jr ..... United States ..... Food, Drink & Tobacco ..... 14,16
571 Sara Lee ..... United States ..... Food, Drink & Tobacco ..... 13,43
598 HJ Heinz ..... United States ..... Food, Drink & Tobacco ..... 12,91
607 Kirin Brewery ..... Japan ..... Food, Drink & Tobacco ..... 12,70
606 Campbell Soup ..... United States ..... Food, Drink & Tobacco ..... 12,70
621 Hershey ..... United States ..... Food, Drink & Tobacco ..... 12,52
639 Assoc British Foods ..... United Kingdom ..... Food, Drink & Tobacco ..... 12,13




61 UnitedHealth Group ..... United States ..... Health Care Equipment & Services ..... 79,08
86 Medtronic ..... United States ..... Health Care Equipment & Services ..... 65,26
129 WellPoint ..... United States ..... Health Care Equipment & Services ..... 50,71
213 Cardinal Health ..... United States ..... Health Care Equipment & Services ..... 30,63
229 Aetna ..... United States ..... Health Care Equipment & Services ..... 29,17
265 Guidant ..... United States ..... Health Care Equipment & Services ..... 25,63
298 Baxter International ..... United States ..... Health Care Equipment & Services ..... 23,59
323 Caremark Rx ..... United States ..... Health Care Equipment & Services ..... 22,19
332 HCA ..... United States ..... Health Care Equipment & Services ..... 21,65
359 Boston Scientific ..... United States ..... Health Care Equipment & Services ..... 20,01
382 Stryker ..... United States ..... Health Care Equipment & Services ..... 18,67
428 Zimmer Holdings ..... United States ..... Health Care Equipment & Services ..... 17,14
429 Medco Health ..... United States ..... Health Care Equipment & Services ..... 17,11
440 St Jude Medical ..... United States ..... Health Care Equipment & Services ..... 16,67
446 McKesson ..... United States ..... Health Care Equipment & Services ..... 16,56
471 Becton, Dickinson ..... United States ..... Health Care Equipment & Services ..... 15,79
505 Cigna ..... United States ..... Health Care Equipment & Services ..... 14,88
604 Express Scripts ..... United States ..... Health Care Equipment & Services ..... 12,74
616 Synthes ..... Switzerland ..... Health Care Equipment & Services ..... 12,55




150 McDonald's ..... United States ..... Hotels, Restaurants & Leisure ..... 44,10
156 Carnival ..... Panama/United Kingdom ..... Hotels, Restaurants & Leisure ..... 41,68
240 Starbucks ..... United States ..... Hotels, Restaurants & Leisure ..... 27,86
378 Las Vegas Sands ..... United States ..... Hotels, Restaurants & Leisure ..... 18,89
538 Marriott Intl ..... United States ..... Hotels, Restaurants & Leisure ..... 14,08
544 Starwood Hotels ..... United States ..... Hotels, Restaurants & Leisure ..... 13,92
562 Yum Brands ..... United States ..... Hotels, Restaurants & Leisure ..... 13,64
583 Harrah's Entertain ..... United States ..... Hotels, Restaurants & Leisure ..... 13,19
626 Accor ..... France ..... Hotels, Restaurants & Leisure ..... 12,43
641 OPAP ..... Greece ..... Hotels, Restaurants & Leisure ..... 12,12
647 Intl Game Technology ..... United States ..... Hotels, Restaurants & Leisure ..... 12,04




7 Procter & Gamble ..... United States ..... Household & Personal Products ..... 197,12
108 L'Oréal Group ..... France ..... Household & Personal Products ..... 55,73
236 Colgate-Palmolive ..... United States ..... Household & Personal Products ..... 28,12
247 Kimberly-Clark ..... United States ..... Household & Personal Products ..... 27,31
264 Reckitt Benckiser ..... United Kingdom ..... Household & Personal Products ..... 25,66
288 Richemont ..... Switzerland ..... Household & Personal Products ..... 23,97
316 NIKE ..... United States ..... Household & Personal Products ..... 22,50
317 Inditex ..... Spain ..... Household & Personal Products ..... 22,39
432 Christian Dior ..... France ..... Household & Personal Products ..... 16,86
449 Fuji Photo Film ..... Japan ..... Household & Personal Products ..... 16,49
485 Henkel Group ..... Germany ..... Household & Personal Products ..... 15,37
508 Kao ..... Japan ..... Household & Personal Products ..... 14,84
557 Coach ..... United States ..... Household & Personal Products ..... 13,67
582 Avon Products ..... United States ..... Household & Personal Products ..... 13,22
611 Luxottica Group ..... Italy ..... Household & Personal Products ..... 12,68




15 American Intl Group ..... United States ..... Insurance ..... 172,24
84 AXA Group ..... France ..... Insurance ..... 66,12
85 Allianz Worldwide ..... Germany ..... Insurance ..... 65,55
130 Manulife Financial ..... Canada ..... Insurance ..... 50,52
147 Generali Group ..... Italy ..... Insurance ..... 45,45
165 Prudential Financial ..... United States ..... Insurance ..... 39,70
170 MetLife ..... United States ..... Insurance ..... 37,94
181 Allstate ..... United States ..... Insurance ..... 35,39
183 Millea Holdings ..... Japan ..... Insurance ..... 35,06
195 Zurich Financial Services ..... Switzerland ..... Insurance ..... 33,97
201 Aviva ..... United Kingdom ..... Insurance ..... 33,10
212 Munich Re ..... Germany ..... Insurance ..... 30,99
215 China Life Insurance ..... China ..... Insurance ..... 30,53
220 St Paul Travelers ..... United States ..... Insurance ..... 29,80
254 Aegon ..... Netherlands ..... Insurance ..... 26,40
269 Sun Life Financial ..... Canada ..... Insurance ..... 25,44
271 Prudential ..... United Kingdom ..... Insurance ..... 25,36
277 Hartford Finl Service ..... United States ..... Insurance ..... 24,89
304 Aflac ..... United States ..... Insurance ..... 23,14
310 Swiss Re Group ..... Switzerland ..... Insurance ..... 22,95
341 Progressive ..... United States ..... Insurance ..... 21,18
348 Loews ..... United States ..... Insurance ..... 20,86
372 Chubb ..... United States ..... Insurance ..... 19,14
375 Mitsui Sumitomo Ins ..... Japan ..... Insurance ..... 19,02
397 T & D Holdings ..... Japan ..... Insurance ..... 18,28
448 Marsh & McLennan ..... United States ..... Insurance ..... 16,50
450 Cathay Financial ..... Taiwan ..... Insurance ..... 16,44
460 ACE ..... Bermuda ..... Insurance ..... 16,09
501 Genworth Financial ..... United States ..... Insurance ..... 14,99
506 Legal & General Group ..... United Kingdom ..... Insurance ..... 14,84
524 Ping An Insurance Group ..... China ..... Insurance ..... 14,45
525 Sompo Japan Insurance ..... Japan ..... Insurance ..... 14,44
577 CNP Assurances ..... France ..... Insurance ..... 13,29
627 Aon ..... United States ..... Insurance ..... 12,42
637 QBE Insurance Group ..... Australia ..... Insurance ..... 12,21
653 AMP ..... Australia ..... Insurance ..... 11,95




34 BHP Billiton ..... Australia/United Kingdom ..... Materials ..... 109,13
70 Rio Tinto ..... United Kingdom/Australia ..... Materials ..... 74,50
109 Anglo American ..... United Kingdom ..... Materials ..... 55,67
122 Vale do Rio Doce ..... Brazil ..... Materials ..... 53,22
245 China Shenhua Energy ..... China ..... Materials ..... 27,51
248 Nippon Steel ..... Japan ..... Materials ..... 27,23
268 Alcoa ..... United States ..... Materials ..... 25,52
286 Mittal Steel ..... Netherlands ..... Materials ..... 24,13
295 Newmont Mining ..... United States ..... Materials ..... 23,61
311 Barrick Gold ..... Canada ..... Materials ..... 22,65
312 Areva Group ..... France ..... Materials ..... 22,63
314 Arcelor ..... Luxembourg ..... Materials ..... 22,55
329 JFE Holdings ..... Japan ..... Materials ..... 21,85
336 Sumitomo Metal Inds ..... Japan ..... Materials ..... 21,60
353 Posco ..... South Korea ..... Materials ..... 20,65
388 Xstrata ..... Switzerland ..... Materials ..... 18,44
408 Norilsk Nickel ..... Russia ..... Materials ..... 17,81
443 Weyerhaeuser ..... United States ..... Materials ..... 16,60
453 Alcan ..... Canada ..... Materials ..... 16,25
462 International Paper ..... United States ..... Materials ..... 16,07
539 Phelps Dodge ..... United States ..... Materials ..... 14,02
573 Nucor ..... United States ..... Materials ..... 13,39
591 ThyssenKrupp Group ..... Germany ..... Materials ..... 13,03
596 Cameco ..... Canada ..... Materials ..... 12,98
608 Teck Cominco ..... Canada ..... Materials ..... 12,70
610 Peabody Energy ..... United States ..... Materials ..... 12,69
646 Novolipetsk Steel ..... Russia ..... Materials ..... 12,05
650 Falconbridge ..... Canada ..... Materials ..... 11,99
670 Kobe Steel ..... Japan ..... Materials ..... 11,43
60 Time Warner ..... United States ..... Media ..... 79,37




101 Comcast ..... United States ..... Media ..... 57,38
113 News Corp ..... United States ..... Media ..... 54,89
114 Walt Disney ..... United States ..... Media ..... 54,82
185 Vivendi Universal ..... France ..... Media ..... 35,00
210 Viacom ..... United States ..... Media ..... 31,43
276 Thomson Corp ..... Canada ..... Media ..... 24,94
303 Liberty Media ..... United States ..... Media ..... 23,17
326 Directv Group ..... United States ..... Media ..... 21,91
337 Reed Elsevier ..... United Kingdom/Netherlands ..... Media ..... 21,50
362 McGraw-Hill Cos ..... United States ..... Media ..... 19,79
377 CBS ..... United States ..... Media ..... 18,90
439 Clear Channel Commun ..... United States ..... Media ..... 16,70
459 British Sky Broadcasting ..... United Kingdom ..... Media ..... 16,09
469 Omnicom Group ..... United States ..... Media ..... 15,85
509 Gannett ..... United States ..... Media ..... 14,80
519 WPP ..... United Kingdom ..... Media ..... 14,54
545 Mediaset ..... Italy ..... Media ..... 13,91
578 EchoStar Commun ..... United States ..... Media ..... 13,27
618 Dai Nippon Printing ..... Japan ..... Media ..... 12,54
661 Grupo Televisa ..... Mexico ..... Media ..... 11,57




1 ExxonMobil ..... United States ..... Oil & Gas Operations ..... 362,53
5 BP ..... United Kingdom ..... Oil & Gas Operations ..... 225,93
6 Royal Dutch/Shell Group ..... Netherlands ..... Oil & Gas Operations ..... 203,52
12 Gazprom ..... Russia ..... Oil & Gas Operations ..... 184,37
16 PetroChina ..... China ..... Oil & Gas Operations ..... 172,23
18 Total ..... France ..... Oil & Gas Operations ..... 154,74
25 Chevron ..... United States ..... Oil & Gas Operations ..... 126,80
32 ENI ..... Italy ..... Oil & Gas Operations ..... 114,42
42 Petrobras-Petróleo Brasil ..... Brazil ..... Oil & Gas Operations ..... 99,82
56 ConocoPhillips ..... United States ..... Oil & Gas Operations ..... 83,99
79 Schlumberger ..... Netherlands ..... Oil & Gas Operations ..... 67,71
87 Lukoil Holding ..... Russia ..... Oil & Gas Operations ..... 65,12
102 China Pet & Chem (Sinopec) ..... China ..... Oil & Gas Operations ..... 57,05
112 Statoil Group ..... Norway ..... Oil & Gas Operations ..... 55,21
121 Surgutneftegas ..... Russia ..... Oil & Gas Operations ..... 53,59
159 BG Group ..... United Kingdom ..... Oil & Gas Operations ..... 41,26
176 Occidental Petroleum ..... United States ..... Oil & Gas Operations ..... 36,80
179 Oil & Natural Gas ..... India ..... Oil & Gas Operations ..... 36,52
182 EnCana ..... Canada ..... Oil & Gas Operations ..... 35,31
187 Halliburton ..... United States ..... Oil & Gas Operations ..... 34,88
188 Cnooc ..... Hong Kong/China ..... Oil & Gas Operations ..... 34,66
191 Suncor Energy ..... Canada ..... Oil & Gas Operations ..... 34,16
192 Repsol-YPF ..... Spain ..... Oil & Gas Operations ..... 34,12
193 Burlington Resources ..... United States ..... Oil & Gas Operations ..... 34,09
200 Valero Energy ..... United States ..... Oil & Gas Operations ..... 33,17
225 Canadian Natural Res ..... Canada ..... Oil & Gas Operations ..... 29,26
260 Devon Energy ..... United States ..... Oil & Gas Operations ..... 26,05
261 Husky Energy ..... Canada ..... Oil & Gas Operations ..... 25,93
262 Marathon Oil ..... United States ..... Oil & Gas Operations ..... 25,87
281 Transocean ..... Cayman Islands ..... Oil & Gas Operations ..... 24,37
299 Petro-Canada ..... Canada ..... Oil & Gas Operations ..... 23,57
300 Anadarko Petroleum ..... United States ..... Oil & Gas Operations ..... 23,52
302 Sasol ..... South Africa ..... Oil & Gas Operations ..... 23,28
309 Baker Hughes ..... United States ..... Oil & Gas Operations ..... 23,02
322 Reliance Industries ..... India ..... Oil & Gas Operations ..... 22,26
324 Apache ..... United States ..... Oil & Gas Operations ..... 22,04
342 Fortum ..... Finland ..... Oil & Gas Operations ..... 21,18
358 Woodside Petroleum ..... Australia ..... Oil & Gas Operations ..... 20,05
370 Talisman Energy ..... Canada ..... Oil & Gas Operations ..... 19,27
384 Inpex ..... Japan ..... Oil & Gas Operations ..... 18,56
385 OMV Group ..... Austria ..... Oil & Gas Operations ..... 18,53
387 Tenaris ..... Luxembourg ..... Oil & Gas Operations ..... 18,48
407 PTT Public Company ..... Thailand ..... Oil & Gas Operations ..... 17,86
451 EOG Resources ..... United States ..... Oil & Gas Operations ..... 16,32
463 Formosa Petrochemical ..... Taiwan ..... Oil & Gas Operations ..... 16,06
490 XTO Energy ..... United States ..... Oil & Gas Operations ..... 15,21
502 Weatherford Intl ..... Bermuda ..... Oil & Gas Operations ..... 14,99
516 Indian Oil ..... India ..... Oil & Gas Operations ..... 14,62
527 Cepsa ..... Spain ..... Oil & Gas Operations ..... 14,43
559 Nexen ..... Canada ..... Oil & Gas Operations ..... 13,66
569 GlobalSantaFe ..... Cayman Islands ..... Oil & Gas Operations ..... 13,45
585 Tatneft ..... Russia ..... Oil & Gas Operations ..... 13,14
601 Amerada Hess ..... United States ..... Oil & Gas Operations ..... 12,87




10 Wal-Mart Stores ..... United States ..... Retailing ..... 188,86
53 Home Depot ..... United States ..... Retailing ..... 89,53
105 Ebay ..... United States ..... Retailing ..... 56,25
123 Lowe's Cos ..... United States ..... Retailing ..... 53,18
137 Target ..... United States ..... Retailing ..... 47,83
148 Walgreen ..... United States ..... Retailing ..... 45,39
219 H&M Hennes & Mauritz ..... Sweden ..... Retailing ..... 30,15
255 Best Buy ..... United States ..... Retailing ..... 26,39
282 Costco Wholesale ..... United States ..... Retailing ..... 24,36
307 CVS ..... United States ..... Retailing ..... 23,06
367 Sears Holdings ..... United States ..... Retailing ..... 19,39
369 Federated Dept Stores ..... United States ..... Retailing ..... 19,34
403 Staples ..... United States ..... Retailing ..... 17,93
417 Aeon ..... Japan ..... Retailing ..... 17,46
445 Kohl's ..... United States ..... Retailing ..... 16,58
457 Gap ..... United States ..... Retailing ..... 16,17
458 GUS ..... United Kingdom ..... Retailing ..... 16,14
476 Amazon.com ..... United States ..... Retailing ..... 15,58
494 Marks & Spencer ..... United Kingdom ..... Retailing ..... 15,15
547 PPR ..... France ..... Retailing ..... 13,87
565 JC Penney ..... United States ..... Retailing ..... 13,60
671 TJX Cos ..... United States ..... Retailing ..... 11,41




29 Intel ..... United States ..... Semiconductors ..... 121,19
41 Samsung Electronics ..... South Korea ..... Semiconductors ..... 104,22
135 Texas Instruments ..... United States ..... Semiconductors ..... 48,45
144 Taiwan Semiconductor ..... Taiwan ..... Semiconductors ..... 46,41
223 Applied Materials ..... United States ..... Semiconductors ..... 29,43
294 Broadcom ..... United States ..... Semiconductors ..... 23,65
421 Marvell Technology Group ..... Bermuda ..... Semiconductors ..... 17,40
434 Advanced Micro ..... United States ..... Semiconductors ..... 16,84
480 STMicroelectronics ..... Switzerland ..... Semiconductors ..... 15,42
487 Hynix Semiconductor ..... South Korea ..... Semiconductors ..... 15,25
540 Analog Devices ..... United States ..... Semiconductors ..... 13,96
619 Maxim Integrated Prods ..... United States ..... Semiconductors ..... 12,53
648 Tokyo Electron ..... Japan ..... Semiconductors ..... 12,04




3 Microsoft ..... United States ..... Software & Services ..... 279,02
36 Google ..... United States ..... Software & Services ..... 107,17
88 Oracle ..... United States ..... Software & Services ..... 64,01
90 SAP ..... Germany ..... Software & Services ..... 63,10
146 Yahoo ..... United States ..... Software & Services ..... 45,48
190 First Data ..... United States ..... Software & Services ..... 34,43
204 Softbank ..... Japan ..... Software & Services ..... 32,78
241 Accenture ..... Bermuda ..... Software & Services ..... 27,77
305 Adobe Systems ..... United States ..... Software & Services ..... 23,12
412 Symantec ..... United States ..... Software & Services ..... 17,60
472 Electronic Arts ..... United States ..... Software & Services ..... 15,75
473 CA ..... United States ..... Software & Services ..... 15,73
549 Electronic Data Sys ..... United States ..... Software & Services ..... 13,84




26 IBM ..... United States ..... Technology Hardware & Equipment ..... 126,74
28 Cisco Systems ..... United States ..... Technology Hardware & Equipment ..... 124,52
51 Hewlett-Packard ..... United States ..... Technology Hardware & Equipment ..... 93,08
62 Nokia ..... Finland ..... Technology Hardware & Equipment ..... 78,10
63 Qualcomm ..... United States ..... Technology Hardware & Equipment ..... 77,81
76 Dell ..... United States ..... Technology Hardware & Equipment ..... 69,05
98 Apple Computer ..... United States ..... Technology Hardware & Equipment ..... 57,92
107 Canon ..... Japan ..... Technology Hardware & Equipment ..... 56,10
119 LM Ericsson ..... Sweden ..... Technology Hardware & Equipment ..... 54,09
125 Motorola ..... United States ..... Technology Hardware & Equipment ..... 52,84
138 Sony ..... Japan ..... Technology Hardware & Equipment ..... 47,75
172 Corning ..... United States ..... Technology Hardware & Equipment ..... 37,49
198 EMC ..... United States ..... Technology Hardware & Equipment ..... 33,52
270 Hon Hai Precision Ind ..... Taiwan ..... Technology Hardware & Equipment ..... 25,41
366 Sharp ..... Japan ..... Technology Hardware & Equipment ..... 19,50
371 Alcatel ..... France ..... Technology Hardware & Equipment ..... 19,24
386 Toshiba ..... Japan ..... Technology Hardware & Equipment ..... 18,49
402 Hoya ..... Japan ..... Technology Hardware & Equipment ..... 18,00
435 Kyocera ..... Japan ..... Technology Hardware & Equipment ..... 16,83
437 Fujitsu ..... Japan ..... Technology Hardware & Equipment ..... 16,73
478 Agilent Technologies ..... United States ..... Technology Hardware & Equipment ..... 15,48
526 Sun Microsystems ..... United States ..... Technology Hardware & Equipment ..... 14,43
542 Murata Manufacturing ..... Japan ..... Technology Hardware & Equipment ..... 13,95
546 Xerox ..... United States ..... Technology Hardware & Equipment ..... 13,87
554 Ricoh ..... Japan ..... Technology Hardware & Equipment ..... 13,73
567 Research In Motion ..... Canada ..... Technology Hardware & Equipment ..... 13,51
597 Seagate Technology ..... Cayman Islands ..... Technology Hardware & Equipment ..... 12,95
614 Keyence ..... Japan ..... Technology Hardware & Equipment ..... 12,63
620 Nortel Networks ..... Canada ..... Technology Hardware & Equipment ..... 12,53
624 Lucent Technologies ..... United States ..... Technology Hardware & Equipment ..... 12,49
628 NEC ..... Japan ..... Technology Hardware & Equipment ..... 12,41
632 Network Appliance ..... United States ..... Technology Hardware & Equipment ..... 12,34




31 Vodafone ..... United Kingdom ..... Telecommunications Services ..... 115,44
37 AT&T ..... United States ..... Telecommunications Services ..... 107,04
45 China Mobile (HK) ..... Hong Kong/China ..... Telecommunications Services ..... 96,89
49 Verizon Commun ..... United States ..... Telecommunications Services ..... 93,18
55 Saudi Telecom ..... Saudi Arabia ..... Telecommunications Services ..... 88,31
68 Telefónica ..... Spain ..... Telecommunications Services ..... 75,92
74 Sprint Nextel ..... United States ..... Telecommunications Services ..... 71,00
83 Deutsche Telekom ..... Germany ..... Telecommunications Services ..... 66,22
94 Nippon Tel & Tel ..... Japan ..... Telecommunications Services ..... 60,38
100 BellSouth ..... United States ..... Telecommunications Services ..... 57,82
103 France Telecom ..... France ..... Telecommunications Services ..... 56,62
126 Telecom Italia ..... Italy ..... Telecommunications Services ..... 52,08
177 Telstra ..... Australia ..... Telecommunications Services ..... 36,73
218 BT Group ..... United Kingdom ..... Telecommunications Services ..... 30,16
221 China Telecom ..... China ..... Telecommunications Services ..... 29,73
250 Singapore Telecom ..... Singapore ..... Telecommunications Services ..... 26,88
285 Alltel ..... United States ..... Telecommunications Services ..... 24,18
289 TeliaSonera Group ..... Sweden ..... Telecommunications Services ..... 23,93
315 BCE ..... Canada ..... Telecommunications Services ..... 22,51
321 Royal KPN ..... Netherlands ..... Telecommunications Services ..... 22,26
335 KDDI ..... Japan ..... Telecommunications Services ..... 21,63
357 América Telecom ..... Mexico ..... Telecommunications Services ..... 20,13
380 Telenor ..... Norway ..... Telecommunications Services ..... 18,77
400 Swisscom ..... Switzerland ..... Telecommunications Services ..... 18,22
411 Chunghwa Telecom ..... Taiwan ..... Telecommunications Services ..... 17,63
455 MTN Group ..... South Africa ..... Telecommunications Services ..... 16,18
482 Bharti Tele-Ventures ..... India ..... Telecommunications Services ..... 15,39
537 Telkom ..... South Africa ..... Telecommunications Services ..... 14,09
543 Telus ..... Canada ..... Telecommunications Services ..... 13,93
564 Telekom Indonesia ..... Indonesia ..... Telecommunications Services ..... 13,61
572 Turkcell ..... Turkey ..... Telecommunications Services ..... 13,41
579 Orascom Telecom ..... Egypt ..... Telecommunications Services ..... 13,24
588 American Tower ..... United States ..... Telecommunications Services ..... 13,08
590 Portugal Telecom ..... Portugal ..... Telecommunications Services ..... 13,05
617 Rogers Communications ..... Canada ..... Telecommunications Services ..... 12,55
652 TDC Group ..... Denmark ..... Telecommunications Services ..... 11,96
656 Qwest Communications ..... United States ..... Telecommunications Services ..... 11,80
657 China Netcom Group ..... Hong Kong/China ..... Telecommunications Services ..... 11,77




167 Mitsubishi ..... Japan ..... Trading Companies ..... 39,52
327 Mitsui & Co ..... Japan ..... Trading Companies ..... 21,86
430 Sumitomo ..... Japan ..... Trading Companies ..... 17,08
514 Wolseley ..... United Kingdom ..... Trading Companies ..... 14,68
576 Itochu ..... Japan ..... Trading Companies ..... 13,35




57 United Parcel Service ..... United States ..... Transportation ..... 82,85
171 Moeller-Maersk ..... Denmark ..... Transportation ..... 37,74
206 FedEx ..... United States ..... Transportation ..... 32,60
227 Burlington Northern ..... United States ..... Transportation ..... 29,22
228 Deutsche Post ..... Germany ..... Transportation ..... 29,18
231 East Japan Railway ..... Japan ..... Transportation ..... 28,57
274 Canadian National ..... Canada ..... Transportation ..... 25,10
296 Union Pacific ..... United States ..... Transportation ..... 23,61
325 Central Japan Railway ..... Japan ..... Transportation ..... 22,03
346 Norfolk Southern ..... United States ..... Transportation ..... 20,98
496 BAA ..... United Kingdom ..... Transportation ..... 15,11
500 Abertis ..... Spain ..... Transportation ..... 15,01
510 TNT ..... Netherlands ..... Transportation ..... 14,80
517 Autostrade ..... Italy ..... Transportation ..... 14,60
541 ASF Group ..... France ..... Transportation ..... 13,96
570 Southwest Airlines ..... United States ..... Transportation ..... 13,44
629 MTR ..... Hong Kong/China ..... Transportation ..... 12,41
645 CSX ..... United States ..... Transportation ..... 12,08




46 Electricité de France ..... France ..... Utilities ..... 94,94
72 E.ON ..... Germany ..... Utilities ..... 72,48
128 ENEL ..... Italy ..... Utilities ..... 51,11
134 Saudi Electricity ..... Saudi Arabia ..... Utilities ..... 48,66
136 RWE Group ..... Germany ..... Utilities ..... 48,18
141 Suez Group ..... France ..... Utilities ..... 46,81
169 Exelon ..... United States ..... Utilities ..... 38,06
178 Tokyo Electric Power ..... Japan ..... Utilities ..... 36,59
180 Endesa Group ..... Spain ..... Utilities ..... 35,49
194 Gaz de France ..... France ..... Utilities ..... 34,05
232 National Grid ..... United Kingdom ..... Utilities ..... 28,52
234 Iberdrola ..... Spain ..... Utilities ..... 28,45
238 UES of Russia ..... Russia ..... Utilities ..... 28,00
243 Korea Electric Power ..... South Korea ..... Utilities ..... 27,72
258 Duke Energy ..... United States ..... Utilities ..... 26,30
267 Dominion Resources ..... United States ..... Utilities ..... 25,59
272 Southern Co ..... United States ..... Utilities ..... 25,24
273 TXU ..... United States ..... Utilities ..... 25,17
283 NTPC ..... India ..... Utilities ..... 24,36
333 Kansai Electric Power ..... Japan ..... Utilities ..... 21,64
352 Cez ..... Czech Republic ..... Utilities ..... 20,67
356 Veolia Environnement ..... France ..... Utilities ..... 20,38
365 Chubu Electric Power ..... Japan ..... Utilities ..... 19,55
379 Scottish Power ..... United Kingdom ..... Utilities ..... 18,89
389 Centrica ..... United Kingdom ..... Utilities ..... 18,40
418 Pub Svc Enterprise ..... United States ..... Utilities ..... 17,43
426 Scottish & Southern ..... United Kingdom ..... Utilities ..... 17,28
433 FirstEnergy ..... United States ..... Utilities ..... 16,85
447 FPL Group ..... United States ..... Utilities ..... 16,56
483 EnBW-Energie Baden ..... Germany ..... Utilities ..... 15,39
498 Entergy ..... United States ..... Utilities ..... 15,04
503 TransCanada ..... Canada ..... Utilities ..... 14,98
523 Edison International ..... United States ..... Utilities ..... 14,45
530 American Electric ..... United States ..... Utilities ..... 14,36
532 Verbund ..... Austria ..... Utilities ..... 14,33
552 CLP Holdings ..... Hong Kong/China ..... Utilities ..... 13,80
563 Gas Natural SDG ..... Spain ..... Utilities ..... 13,64
574 Hong Kong & China Gas ..... Hong Kong/China ..... Utilities ..... 13,37
592 PG&E ..... United States ..... Utilities ..... 13,02
605 EDP-Energias de Portugal ..... Portugal ..... Utilities ..... 12,71
631 Williams Cos ..... United States ..... Utilities ..... 12,36
634 Sempra Energy ..... United States ..... Utilities ..... 12,29
640 Tokyo Gas ..... Japan ..... Utilities ..... 12,12
643 PPL ..... United States ..... Utilities ..... 12,09
668 Kyushu Electric Power ..... Japan ..... Utilities ..... 11,44
669 Unión Fenosa ..... Spain ..... Utilities ..... 11,43

[clearasil]

Antwort auf Beitrag Nr.: 33.254.514 von Simonswald am 03.02.08 13:53:26

Man wäre also bei dieser Endbullen-Rallye dabei.
Klassische Agrartitel, Düngechemie, Minen nach wie vor nicht schwer genug.

Klar nicht schwer genug, um die indizes nach oben zu ziehen.
Was ich sagen wollte war: dass potash 10% stieg, rio tinto und co. k+s, schöller bleckmann usw. sofort nachdem sich der Staub gelichtet hatte.

Diese Sektoren werden nach wie vor weitergespielt. Das hat nichts damit zu tun, ob man dass zu diesen Preisniveaus noch haben muß, oder je gehabt haben möchte.
Selbiges betrifft die emergings, wenn der Markt dreht werden die ganz vorne dabei sein. Indien steigt bereits wieder doppelt so stark wie der Rest. Dies wird vorerst so bleiben. Ich würde nicht auf Indieneinbruch um 50% wetten, während der Markt beeindruckenste relative Stärke an den Tag legt.

Ich denke, erst wenn die aktuellen Favoriten totgeritten sind, dann ist dieser Bulle tot. Noch sieht er zwar zerzaust aber ziemlich lebendig aus.

[Simonswald]

Mit etwas Abstand stellt sich die Lage für mich so dar:

*entweder das war eine Korrektur im Bullenmarkt
*oder falls es doch ein Bär war, haben wir schon einen Teil des panikartigen letzten Drittels gesehen

Gleich wie, für den Gesamtmarkt sind wir eher am Boden denn vor einem weiteren großen Verfall. Für einzelne Branchen mag der noch kommen, aber in einem breit gestreuten benchmarkorientierten Prortfolio eher Chancen denn Risiken. Insbesondere in Anbetracht der Alternativen.
Man kann noch auf eine zweite Abwärtswelle spekulieren (das mach ich auch), aber auch schon jetzt mit dem Einsteigen beginnen (Nestle, PG hätt ich ruhig letzte Woche kaufen sollen...). Und mal ehrlich: Was macht man wenn die zweite Abwärtswelle nicht kommt und stattdessen der Markt wieder jeden Tag 1% steigt. Hat man den Mut, den steigenden Kursen hinterherzukaufen? Wahrscheinlich nicht.

Klar, ich sehe ehrlich auch nicht, woher die bullishen Nachrichten oder gar eine Euphorie herkommen soll (das ist schon ein Unterschied zu 1999/2000) aber letztlich weiß es eh keiner und es kommt anders als man denkt. Davor auf dem falschen Fuß erwischt zu werden, hilft nur investiert zu sein.



Deswegen werden diesmal auch die Agraraktien, Umweltaktien, Rohstoffe, Gold und Emergingmarkets den großen letzten Run anführen, bevor sie jahrelang inm Orkus verschwinden werden.
Kann ich mir nicht vorstellen. dazu ist deren Gewichtung nach wie vor zu gering in den Indizes (zB im MSCIWelt).
Bestenfalls Öl, Versorger, Nahrungsmittel hätten genügend Gewicht, um einen Bullen anzufeuern. Und die gehören ja ohnehin in jedes Portfolio, unabhängig davon dass sie derzeit eher hochbewertet sind. Man wäre also bei dieser Endbullen-Rallye dabei.
Klassische Agrartitel, Düngechemie, Minen nach wie vor nicht schwer genug.
Ich fand pontius vorgehen, vom jahresbeginn, die Aussichten einzelner Branchen anzuschauen und dann von deren Index-Gewicht auf die Indexperformance zu schließen sehr hilfreich.

[clearasil]

aus dem bb-forum

Eine ganze Reihe von Insiderkäufen hat mich heute nach längerer Zeit mal wieder auf die Aktie der Modeschmuckkette Bijou Brigitte aufmerksam gemacht. Diverse Vorstände kaufen seit Jahresbeginn die Aktien des eigenen Unternehmens im grossen Stil. Aktuell scheint sich charttechnisch eine Untertassenformation bei der Aktie auszubilden die knapp unter der 90 Euro Marke auf einer starken Unterstützung ruht. Das Unternehmen ist schuldenfrei und bezahlt die permanente Expansion Ihrer Ladenkette rein aus dem Cash Flow. Fundamental ist Bijou Brigitte sehr günstig bewertet und die gezahlte Dividende wird von Jahr zu Jahr kräftig gesteigert. Seit dem Hoch im April 2006 bei ungefähr 250 Euro hat die Aktie einen langen Abwärtstrend hinter sich, der nun gebrochen werden könnte. Fundamental sind auf jeden Fall Kurse bis 150 Euro drin.Interessierte sollten sich das Unternehmen auf dem aktuellen Niveau einmal unbedingt näher ansehen.

[clearasil]

Antwort auf Beitrag Nr.: 33.254.276 von spaceistheplace am 03.02.08 13:02:29

Ja, ich auch, bloss nicht ein papier aus eutschland, wüsste auch nicht, welches ich mir aktuell gönnen sollte...

bijou brigitte (über 7% div, KGV 8, Preise wie 98, am Freitag 10% plus, wenn ich noch cash hätte...), fresenius medical care, rational, bayer (der heimliche europharmastar, echter lurochart, Schering ist eben ihr Geld wert)

Wieso immer so Deutschland feindlich, dies ist das Land in dem du lebst.

gruß clearasil

[clearasil]

Antwort auf Beitrag Nr.: 33.254.343 von spaceistheplace am 03.02.08 13:15:50

Danke C., mir sagt das aber, dass das Schlimmste der Korrektur vorüber ist.

Genau das wollte ich mit dem chart sagen. Du wirst doch nicht etwa gaanz laagsam das Lager der Permabären wieder verlassen?

Es mag nochmal runtergehen, aber darauf wetten würde ich nicht.

Und im dow sehe ich die Abwärtswelle wirklich nicht. Er hat sowieso nur halb soviel verloren wie der dax.

[benny_m]

Na ja benny, dachte ich mir schon, dass doch noch ne post zu meiner "Anmache" kommt. Bleib ruhig drin, ich habe da kein Problem damit.
Was passiert eigentlich mit dem ganzen VW-Optionskram, wenn die VW-Aktie fällt? Nun ja.....könnte mir vorstellen, das dann das Wiedekingsche Kartenhaus in Zuffenhausen aussieht wie die Skulptur des Korenischen Künslers auf der Documenta, die ein harter Wind hinweggefegt hat.

Was soll mit den Optionen passieren? Ich weiß nicht was Härter noch für welche hat. Die Milliarden aus 2007 sind ja realisierte Gewinne und keine Buchgewinne. Die Kohle haben sie ja. Vielleicht hält er ja inzwischen Put-Optionen . Bei Härter mache ich mir da keine Sorgen, der hat ja Porsche auch gegen einen USD-Verfall abgesichert.