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Irrobuxtiamo la strategia 31 Agosto 2017

Cari buxiti,

Riprendo queste news dopo un periodo di silenzio e aggiungo la sezione idee, in cui propongo grafici di
utenti di TradingView.com:

- Le principali revenues di Facebook vengono dalladvertising, il quale sta pero rallentando. Il


prossimo motore di crescita sembra essere instagram, whatsapp e messenger.
http://bit.ly/2f0dRrx
Tra le altre fonti di revenues, ce pure il content: questanno, Mark zuckerberg potrebbe
spendere oltre un imliardo di dollari in qualcosa che una volta proveniva dai propri utenti. Tale
mossa potrebbe mettere Facebook in diretta concorrenza con Netflix.
http://bit.ly/2wm0DrW
Inoltre, il mercato dellhealthcare potrebbe interessare a Facebook, dato il suo futuro
rendimento. Limpresa di Zuckerberg ha recentemente ospitato una colazione con marketers
dellindustry dellhealthcare, un settore che dovrebbe spendere oltre $ 3 miliardi in advertising
nel 2020.
http://bit.ly/2xsGMME
Ancora una conferma del BUY a Facebook, grazie a solidi dati fondamentali, leadership
visionaria, vantaggio concorrenziale e resistenza alle difficolta.
http://bit.ly/2f0JG3D
Intanto in Germania crescono le possibilita di un processo a Facebook da parte dellautorita
nazionale anti trust pepr abuso di posizione dominante e per un errato uso delle informaizoni
personali.
http://bit.ly/2eRB5wo
Allautorita tedesca, si aggiunge quella spagnola che ha condannato oggi Facebook a 1,2m per
la raccolta e lutilizzo di dati personali allo scopo di fornire annunci pubblicitari personalizzati.
Inoltre, Facebook e stata condannata per la collezione di dati da parte di non-utenti, anche per
il solo utilizzo del pulsante like.
http://bit.ly/2xsHdqg
Un altro problema potrebbe venire dalla recente scoperta di dati fallaci forniti agli advertisers,
sulluso della piattaforma da parte di teenagers.3
http://bit.ly/2wTi2ML
- McDonalds rimane una scommessa alquanto sicura. Unesplosione in stile tech e una
possibilita remota, tanto quanto una correzione significativa, secondo gli esperti.
http://bit.ly/2y0yPLD
Tra i principali motivi di crescita, anche lespansione in Cina.
http://bit.ly/2y0v7lj
- Google risponde allingiunzione del dover pagare oltre 2,4 miliardi allautorita antiTrust
dellUnione Europea.
http://bit.ly/2fdzKk7

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Irrobuxtiamo la strategia 31 Agosto 2017
- Consigli dacquisto: Alibaba finche il momentum dura.
http://bit.ly/2wlfenw
- Apple in declino; la crescita recente e stata forse esagerata e le aspetttive potrebbero essere un
po troppo alte. E interessante, poi, notare come le performance del titolo non siano sempre
state positive quando un nuov modello e stato annunciato.
http://bit.ly/2fdzYrt
In Cina soprattutto potrebbero esserci difficolta per Apple, dove il prezzo del nuovo modello
equivale a due volte lo stipendio medio e dove la concorrenza e piu forte che in USA.
http://bit.ly/2gZpuMs
Analizando il prezzo giusto, il titolo dovrebbe essere circa $148 secondo questo analista. In
questarticolo si consiglia di attendere una correzione a $120.
http://bit.ly/2vQyCt2
- Celgene mantiene una buona prospettiva per i prossimi anni. Aumento delle vendite atteso, piu
approvazioni di medicinali e prezzo basso del titolo (prezzo- earnings meno di 20-1).
http://bit.ly/2xWmwzl
- Mastercard ottiene un BUY (al posto di un HOLD) da Guggenheim con TP a $153.
http://bit.ly/2gZbBOo
- Venerdi scorso i retail sono calati tutti in seguito allannuncio della riduzione di prezzi di Target
(-3%). Hanno seguito, tra gli altri, Wal-mart con -2% e Costco a -2%.
http://bit.ly/2w21B11
- Lufthansa aumenta il numero di passeggeri estivi del 17% (titolo a quasi 2% oggi in borsa).
http://bit.ly/2wT0QHl
- Allerta Mastercard, che tocca i massimi da 52 settimane.

Idee:

- Apple potrebbe aver toccato la resistenza nel canale multiannuale.


https://www.tradingview.com/chart/AAPL/j26holag-Apple-has-reached-long-term-
resistance/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_
publish
- Alibaba potrebbe essere in fase ascendente nel suo canale, invece.
https://www.tradingview.com/chart/BABA/M1bxS9y2-Ascending-
channel/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_pu
blish
- Ancora una volta leggo di un potenziale H+S per Amazon, il che potrebbe portare a un proficuo
short.
https://www.tradingview.com/chart/AMZN/OtLPiSah-AMZN-Potential-HnS-Pattern-Forming-
Look-for-a-short-
opportunity/?utm_source=notification_email&utm_medium=email&utm_campaign=notificatio
n_publish
Ipotesi confermata dallindicatore MACD.

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Irrobuxtiamo la strategia 31 Agosto 2017
https://www.tradingview.com/chart/AMZN/Cu7jEmDE-Technical-bounce-off-trendline-Bearish-
pitchfork-
RSI/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_publish
- Microsoft in fase positiva se si conferma il canale.
https://es.tradingview.com/chart/MSFT/KiGwh02p/?utm_source=notification_email&utm_med
ium=email&utm_campaign=notification_publish
- Se confermato il canale, il rally di Celgene potrebbe terminare a breve.
https://www.tradingview.com/chart/CELG/ZnoKSscg-Ascending-
channel/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_pu
blish
- Idem per Boeing, in potenziale fase ascendente.
https://www.tradingview.com/chart/BA/rwrx4VIM-Long-
setup/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_publ
ish
- McDonalds in wedge positivo.
https://www.tradingview.com/chart/MCD/O2OUGSzc-Ascending-wedge-Extreme-over-sold-
monthly-weekly-
RSI/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_publish
- Facebook potrebbe aver incontrato la propria resistenza.
https://www.tradingview.com/chart/FB/CG7qGpCU-173-remains-
resistance/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_
publish
- Boeing potrebbe aver toccata support e avere solo margini positive di crescita.
https://www.tradingview.com/chart/BA/7u3yE8bd-breakout-support-
holding/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_pu
blish
- Visa ha superato il canale con un breakout.
https://www.tradingview.com/chart/V/CpNxutIB-LONG-
VISA/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_publi
sh
- Jefferies pensa che la domanda di criptocurrencies continuera ad alimentare la corsa di Nvidia e
AMD.
https://seekingalpha.com/news/3294741-jefferies-expects-cryptocurrency-demand-continue-
nvidia-amd?uprof=45&dr=1#email_link
-

Up/DownGrade di oggi

Da DailyTradeAlert

Page 3 of 7
Irrobuxtiamo la strategia 31 Agosto 2017
PepsiCo (PEP) downgraded by Credit Suisse from Outperform to Neutral
Daimler AG (DDAIF) upgraded by Goldman Sachs from Neutral to Buy
Fiat Chrysler (FCAU) upgraded by Barclays from Equal Weight to Overweight

Da Marketbeat.com

AstraZeneca plc (LON:AZN) was upgraded by analysts at Bryan, Garnier & Co to a "buy" rating.
They now have a GBX 5,380 ($69.48) price target on the stock, up previously from GBX 4,700
($60.70). Read More.
Mastercard Incorporated (NYSE:MA) was upgraded by analysts at Guggenheim from a "neutral"
rating to a "buy" rating. They now have a $153.00 price target on the stock. 11.5% upside from
the previous close of $137.22. Read More.
Snap Inc. (NYSE:SNAP) was downgraded by analysts at Deutsche Bank AG from a "buy" rating to
a "hold" rating. They now have a $17.00 price target on the stock, down previously from $20.00.
10.8% upside from the previous close of $15.34. Read More.
Aviva plc (LON:AV) had its price target raised by analysts at Barclays PLC from GBX 504 ($6.51)
to GBX 509 ($6.57). They now have an "equal weight" rating on the stock. Read More.
AstraZeneca plc (LON:AZN) had its price target raised by analysts at Deutsche Bank AG from GBX
5,300 ($68.45) to GBX 5,600 ($72.32). They now have a "buy" rating on the stock. Read More.
AstraZeneca plc (LON:AZN) had its price target raised by analysts at Jefferies Group LLC from
GBX 4,350 ($56.18) to GBX 4,800 ($61.99). They now have a "hold" rating on the stock. Read
More.
Vodafone Group plc (LON:VOD) had its price target raised by analysts at Jefferies Group LLC
from GBX 232 ($3.00) to GBX 250 ($3.23). They now have a "buy" rating on the stock. Read
More.
Alibaba Group Holding Limited (NYSE:BABA) had its price target lowered by analysts at
Deutsche Bank AG to $199.00 on Thursday. They now have a "buy" rating on the stock. 17.8%
upside from the previous close of $169.00. This rating was viewed 86 times. Read More.
BP plc (LON:BP) had its price target raised by analysts at Deutsche Bank AG from GBX 505
($6.52) to GBX 520 ($6.72) on Monday. They now have a "buy" rating on the stock. This rating
was viewed 85 times. Read More.
Daimler AG (NASDAQ:DDAIF) was upgraded by analysts at Goldman Sachs Group, Inc. (The)
from a "neutral" rating to a "buy" rating on Wednesday. Previous closing price of $77.93. This
rating was viewed 71 times. Read More.
GoPro, Inc. (NASDAQ:GPRO) had its price target raised by analysts at J P Morgan Chase & Co
from $13.00 to $15.00 on Thursday. They now have an "overweight" rating on the stock. 46.2%
upside from the previous close of $10.26. This rating was viewed 149 times. Read More.
Ferrari N.V. (NYSE:RACE) was downgraded by analysts at Morgan Stanley from an "overweight"
rating to an "underweight" rating on Thursday. They now have a $100.00 price target on the
stock. 8.6% downside from the previous close of $109.36. This rating was viewed 384
times. Read More.

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Irrobuxtiamo la strategia 31 Agosto 2017
Royal Bank of Scotland Group plc (LON:RBS) was upgraded by analysts at Royal Bank Of Canada
from an "underperform" rating to a "sector performer" rating on Monday. They now have a GBX
240 ($3.10) price target on the stock, up previously from GBX 210 ($2.71). This rating was
viewed 67 times. Read More.
Daimler AG (NASDAQ:DDAIF) was upgraded by analysts at Evercore ISI to an "outperform"
rating. Previous closing price of $77.94. Read More.
Pepsico, Inc. (NYSE:PEP) was downgraded by analysts at Credit Suisse Group from an
"outperform" rating to a "neutral" rating. They now have a $126.00 price target on the stock.
7.7% upside from the previous close of $116.99. Read More.
Activision Blizzard, Inc (NASDAQ:ATVI) is now covered by analysts at Goldman Sachs Group, Inc.
(The). They set a "neutral" rating and a $65.00 price target on the stock. 1.3% downside from
the previous close of $65.83. Read More.
BlackRock, Inc. (NYSE:BLK) is now covered by analysts at Barclays PLC. They set an "overweight"
rating and a $475.00 price target on the stock. 14.7% upside from the previous close of
$414.25. Read More.
E*TRADE Financial Corporation (NASDAQ:ETFC) is now covered by analysts at Barclays PLC.
They set an "overweight" rating and a $45.00 price target on the stock. 14.0% upside from the
previous close of $39.49. Read More.
Zynga Inc. (NASDAQ:ZNGA) is now covered by analysts at Goldman Sachs Group, Inc. (The). They
set a "neutral" rating and a $3.90 price target on the stock. 5.7% upside from the previous close
of $3.69. Read More.
Kingfisher plc (LON:KGF) had its price target lowered by analysts at Deutsche Bank AG from GBX
355 ($4.58) to GBX 325 ($4.20). They now have a "hold" rating on the stock. Read More.
Mastercard Incorporated (NYSE:MA) had its price target raised by analysts at Credit Suisse
Group from $128.00 to $145.00. They now have an "outperform" rating on the stock. 6.2%
upside from the previous close of $136.53. Read More.
Mastercard Incorporated (NYSE:MA) had its price target raised by analysts at Nomura. They
now have a "buy" rating on the stock. Previous closing price of $136.53. Read More.
Marks and Spencer Group Plc (LON:MKS) had its price target lowered by analysts at Deutsche
Bank AG from GBX 360 ($4.65) to GBX 345 ($4.46). They now have a "hold" rating on the
stock. Read More.
Yum! Brands, Inc. (NYSE:YUM) had its price target raised by analysts at Oppenheimer Holdings
Inc. from $80.00 to $85.00. They now have an "outperform" rating on the stock. 11.2% upside
from the previous close of $76.47. Read More.
HeidelbergCement AG (OTCMKTS:HDELY) was upgraded by analysts at Barclays PLC from an
"equal weight" rating to an "overweight" rating. Previous closing price of $19.34. Read More.
HeidelbergCement AG (OTC:HDELY) was upgraded by analysts at Barclays PLC from an "equal
weight" rating to an "overweight" rating. Previous closing price of $19.34. Read More.
Dixons Carphone (OTCMKTS:DSITF) was downgraded by analysts at Royal Bank Of Canada from
a "top pick" rating to an "outperform" rating. Previous closing price of $2.17. Read More.
Dixons Carphone (OTC:DSITF) was downgraded by analysts at Royal Bank Of Canada from a "top
pick" rating to an "outperform" rating. Previous closing price of $2.17. Read More.
Ferrari N.V. (NYSE:RACE) was downgraded by analysts at Morgan Stanley from an "overweight"
rating to an "underweight" rating. Previous closing price of $116.85. Read More.

Page 5 of 7
Irrobuxtiamo la strategia 31 Agosto 2017
Alcoa Corp. (NYSE:AA) is now covered by analysts at Macquarie. They set an "outperform"
rating on the stock. Previous closing price of $44.43. Read More.
Daimler AG (NASDAQ:DDAIF) was upgraded by analysts at Goldman Sachs Group, Inc. (The)
from a "neutral" rating to a "buy" rating. Previous closing price of $73.99. Read More.
Fiat Chrysler Automobiles N.V. (NYSE:FCAU) was upgraded by analysts at Barclays PLC from an
"equal weight" rating to an "overweight" rating. They now have a $10.00 price target on the
stock, down previously from $15.53. 35.6% downside from the previous close of $15.53. Read
More.
ING Group, N.V. (NYSE:ING) was upgraded by analysts at Goldman Sachs Group, Inc. (The) from
a "neutral" rating to a "buy" rating. Previous closing price of $17.40. Read More.
Adobe Systems Incorporated (NASDAQ:ADBE) is now covered by analysts at Moffett Nathanson.
They set a "buy" rating and a $195.00 price target on the stock. 26.4% upside from the previous
close of $154.28. Read More.
Caterpillar, Inc. (NYSE:CAT) is now covered by analysts at Seaport Global Securities. They set a
"neutral" rating and a $120.00 price target on the stock. 1.4% upside from the previous close of
$118.30. Read More.
Salesforce.com Inc (NYSE:CRM) is now covered by analysts at Moffett Nathanson. They set a
"buy" rating and a $125.00 price target on the stock. 30.0% upside from the previous close of
$96.18. Read More.
Microsoft Corporation (NASDAQ:MSFT) is now covered by analysts at Moffett Nathanson. They
set a "neutral" rating and a $81.00 price target on the stock. 10.0% upside from the previous
close of $73.61. Read More.
Oracle Corporation (NYSE:ORCL) is now covered by analysts at Moffett Nathanson. They set a
"buy" rating and a $65.00 price target on the stock. 27.6% upside from the previous close of
$50.93. Read More.
Alibaba Group Holding Limited (NYSE:BABA) had its price target lowered by analysts at J P
Morgan Chase & Co to $200.00. They now have an "overweight" rating on the stock. 17.7%
upside from the previous close of $169.92. Read More.
Delta Air Lines, Inc. (NYSE:DAL) had its price target lowered by analysts at Imperial Capital to
$50.00. They now have an "in-line" rating on the stock. 9.1% upside from the previous close of
$45.84. Read More.
GlaxoSmithKline plc (LON:GSK) had its price target lowered by analysts at Credit Suisse Group
from GBX 1,775 ($22.92) to GBX 1,725 ($22.28). They now have a "neutral" rating on the
stock. Read More.

Insider Sales

Dixons Carphone PLC (LON:DC) insider Katie Bickerstaffe bought 10,000 shares of Dixons
Carphone PLC stock in a transaction dated Wednesday, September 6th. The shares were
acquired at an average price of GBX 165 ($2.13) per share, with a total value of 16,500
($21,309.57). This trade was viewed 89 times. Read More.

Page 6 of 7
Irrobuxtiamo la strategia 31 Agosto 2017
Illumina, Inc. (NASDAQ:ILMN) SVP Charles Dadswell sold 145 shares of Illumina stock in a
transaction that occurred on Tuesday, September 5th. The stock was sold at an average price of
$205.71, for a total value of $29,827.95. The sale was disclosed in a filing with the SEC, which is
available at this link. This trade was viewed 55 times. Read More.
Twitter, Inc. (NYSE:TWTR) insider Robert Kaiden sold 3,805 shares of Twitter stock in a
transaction that occurred on Friday, September 1st. The stock was sold at an average price of
$16.81, for a total value of $63,962.05. The transaction was disclosed in a document filed with
the SEC, which is available through this link. This trade was viewed 58 times. Read More.

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