Irrobuxtiamo la strategia 26 Ottobre 2017

Cari buxiti,

- Conferma delle buone prospettive di Visa.

http://bit.ly/2yLpeLV
Rincariamo la dose.
http://bit.ly/2iCLIbr
Ricordiamo che P/E e a 31 (parecchio alto), ma questo quarter aiuta a distendere la pressione.
Questo analista aumento il TP a $120.
http://bit.ly/2gKzzAH

- Warning per gli intenzionati di Caterpillar (me incluso). Lo stock potrebbe terminare a breve il
suo rally data uan crescita ormai quasi esasperata.
http://bit.ly/2lih5t0
Mentre qui si sostiene il contrario, ovvero che, dati i risultati, il prezzo potrebbe cominciare a
essere un po sovravvalutato.
http://bit.ly/2y6zmzD

- Curiosita su Netflix e sul bond che hanno appena emesso. Il prezzo dellemissione e ridicolo e
le stesse obbligazioni hanno rating Junk (B+ da S&P e B1 da Moodys). Come fanno a mantenere
tali condizioni? Usando il valore dello stock ocme garanzia.
http://bit.ly/2z93Cd9

- Articolo interessante dal Business Insider olandese. Le 5 compagnie olandesi con gli azionisti piu
fedeli sonon Heineken, Shell, Altice, Unilever e ABN Amro. Le 5 con gli investitori piu volatili,
invece, sono Gemalto, Galapagos, Ahold, ING e SBM Offshore.
http://bit.ly/2gL1T61

- Ecco un buo indizio dellingiustizia degli earnings, talvolta. Celgene mette a segno +10,2% di
revenues, net income a +477%, EPS a +476% eppure il titolo viaggia a -10% in pre-market per
totalizzare un bel -20% in meno di 2 settimane.
http://bit.ly/2iAzTTh

- Boeing resta un titolo appealing per il lungo periodo.

http://bit.ly/2zQVJ9c
Gli analisti restano positivi, da Morgan Stanely, a Seaport Global, passando per Cai von Rumohr
e Douglas Harned.
http://bit.ly/2yO6bkc
Ulteriore conferma dallopinionista fisso su Seeking Alpha.
http://bit.ly/2yTaHxo
Ulteriore conferma da investorplace.com.
http://bit.ly/2gM1sIE

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 Irrobuxtiamo la strategia 26 Ottobre 2017
- Focus McDonalds: il franchising non e esattamente la soluzione migliore per aumentare le
revenues. Limpresa e buona ma sul lungo periodo e da rivedere.
http://bit.ly/2gFXAp0

Alerts:

Trading ideas:

Up/Downgrade

Da 24/7 Wall St.

Caterpillar Inc. (NYSE: CAT) was reiterated as Buy but the price target was raised to $155 from
$130 (versus a $136.84 prior close) at Argus, with the firm raising its earnings per share
estimates to $6.21 from $4.98 for 2017 and to $8.30 from $6.20 for 2018. Caterpillar has a 52-
week range of $80.33 to $140.44 and a consensus price target of $142.10.

Coca-Cola Co. (NYSE: KO) was reiterated as Equal Weight and the target price was raised to $48
from $47 (versus a $46.05 close) at Morgan Stanley. Credit Suisse reiterated its Outperform
rating and raised its target price to $51 from $50. Coca-Cola has a 52-week range of $39.88 to
$46.98 and a consensus price target of $47.80.

GlaxoSmithKline PLC (NYSE: GSK) was downgraded to Neutral from Buy at Merrill Lynch.

Da MarketBeat.com

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 Irrobuxtiamo la strategia 26 Ottobre 2017
Celgene Corporation (NASDAQ:CELG) was downgraded by analysts at Wells Fargo & Company
from an "outperform" rating to a "market perform" rating. Previous closing price of
$119.52. Read More.
Glencore PLC (LON:GLEN) was downgraded by analysts at Liberum Capital to a "sell" rating. They
now have a GBX 300 ($3.96) price target on the stock, up previously from GBX 285 ($3.76). Read
More.
Glencore PLC (OTCMKTS:GLNCY) was downgraded by analysts at Liberum Capital from a "hold"
rating to a "sell" rating. Previous closing price of $9.93. Read More.
GlaxoSmithKline PLC (NYSE:GSK) was downgraded by analysts at Bank of America Corporation
from a "buy" rating to a "neutral" rating. Previous closing price of $38.19. Read More.
Boeing Company (The) (NYSE:BA) had its price target raised by analysts at Royal Bank Of Canada
from $269.00 to $273.00. They now have a "sector perform" rating on the stock. 5.6% upside
from the previous close of $258.42. Read More.
Boeing Company (The) (NYSE:BA) had its price target raised by analysts at Canaccord Genuity
from $245.00 to $250.00. They now have a "hold" rating on the stock. 3.3% downside from the
previous close of $258.42. Read More.
Caterpillar Inc. (NYSE:CAT) had its price target raised by analysts at BMO Capital Markets from
$150.00 to $165.00. They now have an "outperform" rating on the stock. 20.6% upside from the
previous close of $136.84. Read More.
Caterpillar Inc. (NYSE:CAT) had its price target raised by analysts at Argus from $130.00 to
$155.00. They now have a "buy" rating on the stock. 13.3% upside from the previous close of
$136.84. Read More.
Glencore PLC (LON:GLEN) had its price target raised by analysts at Credit Suisse Group from GBX
397 ($5.24) to GBX 445 ($5.87). They now have an "outperform" rating on the stock. Read More.
Lloyds Banking Group PLC (LON:LLOY) had its price target raised by analysts at J P Morgan Chase
& Co from GBX 83 ($1.10) to GBX 85 ($1.12). They now have an "overweight" rating on the
stock. Read More.
Rio Tinto plc (LON:RIO) had its price target raised by analysts at Credit Suisse Group from GBX
4,000 ($52.78) to GBX 4,300 ($56.74). They now have an "outperform" rating on the stock. Read
More.
Twitter, Inc. (NYSE:TWTR) had its price target raised by analysts at Pivotal Research from $17.00
to $19.00. They now have a "hold" rating on the stock. 10.9% upside from the previous close of
$17.14. Read More.
Under Armour, Inc. (NYSE:UAA) had its price target lowered by analysts at Deutsche Bank AG
from $16.00 to $14.00. They now have a "sell" rating on the stock. 12.6% downside from the
previous close of $16.01. Read More.
Visa Inc. (NYSE:V) had its price target raised by analysts at Morgan Stanley from $125.00 to
$126.00. They now have an "overweight" rating on the stock. 15.1% upside from the previous
close of $109.49. Read More.
Visa Inc. (NYSE:V) had its price target raised by analysts at BMO Capital Markets from $116.00 to
$134.00. They now have an "outperform" rating on the stock. 22.4% upside from the previous
close of $109.49. Read More.

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 Irrobuxtiamo la strategia 26 Ottobre 2017

Insider sales:

Da Daily Trade Alert:

GlaxoSmithKline (GSK) downgraded by BofA/Merrill from Buy to Neutral

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