Irrobuxtiamo la strategia 11 Ottobre 2017

Cari buxiti,

- Alibaba promette investimenti da $15 miliardi in R&D nei prossimi 3 anni.

http://bit.ly/2hDrv10

- Blackrock supera le attese e ri-entra di diritto nella mia lista di titoli sotto-osservazione.
Operating income a $1.398miliardi (+15% anuale) e margini operativi a 45%.
http://bit.ly/2gwOuv6

- Mini riflessione su Wal-mart: il titolo sembra diretto ai $100 e ha un prezzo attuale di

25volte gli earnings. I margini di miglioramento grazie alle-commerce sono interessanti. Un
buon punto di osservazione sara il vedere come procedera il buyback con un prezzo del
titolo in aumento.
http://bit.ly/2i7abpr

- Botta di auto-stima per Facebook che incassa un aumento di TP da Credit Suisse da $190 a
$235 con un rating di Outperfor. Auento del news feed per il mobile da $5.8miliardi a
$6.2miliardi e decelerazione del ad ormai prezzata.
http://bit.ly/2yZHgGZ

- Per chi fosse interessato a Caterpillar, questo analista consiglia di entrare solo in caso di
pullback, dato che gli attuali (quasi) $130 rappresentano un buon TP medio.
http://bit.ly/2wPblIw

- Credit Suisse e in forma oggi, dopo aver rialzato anche il TP per Google a $1350 e
mantenedo lOutperform. Decelerazione minima e ricavi aumentati grazie a Youtube.
http://bit.ly/2yZHApb

- Anche Amazon ottiene un aumento di TP da $1000 a $1350 e mantenedo lOutperform>

http://bit.ly/2zgAaPh

- Anche Snap ricade tra gli upgrade di Credit Suisse. TP da $17 a $20 (+39,5% sul prezzo
attuale).
http://bit.ly/2ydylT3

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 Irrobuxtiamo la strategia 11 Ottobre 2017
- Articolo interessante dalla newsletter del WSJ (che raccomando) che parla delle aspettative
per il 2018: Wall Street prevedo un altro anno rialzista il che non dovrebbe stupire, dato che
sono spesso ottimisti, ma occorre focalizzarsi anche sullentita. Lanno scorso nessuno
aveva previsto un S&P500 a +14%. Il piu accurato analista di tutti sembra essere Mr.
Jonathan Golulm che prevede una crescita intorno al 13% nei prosimi 15 mesi, aiutati da dati
economici fondamentali positivi in US. Jonathan sostiene anche che, seppure le valutazioni
siano alte, non sono ancora a un livello preoccupante.
http://bit.ly/2gd6FsX

- Previsioni macro economiche cupe secondo questo analista, che segue i dati sullesazione
delle tasse per prevedere liquidita e, di conseguenza, le mosse della FED.
http://bit.ly/2kJg1y4

- Consigli di ivnestimento sugli indici da Investing.com verso le 17:30

- Elogio di Google: lAI potenzia il motore di ricerca.

http://bit.ly/2g4fT6Y

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 Irrobuxtiamo la strategia 11 Ottobre 2017
- Elogio di Blackrock, il fondo investimenti piu grande al mondo con quasi $6mila miliardi in
gestione. Il dividendo e crescito a doppia cifra per i passati 5 anni e cio alza lobiettivo ai
$500.
http://bit.ly/2zgDQAs

- Giornata positiva per Visa e Mastercard grazie anche agli upgrade da Wells Fargo con TP
rispettivi a $160 (+10%) e $120 (+11%).
http://bit.ly/2i4J5z1

- Giornata di upgrade! Adesso tocca a Nvidia che ha il TP rialzato da Goldman Sachs da $193 a
$217. La situazione attuale vede il TP medio a $180 (inferiore al prezzo attuale!), 10 buy, 13
outperform, 12 hold e 4 underperform.
http://bit.ly/2kH5vqX

- Analisi e altro elogio di Wal-Mart.

http://bit.ly/2ybSds5

Up/Downgrade

Da 24/7 Wall St.

Johnson & Johnson (NYSE: JNJ) was reiterated as Buy and the price target was raised to $157 from $145
(versus a $133.45 close) at Jefferies. The firm feels that the Pharma division is under-modeled by the
street and will drive above-consensus revenue and earnings growth. The 52-week range is $109.32 to
$137.08, and the consensus price target is $138.05.

Schlumberger Ltd. (NYSE: SLB) was downgraded to Market Perform from Outperform with a
$72 price target (versus a $68.33 close) at BMO Capital Markets. Schlumberger has a 52-week
range of $62.56 to $87.84 and a consensus price target of $78.53.

Visa Inc. (NYSE: V) was raised to Outperform from Market Perform with a $120 price target
(versus a $107.01 close) at Wells Fargo. Visa has a 52-week range of $75.17 to $107.65 and a
consensus price target of $113.03.

Wal-Mart Stores Inc. (NYSE: WMT) was reiterated as Buy and the price target was raised to $97
from $93 at Jefferies. Walmart shares rose almost 4.5% on Tuesday after the retail giant

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 Irrobuxtiamo la strategia 11 Ottobre 2017
committed to a new $20 billion share buyback plan. It now has a 52-week range of $65.28 to
$84.88 and a consensus price target of $84.66.

MasterCard Inc. (NYSE: MA) was raised to Outperform from Market Perform with a $160 price target
(versus a $145.65 close) at Wells Fargo.

Da MarketBeat.com

Chevron Corporation (NYSE:CVX) was upgraded by analysts at Barclays PLC to an "overweight"

rating. Previous closing price of $118.80. Read More.
Johnson & Johnson (NYSE:JNJ) was upgraded by analysts at Jefferies Group LLC from a "hold"
rating to a "buy" rating. They now have a $157.00 price target on the stock, up previously
from $145.00. 17.3% upside from the previous close of $133.90. Read More.
Mastercard Incorporated (NYSE:MA) was upgraded by analysts at Wells Fargo & Company from
a "market perform" rating to an "outperform" rating. They now have a $160.00 price target
on the stock. 9.9% upside from the previous close of $145.65. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) was upgraded by analysts at Morgan Stanley from an
"equal" rating to a "weight" rating. Previous closing price of $66.04. Read More.
Intesa Sanpaolo SpA (OTCMKTS:ISNPY) was downgraded by analysts at J P Morgan Chase & Co
from an "overweight" rating to a "neutral" rating. Previous closing price of $20.70. Read More.
Saipem SpA (NASDAQ:SAPMD) was downgraded by analysts at Goldman Sachs Group, Inc. (The)
from a "buy" rating to a "neutral" rating. Read More.
Schlumberger N.V. (NYSE:SLB) was downgraded by analysts at BMO Capital Markets from an
"outperform" rating to a "market perform" rating. They now have a $72.00 price target on the
stock, up previously from $68.33. 5.4% upside from the previous close of $68.33. Read More.
BP plc (LON:BP) had its price target raised by analysts at Canaccord Genuity from GBX 510
($6.71) to GBX 530 ($6.97). They now have a "buy" rating on the stock. Read More.
NVIDIA Corporation (NASDAQ:NVDA) had its price target raised by analysts at Goldman Sachs
Group, Inc. (The) to $217.00. They now have a "positive" rating on the stock. 14.9% upside from
the previous close of $188.88. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Barclays PLC from
$69.00 to $75.00. They now have an "overweight" rating on the stock. 13.6% upside from the
previous close of $66.04. Read More.
Royal Dutch Shell Plc (LON:RDSB) had its price target raised by analysts at Canaccord Genuity
from GBX 1,900 ($24.98) to GBX 2,000 ($26.30). They now have a "sell" rating on the stock. Read
More.
Under Armour, Inc. (NYSE:UAA) had its price target lowered by analysts at Piper Jaffray
Companies to $14.00. They now have an "average" rating on the stock. 16.9% downside from
the previous close of $16.84. Read More.

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 Irrobuxtiamo la strategia 11 Ottobre 2017
Wal-Mart Stores, Inc. (NYSE:WMT) had its price target raised by analysts at Jefferies Group LLC
from $93.00 to $97.00. They now have a "buy" rating on the stock. 15.3% upside from the
previous close of $84.13. Read More.
Wal-Mart Stores, Inc. (NYSE:WMT) had its price target raised by analysts at Telsey Advisory
Group from $88.00 to $92.00. They now have an "outperform" rating on the stock. 9.4% upside
from the previous close of $84.13. Read More.
Wal-Mart Stores, Inc. (NYSE:WMT) had its price target raised by analysts at Stifel Nicolaus from
$79.00 to $85.00. They now have a "hold" rating on the stock. 1.0% upside from the previous
close of $84.13. Read More.

Da Daily Trade Alert:

Visa (V) upgraded by Wells Fargo from Market Perform to Outperform

Johnson & Johnson (JNJ) upgraded by Jefferies from Hold to Buy
PayPal (PYPL) upgraded by Morgan Stanley from Equal Weight to Overweight
MasterCard (MA) upgraded by Wells Fargo from Market Perform to Outperform
Coca-Cola HBC (CCHGY) downgraded by Jefferies to Hold from Buy

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