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Irrobuxtiamo la strategia 10 Agosto 2017

Cari buxiti,

- Si critica molto Amazon, ma sembra che Netflix sia ancora piu ovevalued. La competizione
potrebbe essere il suo pupnto debole.
http://bit.ly/2uQPgYl
- Google: MKM Partner alza il TP da $1170 a $1210.
http://bit.ly/2wSHP43
Cowen & Company conferma il rating outperform e TP a $1075.
http://bit.ly/2vtk195
- Nonostante linsuccesso dopo gli earnings, Nvidia riceve un amento del TP da Loop Capital (da
$137 a $181, da Deutsche Bank ($105 a %145 hold).
http://bit.ly/2w16Xsd
Secondo questo articolo, Nvidia potrebbe ragiungere pure I $200.
http://bit.ly/2uQz6y1
Nonostantet il crollo post-earnings, Barclays aumenta il TP di Nvidia a $140.
http://bit.ly/2uypXPb
- Ottimi margini per Visa e Mastercard: profitability, competitive strenghts e oportunita di
crescita. Tra le minacce, valuation e regulation.
http://bit.ly/2vwQOsw
- Wal-mart riportera gli earnings giovedi prima dellapertura dei mercati. Per chi non ha voglia di
correre rischi, occorre uscire il mercoledi sera.
http://bit.ly/2vZtZk4
- Facebook potrebbe essere overvalued e qualche analisti si aspetta un pullback a 160E.
http://bit.ly/2vPSujb
- Consigli sugli indici da investing.com

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Irrobuxtiamo la strategia 10 Agosto 2017

Aggiornamento portfolio: inutile vedere quanto si sarebbefatto in una settimana con il portfolio
condiviso poco fa; questi ultimi 3 giorni sono stati catastrofici e preferisco vedere il potenziale in periodi
non cosi drastici.
Trai cambi che mi sento di proporre, ce la rimozione di Boeing e Paypal, entrambi in palese
rilassamento dopo il successo degli earnings. Finche non inizia un trend positivo, direi di starne fuori.
Facebook rischia di fare la stessa fine, ma aspetto ancora qualche giorno prima di esprimere un giudizio.

I nouvi rating di oggi:

Da Daily Trade Alert:

Wal-Mart (WMT) upgraded by Stephens from Equal Weight to Overweight

Da MarketBeat.com

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Irrobuxtiamo la strategia 10 Agosto 2017
Royal Bank of Scotland Group plc (LON:RBS) was upgraded by analysts at HSBC Holdings plc
from a "reduce" rating to a "hold" rating. They now have a GBX 250 ($3.26) price target on
the stock, up previously from GBX 210 ($2.73). Read More.
Royal Bank Scotland PLC (The) (NYSE:RBS) was upgraded by analysts at HSBC Holdings plc from
a "reduce" rating to a "hold" rating. Previous closing price of $6.70. Read More.
Wal-Mart Stores, Inc. (NYSE:WMT) was upgraded by analysts at Stephens from an "equal
weight" rating to an "overweight" rating. They now have a $91.00 price target on the stock.
12.8% upside from the previous close of $80.66. Read More.
Goldman Sachs Group, Inc. (The) (NYSE:GS) was downgraded by analysts at HSBC Holdings plc
from a "buy" rating to a "hold" rating. They now have a $250.00 price target on the stock, up
previously from $223.80. 10.9% upside from the previous close of $225.50. Read More.
Snap Inc. (NYSE:SNAP) was downgraded by analysts at Monness Crespi & Hardt from a "buy"
rating to a "neutral" rating. Previous closing price of $13.77. Read More.
Unilever PLC (NYSE:UL) was downgraded by analysts at Royal Bank Of Canada from a "sector
perform" rating to an "underperform" rating. Previous closing price of $56.69. Read More.
British American Tobacco p.l.c. (NYSE:BTI) is now covered by analysts at Goldman Sachs Group,
Inc. (The). They set a "neutral" rating on the stock. Previous closing price of $62.88. Read More.
Walt Disney Company (The) (NYSE:DIS) had its price target lowered by analysts at Barclays PLC
from $102.00 to $98.00. They now have an "equal weight" rating on the stock. 3.3% downside
from the previous close of $101.35. Read More.
Glencore PLC (LON:GLEN) had its price target raised by analysts at Credit Suisse Group from GBX
390 ($5.08) to GBX 400 ($5.21). They now have an "outperform" rating on the stock. Read More.
NVIDIA Corporation (NASDAQ:NVDA) had its price target raised by analysts at Barclays PLC from
$105.00 to $140.00. They now have an "equal weight" rating on the stock. 15.0% downside from
the previous close of $164.74. Read More.
Snap Inc. (NYSE:SNAP) had its price target lowered by analysts at Stifel Nicolaus from $22.00 to
$18.00. They now have a "buy" rating on the stock. 30.7% upside from the previous close of
$13.77. Read More.
Snap Inc. (NYSE:SNAP) had its price target lowered by analysts at Jefferies Group LLC from
$30.00 to $16.00. They now have a "buy" rating on the stock. 16.2% upside from the previous
close of $13.77. Read More.
Snap Inc. (NYSE:SNAP) had its price target lowered by analysts at Oppenheimer Holdings, Inc. to
$16.00. They now have an "outperform" rating on the stock. 16.2% upside from the previous
close of $13.77. Read More.
Vodafone Group PLC (NASDAQ:VOD) was upgraded by analysts at Bank of America Corporation
from a "neutral" rating to a "buy" rating on Wednesday. They now have a $32.56 price target on
the stock. 12.3% upside from the previous close of $29.00. This rating was viewed 81
times. Read More.

Insider trades

Fitbit, Inc. (NYSE:FIT) Director Steven Joseph Murray sold 500,000 shares of Fitbit stock in a
transaction dated Monday, August 7th. The stock was sold at an average price of $5.73, for a

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Irrobuxtiamo la strategia 10 Agosto 2017
total transaction of $2,865,000.00. Following the transaction, the director now directly owns
11,442 shares in the company, valued at $65,562.66. The sale was disclosed in a legal filing
with the Securities & Exchange Commission, which is available through the SEC website. This
trade was viewed 47 times. Read More.
Pfizer, Inc. (NYSE:PFE) CEO Ian C. Read sold 96,950 shares of the business's stock in a transaction
that occurred on Friday, August 4th. The shares were sold at an average price of $34.00, for a
total transaction of $3,296,300.00. The transaction was disclosed in a legal filing with the
Securities & Exchange Commission, which is available through the SEC website. This trade was
viewed 81 times. Read More.

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