Irrobuxtiamo la strategia 6 Ottobre 2017

Cari buxiti,

- Amazon vede i propri costi di consegna dei prototti aumentare di anno in anno, ragion per cui
dovrebbe acquisire una societa di trasporti (nei giorni scorsi, su CNBC si parlava di Fedex). Cio
aprirebbe porte per ulteriori business.
http://bit.ly/2yNy7kB
Altre cattive notizie per Amazon: la sua punta di diamanti nellambito TV Show (Transparent)
ottiene solo 1 milioni di viewers, mentre i suoi competitor ottengono risultati migliori: Netflix
21,7milioni con Stranger Things e 23milioni per la quarta stagione di OITNB.
http://bit.ly/2yuJ52m
- Buone notizie per Boeing che vende 6 aerei a Qatar Airways e a cui potrebbero serguirne altri.
http://bit.ly/2wC8JNV
- Continuando sulla saga di Facebbok, per hci teme conseguenza dal Russiagate, questarticolo
mostra come i costi di revisione e filtro siano facilmente assorbibili e come le conseguenze
diplomatiche siano limitate.
http://bit.ly/2y5MK5q
- Netflix e una mina vagante per vari motivi, tra cui che la crescita internazionale di viewer non e
profitable e che il prezzo attuale e sopravvalutato.
http://bit.ly/2giG22G
Questaltro articolo fa riflettere sul fatto che per Netflix la creazione di contenuto non e piu il
solo motore di crescita, ma occorra anche rivedere il pricing per generare ritorno economici.
http://bit.ly/2xnnFnE
- Il Software di investimento di Wells Fargo (Basato su A.I.) suggerisce di shortare Google e
Facebook.
http://bit.ly/2xnNdw8

Valutazione Portfolio:

1 sett 2 sett 3 sett

Alcoa -0,34% 4,86%
alibaba 3,22% 5,67% -0,43%
berkshire hathaway B 1,09% 2,69% 3,28%
Nasdaq 100 1,38% 3,36% 1,40%
Dow 0,96% 2,14% 1,98%
S&P500 0,80% 2,11% 1,82%
DAX 0,41%
Boeing 1,01% 1,68% 2,17%
facebook 1,63% 5,75% 1,31%
Ferrari 0,15% 2,23% 0,24%
mastercard 1,20% 3,57% 1,50%
McDonalds 1,68% 2,14% 1,86%

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 Irrobuxtiamo la strategia 6 Ottobre 2017
Paypal 2,91% 4,02% 4,97%
Visa 1,22% 3,60% 1,81%
Wal-mart 0,70% -0,19% -1,25%

leva x2 leva x3 leva x4 leva x5

1 sett 1,20% 2,40% 3,60% 4,81% 6,01%
2 sett 3,12% 6,23% 9,35% 12,47% 15,58%
3 sett 1,59% 3,18% 4,77% 6,36% 7,95%

Trading Ideas:

- Visa long, seguendo questo canale.

http://bit.ly/2xYL66g

Up/Downgrade

Da 24/7 Wall St.

Kraft Heinz Co. (NASDAQ: KHC) was raised to Overweight from Neutral with a $90
price target (versus a $78.25 close) at Piper Jaffray. The 52-week range is $76.76 to
$97.77, and the consensus target price of $90.29.

Netflix Inc. (NASDAQ: NFLX) was up 5.4% to $194.39, an all-time high closing price,
after raising its domestic prices on Thursday. The streaming media giant was reiterated
as Hold at Jefferies, but the firm raised its target price to $180 from $165. It was
reiterated as Underperform at Wedbush Securities, but the firm did raise its target price
to $88 from $82 after incorporating the new domestic price increases.

Walt Disney Co. (NYSE: DIS) was maintained as Hold but the price target was cut to $103 from
$110 at Jefferies. The firm feels that the positive moves of direct-to-consumer and taking control
of its content library may help monetization, but they also bring Disneys future earnings
potential into the spotlight.
Harley-Davidson Inc. (NYSE: HOG) was maintained Neutral with a $45 price target (versus a
drop of 4% to close at $46.85 on Thursday) at Wedbush, noting that there are a number of
moving parts that makeup an always-dynamic third quarter but its retail sales continue to

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 Irrobuxtiamo la strategia 6 Ottobre 2017
languish. Harleys 52-week range is $45.53 to $63.40, and it has a $50.62 consensus price
target.

Da MarketBeat.com

Salesforce.com Inc (NYSE:CRM) was upgraded by analysts at JMP Securities to a

"positive" rating. Previous closing price of $95.73. Read More.
Amgen Inc. (NASDAQ:AMGN) had its price target raised by analysts at Morgan Stanley
from $189.00 to $196.00. They now have an "overweight" rating on the stock. 4.9%
upside from the previous close of $186.82. Read More.
British American Tobacco plc (LON:BATS) had its price target lowered by analysts at
Berenberg Bank from GBX 5,670 ($75.21) to GBX 5,500 ($72.95). They now have a
"buy" rating on the stock. Read More.
British American Tobacco plc (LON:BATS) had its price target lowered by analysts at
Jefferies Group LLC from GBX 6,500 ($86.22) to GBX 6,100 ($80.91). They now have a
"buy" rating on the stock. Read More.
Walt Disney Company (The) (NYSE:DIS) had its price target lowered by analysts at
Jefferies Group LLC from $110.00 to $103.00. They now have a "hold" rating on the
stock. 2.9% upside from the previous close of $100.11. Read More.
J P Morgan Chase & Co (NYSE:JPM) had its price target raised by analysts at
Citigroup Inc. from $90.00 to $96.00. They now have a "neutral" rating on the stock.
1.1% downside from the previous close of $97.09. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Oppenheimer
Holdings, Inc. from $200.00 to $215.00. They now have an "outperform" rating on the
stock. 10.6% upside from the previous close of $194.39. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Jefferies Group
LLC to $180.00. They now have a "hold" rating on the stock. 7.4% downside from the
previous close of $194.39. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Bank
of America Corporation from $71.00 to $78.00. They now have a "buy" rating on the
stock. 18.5% upside from the previous close of $65.82. Read More.
Yum! Brands, Inc. (NYSE:YUM) had its price target raised by analysts at Bank of
America Corporation from $41.60 to $45.10. They now have a "neutral" rating on the
stock. 39.5% downside from the previous close of $74.58. Read More.

Da Daily Trade Alert:

Kraft Heinz (KHC) upgraded by Piper Jaffray from Neutral to Overweight

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