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Irrobuxtiamo la strategia 17 Ottobre 2017

Cari buxiti,

- Apertura con Netflix, che riporta dati interessanti. Occorre pero tenere a mente che il suo
P/E attuale e 170 (e Buffet non accetta nulla oltre il 15). Le promesse di FCF (free cash flow)
si ripetono senza successo.
http://bit.ly/2gNKDKh
Ancora su Netflix, che dopo gli earnigns appare piu che mai sovraprezzato. Migliori
alternative potrebbero essere Viacom e TimmeWarner, con prezzi molto piu ragionevoli e
piu asset. Cio confermerebbe quegli articoli secondo cui il prezzo sarebbe gia prezzato per
il miglior possibile scenario.
http://bit.ly/2kXCjvQ
Unaltra prospettiva: crescsita utenti, okay, ma debiti cresciuti ancora piu rapidamente e
cash flow sempre piu in rosso. Il rapporto costi/ricavi e il ritmo di spesa non sono
sostenibili.
http://bit.ly/2ywDNm9

- Nvidia ottiene un upgrade da Mizuho: TP a $220 e BUY.


http://bit.ly/2hNKIgD

- Conferma del buono stato di salute di Wal-Mart.


http://bit.ly/2gMPQSy

- Elogio a McDonalds e al suo buon dividendo, in costante crescita da 15 anni (lultimo e


stato aumentato del 7,4% a $1,01). A cio va aggiunto il potenziale dallespansione in Cina.
http://bit.ly/2yvlP2V

- Rassegna di opinioni da Wall Street su Netflix, in seguito agli earnings di ieri sera.
http://bit.ly/2yoIY8b

- Nella rassegna di rating sul biotech, Celgene si piazza con un Outperform e un TP di $162.
http://bit.ly/2ytvZzB

- Paypal ottiene supporto da Credit Suisse.


http://bit.ly/2yvBO1a

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Irrobuxtiamo la strategia 17 Ottobre 2017
- Il 25 Ottobre Bitcoin si splitta e il Bitcooin Gold cosi generato sara particolarmente adatto
alle schede Nvidia. Prossimo TP settato a $300.
http://bit.ly/2ghfsGs

- Crollo verticale per Alibaba in questi ultimi giorni, dovuto al nervosismo di alcuni investitori
alingresso del governo cinese nellazionariato con una quota dell1%. Per fortuna, la quota
di Alibaba nel media (censurato dal governo cinese) e ancora marginale e non dovrebbe
creare problemi.
http://bit.ly/2x3t7rv

Trading ideas:

- Alibaba dovrebbe risalire, se si conferma il canale.


http://bit.ly/2ij9gSG

Up/Downgrade

Da 24/7 Wall St.

Celgene Corp. (NASDAQ: CELG) was started as Outperform with a $162 price target (versus a $136.71
close) at Sanford Bernstein. It has a 52-week range of $96.93 to $147.17, and its consensus analyst
target was $154.74.

Netflix Inc. (NASDAQ: NFLX) was up 1.6% at $202.68 ahead of earnings and up only about 0.3% at
$203.30 after earnings. Jefferies reiterated its Hold rating and raised its target to $190 from $180, and
Wedbush maintained that embarrassing Underperform rating while raising its target to $93 from $88
based on cash flow burn. FBR Capital Markets reiterated its Buy rating but raised its target to $207 from
$172. Loop Capital reiterated its Buy rating and raised its target to $242 from $228.

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Irrobuxtiamo la strategia 17 Ottobre 2017
Da MarketBeat.com

Chevron Corporation (NYSE:CVX) was upgraded by analysts at Macquarie from a "neutral"


rating to an "outperform" rating. They now have a $135.00 price target on the stock. 12.4%
upside from the previous close of $120.13. Read More.
Rio Tinto PLC (NYSE:RIO) was downgraded by analysts at Citigroup Inc. from a "buy" rating to a
"neutral" rating. Previous closing price of $50.02. Read More.
Standard Life Aberdeen PLC (LON:SLA) was downgraded by analysts at Sanford C. Bernstein to a
"market perform" rating. They now have a GBX 430 ($5.71) price target on the stock. Read
More.
Celgene Corporation (NASDAQ:CELG) is now covered by analysts at Sanford C. Bernstein. They
set an "outperform" rating and a $162.00 price target on the stock. 18.5% upside from the
previous close of $136.71. Read More.
Centene Corporation (NYSE:CNC) is now covered by analysts at BMO Capital Markets. They set
an "outperform" rating and a $120.00 price target on the stock. 32.0% upside from the previous
close of $90.92. Read More.
Celgene Corporation (NASDAQ:CELG) had its price target raised by analysts at BMO Capital
Markets from $160.00 to $167.00. They now have a "positive" rating on the stock. 22.2% upside
from the previous close of $136.71. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at FBR & Co from $172.00 to
$207.00. They now have a "buy" rating on the stock. 2.2% upside from the previous close of
$202.59. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Royal Bank Of Canada from
$210.00 to $250.00. They now have an "outperform" rating on the stock. 23.4% upside from the
previous close of $202.59. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Pivotal Research from
$200.00 to $270.00. They now have a "buy" rating on the stock. 33.3% upside from the previous
close of $202.59. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Oppenheimer Holdings,
Inc. from $215.00 to $245.00. They now have an "outperform" rating on the stock. 20.9% upside
from the previous close of $202.59. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Loop Capital from $228.00
to $242.00. They now have a "buy" rating on the stock. 19.5% upside from the previous close of
$202.59. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Piper Jaffray Companies to
$240.00. They now have an "overweight" rating on the stock. 18.5% upside from the previous
close of $202.59. Read More.
Netflix, Inc. (NASDAQ:NFLX) had its price target raised by analysts at Bank of America
Corporation from $199.00 to $225.00. 11.1% upside from the previous close of $202.59. Read
More.

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Irrobuxtiamo la strategia 17 Ottobre 2017

Insider sales:

Da Daily Trade Alert:

Rio Tinto (RIO) downgraded by Citi from Buy to Neutral


Deutsche Boerse (DBOEY) downgraded by JPMorgan from Overweight to Neutral

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