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Irrobuxtiamo la strategia 19 Novembre 2017
della formaizone di una linea di resistenza.
http://bit.ly/2AYkj7I
- Articolo che condivido su Wal-Mart: in seguito al recente balzo del 10, il P/E
e volato a oltre 40x, il che lo rende un titolo molto caro.
http://bit.ly/2zVj8XF
- 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 Sh
Range
$33.77 -
AA Alcoa Corp Paul Singer 9/30/2017 Reduce -0.70% -29.07% 8
$47.5
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Irrobuxtiamo la strategia 19 Novembre 2017
Steven $33.77 -
AA Alcoa Corp 9/30/2017 Buy 0.45% New Buy 2
Cohen $47.5
George $33.77 -
AA Alcoa Corp 9/30/2017 Buy 0.17% New Buy
Soros $47.5
Caxton $33.77 -
AA Alcoa Corp 9/30/2017 Add 0.37% 180.00%
Associates $47.5
Amazon.com $938.6 -
AMZN John Griffin 9/30/2017 Reduce -1.03% -51.01%
Inc $1052.8
Amazon.com George $938.6 -
AMZN 9/30/2017 Add 0.07% 33.33%
Inc Soros $1052.8
Amazon.com $938.6 -
AMZN Ron Baron 9/30/2017 Reduce -0.01% -1.39%
Inc $1052.8
Amazon.com Steven $938.6 -
AMZN 9/30/2017 Add 0.81% 183.75%
Inc Cohen $1052.8
Amazon.com Caxton $938.6 -
AMZN 9/30/2017 Add 0.19% 73.47%
Inc Associates $1052.8
John $198.59 -
BA Boeing Co 9/30/2017 Reduce -0.06% -18.20%
Buckingham $256.45
Alibaba
Steven $140.99 -
BABA Group 9/30/2017 Add 0.21% 36.49% 1
Cohen $180.07
Holding Ltd
Alibaba
Caxton $140.99 -
BABA Group 9/30/2017 Reduce -0.02% -42.02%
Associates $180.07
Holding Ltd
Alibaba
$140.99 -
BABA Group John Griffin 9/30/2017 Buy 0.57% New Buy
$180.07
Holding Ltd
Alibaba
Steve $140.99 -
BABA Group 9/30/2017 Reduce -2.04% -24.44% 8
Mandel $180.07
Holding Ltd
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Irrobuxtiamo la strategia 19 Novembre 2017
Alibaba
George $140.99 -
BABA Group 9/30/2017 Reduce -0.37% -61.67%
Soros $180.07
Holding Ltd
Alibaba
$140.99 -
BABA Group Ron Baron 9/30/2017 Add 0.28% 25.07% 1
$180.07
Holding Ltd
Caxton $179.97 -
BIDU Baidu Inc 9/30/2017 Buy 0.01% New Buy
Associates $247.69
$179.97 -
BIDU Baidu Inc Ron Baron 9/30/2017 Add 0.39% 93.89%
$247.69
BlackRock Steven $412.19 -
BLK 9/30/2017 Add 0.11% 101.82%
Inc Cohen $446.11
Celgene Steven $127.43 -
CELG 9/30/2017 Buy 0.05% New Buy
Corp Cohen $144.94
Facebook $148.43 -
FB John Griffin 9/30/2017 Reduce -0.26% -4.91% 1
Inc $173.51
Facebook Caxton $148.43 -
FB 9/30/2017 Add 0.01% 6.73%
Inc Associates $173.51
Facebook Steve $148.43 -
FB 9/30/2017 Reduce -0.87% -18.41% 5
Inc Mandel $173.51
Facebook Steven $148.43 -
FB 9/30/2017 Add 0.72% 292.00% 1
Inc Cohen $173.51
Facebook George $148.43 -
FB 9/30/2017 Reduce -1.23% -77.04%
Inc Soros $173.51
Facebook $148.43 -
FB Ron Baron 9/30/2017 Reduce 0% -0.18%
Inc $173.51
$919.46 -
GOOGL Alphabet Inc Ron Baron 9/30/2017 Reduce 0% -0.16%
$998.31
Caxton $919.46 -
GOOGL Alphabet Inc 9/30/2017 Add 0.13% 202.70%
Associates $998.31
$919.46 -
GOOGL Alphabet Inc John Griffin 9/30/2017 Reduce -2.07% -68.00%
$998.31
Larry $919.46 -
GOOGL Alphabet Inc 9/30/2017 Reduce -0.05% -1.43%
Robbins $998.31
Steven $919.46 -
GOOGL Alphabet Inc 9/30/2017 Reduce -0.51% -37.03%
Cohen $998.31
John $919.46 -
GOOGL Alphabet Inc 9/30/2017 Add 0% 6.81%
Buckingham $998.31
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Irrobuxtiamo la strategia 19 Novembre 2017
George $919.46 -
GOOGL Alphabet Inc 9/30/2017 Buy 0.09% New Buy
Soros $998.31
Mastercard $120.78 -
MA Ron Baron 9/30/2017 Reduce 0% -3.14%
Inc $142.49
Mastercard $120.78 -
MA John Griffin 9/30/2017 Reduce -0.44% -23.16%
Inc $142.49
Mastercard Steven $120.78 -
MA 9/30/2017 Reduce -0.55% -69.35%
Inc Cohen $142.49
Mastercard Steve $120.78 -
MA 9/30/2017 Reduce -0.10% -3.32% 4
Inc Mandel $142.49
McDonald's Caxton $151.85 -
MCD 9/30/2017 Reduce -0.02% -25.32%
Corp Associates $161.53
McDonald's George $151.85 -
MCD 9/30/2017 Buy 0.01% New Buy
Corp Soros $161.53
McDonald's Steven $151.85 -
MCD 9/30/2017 Add 0.10% 46.06%
Corp Cohen $161.53
NVIDIA Caxton $139.33 -
NVDA 9/30/2017 Buy 0.12% New Buy
Corp Associates $187.55
The
$1789.91
PCLN Priceline John Griffin 9/30/2017 Add 2.25% 228.62%
- $2049
Group Inc
The
Caxton $1789.91
PCLN Priceline 9/30/2017 Add 0.04% 183.33%
Associates - $2049
Group Inc
The
Steve $1789.91
PCLN Priceline 9/30/2017 Buy 3.63% New Buy
Mandel - $2049
Group Inc
The
$1789.91
PCLN Priceline Ron Baron 9/30/2017 Reduce 0% -0.13%
- $2049
Group Inc
PayPal Steven $52.87 -
PYPL 9/30/2017 Buy 0.15% New Buy
Holdings Inc Cohen $65.08
PayPal Caxton $52.87 -
PYPL 9/30/2017 Buy 0.09% New Buy
Holdings Inc Associates $65.08
PayPal George $52.87 -
PYPL 9/30/2017 Reduce -0.50% -59.44%
Holdings Inc Soros $65.08
PayPal Steve $52.87 -
PYPL 9/30/2017 Buy 2.09% New Buy 6
Holdings Inc Mandel $65.08
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Irrobuxtiamo la strategia 19 Novembre 2017
Caxton $85.7 -
RACE Ferrari NV 9/30/2017 Reduce 0% -23.64%
Associates $116.85
Larry $93.25 -
V Visa Inc 9/30/2017 Reduce -0.38% -23.59% 2
Robbins $106.21
$93.25 -
V Visa Inc John Griffin 9/30/2017 Add 2.54% 65.86% 3
$106.21
Caxton $93.25 -
V Visa Inc 9/30/2017 Reduce 0% -9.86%
Associates $106.21
Steven $93.25 -
V Visa Inc 9/30/2017 Reduce -0.82% -52.61% 1
Cohen $106.21
$93.25 -
V Visa Inc Ron Baron 9/30/2017 Reduce -0.01% -6.87%
$106.21
Wal-Mart John $73.23 -
WMT 9/30/2017 Add 0.01% 1.21%
Stores Inc Buckingham $81.61
Wal-Mart Steven $73.23 -
WMT 9/30/2017 Reduce -0.38% -92.53%
Stores Inc Cohen $81.61
Wal-Mart Caxton $73.23 -
WMT 9/30/2017 Buy 0.02% New Buy
Stores Inc Associates $81.61
Wal-Mart George $73.23 -
WMT 9/30/2017 Reduce 0% -14.63%
Stores Inc Soros $81.61
Wal-Mart Charles $73.23 -
WMT 9/30/2017 Reduce -0.08% -41.01%
Stores Inc Brandes $81.61
Altra vrangata:
- Cisco va bene agli earnings, ma la sensazione e sempre che non sara unna
crescita da superstar per il futuro.
http://bit.ly/2hH834c
Page 7 of 13
Irrobuxtiamo la strategia 19 Novembre 2017
- Buone news per i detentori di Bitcoin: il prezzo medio a cui gli investitori
potrebbero venderlo ale a quasi $200k.
http://bit.ly/2ixi98w
Alerts
Trading ideas
Facebook in pennant negativo.
http://bit.ly/2zU5TZm
Ma rottura del trend e probabile inizio di fase rialzista.
http://bit.ly/2j9GbpN
Page 8 of 13
Irrobuxtiamo la strategia 19 Novembre 2017
Portfolio
Ecatombe, lo sappiamo, il periodo e quello che e, ma Bitcoin ci tira su un po:
leva
leva x2 leva x3 leva x4 x5
1 sett 1.90% 3.79% 5.69% 7.59% 9.49%
-
2 sett -0.94% -1.88% -2.81% -3.75% 4.69%
3 sett 1.50% 2.99% 4.49% 5.98% 7.48%
Up/Downgrade
Page 9 of 13
Irrobuxtiamo la strategia 19 Novembre 2017
Procter & Gamble Co. (NYSE: PG) was reiterated as Buy with a $99 price target
(versus an $88.23 close) at Jefferies. This is after it appears that Nelson Peltz may
have won a board seat after all.
Exxon Mobil Corp. (NYSE: XOM) was maintained as Sector Perform but the target
price was cut to $85 from $90 at RBC Capital Markets.
PayPal Holdings Inc. (NASDAQ: PYPL) was up 5.8% at $77.70 on Thursday after
announcing that it is selling $6 billion in consumer loans to Synchrony. Credit Suisse
reiterated its Outperform rating and raised its target to $85 from $74, and Jefferies
reiterated its Buy rating and raised its target to $86 from $80. Argus reiterated its
Buy rating and raised its target to $87 from $80.
Salesforce.com Inc. (NYSE: CRM) was reiterated as Outperform and the price target
was raised to $120 from $115 at Credit Suisse ahead of earnings. The firm is looking
for strong deferred revenues and billings guidance.
Da MarketBeat.com
Page 10 of 13
Irrobuxtiamo la strategia 19 Novembre 2017
Cisco Systems, Inc. (NASDAQ:CSCO) had its price target raised by analysts at
Nomura from $29.00 to $33.00. They now have a "neutral" rating on the
stock. 8.8% downside from the current price of $36.19. Read More.
Cisco Systems, Inc. (NASDAQ:CSCO) had its price target raised by analysts at
Deutsche Bank AG from $40.00 to $45.00. They now have a "buy" rating on
the stock. 24.3% upside from the current price of $36.19. Read More.
Cisco Systems, Inc. (NASDAQ:CSCO) had its price target raised by analysts at
Bank of America Corporation from $35.00 to $37.00. They now have a
"neutral" rating on the stock. 2.2% upside from the current price of
$36.19. Read More.
Cisco Systems, Inc. (NASDAQ:CSCO) had its price target raised by analysts at
BMO Capital Markets from $32.00 to $36.00. They now have a "market
perform" rating on the stock. 0.5% downside from the current price of
$36.19. Read More.
Cisco Systems, Inc. (NASDAQ:CSCO) had its price target raised by analysts at
Royal Bank Of Canada to $40.00. They now have an "outperform" rating on
the stock. 10.5% upside from the current price of $36.19. Read More.
Cisco Systems, Inc. (NASDAQ:CSCO) had its price target raised by analysts at
Barclays PLC to $37.00. They now have an "overweight" rating on the stock.
2.2% upside from the current price of $36.19. Read More.
Cisco Systems, Inc. (NASDAQ:CSCO) had its price target raised by analysts at
Jefferies Group LLC to $40.00. They now have a "buy" rating on the stock.
10.5% upside from the current price of $36.19. Read More.
Vodafone Group plc (LON:VOD) had its price target raised by analysts at
Barclays PLC from GBX 225 ($2.96) to GBX 230 ($3.03). They now have an
"equal weight" rating on the stock. Read More.
Kingfisher plc (LON:KGF) was upgraded by analysts at Royal Bank Of Canada
to a "sector performer" rating. They now have a GBX 325 ($4.27) price target
on the stock, up previously from GBX 300 ($3.95). Read More.
Kingfisher PLC (OTCMKTS:KGFHY) was upgraded by analysts at Royal Bank
Of Canada from an "underperform" rating to a "sector perform" rating.
current price of $8.29. Read More.
Unilever PLC (NYSE:UL) is now covered by analysts at Argus. They set a
"hold" rating on the stock. current price of $55.76. Read More.
Salesforce.com Inc (NYSE:CRM) had its price target raised by analysts at
Credit Suisse Group from $115.00 to $120.00. They now have an
"outperform" rating on the stock. 12.1% upside from the current price of
$107.03. Read More.
Page 11 of 13
Irrobuxtiamo la strategia 19 Novembre 2017
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts
at Stifel Nicolaus from $70.00 to $77.00. They now have a "hold" rating on the
stock. 0.9% upside from the current price of $76.33. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts
at Citigroup Inc. to $87.00. They now have a "buy" rating on the stock. 14.0%
upside from the current price of $76.33. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts
at Royal Bank Of Canada from $83.00 to $89.00. They now have an
"outperform" rating on the stock. 16.6% upside from the current price of
$76.33. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts
at Argus from $80.00 to $87.00. They now have a "buy" rating on the stock.
14.0% upside from the current price of $76.33. Read More.
PayPal Holdings, Inc. (NASDAQ:PYPL) had its price target raised by analysts
at Deutsche Bank AG to $88.00. They now have a "buy" rating on the stock.
15.3% upside from the current price of $76.33. Read More.
Royal Bank of Scotland Group plc (LON:RBS) had its price target raised by
analysts at HSBC Holdings PLC from GBX 250 ($3.29) to GBX 280 ($3.68).
They now have a "hold" rating on the stock. Read More.
Wal-Mart Stores, Inc. (NYSE:WMT) had its price target raised by analysts at
Morgan Stanley from $90.00 to $92.00. They now have an "equal weight"
rating on the stock. 5.4% downside from the current price of $97.22. Read
More.
Wal-Mart Stores, Inc. (NYSE:WMT) had its price target lowered by analysts
at Telsey Advisory Group from $108.00 to $96.00. They now have an
"outperform" rating on the stock. 1.3% downside from the current price of
$97.22. Read More.
Wal-Mart Stores, Inc. (NYSE:WMT) had its price target raised by analysts at
Royal Bank Of Canada from $83.00 to $92.00. They now have an
"underperform" rating on the stock. 5.4% downside from the current price of
$97.22. Read More.
Wal-Mart Stores, Inc. (NYSE:WMT) had its price target raised by analysts at
BMO Capital Markets to $99.00. They now have a "market perform" rating on
the stock. They noted that the move was a valuation call. 1.8% upside from
the current price of $97.22. Read More.
Insider sales:
Page 12 of 13
Irrobuxtiamo la strategia 19 Novembre 2017
Apple Inc. (NASDAQ:AAPL) insider Daniel J. Riccio sold 15,641 shares of
Apple stock in a transaction that occurred on Tuesday, November 14th. The
stock was sold at an average price of $172.35, for a total value of
$2,695,726.35. Following the completion of the transaction, the insider now
directly owns 39,682 shares in the company, valued at $6,839,192.70. The
transaction was disclosed in a legal filing with the Securities & Exchange
Commission, which is available through the SEC website. This trade was
viewed 109 times. Read More.
Snap Inc. (NYSE:SNAP) CEO Evan Spiegel sold 1,652,966 shares of Snap stock
in a transaction that occurred on Thursday, November 9th. The stock was
sold at an average price of $12.42, for a total value of $20,529,837.72.
Following the completion of the sale, the chief executive officer now owns
86,657,812 shares of the company's stock, valued at $1,076,290,025.04. The
sale was disclosed in a legal filing with the Securities & Exchange
Commission, which is accessible through this link. This trade was viewed 370
times. Read More.
Tesla Inc. (NASDAQ:TSLA) VP Eric Branderiz sold 1,736 shares of Tesla stock
in a transaction that occurred on Friday, November 10th. The stock was sold
at an average price of $302.31, for a total value of $524,810.16. Following the
completion of the sale, the vice president now owns 1,736 shares of the
company's stock, valued at $524,810.16. The sale was disclosed in a legal
filing with the Securities & Exchange Commission, which is accessible
through this link. This trade was viewed 96 times. Read More.
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