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Cari buxiti,
- Rumours: c’è il 40% di possibilitá che Apple possa comprare Netflix secondo
questo post.
http://bit.ly/2AiUy1t
Momento negativo per Apple. Le previsioni di vendita dell’Iphone X sono
state ribassate da 50M a 30M, secondo il Taiwan’s Economic Daily.
http://bit.ly/2CBFIJc
E lo scandalo delle batterie, potrebbe tramutarsi in un’occasione di aumento
delle vendite, dato che Apple offrirá batterie di ricambio a $29.
http://bit.ly/2CyPTgN
Nonostante il calo di vendite (storia giá risentita in passato, tra l’altro), ci
sono buoni motivi per restare ottimisti, come: mac, iPads, lo smart speaker e
la riforma fiscale.
http://bit.ly/2DZXaDq
Il rimpatrio potrebbe portare a un bell’aumento di dividendo per il Q1 2018.
http://bit.ly/2Cw3cyN
Tra i cui principali beneficiari, dovrebbe esserci proprio Warren Buffet, che
ha recentemente aumentato la propria quota.
http://bit.ly/2CxTITt
- S&P500: obiettivo $150 EPS e 3000 punti nel 2018, secondo Credit Suisse’s U.S. equity
strategy team.
http://bit.ly/2E1cHTC
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Irrobuxtiamo la strategia – 3 Gennaio 2018
- Oracle in ulteriori problemi (il 2018 e le sue prospettive si complicano), dato
che Amazon e SalesForce vogliono cancellare le loro rispettive partnership
con Oracle.
http://bit.ly/2CAFSjq
Ciononostante, Oracle ottiene un upgrade da Morgan Stanley (da Equal
Weight a Overweight). Attualmente 11 BUY, 15 OUTPERFORM, 11 HOLD e 1
SELL. TP medio a $55.
http://bit.ly/2ESg0h1
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Irrobuxtiamo la strategia – 3 Gennaio 2018
i margini siano diminuiti i questi ultimi anni e come il prezzo conti giá buone
performance che potrebbero essere difficili da raggiungere.
http://bit.ly/2E1w7YC
- Elogio di Amazon: almeno metá degli shoppers inizia una ricerca di prodotto
oggigiorno da amazon.com e, grazie al dominio nella fase shippng, puó
imporre T&Cs restrittivi agli shoppers. Senza parlare dell’analytics dei
consumatori, dell’integrazione verticale dei dati, di Amazon Prime e Alexa.
http://bit.ly/2Cw4DgF
Con la linea “Basic Care”, Amazon entra ufficialmente (in punta di piedi)
nell’healthcare.
http://bit.ly/2Clh77n
Ulteriore elogio per Amazon, i cui utenti Prime sono cresciuti del 40%. Il
momentum per il 2018 rimane intatto e il TP viene rialzato a $1350 da GBH.
http://bit.ly/2EP7ZcJ
Sfruttando il momentum, Amazon sembra volersi espandere anche nell’AD e
rubare quote di mercato a Google e Facebook.
http://bit.ly/2qge7I4
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Irrobuxtiamo la strategia – 3 Gennaio 2018
il market cap diviso il numero di transazioni al giorno. Tra 30 e 95, siamo
nella normalitá. Il 19 dicembre, il BTC era a circa 70, quindi nella normalitá e
tutt’ora intorno ai 74. Conclusione: non bolla ma consolidazione.
Il BTC dovrebbe tornare a crescere, confermando i precedenti 4 casi,
soprattutto se la Sec approvasse in fretta un ETF basato sul bitcoin (possibile
a metá 2018, improbabile nel Q1 2018).
http://bit.ly/2CArHMa
E se pensate che il bitcoin sia cresciuto di piú nel 2017, vi sbagliate, perché si
trova in 14ima posizione. #1 Ripple.
http://bit.ly/2lPgXPj
Alerts
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Irrobuxtiamo la strategia – 3 Gennaio 2018
Trading ideas
Apple potrebbe aver incocciato sul support.
http://bit.ly/2AiEsEP
Della stessa opinione anche questo schema.
http://bit.ly/2lQdH5z
Anche qui, tramite lo schema ABCD a farfalla.
http://bit.ly/2lRvIBd
Nvidia dovrebbe essere in fase bullish se si conferma il canale ascendente.
http://bit.ly/2ESbJdN
Per chi ama il rischio, ecco Wal-Mart: la linea di reistenza a $100 è poco lontana e
dopo tanta consolidazione, potrebbe essere il momento di un breakout all’insú.
http://bit.ly/2lQEkHI
Opinione simile anche qui, dove si evidenzia il triangolo ascendente.
http://bit.ly/2CBcdY9
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Irrobuxtiamo la strategia – 3 Gennaio 2018
Nonostante le analisi e i multipli, a un’attenta rilettura, McDonald’s resta pur
sempre un buon investimento con momentum per il 2018.
http://bit.ly/2lQabsT
Up/Downgrade
Da MarketBeat.com
Walt Disney (NYSE:DIS) was upgraded by analysts at Macquarie from a "neutral" rating
to an "outperform" rating. They now have a $125.00 price target on the stock, up
previously from $112.00. 16.3% upside from the current price of $107.51. Read More.
Page 7 of 10
Irrobuxtiamo la strategia – 3 Gennaio 2018
Illumina (NASDAQ:ILMN) was upgraded by analysts at Wells Fargo & Co from a
"market perform" rating to an "outperform" rating. They now have a $205.00 price target
on the stock. 6.2% downside from the current price of $218.49. Read More.
Johnson & Johnson (NYSE:JNJ) was downgraded by analysts at JPMorgan Chase &
Co. from an "overweight" rating to a "neutral" rating. current price of $139.72. Read
More.
BAE Systems (LON:BA) had its price target raised by analysts at Credit Suisse Group
AG from GBX 605 ($8.09) to GBX 610 ($8.16). They now have a "neutral" rating on the
stock. Read More.
Bank of America (NYSE:BAC) had its price target raised by analysts at Barclays PLC
from $28.00 to $35.00. They now have an "equal weight" rating on the stock. 18.6%
upside from the current price of $29.52. Read More.
Citigroup (NYSE:C) had its price target raised by analysts at Barclays PLC from $76.00
to $93.00. They now have an "overweight" rating on the stock. 25.0% upside from the
current price of $74.41. Read More.
Goldman Sachs Group (NYSE:GS) had its price target raised by analysts at Barclays
PLC from $262.00 to $308.00. They now have an "equal weight" rating on the stock.
20.9% upside from the current price of $254.76. Read More.
JPMorgan Chase & Co. (NYSE:JPM) had its price target raised by analysts at Barclays
PLC from $105.00 to $132.00. They now have an "overweight" rating on the stock.
23.4% upside from the current price of $106.94. Read More.
Morgan Stanley (NYSE:MS) had its price target raised by analysts at Barclays PLC
from $52.00 to $62.00. They now have an "equal weight" rating on the stock. 18.2%
upside from the current price of $52.47. Read More.
Netflix (NASDAQ:NFLX) had its price target raised by analysts at Loop Capital from
$237.00 to $241.00. They now have a "buy" rating on the stock. 19.7% upside from the
current price of $201.27. Read More.
J Sainsbury (LON:SBRY) had its price target lowered by analysts at Deutsche Bank AG from
GBX 300 ($4.01) to GBX 260 ($3.48). They now have a "hold" rating on the stock. Read More.
Apple (NASDAQ:AAPL) was given a new $180.00 price target on by analysts at
Rosenblatt Securities on Tuesday. They now have a "buy" rating on the stock. 6.4%
upside from the current price of $169.23. This rating was viewed 177 times. Read More.
AstraZeneca (NYSE:AZN) was upgraded by analysts at JPMorgan Chase & Co. from a
"neutral" rating to an "overweight" rating on Friday. current price of $34.70. This rating
was viewed 145 times. Read More.
Celgene (NASDAQ:CELG) was downgraded by analysts at Sanford C. Bernstein from
an "outperform" rating to a "market perform" rating on Wednesday. They now have a
$121.00 price target on the stock. 15.9% upside from the current price of $104.36. This
rating was viewed 261 times. Read More.
Microsoft (NASDAQ:MSFT) was given a new $100.00 price target on by analysts at
Royal Bank of Canada on Tuesday. They now have a "buy" rating on the stock. 16.9%
upside from the current price of $85.54. This rating was viewed 47 times. Read More.
Microsoft (NASDAQ:MSFT) was given a new $100.00 price target on by analysts at
Oppenheimer Holdings Inc. on Tuesday. They now have a "buy" rating on the stock.
16.9% upside from the current price of $85.54. This rating was viewed 38 times. Read
More.
Page 8 of 10
Irrobuxtiamo la strategia – 3 Gennaio 2018
Visa (NYSE:V) had its price target raised by analysts at Susquehanna Bancshares Inc
from $126.00 to $148.00 on Thursday. 29.8% upside from the current price of $114.02.
This rating was viewed 54 times. Read More.
AstraZeneca (NYSE:AZN) was upgraded by analysts at JPMorgan Chase & Co. from a
"neutral" rating to an "overweight" rating. current price of $34.11. Read More.
Goldman Sachs Group (NYSE:GS) was upgraded by analysts at Vertical Group from a
"hold" rating to a "buy" rating. current price of $256.50. Read More.
General Motors (NYSE:GM) (TSE:GMM.U) had its price target raised by analysts at
Evercore ISI from $40.00 to $41.38. Read More.
Celgene (NASDAQ:CELG) was downgraded by analysts at Sanford C. Bernstein from
an "outperform" rating to a "market perform" rating. current price of $106.97. Read More.
Nike (NYSE:NKE) had its price target raised by analysts at DA Davidson from $68.00 to
$78.00. They now have a "buy" rating on the stock. 23.2% upside from the current price
of $63.29. Read More.
Nike (NYSE:NKE) had its price target lowered by analysts at Canaccord Genuity from
$64.00 to $62.00. They now have a "hold" rating on the stock. 2.0% downside from the
current price of $63.29. Read More.
Royal Dutch Shell (NYSE:RDS.A) was upgraded by analysts at Howard Weil to an
"outperform" rating on Friday. current price of $65.75. This rating was viewed 318
times. Read More.
Exxon Mobil (NYSE:XOM) was upgraded by analysts at Howard Weil from an
"outperform" rating to a "focus list" rating on Friday. current price of $83.97. This rating
was viewed 111 times. Read More.
Walt Disney (NYSE:DIS) was upgraded by analysts at Rosenblatt Securities from a
"neutral" rating to a "buy" rating. They now have a $130.00 price target on the stock.
16.3% upside from the current price of $111.82. Read More.
E*TRADE Financial (NASDAQ:ETFC) was upgraded by analysts at Morgan Stanley
from an "equal weight" rating to an "overweight" rating. They now have a $43.00 price
target on the stock. 13.7% downside from the current price of $49.82. Read More.
Expedia (NASDAQ:EXPE) was upgraded by analysts at Bank of America Corp from a
"neutral" rating to a "buy" rating. current price of $121.42. Read More.
International Business Machines (NYSE:IBM) was upgraded by analysts at Royal
Bank of Canada from a "sector perform" rating to an "outperform" rating. They now have
a $180.00 price target on the stock, up previously from $160.00. They noted that the
move was a valuation call. 16.7% upside from the current price of $154.25. Read More.
Oracle (NYSE:ORCL) was upgraded by analysts at Morgan Stanley from an "equal
weight" rating to an "overweight" rating. They now have a $57.00 price target on the
stock, up previously from $46.63. 22.2% upside from the current price of $46.63. Read
More.
Charles Schwab (NYSE:SCHW) was downgraded by analysts at JMP Securities from
an "outperform" rating to a "market perform" rating. current price of $51.44. Read More.
Yum China (NYSE:YUMC) is now covered by analysts at Macquarie. They set an
"outperform" rating and a $55.00 price target on the stock. 35.4% upside from the
current price of $40.63. Read More.
Zynga (NASDAQ:ZNGA) is now covered by analysts at Consumer Edge. They set an
"overweight" rating and a $4.50 price target on the stock. 14.8% upside from the current
price of $3.92. Read More.
Page 9 of 10
Irrobuxtiamo la strategia – 3 Gennaio 2018
Walt Disney (NYSE:DIS) had its price target raised by analysts at Royal Bank of
Canada to $135.00. They now have a "top pick" rating on the stock. 20.7% upside from
the current price of $111.82. Read More.
McDonald's (NYSE:MCD) had its price target raised by analysts at SunTrust Banks, Inc.
from $163.00 to $205.00. They now have a "buy" rating on the stock. 18.3% upside from
the current price of $173.22. Read More.
Insider sales:
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