Riflessioni di oggi:

#Qualcomm e 5 motivi per cui puo crescere:

- Il prezzo attualmente e sottostimato, a causa del processo con Apple

- A Ottobre, Qualcomm ha annunciato lacquisto dellolandese NXP, con cui potra espandersi nel
settore IoT (internet of things) e auto. La fusion sarebbe una manna per entrambe.
- Attualmente, Qualcomm controlla il 40% del settore telefoni e domina lalta gamma. I suoi sforzi
di espansione nella fascia media stanno dando frutti in Cina.
- Finalizzata una partenrship con Google nellambito VR (DayDream), un mercato che nei
prossimi anni avra una crescita esponenziale notevole.
- Finalizzata unaltra partnershipcon Microsoft per ottimizzare il cloud attraverso I chip di
Qualcomm

Il tutto potrebbe prendere tempo a svilupparsi, ma le prospettive sono buone.

https://www.investing.com/news/stock-market-news/5-reasons-why-qualcomm-will-double-its-value-
507247

- #Qualcomm2: e da un po che sento ronzare il nome. IN canali, e-mail, news e CNBC. Tutti
concordi, in future ha potenziale, ma al moneot non decolla.
P.S. ha appena riportato i risultati: EPS vincenti ma titolo a -3% in post market.
#Apple: noto da investing.com che e in striscia positive da 12 (!!) giorni e ha appena rotto la resistenza.
Che sia il caso di farci un pensierino?

#indici, Investing mi ha inviato la newsletter alle 18 circa (CET) e condivido tutto.

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presenti su BUX. Interessante la sezione con potenziale crescita (Che dovrebbe fare rima con
guadagni) in cui figurano Alibaba, Facebook, Visa e altri titoli presenti su BUX.

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Up/Downgrade da marektbeat.com

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E da Daily Trade Alert:

Garmin (GRMN) upgraded by Longbow from Neutral to Buy

TripAdvisor (TRIP) upgraded by Cowen from Underperform to Market Perform
Boeing (BA) upgraded by BofA/Merrill from Underperform to Neutral

PayPal (PYPL) downgraded by SunTrust from Buy to Hold

Goldman Sachs (GS) downgraded by Keefe Bruyette from Outperform to Market Perform