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Irrobuxtiamo la strategia – 8 Gennaio 2018

Cari buxiti,

- Acquisti mobile a +40% per Alibaba.


http://bit.ly/2CRdbPg

- Secondo UBS, Apple potrebbe ricomprare $122miliardi delle sue proprie


azioni.
Che compri Netflix o che si ricompri il proprio azionariato, lo trovo pur
sempre un titolo da tenere in portfolio.
http://bit.ly/2EmZCEj
E proprio l’acquisto di Netflix sembra poco probabile per varie ragioni:
prezzo proibitivo, carattere speculativo di un eventuale acquisto e
rendimento sproporzionato (Netflix ragiona in milioni, Apple in miliardi).
http://bit.ly/2CK5t6l

- Oggi Mastercard e Visa sugli scudi grazie agli acquisti natalizi che hanno
fatturato circa $808miliardi. Il trilione sembra un traguardo possibile per il
2018.
http://bit.ly/2CK5t6l

- Nvidia cresce ancora e sigla partnership con Volkswagen e Uber, marcando


la leadership nei processori per le self-driving cars.
http://bit.ly/2FfapSj
Nvidia cresce ma quanto durerá? questo articolo risponde solo con un
semplice “BUY”.
http://bit.ly/2AHKD5H

- Crollo di Intel: secondo questo articolo potrebbe essere ancora presto per
entrare long, dato che gli investimenti di quest’azienda sono tutti sul lungo
periodo.
Permettetemi di dissentire e considerare questo come un attuale BUY, data
l’attuale buono stato di salute finanziaria di Intel.
http://bit.ly/2mblwD7
Dall’altro lato si evidenzia come le patch di Intel & partners abbiano avuto
impatto bassissimo sulle performance, il che non dovrebbe allarmare gli
investitori.
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Irrobuxtiamo la strategia – 8 Gennaio 2018
http://bit.ly/2AGsNjp

- Celgene (da molti considerata la punta di diamante del biotech) ricrolla


ancora per lo stesso motivo: aumento delle vendite del 17%, earnings a +25%
ma guidance ribassata. Risultato: toccato -4% oggi.
http://bit.ly/2EpeLVU

- JPMorgan upgrada Catepillar da NEUTRAL a OVERWEIGHT e aumenta il TP


del 40% a $200 grazie alla prevista riforma fiscale. Earnings il 25 Gennaio.
http://bit.ly/2CUF5Kk

- Per un motivo simile (riforma fiscal), sembra che anche Visa punti a
migliorare le condizioni dei propri dipendenti (nello specifico nel fondo
pensione).
http://bit.ly/2qFnSj7

- #Cripto: sembra che dal 15 potrebbe esserci uno stimolo all’insú poiché da
questa data i banchieri americani ricevono i loro bonus (parliamo di centinaia
di migliaia) che potrebbero facilmente essere spesi in bitcoin.
http://bit.ly/2CK5t6l

- Intel potrebbe avere un buon 2018 in prospettiva.


http://on.mktw.net/2m8jFPk

- Mastercard aumenta il dividendo di oltre il 13%.


http://bit.ly/2m8uD7H

- Tra le possibile cause del crollo cripto di oggi, un crackdown delle autoritá
coreane sulle criptovalute.
http://bit.ly/2CSHYLz

- Consigli di acquisto: Wal-Mart, il quale potrebbe essere in procinto di


effettuare un breakout.
http://bit.ly/2Els2yo

Alerts

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Irrobuxtiamo la strategia – 8 Gennaio 2018
(ormai soliti) Massimi da 52 settimane per Boeing, google, Visa, Mastercard,
Amazon, Alcoa, Blackrock, Facebook e Wal-Mart.

Trading ideas
Confermato il triangolo ascendente per Apple. Ci sarebbe stato da investirci qualche
soldo.
http://bit.ly/2CSHYLz

Up/Downgrade

Da 24/7 Wall St.


 Caterpillar Inc. (NYSE: CAT) was raised to Overweight from Neutral with a
$200 price objective at JPMorgan, noting that tax reform and strong demand
are better than expected. Caterpillar closed up 1.6% at $161.96 on Friday and
was indicated up another 1.3% at $164.13 on Monday. It has a prior 52-week
range of $90.34 to $162.05 and a consensus price target of $151.27.

 GoPro Inc. (NASDAQ: GPRO) was downgraded to Neutral from Buy at


Longbow Research. After closing down 0.66% at $7.52 on Friday, the stock
was indicated down 4.8% at $7.16 on Monday after this call. GoPro has a 52-
week range of $7.14 to $11.89 and a consensus price target of $10.17.

 Snap Inc. (NYSE: SNAP) was downgraded to Hold from Buy with a $15 price
target (versus a $14.50 close) at Jefferies. It closed down 0.6% at $14.50 on
Friday and was indicated down 1.4% at $14.30 on Monday. Snap has a 52-
week range of $11.28 to $29.44 and a consensus price target of $12.22.

Da MarketBeat.com

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Irrobuxtiamo la strategia – 8 Gennaio 2018
 Bank of America (NYSE:BAC) was upgraded by analysts at Credit Suisse
Group AG to an "outperform" rating on Thursday. They now have a $35.00
price target on the stock, up previously from $32.00. 15.4% upside from the
current price of $30.33. This rating was viewed 141 times. Read More.
 Bank of America (NYSE:BAC) had its price target raised by analysts at
Barclays PLC from $28.00 to $35.00 on Tuesday. They now have an "equal
weight" rating on the stock. 15.4% upside from the current price of $30.33.
This rating was viewed 53 times. Read More.
 Bank of America (NYSE:BAC) had its price target lowered by analysts at
Instinet from $37.00 to $30.00 on Wednesday. 1.1% downside from the
current price of $30.33. This rating was viewed 49 times. Read More.
 Walt Disney (NYSE:DIS) was upgraded by analysts at Macquarie from a
"neutral" rating to an "outperform" rating on Tuesday. They now have a
$125.00 price target on the stock, up previously from $112.00. 12.0% upside
from the current price of $111.62. This rating was viewed 67 times. Read
More.
 Fitbit (NYSE:FIT) is now covered by analysts at Roth Capital on Friday. They
set a "buy" rating and a $10.00 price target on the stock. 69.5% upside from
the current price of $5.90. This rating was viewed 57 times. Read More.
 Mastercard (NYSE:MA) was upgraded by analysts at Mizuho from a "neutral"
rating to a "buy" rating on Thursday. current price of $159.04. This rating was
viewed 52 times. Read More.
 Royal Dutch Shell (LON:RDSB) was given a new GBX 2,725 ($36.44) price
target on by analysts at Credit Suisse Group AG on Friday. They now have a
"buy" rating on the stock. This rating was viewed 75 times. Read More.
 Tesla (NASDAQ:TSLA) was given a new $155.00 price target on by analysts at
Bank of America Corp on Wednesday. They now have a "sell" rating on the
stock. 51.0% downside from the current price of $316.58. This rating was
viewed 64 times. Read More.
 Caterpillar (NYSE:CAT) was upgraded by analysts at JPMorgan Chase & Co.
from a "neutral" rating to an "overweight" rating. They now have a $200.00
price target on the stock, up previously from $161.96. 20.7% upside from the
current price of $165.72. Read More.
 Deutsche Bank (NYSE:DB) was downgraded by analysts at HSBC Holdings
plc from a "buy" rating to a "hold" rating. current price of $18.55. Read More.
 GoPro (NASDAQ:GPRO) was downgraded by analysts at Longbow Research
from a "buy" rating to a "neutral" rating. They now have a $13.00 price target
on the stock, up previously from $7.16. 72.9% upside from the current price
of $7.52. Read More.

Page 4 of 6
Irrobuxtiamo la strategia – 8 Gennaio 2018
 Snap (NYSE:SNAP) was downgraded by analysts at Jefferies Group LLC from
a "buy" rating to a "hold" rating. They now have a $30.00 price target on the
stock, up previously from $14.50. 116.7% upside from the current price of
$13.85. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at
Credit Suisse Group AG from $1,385.00 to $1,410.00. They now have an
"outperform" rating on the stock. 13.2% upside from the current price of
$1,245.21. Read More.
 Diageo (LON:DGE) had its price target raised by analysts at Morgan Stanley
from GBX 2,800 ($37.97) to GBX 2,900 ($39.33). They now have an
"overweight" rating on the stock. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at Credit
Suisse Group AG from $230.00 to $232.00. They now have an "outperform"
rating on the stock. 23.4% upside from the current price of $188.07. Read
More.
 Glencore (LON:GLEN) had its price target raised by analysts at Barclays PLC
from GBX 400 ($5.42) to GBX 450 ($6.10). They now have an "overweight"
rating on the stock. Read More.
 Rio Tinto (LON:RIO) had its price target raised by analysts at Barclays PLC
from GBX 4,300 ($58.31) to GBX 4,500 ($61.03). They now have an
"overweight" rating on the stock. Read More.

Insider sales:

 Rolls-Royce Holding PLC (LON:RR) insider Stephen Daintith sold 6,953


shares of the company's stock in a transaction on Tuesday, January 2nd.
The stock was sold at an average price of GBX 841 ($11.24), for a total
transaction of £58,474.73 ($78,185.23). This trade was viewed 47
times. Read More.
 Tesla Inc (NASDAQ:TSLA) Director Kimbal Musk sold 4,065 shares of the
business's stock in a transaction on Tuesday, January 2nd. The stock was sold
at an average price of $312.08, for a total transaction of $1,268,605.20.
Following the completion of the transaction, the director now owns 154,589
shares in the company, valued at approximately $48,244,135.12. The sale was
disclosed in a legal filing with the SEC, which is available through this link.
This trade was viewed 46 times. Read More.
 Twitter Inc (NYSE:TWTR) insider Robert Kaiden sold 1,186 shares of the
business's stock in a transaction on Wednesday, January 3rd. The stock was
sold at an average price of $24.44, for a total transaction of $28,985.84. The

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Irrobuxtiamo la strategia – 8 Gennaio 2018
sale was disclosed in a document filed with the Securities & Exchange
Commission, which is available at this link. This trade was viewed 48
times. Read More.

Da Daily Trade Alert:

 Snap (SNAP) downgraded by Jefferies from Buy to Hold


 GoPro (GPRO) downgraded by Longbow from Buy to Neutral

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