Irrobuxtiamo la strategia 15 Settembre 2017

Cari buxiti,

- Guardando a come si muovono i fondi di investimento, sembra che sia il momento giusto per
comprare Alibaba, Mastercard e Facebook.
https://investorplace.com/2017/09/7-stocks-to-buy-smart-money-gobbling-up/view-
all/#.WbzXiLIjGpo
- Ulteriori prospettive di crescita per Paypal.
https://seekingalpha.com/article/4103591-another-paypal-
bull?auth_param=1e9j7a:1cqinuc:db895d172675f102e453fa08a8dc2319&uprof=45&dr=1#alt2
Altro supporto.
https://seekingalpha.com/article/4103461-bullish-look-
paypal?auth_param=1e9j7a:1cqgrfh:a0c8a30c4f3cefcf2bed888d62f80dab&uprof=45&dr=1

Momento investimenti futuri:

Per chi avesse letto gli articoli scorsi, avevo riportato quello di un analista che sosteneva che dal 18
Settembre, il mercato potesse crollare poiche, statisticamente, da questa data, gli indici hanno sempre
subito dei crolli verticali notevoli.
Mi sono quindi messo alla ricerca e ho cercato di capire se tale statistica fosse fondata e, in effetti, lo
era.
Qui sotto le variazioni medie per ogni giorno dellanno per i 3 indici americani e per il DAX.
S&P500: https://ibb.co/bPiXR5
DOW: https://ibb.co/c8sgKQ
Nasdaq100: https://ibb.co/jjwaeQ
DAX: https://ibb.co/hJf7tk

In sunto: uomo avvisato, mezzo salvato, occorre uscire da S&P500, DOW, Nasdaq e DAX a breve con
varie scadenze, ma storicamente si rischia un bel tracollo.

Momento Portfolio:

Qui sotto il mio attuale portfolio con le performance per titolo/indice nelle ultime 3 settimane.

1 sett 2 sett 3 sett

alibaba 1.52% 3.31% 4.99%
berkshire hathaway B 1.25% 1.68% 0.81%
Nasdaq 100 0.12% 0.00% 2.57%
Dow 0.96% 2.37% 2.11%
S&P500 0.49% 1.72% 2.29%
Boeing 3.50% 5.06% 4.98%

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 Irrobuxtiamo la strategia 15 Settembre 2017
facebook -1.08% 0.54% 2.63%
ferrari -1.28% -5.26% -3.32%
mastercard -0.29% 6.72% 5.78%
McDonalds -2.85% -1.37% -1.72%
Paypal -0.22% 2.01% 3.25%
Visa -0.73% 0.88% 0.52%
Wal-mart 1.64% 0.73% 3.01%

leva x2 leva x3 leva x4 leva x5

1 sett 0.23% 0.47% 0.70% 0.93% 1.17%
2 sett 1.41% 2.83% 4.24% 5.66% 7.07%
3 sett 2.15% 4.29% 6.44% 8.58% 10.73%

Tra i titoli da considerare, aggiungo pure Caterpillar e Ebay.

Trading ideas:

- Boeing vicino al breakout.

https://www.tradingview.com/chart/BA/KT5AgdNF-Long-
setup/?utm_source=notification_email&utm_medium=email&utm_campaign=notification_publ
ish
-

Up/Downgrade di oggi

Da marektBeat.com

Morgan Stanley (NYSE:MS) was upgraded by analysts at HSBC Holdings plc from a
"hold" rating to a "buy" rating. They now have a $53.00 price target on the stock.
14.2% upside from the previous close of $46.42. Read More.
QUALCOMM Incorporated (NASDAQ:QCOM) was upgraded by analysts at Northland
Securities from a "market perform" rating to an "outperform" rating. Previous closing
price of $51.47. Read More.
RWE AG (NASDAQ:RWEOY) was downgraded by analysts at Societe Generale from a
"buy" rating to a "hold" rating. Previous closing price of $24.01. Read More.
United Continental Holdings, Inc. (NYSE:UAL) was downgraded by analysts at J P
Morgan Chase & Co from an "overweight" rating to a "neutral" rating. They now have a

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 Irrobuxtiamo la strategia 15 Settembre 2017
$68.00 price target on the stock, down previously from $84.00. 11.1% upside from the
previous close of $61.22. Read More.
Danone (OTCMKTS:DANOY) is now covered by analysts at Wells Fargo & Company.
They set an "outperform" rating on the stock. Previous closing price of $16.21. Read
More.
Coca-Cola Company (The) (NYSE:KO) is now covered by analysts at Macquarie. They
set a "neutral" rating and a $47.00 price target on the stock. 2.0% upside from the
previous close of $46.10. Read More.
Celgene Corporation (NASDAQ:CELG) had its price target raised by analysts at
Mizuho from $134.00 to $158.00. They now have a "buy" rating on the stock. 12.4%
upside from the previous close of $140.55. Read More.
NVIDIA Corporation (NASDAQ:NVDA) had its price target raised by analysts at
Evercore ISI from $180.00 to $250.00. They now have an "outperform" rating on the
stock. 47.6% upside from the previous close of $169.38. Read More.
Oracle Corporation (NYSE:ORCL) had its price target raised by analysts at Jefferies
Group LLC from $60.00 to $61.00. They now have a "buy" rating on the stock. 15.4%
upside from the previous close of $52.86. Read More.
Alcoa Corp. (NYSE:AA) was upgraded by analysts at Deutsche Bank AG from a "hold"
rating to a "buy" rating on Tuesday. They now have a $60.00 price target on the stock,
up previously from $4.00. 34.4% upside from the previous close of $44.65. This rating
was viewed 81 times. Read More.
Apple Inc. (NASDAQ:AAPL) was given a new $146.00 price target on by analysts at
Barclays PLC on Wednesday. They now have a "neutral" rating on the stock. 8.7%
downside from the previous close of $159.88. This rating was viewed 223 times. Read
More.

Insider trades

Facebook, Inc. (NASDAQ:FB) CEO Mark Zuckerberg sold 247,147 shares of the stock
in a transaction dated Friday, September 8th. The stock was sold at an average price
of $171.96, for a total transaction of $42,499,398.12. The transaction was disclosed in
a document filed with the SEC, which is available at the SEC website. This trade was
viewed 189 times. Read More.
Twitter, Inc. (NYSE:TWTR) Director Evan Clark Williams sold 546,200 shares of the
stock in a transaction dated Wednesday, September 13th. The stock was sold at an
average price of $18.15, for a total transaction of $9,913,530.00. Following the sale, the
director now owns 2,658,594 shares in the company, valued at approximately
$48,253,481.10. The transaction was disclosed in a filing with the Securities & Exchange
Commission, which can be accessed through the SEC website. This trade was viewed
65 times. Read More.

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