Ciao buxiti,

Un po di riflessioni di oggi:

- #Apple continua a salire e salire e ha appena superato la media dei 50 giorni; per quel poco che
so di analisi tecnica, potremmo vedere a breve un breakout (ovvero una crescita del valore)
sostenuto anche da buoni volumi. In base alla fondamentale pero, i dati di apple non mi
entusiamano troppo, quindi la terrei tra le seconde scelte.

- #Amazon: per chi avesse avuto il coraggio di osare, vi (ci, per fortuna) e andata bene! Titolo in
chiusura oltre i $1024, il che lascia ben sperare!
 - #Netflix che avanza: non si accontenta del +10 circa in aperture e ha chiuso sul +13,5%. Per gli
interessati aspetterei almeno un giorno per vedere se ci sono contraccolpi.

- Da tenere sottocchio: #BAESystems, che potrebbe a breve mostrare margini di crescita, secondo
questo articolo
http://bit.ly/2vfHngs

- #Activision, altrimenti detta La bestia, data la crescita YTD (year to date, cioe dal 1 Gennaio),
si approccia pericolosamente al Massimo storico di $61,58. Domani ci ara un altro o la va o la
spacca: o supera il massimale e allora, come si dice, the sky is the limit oppure recede come
le alter 2/3 volteprecedenti. Chiusura a $61,33 e post market gia a +0,20%, allacciate le cinture!

- #IBM si conferma una causa persa, persa nel limbo tra $155 e $150. Revenues sotto le attese ma
EPS oltre. Da notare che la CCEO e, se non erro, la piu pagata, sui $30m. titolo a picco nel post-
market.
- #Biotech: tra I titoli piu caldi, sesmbrerebbe esserci anche Celgene. 6 buyin meno di una
settimana
http://bit.ly/2u68lqo

- #UnitedAirlines, altra bella patacca con il suo 3,5% in post market. EPS a $2,75 v i $2.63 previsti,
ma pesa lannuncio di un Q3 negativo.
http://bit.ly/2vzuahH

- Unultima prima di chiudere: non dimenticatevi MAI di (1) impostare lAutoClose e (2)
differenziare.
La mia esperienza di stamattina e di un dramma sul versante europeo con aperture rosso
sangue che per fortuna in giornata hanno recuperate un minimo. Per fortuna, nel pomeriggio, I
mercati americani, dopo avermi inizialmente affossato ancora di piu, mi hanno tirato su. Lavere
titoli su due continenti (e con due fascie orarie, quindi) mi ha aiutato a spalmare le brute notizie
geopolitiche di oggi, per non parlare della differenziazione per settore: se aeronautico e auto mi
hanno condannato, con tech, biotech, lusso e qualcosaltro, mi sono risollevato. Non dimenticate
mai di non concentrare mai il vostro portfolio. Buffet direbbe che nessun titolo deve avere piu
del 20% del vostro totale, se non erro le cifre da uno dei suoi libri.

Upgrade e downgrade di oggi da Daily Trade Alert:

- UP (indovina indovina) Netflix (NFLX) upgraded by Rosenblatt from Neutral to Buy

- DOWN Under Armour (UAA) downgraded by OTR Global from Mixed to Negative

http://bit.ly/2uAcYLF
Da Marketbeat.com

Continental AG (NASDAQ:CTTAY) was upgraded by analysts at Natixis from a "neutral" rating to a

"buy" rating. Previous closing price of $45.39. Read More.

Altice USA Inc (NASDAQ:ATUS) is now covered by analysts at BNP Paribas. They set an
"outperform" rating and a $36.00 price target on the stock. 12.8% upside from the previous
close of $31.91. Read More.

Aviva plc (LON:AV) had its price target raised by analysts at J P Morgan Chase & Co from GBX 589
($7.69) to GBX 616 ($8.04). They now have an "overweight" rating on the stock. Read More.

BT Group PLC (NYSE:BT) had its price target lowered by analysts at BNP Paribas from GBX 260
($3.40) to GBX 240 ($3.13). They now have an "underperform" rating on the stock. 1106.6%
upside from the previous close of $19.89. Read More.

BT Group plc (LON:BT.A) had its price target lowered by analysts at BNP Paribas from GBX 260
($3.40) to GBX 240 ($3.13). They now have an "underperform" rating on the stock. Read More.

HP Inc. (NYSE:HPQ) had its price target raised by analysts at Jefferies Group LLC from $18.00 to
$18.75. They now have a "hold" rating on the stock. 1.5% upside from the previous close of
$18.47. Read More.

HSBC Holdings plc (LON:HSBA) had its price target raised by analysts at Deutsche Bank AG from
GBX 640 ($8.36) to GBX 695 ($9.08). They now have a "hold" rating on the stock. Read More.

Liberty Global PLC (NASDAQ:LBTYA) had its price target lowered by analysts at Pivotal Research
from $42.00 to $41.00. They now have a "buy" rating on the stock. 24.7% upside from the
previous close of $32.88. Read More.

Mastercard Incorporated (NYSE:MA) had its price target raised by analysts at Oppenheimer
Holdings, Inc.. They now have an "outperform" rating on the stock. Previous closing price of
$127.43. Read More.

Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Pivotal Research from
$175.00 to $200.00. They now have a "buy" rating on the stock. 23.7% upside from the previous
close of $161.70. Read More.

Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Royal Bank Of Canada from
$175.00 to $210.00. They now have an "outperform" rating on the stock. 29.9% upside from the
previous close of $161.70. Read More.

Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at FBR & Co from $145.00 to
$172.00. They now have a "mkt perform" rating on the stock. 6.4% upside from the previous
close of $161.70. Read More.
 Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at J P Morgan Chase & Co
from $178.00 to $210.00. They now have an "overweight" rating on the stock. 29.9% upside
from the previous close of $161.70. Read More.

Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Canaccord Genuity from
$175.00 to $200.00. They now have a "buy" rating on the stock. 23.7% upside from the previous
close of $161.70. Read More.

Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Loop Capital from $180.00
to $205.00. They now have a "buy" rating on the stock. 26.8% upside from the previous close of
$161.70. Read More.

Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Citigroup Inc. to $180.00.
They now have a "neutral" rating on the stock. 11.3% upside from the previous close of
$161.70. Read More.

PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Susquehanna
Bancshares Inc from $55.00 to $67.00. They now have a "positive" rating on the stock. 16.4%
upside from the previous close of $57.58. Read More.

QUALCOMM Incorporated (NASDAQ:QCOM) had its price target raised by analysts at Morgan
Stanley from $55.00 to $60.00. They now have a "weight" rating on the stock. 6.3% upside from
the previous close of $56.45. Read More.

Rio Tinto plc (LON:RIO) had its price target raised by analysts at Morgan Stanley from GBX 3,260
($42.57) to GBX 3,430 ($44.79). They now have an "equal weight" rating on the stock. Read
More.

SAP SE (NYSE:SAP) had its price target raised by analysts at Royal Bank Of Canada from $102.00
to $106.00. They now have a "sector perform" rating on the stock. 1.1% upside from the
previous close of $104.81. Read More.

Visa Inc. (NYSE:V) had its price target raised by analysts at Jefferies Group LLC from $104.00 to
$112.00. They now have a "buy" rating on the stock. 15.7% upside from the previous close of
$96.83. Read More.

Visa Inc. (NYSE:V) had its price target raised by analysts at Oppenheimer Holdings, Inc. from
$100.00 to $106.00. 9.5% upside from the previous close of $96.83. Read More.