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Irrobuxtiamo la strategia 9 Agosto 2017

Cari buxiti,

- Buone news per Google: le visioni su Youtube crescono del 90% allanno.
http://bit.ly/2vPzYa6
- Visa e Mastercard sono in oligopolio e questo facilita le loro performance. Tuttavia il loro valor
e alto e potrebbe essere meglio attendere una correzione prima di entrare.
http://bit.ly/2vOZpJ6
- Di Priceline si dice che questa potrebbe essere la correzione che tanto aspettavamo. Prima di
comprare il dip, come suggerito dallautore, consiglierei di aspettare linversione di trend.
http://bit.ly/2uqlQRg
- Facebook non fara piu per i click accidentali, in modo da collaborare di piu con i marketers.
http://bit.ly/2ftOsXe
- Netflix reagisce bene al divorzio da Dsney: (1) netflix sta sviluppando contenuto proprio, (2) gli
analisti sostengono che questa mossa non dovrebbe camabire molto le strategie di Netflix e
sono comunque arrivateofferte per contenuto per bambini da CBS e FOX.
http://bit.ly/2uHCHhR
- I consigli da Investing.com

- Jefferies consiglia di prendere Nvidia prima degli earnings di domani. AMC e Intel sono piu cari
e potrebbero dirottare su Nvidia, senza ocntare che il mining delle criptocurrencies potrebbe

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Irrobuxtiamo la strategia 9 Agosto 2017
dirottare clienti verso Nvidia.
http://bit.ly/2vPYucl
- Per chi considera Amazon, ce un dato da tenere in considerazione: il rapporto Price/Sales e a
3,18, molto alto per il suo settore e i suoi competitor (Wal-Mart non e mai andato oltre 1,875
in 30 anni). Secondo questo autore, finche non si raggiunge 2-2,25, e meglio non comprare.
http://bit.ly/2vku9kk
Un altro parere negativo, influenzato dal basso FCF (Free cash flow).
http://bit.ly/2uqYVFq
Dallaltro lato non si puo notare quella parte di opinionista che notano gli svariati business di
Amazon (web services, point of sales fisici per i libri, Alexa/Echo, retail ecc.)
http://bit.ly/2wJ4fVl
- E intanto Wal-mart continua ad andare piu veloce dell S&P.
http://bit.ly/2wJecCf
E ha corretto i difetti che qualche anno fa portarono Buffet a vendere la sua quota (bassa
soddisfaizone dei dipendenti e dei clienti).
http://bit.ly/2wJB3hg
- Starbucks, appena messo a posto, potebbe esseer un ottimo titolo per chi cerca growth. Il
valore negli ultimi 6 anni e cresciuto costantemente e la Cina potebbe essere un ottimo modo
di velocizzare la crescita.
http://bit.ly/2uqL81H
Si conferma la prospettiva di crescita (una volta terminato il controllo di adesso).
https://seekingalpha.com/article/4095651-starbucks-brewing-perfect-cup-growth#alt1
- Su Netflix si nota che gli insider stanno vendendo, molti indicatori segnano netflix come
overvalued e che alcuni analisti hanno gia contato la futura crescita nel prezzo attuale.
http://bit.ly/2wuCoJt
- Di Tesla leggo che ci sono buone premesse per il futuro, ma il rischo per i prossimi 4 mesi circa e
ancora molto elevato.
http://bit.ly/2hKMsL4
Dallaltro lato, il business delle batterie non va per nulla bene.
http://bit.ly/2uH2t5V
- Facebook presenta poca volatilita nel prezzo, e lunico stock social media ad essere nei top 20
investitori istituzionali e presenta molti segnali positivi.
- Nonostante la sanzione, Google rimane profitable.
http://bit.ly/2wJdFAj
- Boeing e un buon titolo di investimento: crescita degli earnings e delle revenues negll ultimi 10
anni.
http://bit.ly/2wJwuU9
-

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Irrobuxtiamo la strategia 9 Agosto 2017

Up/downgrade

Da Daily Trade Alert:

Ralph Lauren (RL) upgraded by Atlantic Equities from Underweight to Neutral


Continental AG (CTTAY) upgraded by Deutsche Bank from Hold to Buy
BP (BP) upgraded by Piper Jaffray from Neutral to Overweight
Illumina (ILMN) upgraded by Canaccord from Hold to Buy

Starbucks (SBUX) downgraded by BMO Capital from Outperform to Market


Perform
Volkswagen (VLKAY) downgraded by Jefferies from Buy to Hold
adidas (ADDYY) downgraded by Deutsche Bank from Buy to Hold

Marketbeat.com

Tesla Inc. (NASDAQ:TSLA) was upgraded by analysts at Argus from a "hold" rating to a "buy"
rating. They now have a $444.00 price target on the stock, up previously from $355.17. 25.0%
upside from the previous close of $355.17. Read More.
Aviva plc (LON:AV) had its price target raised by analysts at Macquarie from GBX 598 ($7.79) to
GBX 608 ($7.92). They now have an "outperform" rating on the stock. Read More.
Aviva plc (LON:AV) had its price target lowered by analysts at Societe Generale from GBX 525
($6.84) to GBX 520 ($6.77). They now have a "hold" rating on the stock. Read More.
Illumina, Inc. (NASDAQ:ILMN) was upgraded by analysts at Canaccord Genuity from a "hold"
rating to a "buy" rating. They now have a $215.00 price target on the stock, up previously from
$170.00. 10.6% upside from the previous close of $194.47. Read More.
Adidas AG (OTCMKTS:ADDYY) was downgraded by analysts at Deutsche Bank AG from a "buy"
rating to a "hold" rating. They now have a $210.00 price target on the stock. 78.5% upside from
the previous close of $117.66. Read More.
Whole Foods Market, Inc. (NASDAQ:WFM) was downgraded by analysts at Tigress Financial
from a "buy" rating to a "neutral" rating. Previous closing price of $41.81. Read More.
BlackBerry Limited (NASDAQ:BBRY) (TSE:BB) is now covered by analysts at Goldman Sachs
Group, Inc. (The). They set a "sell" rating and a $8.50 price target on the stock. 10.0% downside
from the previous close of $9.44. Read More.
GlaxoSmithKline plc (LON:GSK) had its price target lowered by analysts at Deutsche Bank AG
from GBX 1,720 ($22.40) to GBX 1,610 ($20.97). They now have a "hold" rating on the
stock. Read More.

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Irrobuxtiamo la strategia 9 Agosto 2017
Vodafone Group plc (LON:VOD) had its price target raised by analysts at Credit Suisse Group
from GBX 240 ($3.13) to GBX 250 ($3.26). They now have an "outperform" rating on the
stock. Read More.
AstraZeneca plc (LON:AZN) was upgraded by analysts at Investec from a "hold" rating
to a "buy" rating. They now have a GBX 4,900 ($63.81) price target on the stock, down
previously from GBX 5,000 ($65.11). Read More.
Continental AG (NASDAQ:CTTAY) was upgraded by analysts at Deutsche Bank AG
from a "hold" rating to a "buy" rating. Previous closing price of $45.06. Read More.
Merck & Company, Inc. (NYSE:MRK) was upgraded by analysts at HSBC Holdings plc
from a "reduce" rating to a "hold" rating. Previous closing price of $62.32. Read More.
Ralph Lauren Corporation (NYSE:RL) was upgraded by analysts at Atlantic Securities
from an "underweight" rating to a "neutral" rating. They now have a $93.00 price target
on the stock. 5.0% upside from the previous close of $88.53. Read More.
Ford Motor Company (NYSE:F) was downgraded by analysts at Instinet from a "buy"
rating to a "neutral" rating. They now have a $11.60 price target on the stock, down
previously from $14.80. 6.5% upside from the previous close of $10.89. Read More.
Starbucks Corporation (NASDAQ:SBUX) was downgraded by analysts at BMO Capital
Markets from an "outperform" rating to a "market perform" rating. They now have a
$64.00 price target on the stock, up previously from $54.52. 17.4% upside from the
previous close of $54.52. Read More.
Alcoa Corp. (NYSE:AA) is now covered by analysts at Credit Suisse Group. They set a
"neutral" rating and a $42.00 price target on the stock. 6.1% upside from the previous
close of $39.58. Read More.
Walt Disney Company (The) (NYSE:DIS) had its price target lowered by analysts at
FBR & Co from $114.00 to $112.00. They now have a "mkt perform" rating on the stock.
4.7% upside from the previous close of $106.98. Read More.
Fossil Group, Inc. (NASDAQ:FOSL) had its price target lowered by analysts at Telsey
Advisory Group from $13.00 to $11.00. They now have a "market perform" rating on the
stock. 7.1% downside from the previous close of $11.84. Read More.
Fossil Group, Inc. (NASDAQ:FOSL) had its price target lowered by analysts at
Buckingham Research from $10.00 to $9.00. They now have a "neutral" rating on the
stock. 24.0% downside from the previous close of $11.84. Read More.
GlaxoSmithKline plc (LON:GSK) had its price target lowered by analysts at Berenberg
Bank from GBX 1,885 ($24.55) to GBX 1,835 ($23.90). They now have a "buy" rating on
the stock. Read More.
The Priceline Group Inc. (NASDAQ:PCLN) had its price target raised by analysts at
Royal Bank Of Canada from $2,000.00 to $2,050.00. They now have an "outperform"
rating on the stock. 0.0% upside from the previous close of $2,049.00. Read More.
The Priceline Group Inc. (NASDAQ:PCLN) had its price target raised by analysts at
Macquarie from $2,000.00 to $2,200.00. They now have a "positive" rating on the stock.
7.4% upside from the previous close of $2,049.00. Read More.
TripAdvisor, Inc. (NASDAQ:TRIP) had its price target lowered by analysts at Piper
Jaffray Companies to $43.00. They now have a "neutral" rating on the stock. 8.7%
upside from the previous close of $39.55. Read More.
Alibaba Group Holding Limited (NYSE:BABA) had its price target raised by analysts at
Barclays PLC to $180.00 on Wednesday. They now have an "overweight" rating on the
stock. 17.4% upside from the previous close of $153.33. This rating was viewed 528
times. Read More.

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Irrobuxtiamo la strategia 9 Agosto 2017
Bayerische Motoren Werke AG (ETR:BMW) was given a new 0.00 ($0.00) price
target on by analysts at Independent Research GmbH on Wednesday. They now have a
"neutral" rating on the stock. This rating was viewed 57 times. Read More.
Facebook, Inc. (NASDAQ:FB) was given a new $190.00 price target on by analysts at
Morgan Stanley on Monday. They now have a "buy" rating on the stock. 12.0% upside
from the previous close of $169.62. This rating was viewed 68 times. Read More.
Facebook, Inc. (NASDAQ:FB) was downgraded by analysts at Pivotal Research from a
"hold" rating to a "sell" rating on Monday. They now have a $140.00 price target on the
stock, down previously from $172.45. 17.5% downside from the previous close of
$169.62. This rating was viewed 56 times. Read More.
Fitbit, Inc. (NYSE:FIT) had its price target lowered by analysts at Morgan Stanley from
$7.00 to $6.50 on Monday. They now have an "equal weight" rating on the stock. 15.5%
upside from the previous close of $5.63. This rating was viewed 98 times. Read More.
Under Armour, Inc. (NYSE:UA) was given a new $28.00 price target on by analysts at
Jefferies Group LLC on Monday. They now have a "buy" rating on the stock. 68.6%
upside from the previous close of $16.61. This rating was viewed 104 times. Read More.
Activision Blizzard, Inc (NASDAQ:ATVI) was upgraded by analysts at Bank of America
Corporation from a "neutral" rating to a "buy" rating. They now have a $64.06 price
target on the stock, up previously from $35.12. 0.1% upside from the previous close of
$63.97. Read More.
British American Tobacco p.l.c. (NYSE:BTI) was upgraded by analysts at Investec
from a "hold" rating to a "buy" rating. Previous closing price of $65.19. Read More.
British American Tobacco PLC (NYSEMKT:BTI) was upgraded by analysts at Investec
from a "hold" rating to a "buy" rating. Previous closing price of $65.19. Read More.
GoPro, Inc. (NASDAQ:GPRO) was upgraded by analysts at Longbow Research from an
"underperform" rating to a "neutral" rating. They now have a $7.00 price target on the
stock. 15.3% downside from the previous close of $8.26. Read More.
GoPro, Inc. (NASDAQ:GPRO) was upgraded by analysts at Raymond James Financial,
Inc. from an "underperform" rating to a "market perform" rating. Previous closing price of
$8.26. Read More.
Activision Blizzard, Inc (NASDAQ:ATVI) had its price target raised by analysts at
Benchmark Co. from $71.00 to $74.00. They now have a "buy" rating on the stock.
15.7% upside from the previous close of $63.97. Read More.
Activision Blizzard, Inc (NASDAQ:ATVI) had its price target raised by analysts at
Wedbush to $3.00. They now have an "outperform" rating on the stock. 95.3% downside
from the previous close of $63.97. Read More.
Aviva plc (LON:AV) had its price target raised by analysts at J P Morgan Chase & Co
from GBX 616 ($8.13) to GBX 624 ($8.23). They now have an "overweight" rating on the
stock. Read More.
BAE Systems plc (LON:BA) had its price target lowered by analysts at J P Morgan
Chase & Co from GBX 630 ($8.31) to GBX 610 ($8.05). They now have a "neutral"
rating on the stock. Read More.

Insider trades

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Irrobuxtiamo la strategia 9 Agosto 2017
BlackBerry Ltd (TSE:BB) (NASDAQ:BBRY) insider Sandeep Chennakeshu sold
394,298 shares of the firm's stock in a transaction dated Monday, July 31st. The stock
was sold at an average price of C$9.49, for a total transaction of C$3,741,888.02. This
trade was viewed 284 times. Read More.
Fitbit, Inc. (NYSE:FIT) Director Jon Callaghan sold 15,000 shares of the firm's stock in a
transaction dated Tuesday, August 1st. The stock was sold at an average price of $5.09,
for a total transaction of $76,350.00. The transaction was disclosed in a document filed
with the SEC, which can be accessed through this link. This trade was viewed 92
times. Read More.
Alphabet Inc. (NASDAQ:GOOG) Director Ann Mather sold 629 shares of the firm's
stock in a transaction dated Tuesday, August 1st. The stock was sold at an average
price of $932.28, for a total transaction of $586,404.12. Following the sale, the director
now directly owns 1,781 shares in the company, valued at $1,660,390.68. The
transaction was disclosed in a document filed with the SEC, which is available
through this hyperlink. This trade was viewed 57 times.Read More.

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