Irrobuxtiamo la strategia 23 Ottobre 2017

Cari buxiti,

- Nvidia potrebbe essere danneggiata dai recenti tentative dei very governi di regolare le
criptovalute, che forniscono circa il 10% del fatturato finora (58% dal gaming).
Poca differenziazione ma il blockchain potrebbe limitare i danni.
http://bit.ly/2zx6tsm

- Dopo varia consolidazione e la conferma di un pattern bullish, potrebbe essere lora di Cisco.
http://bit.ly/2zL3OMS

- Buone notizie da Barclays, che rivede il GDP americano in crescita a +2,5%. Le previsioni in
generale degli economisti prevedono un aumento del GDP ma non abbastanza da giustificare la
fine dello stimolo fiscale dalla FED. Questa sarebe la migliore ipotesi per noi buxiti.
http://bit.ly/2gxu98y

- Il nostro Celgene viene upgradato a Neutral da Jefferies con TP a $133 (+10% upside).
http://bit.ly/2xhTMkl

- Di contro, Jefferies aumenta il TP di Nvidia da $180 a $230. Idem per Mizuho.

http://bit.ly/2gE4e2X

Nel frattempo, nonostante la chiusura degli studi per la malattia di Krohn, Celgene potrebbe
trovare profitti dalla cura delle coliti ulcerative (?). Oltre a mantenere diverse piste aperte, la
prinncipale fonte di reddito (Revlimid) rimane.
http://bit.ly/2gzykAC
Morgan Stanley rincara lottimismo e si attende novita M&A da Celgene. Un settlment con Dr/
Reddys Labs potrebbe finalizzarsi prima del previsto. Inoltre gli esiti degli studi su Ozaminod si
dovrebbero finalizzare questa settimana a Parigi. Infine, i prezzi del Revlimid sono stati
aumentati (9%) per la terza volta, il che, secondo vari analisti, dovrebbe compensare eccome il
danno dalala ricerca su Krohn.
http://bit.ly/2lc5zPF
Ancora su Celgene, il cui Ozanimod potrebbe essere ancora piu proficui del fallito GED-0301.
http://bit.ly/2yI09iD
Piovono rinforzi su Celgene: continua crescita delle vendite, approval gia in saccoccia e meno
costi nellR&D
http://bit.ly/2zLlKXJ

- Un altro consiglio di acquisto sembrerebbe essere Salesforce, leader nel Cloud (che pero
comincia ad affollarsi con Amazon, Microsoft, Oracle, Alibaba e Google, solo per fare qualche

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 Irrobuxtiamo la strategia 23 Ottobre 2017
nome). Tra i pro, la sottovalutazione e un bel record di aumento di earnings, tra i contro
(aggiungo io) la poca differenziazione del business plan.
http://bit.ly/2yFuBfT

- Boeing conclude un accordo con Mitsubishi per ridurre i costi di produzione del modello 787.
http://bit.ly/2gx0exp

- Un altro possibile acquisto potrebbe essere Apple: il modello X non dovrebbe avere competitor
dal lato Samsung, il titolo sembra essere ancora sottoprezzato e lazienda in se ha una lunga
storia di crescita.
http://bit.ly/2zKNvzA

- Conferma del valore di Paypal (anche se adesso e facile salire sul carro): leader nel settore,
volume a +30% y/y, la monetizzazione di Venmo e appena iniziata e crescita di revenues e cash-
flow a doppia cifra
http://bit.ly/2yLAQOK

- Tempi duri per Netflix. In questo articolo si ipotizza il raggiungimento dei $300 ad azione, ma
sarebbe piu probabile raggiungere i $150 prima.
http://bit.ly/2zx3TT6
Parlando del diavolo, Netflix emette obbligazioni per $1,6miliardi per finanziare il proprio
debito.
http://bit.ly/2yJi3ld

- Ecco le aspettative di McDonalds pre-earnings.

http://bit.ly/2laFOiT

- Elogio di Visa che ha performato bene, e sempre cresciuto, fornito dividendo e poterbbe
facilmente ripetersi anche in futuro.
http://bit.ly/2zKbGhv

Notices:

Trading ideas:

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 Irrobuxtiamo la strategia 23 Ottobre 2017
-

Up/Downgrade

Da 24/7 Wall St.

General Electric Co. (NYSE: GE) was downgraded to Underweight from Equal Weight at Morgan Stanley.
UBS also downgraded GE to Neutral from Buy after Fridays earnings. In a rather against-the-grain call,
Merrill Lynch raised its rating to Buy from Neutral with a $27 price objective, but the firm lowered
earnings and dividend expectations. 24/7 Wall St. identified 10 harsh realities GE shareholders will have
to deal with from 2018 through 2020. Shares of GE hit a 52-week low of $22.10 on Friday after poor
earnings, but closed up 1% at $23.83 after the market absorbed the new CEO comments. The shares
were indicated down 1.5% at $23.47 on Monday.

NVIDIA Corp. (NASDAQ: NVDA) was reiterated as Buy and the price target was raised to $230
from $180 (versus a $196.90 close) at Jefferies. The firm believes that NVIDIAs Volta GPU with
its tensor cores keeps it well ahead of competition in neural network training and will translate
to upside surprises over the next 18 to 24 months.

Rio Tinto PLC (NYSE: RIO) was downgraded to Sector Perform from Outperform at RBC Capital
Markets. The American depositary shares were up 0.5% at $48.37 on Friday and were indicated
down 1% at $47.87 on Monday.

Illumina Inc. (NASDAQ: ILMN) was raised to Neutral from Sell with a $225 fair value estimate (versus a
$209.88 close) at Janney. The firm believes that the combination of continuing strength in Microarrays,
Services and orders from GRAIL will drive revenue that meets or exceeds expectations.

Da MarketBeat.com

Adobe Systems Incorporated (NASDAQ:ADBE) was upgraded by analysts at Pivotal Research

from a "sell" rating to a "hold" rating on Wednesday. They now have a $160.00 price target on

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 Irrobuxtiamo la strategia 23 Ottobre 2017
the stock, up previously from $118.00. 8.9% downside from the previous close of $175.64. This
rating was viewed 90 times. Read More.
BlackBerry Ltd (NYSE:BB) had its price target raised by analysts at Canaccord Genuity from
$10.00 to $11.00 on Tuesday. They now have a "hold" rating on the stock. 1.1% downside from
the previous close of $11.12. This rating was viewed 99 times. Read More.
General Electric Company (NYSE:GE) was upgraded by analysts at Bank of America Corporation
from a "neutral" rating to a "buy" rating. Previous closing price of $23.83. Read More.
Illumina, Inc. (NASDAQ:ILMN) was upgraded by analysts at Janney Montgomery Scott from a
"sell" rating to a "neutral" rating. Previous closing price of $209.88. Read More.
Illumina, Inc. (NASDAQ:ILMN) was upgraded by analysts at Deutsche Bank AG from a "hold"
rating to a "buy" rating. They now have a $160.00 price target on the stock. 23.8% downside
from the previous close of $209.88. Read More.
Rio Tinto PLC (NYSE:RIO) was downgraded by analysts at Royal Bank Of Canada from an
"outperform" rating to a "sector perform" rating. They now have a $48.37 price target on the
stock, up previously from $47.87. Read More.
Rio Tinto plc (LON:RIO) was downgraded by analysts at Royal Bank Of Canada from an
"outperform" rating to a "sector perform" rating. They now have a GBX 4,000 ($52.78) price
target on the stock, down previously from GBX 4,200 ($55.42). Read More.
Aviva plc (LON:AV) had its price target lowered by analysts at J P Morgan Chase & Co from GBX
624 ($8.23) to GBX 617 ($8.14). They now have an "overweight" rating on the stock. Read More.
Barclays PLC (LON:BARC) had its price target lowered by analysts at Deutsche Bank AG from GBX
231 ($3.05) to GBX 226 ($2.98). They now have a "buy" rating on the stock. Read More.
Barclays PLC (LON:BARC) had its price target lowered by analysts at HSBC Holdings plc from GBX
250 ($3.30) to GBX 240 ($3.17). They now have a "buy" rating on the stock. Read More.
Celgene Corporation (NASDAQ:CELG) had its price target lowered by analysts at Morgan Stanley
from $120.00 to $115.00. They now have an "underweight" rating on the stock. 5.2% downside
from the previous close of $121.33. Read More.
NVIDIA Corporation (NASDAQ:NVDA) had its price target raised by analysts at Jefferies Group
LLC from $180.00 to $230.00. They now have a "buy" rating on the stock. 16.8% upside from the
previous close of $196.90. Read More.
Royal Bank of Scotland Group plc (LON:RBS) had its price target raised by analysts at Deutsche
Bank AG from GBX 269 ($3.55) to GBX 300 ($3.96). They now have a "hold" rating on the
stock. Read More.

Insider sales:

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 Irrobuxtiamo la strategia 23 Ottobre 2017

Da Daily Trade Alert:

General Electric (GE) upgraded by BofA/Merrill from Neutral to Buy

Illumina (ILMN) upgraded by Deutsche Bank from Hold to Buy
General Electric (GE) downgraded by UBS from Buy to Neutral
General Electric (GE) downgraded by Morgan Stanley from Equal Weight to Underweight

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