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Irrobuxtiamo la strategia – 21 Gennaio 2018

Cari buxiti,

- Se emulare i fondi pensione per le proprie posizioni è una buona idea, allora
questi in US hanno preso Paypal, Visa, McDonald’s, Citi e 3M.
http://bit.ly/2EZy0pj

- Possibili aumenti di dividendo (secondo Bloomberg), per Intel, Schwab e


Yum.
http://bit.ly/2EZyb3X

- KGI Securities ribassa le previsioni di vendita di Iphone X da 80M a 62M,


dovuto principalmente alle non-vendite in Cina.
http://bit.ly/2F04QGs
Bank of America rialza il TP di Apple, che porterebbe l’impresa di Cupertino a
oltre un trilione di capitalizzazione. Obiettivo adesso a $220, alimentato
anche dal rimpatrio di capitale e dalle tasse ribassate.
http://bit.ly/2rq8veH
Longbow ribassa Apple da Buy a Hold a causa delle non eccellenti vendite del
modello X.
http://bit.ly/2DvoAFO

- Riflessione su Amazon: un titolo che ultimamente é cresciuto in maniera


spropositata, ma le cui metriche di performance non supportano la teoria
della crescita e i cui earnings non hanno impresso per progresso. Ci sono vari
stock con prezzi piú ragionevoli e sembra che Apple sia uno di questi.
http://bit.ly/2DmQHmk
Possibile partnership in vista tra Amazon e Kohl’s.
http://bit.ly/2mZDsRJ
Ciononostante, BMO Capital rialza il TP da $1200 a $1600 (potenziale upside
a +23%), basata sull’ espansione nell’ advertising.
http://bit.ly/2F05yDC
Dato che valutare Amazon ‘e un compito arduo e che la mera comparazione
di P/E, P/S ecc tra competitor non renderebbe giustizia, quest’ analisi
ripropone come Amazon sia prezzato il giusto e forse anche poco.
http://bit.ly/2G0HguH
Amazon rialza il Prime del 18%.
http://bit.ly/2FYnfoe

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Irrobuxtiamo la strategia – 21 Gennaio 2018

- Citi aumenta il TP di Boeing da $380 a $433.


http://bit.ly/2DU9c2D

- McDonald’s potrebbe a breve fare rima con eco-sostenibilita’ tramite


prodotti con materiali riciclati e riciclo stesso dei propri packaging..
http://bit.ly/2DsILUO

- Per chi è interessato a Starbucks: il rally dovuto alla riforma fiscale non ha
inciso molto, probabilmente perché nella valutazione è giá prezzata. Secondo
questo articolo, non ci si dovrebbe aspettare crescita particolare per i
prossimi 12 mesi.
http://bit.ly/2DxTV9T

- Per chi è interessato in IBM, un motivo per non investirci: i recenti risultati
positivi (crescita per la prima volta in 23 trimestri) è dovuta principalmente
alla debolezza del dollaro. Secondo questo articolo IBM ha performance
ancora inferiori ai suoi pari.
http://bit.ly/2DmSAzb
Articolo MOLTO interessante su IBM: non vorrei passare per l’arrogante
saccente, ma penso che si possa definire tale articolo come un buon esempio
di analisi fondamentale errata.
Tale articolo sostiene che IBM è un buon investimento poiché il P/E è basso
(14), il dividendo a 3,56%, e un trimestre positivo.
Premesso che non sará un trimestre come questo a cambiare di punto in
bianco il valore di un titano come IBM; l’analisi non analizza (come riferito
qui sopra) che buona parte del guadagno è dovuto alla crisi del dollaro (che
favorisce le vendite oltremare).
Tale articolo non guarda la strategia, i segnali di cambiamento, insider buy,
percezione da parte del pubblico e confronto coi competitor, men che meno
dei prodotti.
http://bit.ly/2mYursz

- Aumento di TP per Caterpillar: Credit Suisse lo rialza a $192 da $155.


http://bit.ly/2FYndg6
Caterpillar é settato come BUY da Berenberg, con TP di $200.
http://bit.ly/2mY8eLu
Secondo quest’articolo, Caterpillar puó mantenere il ritmo anche nel 2018.
Alcuni segmenti sono in inizio di crescita. Se si aggiunge un possibile aumento
di dividendo, la riforma fiscale e l’aumento dei prezzi delle commodities, si

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Irrobuxtiamo la strategia – 21 Gennaio 2018
prospetta un 2018 positivo.
http://bit.ly/2mY8eLu

- Anche Nvidia riceve un aumento di TP da Bank of America, da $251 a $275.


Interessante come ethereum stia sostituendo Bitcoin tra le fonti di revenues.
http://bit.ly/2F0y4oP

- Nel cercare buoni titoli nel banking, Morgan Stanley sembra una buona
scommessa. Buona strategia e buona diversificazione. La riforma fiscale
costituisce un buon boost e l’articolo suggerisce un TP intorno ai $65/70.
http://bit.ly/2DWf6QS
Conclusione identica in questo pezzo, che suggerisce Morgan Stanley e
rigetta Goldman Sachs.
http://bit.ly/2DwrLNd
Reiterazione dell’opinione: esecuzione quasi perfetta e buon sentimento.
http://bit.ly/2rtnTqy

- Bank of America ha corso molto ultimamente; ottimi risultati, buono stato di


economia, ma secondo questo articolo dovremmo attenderci una correzione a
breve.
http://bit.ly/2EYpvKQ
Secondo questo articolo, invece, le previsioni di crescita di EPS (grazie anche
alla riforma fisale) rendono il titolo economico.
http://bit.ly/2EYYmYq
Conferma delle aspettative bullish di Bank of America.
http://bit.ly/2DTWyk4
Qui I dati (in inglese) sugli ultimi earnings di Bank of America.
http://bit.ly/2G2zP5R

- Nel settore dell’aviazione, Delta sembra meglio posizionata di American


Airlines e United, grazie anche ai migliori margini e migliore soddisfazione da
parte dei clienti.
http://bit.ly/2Du0Z7B
Ulteriore conferma: forecast 2018 in miglioramento, aumento delle unit
revenues, crescita delle revenues stesse,
http://bit.ly/2F1InZo

- Alcoa: nonostante l’8%, sembra che l’azienda sia ancora sana e possa fornire
crescita in doppia cifra.
http://bit.ly/2EXXtzq
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Irrobuxtiamo la strategia – 21 Gennaio 2018
Posizione simile, per cui il TP potrebbe essere giá $60, grazie ancora al deficit
globale di alluminio che dovrebbe far crescere la domanda.
http://bit.ly/2rr7V0k

- Abercrombie & Fitch: secondo Argus, la strategia comincia a dare risultati


tangibili e il TP viene rialzato a $25.
http://bit.ly/2DmZbK4

- Glencore è una delle poche aziende che nonostante la crisi delle commodities
è prezzata meglio che nel periodo pre-crisi, grazie a incrementi di efficienza. I
progetti in corso e gli obiettivi sono ambiziosi e potrebbe farle valere il BUY.
http://bit.ly/2Bhv0Co

- Uno dei modi di valutare il sentimento sui mercato finanziari consiste nel
guardare al rapporto put/call: nel momento bullish si era a 0,4 (molto bullish)
e poco prima dei recenti crolli era schizzato a 1,5. Il valore sembrerebbe
essere tornato adesso su valori adeguati (seppure non cosi’ bullish come
prima).
http://bit.ly/2EYYmYq

- Ennesimo articolo a supporto di Oracle: la strategia sembra molto buona e i


risultati dipenderanno principalmente dall’esecuzione.
http://bit.ly/2Dkaz9x

- Motivi per rimanere positivi su Bank of America: l’efficienza è uno dei cavalli
di battaglia, il rapporto prestiti e depositi è positivo e i non-performing loans
sono in calo. Aggiungendo anche l’aumento dei tassi di interesse, la previsione
è bullish e si conferma il BUY.
http://bit.ly/2G1DL76

- Salesforce ottiene un aumento di TP da Barclays del 15%. Stato attuale: 21


BUY,19 OUTPERFORM, 4 HOLD e 1 UNDERPERFORM.
http://bit.ly/2BgxSPY

- Aumento di TP anche per HP secondo Citi. Da $23 a $27, +15%.


http://bit.ly/2DRG9MV

- Goldman sachs upgrada Wal-Mart a BUY in prospettiva di aumento di


dividendo quest’anno. TP a $117.
http://bit.ly/2mY8eLu

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Irrobuxtiamo la strategia – 21 Gennaio 2018
- Tra i consigli di acquisto, anche ASML. B. Riley aumenta il TP a $200, forte di
buone performance, ordine e backlog.
http://bit.ly/2mXTjQn

- Per Facebook potrebbe trattarsi di una buona occasione di “dip”. Questo


articolo propone un’analisi che valuta FB a $230.
http://bit.ly/2mXILAZ

Trading ideas
Netflix potrebbe essere in un lungo canale ascendente.
http://bit.ly/2Du0Z7B

Previsione Facebook: $185 nei prossimi 17 giorni.


http://bit.ly/2Du0Z7B

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Irrobuxtiamo la strategia – 21 Gennaio 2018
Momento portfolio:
1 sett 2 sett 3 sett
alibaba 0.90% -3.30% 0.22%
Alphabet 1.13% 2.63% 6.55%
Amazon -0.79% 3.83% 8.88%
Apple 1.29% 2.36% 3.60%
Bank of America 1.54% 5.31% 6.09%
Blackrock 4.84% 11.48% 15.97%
Caterpillar 0.65% 2.64% 8.51%
DSM 1.59% 3.02% 5.88%
Nasdaq 100 1.44% 2.36% 4.96%
Dow 1.08% 3.12% 5.03%
S&P500 1.22% 2.28% 4.25%
Bitcoin -7.30% -22.40% -9.00%
Boeing 0.45% 9.35% 14.52%
nvidia 4.54% 3.65% 15.43%
facebook 1.63% -3.71% -0.07%
Intel 3.65% 0.18% -2.90%
mastercard 2.80% 4.75% 9.82%
McDonalds 1.40% 1.26% 1.67%
Salesforce 2.79% 2.82% 7.20%
Paypal 4.25% 6.06% 13.54%
Visa 1.92% 2.82% 7.15%

leva x2 leva x3 leva x4 leva x5


1 sett 1.48% 2.95% 4.43% 5.91% 7.39%
2 sett 1.93% 3.86% 5.79% 7.72% 9.65%
3 sett 6.06% 12.12% 18.19% 24.25% 30.31%

Alerts

Up/Downgrade

Page 6 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
Da 24/7 Wall St.
 Abercrombie & Fitch Co. (NYSE: ANF) was raised to Buy from Hold and was
given a $25 price target at Argus. The independent research firm sees its new
CEO implementing a turnaround plan and beginning to see positive results,
after delivering two upside earnings surprises and becoming more
transparent with investors. Abercrombie & Fitch closed at $18.95 on
Thursday, in a 52-week range of $8.81 to $19.60 and with a consensus analyst
target price of $14.62.
 American Express Co. (NYSE: AXP) was indicated down 2.8% at $97.05 after
earnings, versus a 52-week range of $75.39 to $102.39. Amex has seen
multiple analyst target price changes after earnings: Barclays to $112 from
$119, Bernstein to $120 from $116, KBW to $119 from $116 and RBC to $81
from $78.
 Apple Inc. (NASDAQ: AAPL) was maintained as Neutral at Mizuho, but the
price target was raised to $175 from $160 in the call. Apple shares hit an all-
time high of $180.10 on Thursday, and its shares closed up 0.1% at $179.26.
Apple has a 52-week range of $119.50 to $180.10 and the prior consensus
target price was $188.46.
 Caterpillar Inc. (NYSE: CAT) has seen numerous analyst price target hikes in
2018, and Credit Suisse has joined in with a reiteration of its
Outperform rating and raising its target to $192 from $155. Caterpillar has a
52-week range of $90.34 to $173.24, and its shares closed most recently at
$168.83.
 International Business Machines Corp. (NYSE: IBM) was last seen down 3.3%
at $153.50 after beating revenue expectations and despite breaking a more
than five year streak of negative year-on-year revenue trends. Wedbush
maintained its Neutral rating and $18 price target, calling the report a low-
quality beat where its legacy IT service exposure is negative impacting its
margins.
 Kraft Heinz Co. (NASDAQ: KHC) was started as Buy with a $95 price target
(versus a $79.27 close) at Jefferies. Kraft Heinz has a 52-week range of $75.21
to $97.77 and a consensus target price of $90.29. Its shares were indicated up
0.4% at $79.60 on Friday after the call.
 Monster Beverage Corp. (NASDAQ: MNST) was reiterated as Outperform and
was maintained as a Top Pick at Credit Suisse, following the company’s
Investor Day presentations.
 Netflix Inc. (NASDAQ: NFLX) was maintained as Underperform with a $93
price target (versus a $220.33 close) at Wedbush Securities. The firm

Page 7 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
maintains that the company’s content library has grown at a steep pace, with
a clear disconnect between consumption and amortization. Wedbush also
noted that Amazon, Apple, Facebook and others should drive up costs as they
bid against Netflix and other media companies.
 Nike Inc. (NYSE: NKE) was raised to Outperform from Neutral with a $74
price target (versus a $64.11 close) at Wedbush. The upgrade is based on
confidence for an inflection in margins and a return to growth in North
America in 2019, with guidance suggesting the building blocks should
become more evident during the fourth quarter ending in May.
 Philip Morris International Inc. (NYSE: PM) was raised to Buy from Hold with
a $124 price target (versus a $105.07 close) at Jefferies.
 Caterpillar Inc. (NYSE: CAT) was started with a Buy rating and assigned a
$200 price target (versus a $168.50 close) at Berenberg. Caterpillar shares
closed down 0.5% on Wednesday but were indicated up 0.3% at$169.00 on
Thursday. Its 52-week trading range is $90.34 to $173.24.

 Charles Schwab Corp. (NYSE: SCHW) was reiterated as Buy and the price
target was raised to $69 from $59 (versus a $56.09 close) at Argus, noting an
earnings beat and that its effective tax rate may go down closer to 25% from
about 35% in 2017.

 Palo Alto Networks Inc. (NYSE: PANW) was raised to Outperform from In-
Line with a $180 price target (versus a $154.23 close) at Evercore ISI.
 Wal-Mart Stores Inc. (NYSE: WMT) was raised to Buy from Neutral and the
price target was raised to $117 from a prior $115 price target at Goldman
Sachs, and Walmart was also added to the prized Conviction Buy list. Shares
closed up 2% at $102.70 on Wednesday and were indicated up another 1.5%
at $104.30 on Thursday.
 Amazon.com Inc. (NASDAQ: AMZN) received two fresh target hikes (BMO and
Oppenheimer) on Tuesday morning, with BMO now being at the street high
target of $1,600. Analysts just keep finding various ways to chase their targets
higher regardless of Amazon’s sky-high valuations. Amazon shares were
indicated up 1% at $1,320 on Tuesday, and it had a consensus target price of
$1,310.47 ahead of the call.
 ASML Holding N.V. (NASDAQ: ASML) was raised to Outperform from Neutral
at Credit Suisse.

Page 8 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
 BlackRock Inc. (NYSE: BLK) was reiterated as Buy and the target price was
raised to $620 from $520 (versus a $555.53 close) at Argus.

 Boeing Co. (NYSE: BA) was reiterated as Outperform and the price target was
raised to $415 from $320 (versus a $336.21 close) at Cowen. The shares
closed up 2.5% on Friday and were up another 1.1% at $340 on Tuesday.

 NVIDIA Corp. (NASDAQ: NVDA) was reiterated as Buy and the price target
was raised to $240 from $225 (versus a $222.98 close) at Mizuho.
 Procter & Gamble Co. (NYSE: PG) was raised to Neutral from Sell at Goldman
Sachs, noting that pressures have abated but also that long-term growth
prospects may be muted.

 Qualcomm Inc. (NASDAQ: QCOM) was raised to Buy from Neutral with a $75
price target (versus a $65.38 close) at Instinet. Qualcomm had a consensus
target price of $64.94 and a 52-week range of $48.92 to $69.28.

 Rio Tinto PLC (NYSE: RIO) was downgraded to Hold from Buy at HSBC.

 Under Armour Inc. (NYSE: UAA) was downgraded to Underperform from


Neutral with an $8 price target (versus a $15.12 close) at Macquarie.
 Apple Inc. (NASDAQ: AAPL) was reiterated as Buy and the price objective was
raised to $220 from $180 at Merrill Lynch. Barclays raised its target price to
$174 from $162. Longbow downgraded Apple to Neutral from Buy on
Wednesday now that shares hit an all-time high of $179.39 on Tuesday. The
consensus analyst target price was last seen at $186.87.
 Cisco Systems Inc. (NASDAQ: CSCO) was reiterated as Overweight and the
price target was raised to $45 from $37 at Barclays. Cisco shares closed at
$40.54 on Tuesday, and the 52-week range is $29.92 to $41.16. The
consensus target price was last seen at $39.81.

 Citigroup Inc. (NYSE: C) was up just 0.3% at $77.11 on Tuesday after


earnings. Several price target changes were seen on Wednesday: BMO to $75
from $69, Deutsche Bank to $74 from $67 and RBC to $85 from $79. KBW
downgraded it to Market Perform from Outperform and lowered its target to
$82 from $90. Citigroup was indicated down 0.3% at $76.70 on Wednesday,
in a 52-week range of $55.23 to $78.44.

Page 9 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
 HP Inc. (NYSE: HPQ) was downgraded to Equal Weight from Overweight at
Barclays. HP shares were actually indicated to open marginally positive after
closing at $22.88 on Tuesday. Its 52-week range is $14.41 to $23.11.
 International Business Machines Corp. (NYSE: IBM) was raised to Overweight
from Underweight and the price target was raised to $192 from $133 at
Barclays. The firm believes an upbeat mainframe cycle is coming and that
IBM’s long revenue decline is about to end. The stock closed up 0.4% at
$163.85 on Tuesday and was indicated up 1.8% at $166.75 on Wednesday,
and its 52-week range is $139.13 to $182.79.

 Merck & Co. Inc. (NYSE: MRK) was raised to Buy from Hold and the price
target was raised to $72 from $54 at SunTrust Robinson Humphrey. Merck
shares closed at $62.07 on Tuesday, and the 52-week range is $53.63 to
$66.80. The consensus target price is $66.14.

Da MarketBeat.com

 GoPro (NASDAQ:GPRO) was given a new $9.00 price target on by analysts at


JPMorgan Chase & Co. on Monday. They now have a "buy" rating on the stock.
44.5% upside from the current price of $6.23. This rating was viewed 120
times. Read More.
 Microsoft (NASDAQ:MSFT) had its price target raised by analysts at
Oppenheimer Holdings Inc. to $115.00 on Tuesday. They now have an
"outperform" rating on the stock. 28.3% upside from the current price of
$89.60. This rating was viewed 94 times. Read More.
 Netflix (NASDAQ:NFLX) was given a new $224.00 price target on by analysts
at Credit Suisse Group AG on Monday. They now have a "neutral" rating on
the stock. 1.3% upside from the current price of $221.23. This rating was
viewed 73 times. Read More.
 Royal Dutch Shell (LON:RDSA) had its price target raised by analysts at
Morgan Stanley from GBX 2,930 ($39.73) to GBX 3,040 ($41.23) on Monday.
They now have a "top pick" rating on the stock. This rating was viewed 158
times. Read More.
 Abercrombie & Fitch (NYSE:ANF) was upgraded by analysts at Argus from a
"hold" rating to a "buy" rating. They now have a $25.00 price target on the

Page 10 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
stock, up previously from $18.95. They noted that the move was a valuation
call. 31.9% upside from the current price of $18.95. Read More.
 easyJet (LON:EZJ) was upgraded by analysts at Morgan Stanley to an
"overweight" rating. They now have a GBX 1,725 ($23.39) price target on the
stock, up previously from GBX 1,490 ($20.21). Read More.
 Fiat Chrysler Automobiles (NYSE:FCAU) was upgraded by analysts at BNP
Paribas from an "underperform" rating to a "neutral" rating. current price of
$23.40. Read More.
 Nike (NYSE:NKE) was upgraded by analysts at Wedbush from a "neutral"
rating to an "outperform" rating. They now have a $74.00 price target on the
stock. 15.4% upside from the current price of $64.11. Read More.
 Philip Morris International (NYSE:PM) was upgraded by analysts at Jefferies
Group LLC from a "hold" rating to a "buy" rating. current price of
$105.07. Read More.
 Kraft Heinz (NASDAQ:KHC) is now covered by analysts at Jefferies Group LLC.
They set a "buy" rating and a $95.00 price target on the stock. 19.8% upside
from the current price of $79.27. Read More.
 Twitter (NYSE:TWTR) is now covered by analysts at Stifel Nicolaus. They set
a "hold" rating and a $21.00 price target on the stock. 12.6% downside from
the current price of $24.04. Read More.
 Caterpillar (NYSE:CAT) had its price target raised by analysts at Credit Suisse
Group AG from $155.00 to $192.00. They now have an "outperform" rating on
the stock. 13.7% upside from the current price of $168.83. Read More.
 International Business Machines (NYSE:IBM) had its price target raised by
analysts at Morgan Stanley to $198.00. They now have an "overweight" rating
on the stock. 17.1% upside from the current price of $169.12. Read More.
 Palo Alto Networks (NYSE:PANW) was upgraded by analysts at Evercore ISI
from an "in-line" rating to an "outperform" rating. They now have a $180.00
price target on the stock. 16.7% upside from the current price of
$154.23. Read More.
 Wal-Mart Stores (NYSE:WMT) was upgraded by analysts at Goldman Sachs
Group Inc from a "neutral" rating to a "buy" rating. current price of
$104.26. Read More.
 Chevron (NYSE:CVX) was downgraded by analysts at HSBC Holdings plc from
a "buy" rating to a "hold" rating. current price of $131.79. Read More.
 Activision Blizzard (NASDAQ:ATVI) is now covered by analysts at Sanford C.
Bernstein. They set a "market perform" rating and a $74.00 price target on
the stock. 5.9% upside from the current price of $69.90. Read More.

Page 11 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
 Caterpillar (NYSE:CAT) is now covered by analysts at Berenberg Bank. They
set a "buy" rating and a $200.00 price target on the stock. 18.4% upside from
the current price of $168.92. Read More.
 Alcoa (NYSE:AA) had its price target raised by analysts at JPMorgan Chase &
Co. to $68.00. They now have an "overweight" rating on the stock. 29.9%
upside from the current price of $52.33. Read More.
 ASML (NASDAQ:ASML) had its price target raised by analysts at Royal Bank of
Canada to $210.00. They now have a "sector perform" rating on the stock.
They noted that the move was a valuation call. 3.0% upside from the current
price of $203.86. Read More.
 Bank of America (NYSE:BAC) had its price target raised by analysts at BMO
Capital Markets to $34.00. They now have an "average" rating on the stock.
They noted that the move was a valuation call. 7.6% upside from the current
price of $31.59. Read More.
 Bank of America (NYSE:BAC) had its price target raised by analysts at Royal
Bank of Canada to $35.00. They now have an "outperform" rating on the
stock. 10.8% upside from the current price of $31.59. Read More.
 Caterpillar (NYSE:CAT) had its price target raised by analysts at Wells Fargo
& Co from $160.00 to $200.00. They now have an "outperform" rating on the
stock. 18.4% upside from the current price of $168.92. Read More.
 Diageo (LON:DGE) had its price target raised by analysts at Deutsche Bank AG
from GBX 2,375 ($32.21) to GBX 2,750 ($37.29). They now have a "hold"
rating on the stock. Read More.
 Goldman Sachs Group (NYSE:GS) had its price target lowered by analysts at
BMO Capital Markets to $221.00. They now have a "market perform" rating
on the stock. 12.9% downside from the current price of $253.65. Read More.
 Goldman Sachs Group (NYSE:GS) had its price target raised by analysts at
Royal Bank of Canada to $265.00. They now have a "sector perform" rating on
the stock. 4.5% upside from the current price of $253.65. Read More.
 Goldman Sachs Group (NYSE:GS) had its price target raised by analysts at
Oppenheimer Holdings Inc. from $301.00 to $313.00. They now have an
"outperform" rating on the stock. 23.4% upside from the current price of
$253.65. Read More.
 Goldman Sachs Group (NYSE:GS) had its price target lowered by analysts at
Barclays PLC from $308.00 to $289.00. They now have an "equal weight"
rating on the stock. 13.9% upside from the current price of $253.65. Read
More.
 HP (NYSE:HPQ) had its price target raised by analysts at Citigroup Inc from
$23.00 to $27.00. They now have a "buy" rating on the stock. 15.1% upside
from the current price of $23.46. Read More.

Page 12 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Buckingham
Research from $235.00 to $251.00. They now have an "in-line" rating on the
stock. 14.6% upside from the current price of $219.03. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Loop Capital
to $252.00. They now have a "buy" rating on the stock. 15.1% upside from the
current price of $219.03. Read More.
 Paypal (NASDAQ:PYPL) had its price target raised by analysts at Jefferies
Group LLC from $86.00 to $95.00. They now have a "buy" rating on the stock.
14.1% upside from the current price of $83.25. Read More.
 Charles Schwab (NYSE:SCHW) had its price target raised by analysts at Argus
from $59.00 to $69.00. They now have a "buy" rating on the stock. 23.0%
upside from the current price of $56.09. Read More.
 Apple (NASDAQ:AAPL) was downgraded by analysts at Bank of America Corp
from a "buy" rating to a "neutral" rating on Wednesday. They now have a
$220.00 price target on the stock, up previously from $180.00. 23.3% upside
from the current price of $178.46. This rating was viewed 136 times. Read
More.
 ASML (NASDAQ:ASML) was upgraded by analysts at Credit Suisse Group AG
from a "neutral" rating to an "outperform" rating on Monday. current price of
$205.52. This rating was viewed 103 times. Read More.
 BlackBerry (NYSE:BB) had its price target raised by analysts at Macquarie
from $14.50 to $15.50 on Tuesday. They now have an "outperform" rating on
the stock. 16.5% upside from the current price of $13.31. This rating was
viewed 57 times. Read More.
 International Business Machines (NYSE:IBM) was given a new $149.00 price
target on by analysts at Societe Generale on Friday. They now have a "sell"
rating on the stock. 8.2% downside from the current price of $162.37. This
rating was viewed 73 times. Read More.
 Twitter (NYSE:TWTR) was upgraded by analysts at Aegis from a "sell" rating
to a "buy" rating on Tuesday. They now have a $30.00 price target on the
stock. 26.8% upside from the current price of $23.66. This rating was viewed
68 times. Read More.
 GlaxoSmithKline (LON:GSK) was upgraded by analysts at Barclays PLC to an
"overweight" rating. They now have a GBX 1,650 ($22.38) price target on the
stock, up previously from GBX 1,450 ($19.66). Read More.
 JPMorgan Chase & Co. (NYSE:JPM) was upgraded by analysts at DZ Bank AG
from a "sell" rating to a "hold" rating. current price of $112.39. Read More.
 Liberty Global plc - Class A (NASDAQ:LBTYA) was upgraded by analysts at
Morgan Stanley from an "equal weight" rating to an "overweight" rating. They

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Irrobuxtiamo la strategia – 21 Gennaio 2018
now have a $38.00 price target on the stock. 3.9% upside from the current
price of $36.56. Read More.
 Lloyds Banking Group (NYSE:LYG) was upgraded by analysts at BNP Paribas
from a "neutral" rating to an "outperform" rating. current price of $4.02. Read
More.
 Apple (NASDAQ:AAPL) was downgraded by analysts at Longbow Research
from a "buy" rating to a "neutral" rating. current price of $175.81. Read More.
 Citigroup (NYSE:C) had its price target raised by analysts at BMO Capital
Markets to $75.00. They now have a "market perform" rating on the stock.
They noted that the move was a valuation call. 2.7% downside from the
current price of $77.11. Read More.
 Merck & Co., Inc. (NYSE:MRK) had its price target raised by analysts at BMO
Capital Markets from $68.00 to $72.00. They now have an "outperform"
rating on the stock. 16.0% upside from the current price of $62.07. Read
More.
 QUALCOMM (NASDAQ:QCOM) had its price target raised by analysts at
Macquarie from $55.00 to $70.00. They now have a "neutral" rating on the
stock. 2.7% upside from the current price of $68.16. Read More.
 QUALCOMM (NASDAQ:QCOM) had its price target raised by analysts at
Canaccord Genuity from $83.00 to $86.00. They now have a "buy" rating on
the stock. 26.2% upside from the current price of $68.16. Read More.
 Boeing (NYSE:BA) was upgraded by analysts at Wolfe Research from a
"market perform" rating to an "outperform" rating. current price of
$336.58. Read More.
 Twenty-First Century Fox (NASDAQ:FOXA) was upgraded by analysts at B.
Riley from a "neutral" rating to a "buy" rating. They now have a $46.00 price
target on the stock, up previously from $38.00. 25.2% upside from the
current price of $36.73. Read More.
 GlaxoSmithKline (NYSE:GSK) was upgraded by analysts at Barclays PLC
from an "equal weight" rating to an "overweight" rating. current price of
$37.90. Read More.
 Procter & Gamble (NYSE:PG) was upgraded by analysts at Goldman Sachs
Group Inc from a "sell" rating to a "neutral" rating. They now have a $77.00
price target on the stock. 14.6% downside from the current price of
$90.20. Read More.
 QUALCOMM (NASDAQ:QCOM) was upgraded by analysts at Nomura from a
"neutral" rating to a "buy" rating. They now have a $75.00 price target on the
stock. 10.1% upside from the current price of $68.12. Read More.

Page 14 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
 Twitter (NYSE:TWTR) was upgraded by analysts at Aegis from a "sell" rating
to a "buy" rating. They now have a $30.00 price target on the stock. 20.7%
upside from the current price of $24.85. Read More.
 Royal Bank of Scotland Group (NYSE:RBS) was downgraded by analysts at
Bank of America Corp from a "neutral" rating to an "underperform" rating.
current price of $8.44. Read More.
 Rio Tinto (NYSE:RIO) was downgraded by analysts at HSBC Holdings plc
from a "buy" rating to a "hold" rating. current price of $57.67. Read More.
 Under Armour (NYSE:UAA) was downgraded by analysts at Macquarie from
a "neutral" rating to an "underperform" rating. current price of $14.10. Read
More.
 Verizon Communications (NYSE:VZ) was downgraded by analysts at Moffett
Nathanson from a "buy" rating to a "neutral" rating. current price of
$51.66. Read More.
 Alibaba Group (NYSE:BABA) is now covered by analysts at Jefferies Group
LLC. They set a "buy" rating and a $240.00 price target on the stock. 30.5%
upside from the current price of $183.88. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at BMO
Capital Markets to $1,600.00. They now have an "outperform" rating on the
stock. 22.6% upside from the current price of $1,305.20. Read More.
 Boeing (NYSE:BA) had its price target raised by analysts at Citigroup Inc to
$380.00. They now have a "buy" rating on the stock. They noted that the
move was a valuation call. 12.9% upside from the current price of
$336.58. Read More.
 BlackBerry (NYSE:BB) had its price target raised by analysts at Macquarie
from $14.50 to $15.50. They now have an "outperform" rating on the stock.
13.6% upside from the current price of $13.65. Read More.
 BlackRock (NYSE:BLK) had its price target raised by analysts at Citigroup Inc
to $625.00. They now have a "buy" rating on the stock. 12.5% upside from the
current price of $555.53. Read More.
 ASML (NASDAQ:ASML) was upgraded by analysts at Credit Suisse Group AG
from a "neutral" rating to an "outperform" rating. current price of
$180.87. Read More.
 BlackRock (NYSE:BLK) had its price target raised by analysts at Jefferies
Group LLC to $565.00. They now have a "hold" rating on the stock. 1.7%
upside from the current price of $555.53. Read More.
 Glencore (LON:GLEN) had its price target raised by analysts at Deutsche
Bank AG from GBX 430 ($5.83) to GBX 450 ($6.10). They now have a "buy"
rating on the stock. Read More.

Page 15 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
 Alphabet (NASDAQ:GOOGL) had its price target lowered by analysts at
SunTrust Banks, Inc. from $1,250.00 to $1,180.00. 4.4% upside from the
current price of $1,130.65. Read More.
 Rio Tinto (LON:RIO) had its price target raised by analysts at Deutsche Bank
AG from GBX 4,500 ($61.03) to GBX 4,600 ($62.38). They now have a "buy"
rating on the stock. Read More.

Insider sales:

 Apple Inc. (NASDAQ:AAPL) insider Daniel J. Riccio sold 15,641 shares of the
business's stock in a transaction dated Friday, January 5th. The shares were
sold at an average price of $174.78, for a total transaction of $2,733,733.98.
Following the transaction, the insider now owns 13,739 shares in the
company, valued at approximately $2,401,302.42. The sale was disclosed in a
legal filing with the Securities & Exchange Commission, which is available
through the SEC website. This trade was viewed 133 times. Read More.
 salesforce.com, inc. (NYSE:CRM) Director Susan Wojcicki acquired 6,000
shares of the company's stock in a transaction that occurred on Tuesday,
January 9th. The shares were acquired at an average cost of $109.14 per
share, for a total transaction of $654,840.00. Following the purchase, the
director now directly owns 39,223 shares of the company's stock, valued at
$4,280,798.22. The purchase was disclosed in a legal filing with the SEC,
which is available at this link. This trade was viewed 44 times. Read More.
 Rolls-Royce Holding PLC (LON:RR) insider Ruth Cairnie bought 224 shares of
the company's stock in a transaction dated Monday, January 8th. The stock
was purchased at an average price of GBX 866 ($11.74) per share, for a total
transaction of £1,939.84 ($2,630.65). This trade was viewed 42 times. Read
More.
 Snap Inc (NYSE:SNAP) Director Mitchell Lasky sold 25,000 shares of the
company's stock in a transaction that occurred on Tuesday, January 9th. The
stock was sold at an average price of $14.11, for a total transaction of
$352,750.00. The sale was disclosed in a filing with the Securities & Exchange
Commission, which is available at this hyperlink. This trade was viewed 46
times. Read More.
 BAE Systems plc (LON:BA) insider Alan Garwood bought 26 shares of BAE
Systems stock in a transaction on Monday, January 15th. The shares were
purchased at an average cost of GBX 593 ($8.04) per share, with a total value
of £154.18 ($209.09). This trade was viewed 39 times. Read More.

Page 16 of 17
Irrobuxtiamo la strategia – 21 Gennaio 2018
 Hewlett Packard Enterprise Co (NYSE:HPE) EVP Alan Richard May sold
50,158 shares of the stock in a transaction that occurred on Friday, January
12th. The shares were sold at an average price of $15.50, for a total value of
$777,449.00. The sale was disclosed in a document filed with the SEC, which
is available through this link. This trade was viewed 33 times. Read More.

Da Daily Trade Alert:

 Fiat Chrysler (FCAU) upgraded by Exane BNP Paribas from Underperform to


Neutral
 Danone (DANOY) upgraded by Credit Suisse from Underperform to Neutral
 Philip Morris (PM) upgraded by Jefferies from Hold to Buy
 Walmart (WMT) upgraded by Goldman Sachs from Neutral to Conviction Buy
 Societe Generale (SCGLY) downgraded by JPMorgan from Overweight to
Neutral
 Lloyds Banking (LYG) upgraded by Exane BNP Paribas from Neutral to
Outperform
 Apple (AAPL) downgraded by Longbow from Buy to Neutral
 Procter & Gamble (PG) upgraded by Goldman Sachs from Sell to Neutral
 Qualcomm (QCOM) upgraded by Nomura Instinet from Neutral to Buy
 21st Century Fox (FOXA) upgraded by B. Riley FBR from Neutral to Buy

Page 17 of 17