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Irrobuxtiamo la strategia 22 Novembre 2017

Cari buxiti,

- Dal mondo dei semiconductors, AMD vince il premio di migliore scheda


con dual EPYC superando anche Intel.
Nvidia, pero avanza nella ripartizione di mercato (+3%).
http://bit.ly/2zXVHPl

- Articolo interessante sui buybacks. Come sappiamo, e unazienda in buona


salute ricompra azioni propria, ci saranno effetti positivi per gli aizonisti.
Al contrario, si rischia di deteriorare il valore.
In questo articolo, una breve lista di requisiti per valutare se un buy-back
e positivo:
o lammontare di azioni flottanti si e ridotto di almeno il 5%
nellanno precedente,
o ROA oltre il 5%,
o price to FCF devessere sopra i 20, e
o lo yield devessere elevato
A tal proposito, una delle aziende meglio piazzate sembra essere proprio
Boeing.
http://bit.ly/2mS2JQT

- Buone notizie per McDonalds che nel Q3 ha dimostrato di performare


bene: vendite a +6% globalmente, average guest count a +2,4% e
dividendo in aumento. Il titolo e poco sotto i massimi di sempre, ma puo
essere ancora ocnsiderato un buy, specialmente per differenziare un
portfolio.
http://bit.ly/2iGeNjE

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Irrobuxtiamo la strategia 22 Novembre 2017
- Consigli di investimento negli indici secondo intesting.com

- Salesforce batte ancora le attese, ma la valutazione potrebbe essere un


poco stretched (P/E a 50x).
http://bit.ly/2iIrSc7

- Intel conferma che alcuni suoi chip possono essere hackerati.


http://bit.ly/2BeTVrl

- Tesla brucia circa $80'000 ogni minuto.


https://bloom.bg/2zWeBpW

- LHoliday Season potrebe generare $107miliardi (+14% y/y). Amazon &C


affilano gli artigli.
http://bit.ly/2zejRC0

- Vari takeaway da ritenere dopo gli earnigns di Salesforce tra cui che le
scommesse intraprese anni fa cominciano a ripagare e che lR&S comincia
a prendere ritmo (oltre che a varie considerazioni fiscali).
http://bit.ly/2BegWKZ
Intanto, Salesforce veine ritenuta da alcuni una delle scommesse piu
sicure sul mercato. Per chi e preoccupato della valutazione, Salesforce e

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Irrobuxtiamo la strategia 22 Novembre 2017
storicamente stato intorno al 7% (prezzo/revenues) mente adesso e al
6,4%. Tornare al 7% implicherebbe una crescita del 10%. Nel 2019 e
attesa una crescita de 20% circa.
http://bit.ly/2B3kNcN

- Secondo i calcoli di questo articolo, lattuale valutazione di Wal-Mart non


e sproporzionata.
http://bit.ly/2AoIfF5

Alerts
Amazon tocca i massimi a 52 settimane.

Trading ideas
Boeing sembra aver teminato il consolidamento e si avvicina alla chiusura del
triangolo ascendente.
http://bit.ly/2AmNYvo

Inversione di tendenza per Visa, che potrebbe iniziare un periodo bullish.


http://bit.ly/2zb9kHC

Apple sembrerebbbe ripetere il breakout di poco fa.


http://bit.ly/2A3JzdK

Up/Downgrade

Da 24/7 Wall St.


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

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Irrobuxtiamo la strategia 22 Novembre 2017
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.

Unilever N.V. (NYSE: UL) was started as Hold at Argus.

Da MarketBeat.com

easyJet plc (LON:EZJ) was upgraded by analysts at Investec to a "buy" rating. They
now have a GBX 1,600 ($21.04) price target on the stock, up previously from GBX 1,400
($18.41). Read More.
Kingfisher plc (LON:KGF) was upgraded by analysts at Jefferies Group LLC to a "buy"
rating. They now have a GBX 400 ($5.26) price target on the stock, up previously from
GBX 310 ($4.08). Read More.
Kingfisher PLC (OTCMKTS:KGFHY) was upgraded by analysts at Jefferies Group LLC
from a "hold" rating to a "buy" rating. current price of $8.67. Read More.
Salesforce.com Inc (NYSE:CRM) was downgraded by analysts at Roth Capital from a
"buy" rating to a "neutral" rating. They now have a $112.00 price target on the stock.
2.9% upside from the current price of $108.80. Read More.
British American Tobacco p.l.c. (LON:BATS) had its price target raised by analysts at
Berenberg Bank from GBX 5,500 ($72.34) to GBX 5,575 ($73.33). They now have a
"buy" rating on the stock. Read More.
Salesforce.com Inc (NYSE:CRM) had its price target raised by analysts at BMO Capital
Markets from $112.00 to $118.00. They now have an "outperform" rating on the stock.
8.5% upside from the current price of $108.80. Read More.
Salesforce.com Inc (NYSE:CRM) had its price target raised by analysts at Royal Bank
Of Canada from $110.00 to $120.00. They now have an "outperform" rating on the
stock. 10.3% upside from the current price of $108.80. Read More.
Salesforce.com Inc (NYSE:CRM) had its price target raised by analysts at Pivotal
Research from $84.00 to $96.00. They now have a "hold" rating on the stock. 11.8%
downside from the current price of $108.80. Read More.
Salesforce.com Inc (NYSE:CRM) had its price target raised by analysts at SunTrust
Banks, Inc. from $114.00 to $122.00. They now have a "buy" rating on the stock. They

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Irrobuxtiamo la strategia 22 Novembre 2017
noted that the move was a valuation call. 12.1% upside from the current price of
$108.80. Read More.
Salesforce.com Inc (NYSE:CRM) had its price target raised by analysts at Canaccord
Genuity from $120.00 to $130.00. They now have a "buy" rating on the stock. 19.5%
upside from the current price of $108.80. Read More.
easyJet plc (LON:EZJ) had its price target raised by analysts at HSBC Holdings PLC
from GBX 1,500 ($19.73) to GBX 1,550 ($20.39). They now have a "buy" rating on the
stock. Read More.
HP Inc. (NYSE:HPQ) had its price target raised by analysts at BMO Capital Markets to
$23.00. They now have a "positive" rating on the stock. 2.4% upside from the current
price of $22.46. Read More.
Palo Alto Networks, Inc. (NYSE:PANW) had its price target raised by analysts at
Imperial Capital from $165.00 to $175.00. They now have an "outperform" rating on the
stock. 15.4% upside from the current price of $151.62. Read More.
Palo Alto Networks, Inc. (NYSE:PANW) had its price target raised by analysts at
Telsey Advisory Group from $165.00 to $175.00. They now have an "outperform" rating
on the stock. 15.4% upside from the current price of $151.62. Read More.

Insider sales:

Da Daily Trade Alert:

Kingfisher (KGFHY) upgraded by Jefferies from Hold to Buy


BASF (BASFY) upgraded by Berenberg from Hold to Buy

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