Irrobuxtiamo la strategia 20 Ottobre 2017

Cari buxiti,

- Boeing cannibal: riceve un ordine da 39 aerei da Singapore Airlines per un totale di $13,8
miliardi.
http://bit.ly/2ipVg9W

- Baidu sigla una partnership con uno di piu grandi produttori di auto cinesi (BAIC) finalizzato alle
auto e autobus self-driving.
http://bit.ly/2xd3g0A

- Elogi su Paypal dopo gli ottimi dati di ier isera.

http://bit.ly/2yERi0W

- 3 tech stocks da comprare (secondo questarticolo): Apple (P/E a 18), Google (per gli infiniti
business che ha) e Facebook (per le recenti acquisizioni).
http://bit.ly/2ipViP6

- E, molto ironicamente, la stessa piattaforma di informazione finanziaria (Investorplace) pubblica

i 5 tech stock da rigettare tra cui Fitbit, Apple, Facebook, Netflix e Google.
Quando si parla di informazione seria.
http://bit.ly/2yDvZgf

- Intanto si valorizza lacquisto di TBH da parte di Facebook, il cui pool di millennial dovrebbe
trovare molto interessante.
http://bit.ly/2l67GET

- Articolo interessante su Oracle. Non fatevi ingannare dai recenti sell-off sugli earnings, Oracle ha
appena iniziato col cloud, ha ottimi margini di crescita e un P/E a 15 molto sexy.
http://bit.ly/2ywKqoX

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 Irrobuxtiamo la strategia 20 Ottobre 2017
- Qui sotto uno screenshot del profilo dal WSJ, altrettanto sexy.

- Intanto SunTrust conferma lupside potenziale del 20% su Facebook grazie alla crescita
delladvertising, allengagement degli utenti e allinizio della monetizzaione di Messenger.
http://bit.ly/2gtG4Ed

- Campanello dallarme su Wal-Mart, la cui famiglia azionista principale (Waltons) sembra che stia
ritirando parte delle sue azioni. Non solo: lespansione in Cina e Messico non sembra cosa facile
(scandalo mazzette in questultimo), i margini delle vendite online sono piu bassi di quelli in-
store. Allapparenza, la famiglia Waltons sembra piu che altro fare cassa, piuttosto che investire
nel business.
http://bit.ly/2xdaxNS

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 Irrobuxtiamo la strategia 20 Ottobre 2017
- Loverview dei consigli sugli indici di Investing.com delle ore 17.

- Non tutto e perduto per Celgene, i TP restano comunque abbastanza elevati: $166 per RBC,
$170 per Oppenheimer e $136 per Baird.
http://bit.ly/2yXAo0y

- 3 trend preoccupanti per Netflix (e perche lo sconsiglio): 1 il catalogo continua a stringersi (-

50% dal 2012) dato che i produttori si muovono verso competitor che pagano meglio o
addirittura creano loro le proprie piattaforme, 2 sebbene il contenuto proprio sia cresciuto, cio
e avenuto con costi alti e, di conseguenze, un cash flow negativo e infine 3 la concorrenza sta
aumentando.
http://bit.ly/2xVqdod

- Per la cronaca, Bitcoin ha raggiunto brevemente i $6100 e una capitalizzazione momentanea di

$100mliardi.
http://bit.ly/2gtLyPE

- Mini analisi sulla situazione di McDonalds: vantaggio notevole sui competitor, buone
prospettive di crescita, lunga storia di dividendi in crescita, ma valutazione un po strettina
ormai.
http://bit.ly/2xUOxXE

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 Irrobuxtiamo la strategia 20 Ottobre 2017

- Secondo questarticolo, Baidu potrebbe crescere e raggiungere i $300 (se riesce a mantenere il
breakout oltre i $250 per le prossime settimane). Gli earnings sono stimati in crescita del 24%.
http://bit.ly/2xV2sNa

Momento portfolio: ecco le performance dei titoli nelle ultime 1, 2 e 3 settimane.

Non dimenticatevi il crollo di giovedi passato, per comprendere il perche dellultima settimana in
negativo.

1 sett 2 sett 3 sett

Alcoa -0.64% 1.83% 0.59%
alibaba -1.25% -2.62% 2.14%
berkshire hathaway B 0.57% 0.82% 1.96%
Nasdaq 100 -0.09% 0.83% 2.12%
Dow 1.62% 2.49% 3.42%
S&P500 0.69% 1.20% 1.82%
DAX -0.10% 0.11% 0.69%
Baidu -2.90% 5.03%
Blackrock -0.28%
Celgene -11.25%
Boeing 1.92% 2.46% 3.42%
nvidia -0.52%
facebook 0.26% 1.44% 3.25%
ferrari -1.89% -0.20% 1.93%
mastercard -0.57% 0.57% 2.51%
McDonalds 0.78% 3.86% 5.95%
Paypal 5.44% 7.16% 10.58%
Visa -0.69% 0.50% 2.00%
Wal-mart 1.98% 8.58% 11.46%

leva x2 leva x3 leva x4 leva x5

1 sett -0.36% -0.73% -1.09% -1.46% -1.82%
2 sett 2.13% 4.26% 6.39% 8.52% 10.64%
3 sett 3.59% 7.18% 10.77% 14.36% 17.95%

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 Irrobuxtiamo la strategia 20 Ottobre 2017
Notices:

- Facebook tocca i massimali delle ultime 52 settimane.

Trading ideas:

- Wal-Mart potrebbe essere in un pennant alquanto bullish.

http://bit.ly/2xV9lhs

Up/Downgrade

Da 24/7 Wall St.

Baidu Inc. (NASDAQ: BIDU) was reiterated as Buy and the price target was raised to $305 from $232 at
Jefferies. The shares were down 1.6% at $264.52 on Thursday and indicated up 1.5% at $268.43 on
Friday. Baidu has a 52-week trading range of $159.54 to $274.97 and a consensus analyst target price of
$244.92.

Barclays PLC (NYSE: BCS) was raised to Hold from Sell at Berenberg. Its American depositary shares were
down 0.1% at $10.14 on Thursday and were indicated up 1.2% at $10.26 on Friday morning. Its 52-week
range is $8.77 to $12.05.

Celgene Corp. (NASDAQ: CELG) was indicated down 7.5% at $125.65 on Friday morning after closing
down 0.9% on Thursday on news that it is abandoning its Crohns disease treatment. The stock was
downgraded to Neutral from Outperform with a $136 price target at Robert W. Baird. Jefferies
maintained its Buy rating with a $160 target price. It was downgraded to Neutral from Buy with a $140
price target at Citigroup. Celgene has a 52-week range of $96.93 to $147.17, and it had a consensus
target price of $154.38.

Intel Corp. (NASDAQ: INTC) was reiterated as Buy and the price target was raised to $46 from $41 at
Stifel. This is a pre-earnings call. Intel has a 52-week range of $33.23 to $40.33 and a consensus target
price of $40.80. Intel was down 0.4% on Thursday but was indicated up 0.8% at $40.40 on Friday
morning.

PayPal Holdings Inc. (NASDAQ: PYPL) was last seen up 5% at $70.65 after beating earnings. PayPal was
reiterated as Buy with an $80 price target at Jefferies. Wedbush maintained its Outperform rating and
$78 price target. The 52-week range is $38.06 to $69.61, and the consensus analyst target is $69.80.

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 Irrobuxtiamo la strategia 20 Ottobre 2017

Da MarketBeat.com

Barclays PLC (LON:BARC) was upgraded by analysts at Berenberg Bank to a "hold" rating. They
now have a GBX 200 ($2.66) price target on the stock. Read More.
Barclays PLC (NYSE:BCS) was upgraded by analysts at Berenberg Bank from a "sell" rating to a
"hold" rating. Previous closing price of $10.14. Read More.
Harley-Davidson, Inc. (NYSE:HOG) was upgraded by analysts at Argus from a "hold" rating to a
"buy" rating. They now have a $53.00 price target on the stock. 10.2% upside from the previous
close of $48.09. Read More.
Philip Morris International Inc (NYSE:PM) was upgraded by analysts at Societe Generale from a
"hold" rating to a "buy" rating. Previous closing price of $108.15. Read More.
Telefonica SA (NYSE:TEF) was upgraded by analysts at Barclays PLC from an "underweight"
rating to an "equal weight" rating. Previous closing price of $10.40. Read More.
Celgene Corporation (NASDAQ:CELG) was downgraded by analysts at Citigroup Inc. from a "buy"
rating to a "neutral" rating. Previous closing price of $135.96. Read More.
Celgene Corporation (NASDAQ:CELG) was downgraded by analysts at Robert W. Baird from an
"outperform" rating to a "neutral" rating. They now have a $136.00 price target on the stock,
down previously from $162.00. 0.0% upside from the previous close of $135.96. Read More.
eBay Inc. (NASDAQ:EBAY) is now covered by analysts at Guggenheim. They set a "neutral" rating
on the stock. Previous closing price of $37.29. Read More.
SAP SE (NYSE:SAP) is now covered by analysts at BMO Capital Markets. They set a "market
perform" rating and a $115.00 price target on the stock. They noted that the move was a
valuation call. 1.4% upside from the previous close of $113.40. Read More.
Baidu, Inc. (NASDAQ:BIDU) had its price target raised by analysts at Jefferies Group LLC from
$232.00 to $305.00. They now have a "buy" rating on the stock. 15.3% upside from the previous
close of $264.52. Read More.
Celgene Corporation (NASDAQ:CELG) had its price target lowered by analysts at Stifel Nicolaus
from $155.00 to $149.00. They now have a "buy" rating on the stock. 9.6% upside from the
previous close of $135.96. Read More.
E*TRADE Financial Corporation (NASDAQ:ETFC) had its price target raised by analysts at Wells
Fargo & Co from $49.00 to $51.00. They now have an "outperform" rating on the stock. 16.7%
upside from the previous close of $43.69. Read More.
Intel Co. (NASDAQ:INTC) had its price target raised by analysts at Stifel Nicolaus from $41.00 to
$46.00. They now have a "buy" rating on the stock. 14.7% upside from the previous close of
$40.09. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Cantor Fitzgerald
to $79.00. They now have an "overweight" rating on the stock. 17.5% upside from the previous
close of $67.25. Read More.

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 Irrobuxtiamo la strategia 20 Ottobre 2017
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at BTIG Research
from $70.00 to $81.00. They now have a "buy" rating on the stock. 20.4% upside from the
previous close of $67.25. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Monness Crespi &
Hardt from $73.00 to $80.00. They now have a "buy" rating on the stock. 19.0% upside from the
previous close of $67.25. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Wells Fargo & Co
from $65.00 to $70.00. They now have a "market perform" rating on the stock. 4.1% upside
from the previous close of $67.25. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Loop Capital from
$57.00 to $67.00. They now have a "hold" rating on the stock. 0.4% downside from the previous
close of $67.25. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at Morgan Stanley
from $76.00 to $77.00. They now have an "overweight" rating on the stock. 14.5% upside from
the previous close of $67.25. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts at BMO Capital
Markets to $80.00. They now have an "outperform" rating on the stock. 19.0% upside from the
previous close of $67.25. Read More.
Tesla Inc. (NASDAQ:TSLA) had its price target lowered by analysts at J P Morgan Chase & Co
from $200.00 to $195.00. They now have an "underweight" rating on the stock. 44.6% downside
from the previous close of $351.81. Read More.
Unilever plc (LON:ULVR) had its price target lowered by analysts at Berenberg Bank from GBX
5,075 ($67.43) to GBX 5,000 ($66.44). They now have a "buy" rating on the stock. Read More.
Visa Inc. (NYSE:V) had its price target raised by analysts at Morgan Stanley from $114.00 to
$125.00. They now have an "overweight" rating on the stock. 16.8% upside from the previous
close of $107.02. Read More.

Insider sales:

Da Daily Trade Alert:

Barclays (BCS) upgraded by Berenberg from Sell to Hold

Celgene (CELG) downgraded by Baird from Outperform to Neutral
Celgene (CELG) downgraded by Citi from Buy to Neutral

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