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Page 1 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
- E tra i benefici della riforma fiscale, per i titoli tech, c pure una riduzione
dellEPS.
https://seekingalpha.com/news/3317153-tax-bill-boost-tech-giants-
eps?uprof=45&dr=1#email_link
- Celgene una di quelle aziende BioTech che ha comprato azioni proprie dopo
i recenti crolli, sintomo che il sell-off stato esagerato e che lazienda crede
nel proprio recupero.
http://bit.ly/2j9mAGl
- Uno dei mostri sacri di questo 2017 (Boeing) aumenta il dividendo di ben il
20%: $1,71 che vanno in ex0div l8 Febbraio.
http://bit.ly/2AJkjZQ
Cos facendo, conferma lottimo momento e che il dividendo potrebbe
continuare il trend di crescita.
http://bit.ly/2k6SQLk
Ciononostante, questo articolo propone di uscire, dato che al prezzo attuale
(+83% da inizio anno), sembra che i mercati abbiano gi prezzato gli
earnings dei prossimi 2 anni.
http://bit.ly/2AJAS7I
Boeing perde unordine a vantaggio di Airbus (100 A321).
http://bit.ly/2yMZx9G
Secondo questo articolo, la posizione sarebbe ormai eccessivamente prezzata
e, nonostante rosee prospettive, lautore intende ridurre lesposizione a
questo titolo.
http://bit.ly/2ouXpDS
La concorrenza dalla Cina potrebbe iniziare a farsi sentire.
http://bit.ly/2kCp40k
Aumento di TP da Morgan Stanley a $310 dai precedenti a $285.
http://bit.ly/2kDVgk5
E Boeing sar anche uno dei primi beneficiari della riforma fiscale seocndo
Page 2 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Bernstein. TP a $310.
http://bit.ly/2AJqX1X
Lo stesso CEO considera il Tax bill un bellincentivo per la sua azienda.
http://bit.ly/2k6Do1w
- Tra le forze motrici del Bitcoin, secondo il WSJ, ci sarebbero pure un sacco di
utenti asiatici.
http://on.wsj.com/2orX58X
Previsioni per lanno prossimo per il bitcoin: il fisco americano potr
cominciare a prelevare sugli importi relativi ai bitcoin, il numero di utenti nel
mondo delle cripto aumenter e ci sar differenziazione (con dash, ethereum
litecoin ecc), aumenter linteresse da parte degli investitori istituzionali
come anche la regolazione giuridica d itali strumenti.
http://bit.ly/2k6zvcY
- Dopo il fallito sbarco sulla luna, sembra che Amazon possa entrare nel
banking.
http://bit.ly/2BmqUu7
Morgan Stanley riporta che Amazon Prime sta rallentando.
http://bit.ly/2BmqUu7
- Oppenheimer ritiene che Baidu continuer a correre anche nel 2018 e rialza
il TP a $295.
http://bit.ly/2AZUGYO
Page 3 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
- Tra i consigli di acquisto (almeno per inizio 2018) c Bank of America che
dovrebbe cominciare a beneficiare del congiunto economico (tassi in
aumento e deregolazione fiscale, in primis).
http://bit.ly/2os3P6x
Ribadito il consiglio di acquisto di BoA.
http://bit.ly/2BoghHc
-
Portfolio
Page 4 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Alerts
McDonalds, Blackrock e Boeing ai massimi da 52 settimane.
Trading ideas
Apple in possibile breakout.
http://bit.ly/2j8MUR2
Interessante previsione basata su un sedicente algoritmo neuronale che vede
Nvidia avvicinarsi a quota $200 verso natale.
http://bit.ly/2osqTCm
Idem per Facebook previsto intorno ai $179 per natale.
http://bit.ly/2BzLM3z
E con Apple si prevede poco meno di $175.
http://bit.ly/2kCqesS
Per qualche ragione di tecnica sconosciuta, questo utente sostiene che settimana
prossima Nvidia andr in rally.
http://bit.ly/2jcJI6N
Possibile Cup per Facebook Ergo si potrebbe andarci long.
http://bit.ly/2osqTCm
Amazon in triangolo ascendente.
http://bit.ly/2CNQ0Tc
Page 5 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Up/Downgrade
Amazon.com Inc. (NASDAQ: AMZN) saw its price target raised at Cowen to
$1,500 from $1,225, and the company maintains its Outperform rating on the
shares. The 52-week trading range for the tech colossus is $747.70 to
$1213.41. The consensus price target is $1252.04. The stocks closed
Wednesday at $1152.35.
Bank of America Corp. (NYSE: BAC) was reiterated as Outperform and the
price target was raised to $34 from $29 at Keefe Bruyette & Woods. This is
just a day after UBS raised its target price to $31 from $27. The stock has a
52-week range of $21.77 to $29.50.
Citigroup Inc. (NYSE: C) was reiterated as Outperform and the price target
was raised to $87 from $80 (versus a $76.15 prior close) at Keefe Bruyette &
Woods. The shares have a 52-week range of $55.23 to $77.92 and a consensus
target price of $77.29.
Ralph Lauren Corp. (NYSE: RL) was downgraded to Underperform from
Neutral with a new price objective of $80 at Merrill Lynch. Shares were down
1% at $100.14 on Tuesday, and the stock was indicated down 2.3% more at
$97.80 on Wednesday morning. Its 52-week range is $66.06 to $103.86.
Adobe Systems Inc. (NASDAQ: ADBE) was reiterated as Buy and the price
objective was raised to $220 from $213 (versus a $173.57 close) at Merrill
Lynch.
JPMorgan Chase & Co. (NYSE: JPM) was reiterated as Outperform and the
price target was raised to $116 from $102 at Keefe Bruyette & Woods.
Morgan Stanley (NYSE: MS) was raised to Outperform from Market Perform
and the price target was raised to $59 from $52 at Keefe Bruyette & Woods
Delta Air Lines Inc. (NYSE: DAL) saw its price target raised to $66 from $62 at
Cowen. That compares with a consensus target of $64.76. The analysts noted
a positive investors day in which the company provided 2018 guidance
forecasting revenue growth of 4% to 6% and earnings per share growth of
10% to 15%. The 52-week trading range is $43.81 to $55.75. The shares
closed right near the top end of that range on Thursday at $55.25.
Under Armour Inc. (NYSE: UAA) was raised to Buy from Hold at Stifel. The 52-
week range for the sports apparel giant is $11.40 to $31.06. The consensus
price target is $13.29, but the stock closed above that level on Thursday at
$13.82
Fitbit Inc. (NYSE: FIT) was downgraded to Sell from Hold at Stifel. The 52-
week range is $4.90 to $8.40, and the consensus price objective is $6.71. The
stock closed Thursday at $6.82
Page 6 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Nike Inc. (NYSE: NKE) was raised to Buy from Hold at Argus. The 52-week
trading range for the shoe and apparel giant is $50.35 to $64.46. The
consensus price target is $59.55. The shares closed trading on Wednesday at
$64.30.
Verizon Communications Inc. (NYSE: VZ) was downgraded to Hold from Buy
at HSBC Securities. The 52-week trading range is $42.80 to $54.83. The
consensus price target is $51.61. With the shares closing Wednesday at
$52.89, and having made a sensational run since mid-November, this could be
a valuation call.
Verizon Communications Inc. (NYSE: VZ) was raised to Buy from Neutral and
the price target was raised to $61 from $47 (versus a $51.84 close) at Instinet.
Shares were indicated up 0.5% at $52.05 on Tuesday, in a 52-week range of
$42.80 to $54.83 and with a consensus target price of $50.83.
Adobe Systems Inc. (NASDAQ: ADBE) was downgraded to Neutral from
Overweight with a $185 price target (versus a $174.31 close) at JPMorgan.
Da MarketBeat.com
Page 7 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Ferrari (NYSE:RACE) had its price target raised by analysts at Jefferies Group
LLC to $130.00. They now have a "buy" rating on the stock. 24.2% upside
from the current price of $104.63. Read More.
Barclays (LON:BARC) had its price target lowered by analysts at Jefferies
Group LLC from GBX 216 ($2.91) to GBX 205 ($2.76). They now have a "hold"
rating on the stock. Read More.
Goldman Sachs Group (NYSE:GS) had its price target raised by analysts at
Bank of America Corp from $290.00 to $300.00. They now have a "buy" rating
on the stock. 22.0% upside from the current price of $245.95. Read More.
Harley-Davidson (NYSE:HOG) had its price target raised by analysts at
Wedbush from $45.00 to $49.00. They now have a "neutral" rating on the
stock. 3.7% downside from the current price of $50.88. Read More.
Palo Alto Networks (NYSE:PANW) was upgraded by analysts at William
Blair from a "market perform" rating to an "outperform" rating on Monday.
current price of $143.89. This rating was viewed 82 times. Read More.
Snap (NYSE:SNAP) is now covered by analysts at Evercore ISI on Tuesday.
They set an "underperform" rating and a $7.00 price target on the stock.
53.6% downside from the current price of $15.07. This rating was viewed 59
times. Read More.
Tesla (NASDAQ:TSLA) was downgraded by analysts at Cann from a "hold"
rating to a "sell" rating on Tuesday. current price of $315.13. This rating was
viewed 101 times. Read More.
Tesla (NASDAQ:TSLA) was downgraded by analysts at Cascend Securities
from a "hold" rating to a "sell" rating on Tuesday. They now have a $250.00
price target on the stock. 20.7% downside from the current price of $315.13.
This rating was viewed 77 times. Read More.
Allianz (OTCMKTS:AZSEY) was upgraded by analysts at Barclays PLC from an
"underweight" rating to a "hold" rating. current price of $23.30. Read More.
L'Oreal (OTCMKTS:LRLCY) was upgraded by analysts at Goldman Sachs
Group Inc from a "neutral" rating to a "buy" rating. current price of
$44.40. Read More.
Lloyds Banking Group (NYSE:LYG) was upgraded by analysts at BNP Paribas
from an "underperform" rating to a "neutral" rating. current price of
$3.63. Read More.
Nike (NYSE:NKE) was upgraded by analysts at OTR Global to a "positive"
rating. current price of $61.59. Read More.
Telefonica (NYSE:TEF) was downgraded by analysts at Sanford C. Bernstein
from a "market perform" rating to an "underperform" rating. current price of
$10.05. Read More
Page 8 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Ferrari (NYSE:RACE) is now covered by analysts at HSBC Holdings PLC. They
set a "hold" rating on the stock. current price of $105.84. Read More.
Admiral Group (LON:ADM) had its price target lowered by analysts at
Barclays PLC from GBX 1,845 ($24.83) to GBX 1,801 ($24.24). They now have
an "underweight" rating on the stock. Read More.
Citigroup (NYSE:C) had its price target raised by analysts at Nomura to
$84.00. They now have a "buy" rating on the stock. 10.9% upside from the
current price of $75.71. Read More.
Activision Blizzard (NASDAQ:ATVI) was upgraded by analysts at Goldman
Sachs Group Inc from a "neutral" rating to a "buy" rating. current price of
$63.17. Read More.
Verizon Communications (NYSE:VZ) was upgraded by analysts at Nomura
from a "neutral" rating to a "buy" rating. They now have a $61.00 price target
on the stock. 14.8% upside from the current price of $53.12. Read More.
Adobe Systems (NASDAQ:ADBE) was downgraded by analysts at J P Morgan
Chase & Co from an "overweight" rating to a "neutral" rating. They now have
a $185.00 price target on the stock. 6.1% upside from the current price of
$174.31. Read More.
Aviva (OTCMKTS:AVVIY) was downgraded by analysts at Bank of America
Corp from a "buy" rating to a "neutral" rating. current price of $13.62. Read
More.
Ralph Lauren (NYSE:RL) was downgraded by analysts at Bank of America
Corp from a "neutral" rating to an "underperform" rating. They now have a
$80.00 price target on the stock, down previously from $100.14. 20.1%
downside from the current price of $100.14. Read More.
Paypal (NASDAQ:PYPL) had its price target raised by analysts at Nomura
from $79.00 to $82.00. They now have a "buy" rating on the stock. 11.4%
upside from the current price of $73.62. Read More.
Paypal (NASDAQ:PYPL) had its price target raised by analysts at BMO Capital
Markets from $80.00 to $85.00. They now have an "outperform" rating on the
stock. 15.5% upside from the current price of $73.62. Read More.
Nike (NYSE:NKE) was upgraded by analysts at Argus from a "hold" rating to a
"buy" rating. They now have a $64.46 price target on the stock, up previously
from $50.35. 0.2% upside from the current price of $64.30. Read More.
Rio Tinto (NYSE:RIO) was downgraded by analysts at J P Morgan Chase & Co
from an "overweight" rating to a "neutral" rating. current price of
$48.36. Read More.
Verizon Communications (NYSE:VZ) was downgraded by analysts at HSBC
Holdings PLC from a "buy" rating to a "hold" rating. They now have a $42.80
price target on the stock, down previously from $54.83. They noted that the
Page 9 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
move was a valuation call. 19.1% downside from the current price of
$52.89. Read More.
Bank of America (NYSE:BAC) had its price target raised by analysts at Keefe,
Bruyette & Woods from $29.00 to $34.00. They now have an "outperform"
rating on the stock. 17.6% upside from the current price of $28.92. Read
More.
Citigroup (NYSE:C) had its price target raised by analysts at Keefe, Bruyette
& Woods from $80.00 to $87.00. They now have an "outperform" rating on
the stock. 15.8% upside from the current price of $75.14. Read More.
Illumina (NASDAQ:ILMN) had its price target raised by analysts at Morgan
Stanley from $122.00 to $135.00. They now have an "underweight" rating on
the stock. 37.1% downside from the current price of $214.55. Read More.
McDonald's (NYSE:MCD) had its price target raised by analysts at Piper
Jaffray Companies from $175.00 to $185.00. They now have an "overweight"
rating on the stock. 6.6% upside from the current price of $173.55. Read
More.
Rolls-Royce (OTCMKTS:RYCEY) was upgraded by analysts at Deutsche Bank
AG from a "sell" rating to a "hold" rating. current price of $11.07. Read More.
Under Armour (NYSE:UA) was upgraded by analysts at Stifel Nicolaus from a
"hold" rating to a "buy" rating. current price of $12.45. Read More.
Under Armour (NYSE:UAA) was upgraded by analysts at Stifel Nicolaus from
a "hold" rating to a "buy" rating. They now have a $17.00 price target on the
stock, up previously from $12.00. 23.0% upside from the current price of
$13.82. Read More.
Amgen (NASDAQ:AMGN) was downgraded by analysts at Goldman Sachs
Group Inc from a "conviction-buy" rating to a "buy" rating. current price of
$174.92. Read More.
Barclays (NYSE:BCS) was downgraded by analysts at Investec from a "buy"
rating to a "hold" rating. current price of $10.82. Read More.
Walt Disney (NYSE:DIS) was downgraded by analysts at Edward Jones from
a "buy" rating to a "hold" rating. current price of $110.57. Read More.
Fitbit (NYSE:FIT) was downgraded by analysts at Stifel Nicolaus from a
"hold" rating to a "sell" rating. They now have a $6.00 price target on the
stock. 12.0% downside from the current price of $6.82. Read More.
Oracle (NYSE:ORCL) was downgraded by analysts at Royal Bank of Canada
from an "outperform" rating to a "sector perform" rating. current price of
$48.02. Read More.
Adobe Systems (NASDAQ:ADBE) had its price target raised by analysts at
Jefferies Group LLC to $205.00. They now have a "buy" rating on the stock.
17.1% upside from the current price of $175.00. Read More.
Page 10 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Adobe Systems (NASDAQ:ADBE) had its price target raised by analysts at
Citigroup Inc. to $202.00. They now have a "buy" rating on the stock. 15.4%
upside from the current price of $175.00. Read More.
Adobe Systems (NASDAQ:ADBE) had its price target raised by analysts at
BMO Capital Markets from $187.00 to $205.00. They now have an
"outperform" rating on the stock. 17.1% upside from the current price of
$175.00. Read More.
Adobe Systems (NASDAQ:ADBE) had its price target raised by analysts at
Barclays PLC to $193.00. They now have an "overweight" rating on the stock.
10.3% upside from the current price of $175.00. Read More.
Adobe Systems (NASDAQ:ADBE) had its price target raised by analysts at
JMP Securities from $170.00 to $210.00. They now have an "outperform"
rating on the stock. 20.0% upside from the current price of $175.00. Read
More.
Delta Air Lines (NYSE:DAL) had its price target raised by analysts at Cowen
Inc from $62.00 to $66.00. They now have an "outperform" rating on the
stock. 19.5% upside from the current price of $55.25. Read More.
Walt Disney (NYSE:DIS) had its price target raised by analysts at Wells Fargo
& Company to $135.00. They now have an "outperform" rating on the stock.
22.1% upside from the current price of $110.57. Read More.
Walt Disney (NYSE:DIS) had its price target raised by analysts at Piper
Jaffray Companies from $120.00 to $125.00. They now have an "overweight"
rating on the stock. 13.1% upside from the current price of $110.57. Read
More.
Twenty-First Century Fox (NASDAQ:FOXA) had its price target raised by
analysts at Telsey Advisory Group from $28.00 to $34.00. They now have a
"market perform" rating on the stock. 2.5% downside from the current price
of $34.88. Read More.
Oracle (NYSE:ORCL) had its price target lowered by analysts at BMO Capital
Markets from $57.00 to $55.00. They now have an "outperform" rating on the
stock. 14.5% upside from the current price of $48.02. Read More.
Oracle (NYSE:ORCL) had its price target lowered by analysts at Canaccord
Genuity from $57.00 to $53.00. They now have a "buy" rating on the stock.
10.4% upside from the current price of $48.02. Read More.
Altice USA (NYSE:ATUS) is now covered by analysts at Societe Generale on
Wednesday. They set a "buy" rating on the stock. current price of $19.03. This
rating was viewed 61 times. Read More.
Fitbit (NYSE:FIT) was downgraded by analysts at Stifel Nicolaus from a
"hold" rating to a "sell" rating on Friday. They now have a $6.00 price target
Page 11 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
on the stock. 4.8% downside from the current price of $6.30. This rating was
viewed 72 times. Read More.
Royal Dutch Shell (LON:RDSB) was given a new GBX 2,790 ($37.55) price
target on by analysts at Goldman Sachs Group Inc on Thursday. They now
have a "buy" rating on the stock. This rating was viewed 69 times. Read More.
Insider sales:
Page 12 of 13
Irrobuxtiamo la strategia 17 Dicembre 2017
Tesla Inc (NASDAQ:TSLA) VP John Douglas Field sold 1,400 shares of the
company's stock in a transaction on Wednesday, December 13th. The shares
were sold at an average price of $340.67, for a total value of $476,938.00.
Following the completion of the sale, the vice president now owns 21,528
shares in the company, valued at $7,333,943.76. The sale was disclosed in a
filing with the Securities & Exchange Commission, which is available
through the SEC website. This trade was viewed 79 times. Read More.
Page 13 of 13