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- Qui sotto una lista di variazione per i titoli del nostro portfolio secondo le
variazioni dichiarate dagli investment manager su Gurufocus.com
Price
Symbol Company Guru Date Action Impact Change Shares
Range
T Boone $33.77 -
AA Alcoa Corp 9/30/2017 Reduce -0.37%
$47.5
-16.64% 117054
Pickens
$33.77 -
AA Alcoa Corp Jim Simons 9/30/2017 Reduce -0.03%
$47.5
-28.82% 1935696
Joel $33.77 -
AA Alcoa Corp 9/30/2017 Buy 0.03%
$47.5
New Buy 37323
Greenblatt
4 reduce - 1 Add
Amazon.com $938.6 -
AMZN Inc Frank Sands 9/30/2017 Reduce -0.32%
$1052.8
-5.54% 1846411
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Irrobuxtiamo la strategia 13 Novembre 2017
Amazon.com Paul Tudor $938.6 -
AMZN Inc
9/30/2017 Reduce -2.43%
$1052.8
-95.94% 3489
Jones
Amazon.com $938.6 -
AMZN Inc Dodge & Cox 9/30/2017 Reduce 0%
$1052.8
-5.68% 830
Joel $198.59 -
BA Boeing Co 9/30/2017 Add 0.17%
$256.45
20.70% 264896
Greenblatt
Buy 6
Jeremy $198.59 -
BA Boeing Co 9/30/2017 Buy 0%
$256.45
New Buy 2000
Grantham
$198.59 -
BA Boeing Co Jim Simons 9/30/2017 Buy 0%
$256.45
New Buy 1500
Alibaba
$140.99 -
BABA Group John Burbank 9/30/2017 Add 0.15%
$180.07
1.79% 180452
Holding Ltd
Alibaba Howard $140.99 -
BABA Group 9/30/2017 Add 0.14%
$180.07
5.42% 682345
Holding Ltd Marks
Alibaba Sarah $140.99 -
BABA Group 9/30/2017 Add 0.56%
$180.07
15.94% 2113559
Holding Ltd Ketterer Buy 8 - reduce 4
Alibaba Julian $140.99 -
BABA Group 9/30/2017 Reduce -0.68%
$180.07
-11.40% 189600
Holding Ltd Robertson
Alibaba
$140.99 -
BABA Group David Tepper 9/30/2017 Reduce -0.27%
$180.07
-3.56% 3562500
Holding Ltd
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Irrobuxtiamo la strategia 13 Novembre 2017
Alibaba
$140.99 -
BABA Group Frank Sands 9/30/2017 Reduce -0.59%
$180.07
-8.50% 14938591
Holding Ltd
Ruane $179.97 -
BIDU Baidu Inc 9/30/2017 Reduce -1.99%
$247.69
-79.85% 302917
Cunniff
$179.97 -
BIDU Baidu Inc Jim Simons 9/30/2017 Add 0.21%
$247.69
1417.58% 802800
$179.97 -
BIDU Baidu Inc John Rogers 9/30/2017 Reduce -0.23%
$247.69
-8.90% 1091778
$179.97 -
BIDU Baidu Inc Dodge & Cox 9/30/2017 Reduce -0.12%
$247.69
-13.89% 4890587
Mason $179.97 -
BIDU Baidu Inc 9/30/2017 Reduce -0.02%
$247.69
-2.85% 426214
Hawkins
$179.97 -
BIDU Baidu Inc Frank Sands 9/30/2017 Add 0.42%
$247.69
8.17% 7557474
Reduce 6 - Add 5
First Pacific $179.97 -
BIDU Baidu Inc 9/30/2017 Reduce -0.08%
$247.69
-3.11% 1718200
Advisors
Tweedy $179.97 -
BIDU Baidu Inc 9/30/2017 Add 0%
$247.69
0.02% 1406604
Browne
$179.97 -
BIDU Baidu Inc Lee Ainslie 9/30/2017 Buy 0.05%
$247.69
New Buy 14320
Sarah $179.97 -
BIDU Baidu Inc 9/30/2017 Reduce -0.28%
$247.69
-3.37% 3632692
Ketterer
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Irrobuxtiamo la strategia 13 Novembre 2017
BlackRock Joel $412.19 -
BLK Inc
9/30/2017 Add 0.09%
$446.11
691.54% 14588
Greenblatt
BlackRock $412.19 -
BLK Inc Jim Simons 9/30/2017 Buy 0.03%
$446.11
New Buy 63717 Buy 2 - reduce 1
Celgene $127.43 -
CELG Corp Frank Sands 9/30/2017 Buy 0%
$144.94
New Buy 4130
Celgene $127.43 -
CELG Corp Murray Stahl 9/30/2017 Reduce 0%
$144.94
-2.65% 7939
Reduce 5 - Buy 3
Celgene $127.43 -
CELG Corp Jim Simons 9/30/2017 Reduce -0.12%
$144.94
-64.96% 410238
Celgene $127.43 -
CELG Corp David Rolfe 9/30/2017 Reduce -0.49%
$144.94
-15.34% 676776
Facebook $148.43 -
FB Inc David Tepper 9/30/2017 Add 2.27%
$173.51
40.05% 3300000
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Irrobuxtiamo la strategia 13 Novembre 2017
Facebook Andreas $148.43 -
FB Inc
9/30/2017 Reduce -1.82%
$173.51
-28.89% 4399672
Halvorsen
Facebook $148.43 -
FB Inc Jim Simons 9/30/2017 Add 0%
$173.51
0.86% 470500
Facebook $148.43 -
FB Inc Frank Sands 9/30/2017 Reduce -0.50%
$173.51
-7.33% 13915065
Facebook $148.43 -
FB Inc Lee Ainslie 9/30/2017 Reduce -0.46%
$173.51
-6.84% 3286667
Facebook $148.43 -
FB Inc Zeke Ashton 9/30/2017 Buy 4.29%
$173.51
New Buy 14500
$919.46 -
GOOGL Alphabet Inc Jim Simons 9/30/2017 Reduce 0%
$998.31
-1.24% 327848
$919.46 -
GOOGL Alphabet Inc Michael Price 9/30/2017 Add 0.04%
$998.31
17.65% 2000
$919.46 -
GOOGL Alphabet Inc Murray Stahl 9/30/2017 Reduce 0%
$998.31
-1.67% 8090
$919.46 -
GOOGL Alphabet Inc Tom Russo 9/30/2017 Reduce 0%
$998.31
-0.24% 2097
Tweedy $919.46 -
GOOGL Alphabet Inc 9/30/2017 Reduce -0.01%
$998.31
-0.33% 133486
Browne
David $919.46 -
GOOGL Alphabet Inc 9/30/2017 Reduce -0.41%
$998.31
-10.42% 10686
Winters
Stanley $919.46 -
GOOGL Alphabet Inc 9/30/2017 Add 2.53%
$998.31
32.75% 231850
Druckenmiller
Leon $919.46 -
GOOGL Alphabet Inc 9/30/2017 Add 0.14%
$998.31
2.27% 162435
Cooperman
NWQ $919.46 -
GOOGL Alphabet Inc 9/30/2017 Reduce -0.13%
$998.31
-18.72% 43575
Managers
$919.46 -
GOOGL Alphabet Inc David Rolfe 9/30/2017 Reduce -0.62%
$998.31
-10.11% 192996
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Irrobuxtiamo la strategia 13 Novembre 2017
Joel $919.46 -
GOOGL Alphabet Inc 9/30/2017 Add 0.12%
$998.31
29.23% 37345
Greenblatt
Jeremy $919.46 -
GOOGL Alphabet Inc 9/30/2017 Reduce -0.07%
$998.31
-3.26% 402546
Grantham
Ruane $919.46 -
GOOGL Alphabet Inc 9/30/2017 Add 1.72%
$998.31
44.86% 650980
Cunniff
$919.46 -
GOOGL Alphabet Inc Dodge & Cox 9/30/2017 Reduce -0.04%
$998.31
-19.51% 202924
Andreas $919.46 -
GOOGL Alphabet Inc 9/30/2017 Add 5%
$998.31
116.21% 1475225
Halvorsen
$919.46 -
GOOGL Alphabet Inc Mario Cibelli 9/30/2017 Reduce -0.21%
$998.31
-17.86% 2300
$919.46 -
GOOGL Alphabet Inc Frank Sands 9/30/2017 Reduce -0.25%
$998.31
-6.11% 1379795
Mastercard $120.78 -
MA Inc Chuck Akre 9/30/2017 Reduce -0.04%
$142.49
-0.38% 5325084
Reduce 7 - Buy 4
Mastercard $120.78 -
MA Inc Jim Simons 9/30/2017 Reduce -0.29%
$142.49
-43.23% 2500100
Mastercard $120.78 -
MA Inc Murray Stahl 9/30/2017 Reduce -0.01%
$142.49
-2.34% 72871
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Irrobuxtiamo la strategia 13 Novembre 2017
Mastercard $120.78 -
MA Inc Lee Ainslie 9/30/2017 Add 0%
$142.49
16.09% 16450
McDonald's $151.85 -
MCD Corp Chuck Royce 9/30/2017 Add 0%
$161.53
6.56% 32500
McDonald's $151.85 -
MCD Corp Jim Simons 9/30/2017 Reduce -0.17%
$161.53
-81.49% 198600
McDonald's $151.85 -
MCD Corp Dodge & Cox 9/30/2017 Reduce 0%
$161.53
-12.01% 19056
Stanley $139.33 -
NVDA NVIDIA Corp 9/30/2017 Buy 0.74%
$187.55
New Buy 91500
Druckenmiller
$139.33 -
NVDA NVIDIA Corp Jim Simons 9/30/2017 Reduce -0.14%
$187.55
-15.73% 4010100 Reeuce 3 - Buy 2
Jeremy $139.33 -
NVDA NVIDIA Corp 9/30/2017 Reduce -0.02%
$187.55
-93.07% 1900
Grantham
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Irrobuxtiamo la strategia 13 Novembre 2017
The Joel $1789.91
PCLN Priceline 9/30/2017 Buy 0.18%
- $2049
New Buy 6578
Group Inc Greenblatt
The
$1789.91
PCLN Priceline Frank Sands 9/30/2017 Reduce -0.89%
- $2049
-15.43% 866776
Group Inc
PayPal $52.87 -
PYPL Holdings Inc David Rolfe 9/30/2017 Reduce -1.28%
$65.08
-22.23% 2722126
PayPal $52.87 -
PYPL Holdings Inc Dodge & Cox 9/30/2017 Reduce 0%
$65.08
-10.54% 101020
PayPal $52.87 -
PYPL Holdings Inc Chuck Royce 9/30/2017 Reduce 0%
$65.08
-50.00% 6400
Reduce 6 - Buy 2
PayPal $52.87 -
PYPL Holdings Inc Lee Ainslie 9/30/2017 Add 0.09%
$65.08
185.70% 167280
PayPal $52.87 -
PYPL Holdings Inc Mario Cibelli 9/30/2017 Reduce -0.12%
$65.08
-1.92% 255000
PayPal $52.87 -
PYPL Holdings Inc Murray Stahl 9/30/2017 Reduce 0%
$65.08
-2.29% 97196
$93.25 -
V Visa Inc Tom Russo 9/30/2017 Add 0%
$106.21
0.87% 567051
Buy 7 - Reduce 6
Louis Moore $93.25 -
V Visa Inc 9/30/2017 Reduce -0.36%
$106.21
-38.46% 200000
Bacon
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Irrobuxtiamo la strategia 13 Novembre 2017
Jeremy $93.25 -
V Visa Inc 9/30/2017 Buy 0%
$106.21
New Buy 2400
Grantham
Andreas $93.25 -
V Visa Inc 9/30/2017 Add 1.60%
$106.21
29.90% 10220406
Halvorsen
$93.25 -
V Visa Inc David Rolfe 9/30/2017 Reduce -1.12%
$106.21
-17.47% 1838646
$93.25 -
V Visa Inc John Burbank 9/30/2017 Add 1.34%
$106.21
36.88% 171339
$93.25 -
V Visa Inc Lee Ainslie 9/30/2017 Add 3%
$106.21
206.24% 3338754
$93.25 -
V Visa Inc Dodge & Cox 9/30/2017 Reduce 0%
$106.21
-7.27% 6380
Ruane $93.25 -
V Visa Inc 9/30/2017 Add 0.31%
$106.21
13.10% 2895205
Cunniff
Joel $93.25 -
V Visa Inc 9/30/2017 Reduce -0.01%
$106.21
-4.28% 140190
Greenblatt
$93.25 -
V Visa Inc Frank Sands 9/30/2017 Reduce -0.84%
$106.21
-11.86% 22172651
Wal-Mart $73.23 -
WMT Stores Inc Jim Simons 9/30/2017 Add 0.09%
$81.61
19.35% 6043000
Wal-Mart $73.23 -
WMT Stores Inc Tom Russo 9/30/2017 Reduce 0%
$81.61
-30.04% 7009
Wal-Mart $73.23 -
WMT Stores Inc Lee Ainslie 9/30/2017 Buy 0.13%
$81.61
New Buy 133030 Reduce 4 - Buy 2
Wal-Mart $73.23 -
WMT Stores Inc Dodge & Cox 9/30/2017 Reduce -0.01%
$81.61
-0.91% 21055702
Wal-Mart $73.23 -
WMT Stores Inc Murray Stahl 9/30/2017 Buy 0.01%
$81.61
New Buy 3093
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Irrobuxtiamo la strategia 13 Novembre 2017
- Google diventa il motore di ricerca di Firefox, che cosi abbandona Yahoo
(vedasi Verizon).
http://bit.ly/2hDupam
- Le revenues del Singles Day di Baidu sono aumentate del 120% questanno.
http://bit.ly/2A2Q9nN
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Irrobuxtiamo la strategia 13 Novembre 2017
- Buone notizie dai mercati: come sappiamo benissimo e da oltre una
settimana che vediamo rosso al punto che lindice della volatilita CBOE e
balzato addirittura del 14%. E come sappiamo, buona parte dei timori sono
legati alla riforma fiscale di Trump.
Ebbene, domani sara un giorno catartico perche alHouse si votera la
riforma fiscale. I leader della Camera sostengono di avere abbastanza voti per
farla passare.
Ciononostante, occorre passare pure il senato e li la maggioranza
repubblicana prevede un cambi importante che prevede un aggiunta di $1,5
trilioni al deficit nazionale in 0 anni e leliminazione delle deduzioni.
http://bit.ly/2zKxTwi
- Buone notizie per Apple e cattive news per Netflix: il gigante di Cupertino
entra nellindustry dello streaming e lo fa in maniera corposa.
http://bit.ly/2AIVoVS
- Riflessione che ho ritrovato nel WSJ: per chi segue specialmente gli indici,
cioe che si e visto recentemente e che allapertura vediamo i vari
Nasdaq100, DOW e D&P500 a -1%, per poi recuperare tutto il rosso nella
stessa sessione.
Tale evento con tale ricorrenza e alquanto strano e sembra che ci siau n
gruppo di investitori disponibile a comprare a ogni dip.
Che sia la strategia giusta anche per noi?
http://bit.ly/2zGgTK0
- Chi segue CNBC conosce Jim Cramer e le sue affermazioni: qui dice che non
compra Amazon a causa dellelevato P/E. Come dargli torto?
http://bit.ly/2jvwV31
Alerts
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Irrobuxtiamo la strategia 13 Novembre 2017
Trading ideas
Facebook dovrebbe aver trovato support al prezzo attuale.
http://bit.ly/2zL2FVK
Up/Downgrade
Wal-Mart Stores Inc. (NYSE: WMT) was reiterated as Outperform and the price target
was raised to $100 from $90 (versus a $91.09 prior close) at Oppenheimer. Walmart
has a 52-week range of $65.28 to $91.98 and a consensus analyst target of $88.77.
Da MarketBeat.com
Page 12 of 13
Irrobuxtiamo la strategia 13 Novembre 2017
Insider sales:
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