Irrobuxtiamo la strategia 25 Ottobre 2017

Cari buxiti,

- Nvidia vince unaltra partnership con Delphi, grazie alla sua expertise nellA.I. e self-driving car.
http://bit.ly/2lf3UJk

- Qualche takeaway dalla newsletter di oggi di Mind over markets:

- tutti parlano di bolla, il mercato tira lo stesso e Wall Street non sembra preoccupata,
- a oggi, il 17% delle imprese nellS&P500 ha riportato earnings e di queste, ben il 76% ha
battuto le attese dei loro EPS. Tasso medio di crescita degli EPS a 1,7% (inferiore al precedente
2%, forse anche a causa di GE).
http://bit.ly/2z6cujt

- Ancora Paypal: buona crescita, potenziale da Venmo e potenzialmente ancora adesso un buon
entry point.
http://bit.ly/2lf73IV
Un altro focus su PP. La compagnia sta beneficiando del suo piano di espansione mobile (+73%
da inizio anno) e laumento dei margini e dovuto anche dallapprezzamento del proprio stock

- Focus su GM: questo articolo sostiene che il balzo di ieri sia ingiustificato, guardando ai dati. La
concorrenza di Tesla e dannosa, cash e liquidita si sono ridotti, idem per lEBIT (earnings
before interest and tax) in Nord America.
http://bit.ly/2z5zsaB
Questaltro articolo e piu positivo, ma sempre cauto.
http://bit.ly/2zCSSjr

- Laltro gigante che ieri ha avuto ottime performance e stato Caterpillar che non viene elogiato
eccessivamente in questo articolo a causa anche di valutazioni ormai un po troppo allargate.
http://bit.ly/2gIIl2t
Anche Investorplace e dello stesso avviso.
http://bit.ly/2yPTdSC

- Consigli di vendita: PG, GE e Delta.

http://bit.ly/2iyf5Mg

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 Irrobuxtiamo la strategia 25 Ottobre 2017
- Per chi cercasse i famosi titoli da performance non stellari ma stabili, ecco un bel pezzo sul
confront tra PG e JJ.
http://bit.ly/2i2VdNj

- Visa va bene e prevede una crescita delle revenues e vede un aumemnto dei volumi del 10%.
Transazioni totali a +13% su base annuale.
https://seekingalpha.com/news/3303834-healthy-earnings-beat-
visa?uprof=45&dr=1#email_link

- Tra le ragione del crollo del DOW di oggi, Chipotle.

https://moneymorning.com/2017/10/25/how-chipotle-is-weighing-down-the-dow-jones-today/

- I consigli di investimento sugli indici da Investing.com delle ore 17.

- Rompiamo il ghiacco con Amazon e i suoi earnings: Goldman Sachs e alquanto negativo al
riguardo. Ciononostante mantiene il TP a $1275 e il Buy.
http://bit.ly/2z6A2Vs

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 Irrobuxtiamo la strategia 25 Ottobre 2017
- Visa potrebbe essere penalizzata da un eccessivo hype intorno a Paypal e lanalista Andrew
Jeffrey fissa il TP a $135.
http://bit.ly/2yKKguc
Opinione simile anche per SunTrust.
http://bit.ly/2zN3Y6l

- Reazione esagerata dei mercati a Boeing, che posta buoni data ma non fornisce una guidance
scintillante.
http://bit.ly/2zPUYgz

Alerts:

Volume di McDonalds a piu del doppio della media degli ultimi 30 giorni (comprensibilmente dopo gli
earnings).

Trading ideas:

Up/Downgrade

Da 24/7 Wall St.

Apple Inc. (NASDAQ: AAPL) was started with a Buy rating and assigned a $193 price target (versus a
$157.10 prior close) at HSBC. Apple is due to report earnings next week, and its shares have a 52-week
range of $104.08 to $164.94 and a consensus price target of $174.39.

General Motors C. (NYSE: GM) was downgraded to Equal Weight from Overweight with a $43 price
target (versus a $46.48 close) at Morgan Stanley. GM closed up 2.9% at $46.48 on Tuesday and was
indicated down 1.5% at $45.80 on Wednesday, and it has a 52-week range of $30.21 to $46.76. The
consensus price target is $44.39.

Adobe Systems Inc. (NASDAQ: ADBE) was reiterated as Buy and the price target was raised to $195 at
Argus, following last weeks meeting that caused many price targets to be raised.

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 Irrobuxtiamo la strategia 25 Ottobre 2017

Da MarketBeat.com

Baidu, Inc. (NASDAQ:BIDU) was upgraded by analysts at OTR Global to a "positive" rating.
Previous closing price of $264.00. Read More.
General Motors Company (NYSE:GM) (TSE:GMM.U) was upgraded by analysts at BMO Capital
Markets to a "market perform" rating. They now have a $48.00 price target on the stock. 3.3%
upside from the previous close of $46.48. Read More.
Illumina, Inc. (NASDAQ:ILMN) was upgraded by analysts at Robert W. Baird from a "neutral"
rating to an "outperform" rating. They now have a $228.00 price target on the stock, up
previously from $184.00. 8.1% upside from the previous close of $210.82. Read More.
General Motors Company (NYSE:GM) (TSE:GMM.U) was downgraded by analysts at Morgan
Stanley from an "overweight" rating to an "equal weight" rating. They now have a $43.00 price
target on the stock, down previously from $46.48. 7.5% downside from the previous close of
$46.48. Read More.
Novartis AG (NYSE:NVS) was downgraded by analysts at Barclays PLC from an "equal weight"
rating to an "underweight" rating. Previous closing price of $83.13. Read More.
Apple Inc. (NASDAQ:AAPL) is now covered by analysts at HSBC Holdings plc. They set a "buy"
rating and a $193.00 price target on the stock. 22.9% upside from the previous close of
$157.10. Read More.
BT Group PLC (NYSE:BT) had its price target lowered by analysts at Jefferies Group LLC from GBX
280 ($3.69) to GBX 265 ($3.50). They now have a "hold" rating on the stock. 1360.1% upside
from the previous close of $18.15. Read More.
BT Group plc (LON:BT.A) had its price target lowered by analysts at Jefferies Group LLC from
GBX 280 ($3.69) to GBX 265 ($3.50). They now have a "hold" rating on the stock. Read More.
Caterpillar Inc. (NYSE:CAT) had its price target raised by analysts at Stifel Nicolaus from $125.00
to $145.00. They now have a "hold" rating on the stock. 4.9% upside from the previous close of
$138.24. Read More.
Caterpillar Inc. (NYSE:CAT) had its price target raised by analysts at Robert W. Baird from
$130.00 to $140.00. They now have a "neutral" rating on the stock. 1.3% upside from the
previous close of $138.24. Read More.

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 Irrobuxtiamo la strategia 25 Ottobre 2017
Caterpillar Inc. (NYSE:CAT) had its price target raised by analysts at Royal Bank Of Canada from
$120.00 to $143.00. They now have a "sector perform" rating on the stock. 3.4% upside from
the previous close of $138.24. Read More.
Caterpillar Inc. (NYSE:CAT) had its price target raised by analysts at Deutsche Bank AG from
$121.00 to $149.00. They now have a "hold" rating on the stock. 7.8% upside from the previous
close of $138.24. Read More.
E*TRADE Financial Corporation (NASDAQ:ETFC) had its price target raised by analysts at
Deutsche Bank AG from $48.00 to $49.00. They now have a "buy" rating on the stock. 12.3%
upside from the previous close of $43.62. Read More.
General Motors Company (NYSE:GM) (TSE:GMM.U) had its price target raised by analysts at
Deutsche Bank AG from $51.00 to $52.00. They now have a "buy" rating on the stock. 11.9%
upside from the previous close of $46.48. Read More.
General Motors Company (NYSE:GM) (TSE:GMM.U) had its price target raised by analysts at
Royal Bank Of Canada from $44.00 to $51.00. They now have a "sector perform" rating on the
stock. 9.7% upside from the previous close of $46.48. Read More.
Illumina, Inc. (NASDAQ:ILMN) had its price target raised by analysts at Bank of America
Corporation from $215.00 to $240.00. They now have a "buy" rating on the stock. 13.8% upside
from the previous close of $210.82. Read More.
AT&T Inc. (NYSE:T) had its price target lowered by analysts at Robert W. Baird from $43.00 to $42.00.
They now have an "outperform" rating on the stock. 20.5% upside from the previous close of
$34.86. Read More.
AT&T Inc. (NYSE:T) had its price target lowered by analysts at Deutsche Bank AG from $41.00 to $38.00.
They now have a "hold" rating on the stock. 9.0% upside from the previous close of $34.86. Read More.
Unilever plc (LON:ULVR) had its price target raised by analysts at Liberum Capital from GBX 3,870 ($51.07)
to GBX 3,960 ($52.26). They now have a "hold" rating on the stock. Read More.

Insider sales:

Da Daily Trade Alert:

Novartis (NVS) downgraded by Barclays from Equal Weight to Underweight

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