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Irrobuxtiamo la strategia – 5 Febbraio 2018

Cari buxiti,

- Il nostro Alibaba è stato distrutto nella sessione del 1° febbraio a causa di un


EPS ($1,63) corto di $0,04, mentre batte di $400M le revenue ($12.76B).
Cionostante, reputo Alibaba un ottimo titolo di crescita.
http://bit.ly/2BVXWQF
Confermata la tesi della crescita. Guidance oltre ogni piú rosea aspettativa e
crescita in ogni settore.
http://bit.ly/2EebiwT
Alibaba è crollato dopo gli earnings negativi, ma il consiglio è “buy the dip”: i
margini sono compressi per i costi di crescita e la guidance è piú positiva delle
attese.
http://bit.ly/2saRrtt

- Curiositá: nel solo mese di Gennaio, con un +25% circa, Amazon ha aggiunto
circa $140B di capitalizzazione, l’equivalente di McDonald’s.
http://bit.ly/2BUW2Q5
Analisti in calore per Amazon: Morgan Stanley rialza il TP da $1400 a $1500,
Barclays da $1210 a $1580, Credit Suisse da $1410 a $1750, Mizuho da $1300
a $1700, JPMorgan da $1385 a $1650, BoA da $1460 a $1650.
http://bit.ly/2EebiwT

- Ecco un’analisi approfondita su Nvidia e sul quarter che presenterá a breve:


in poche parole stellare, anche grazie alla prevista mancanza di schede
grafiche per il 2018 di cui non si sente parlare molto in giro.
http://bit.ly/2nDKHQ5
Nvidia è penalizzata da Goldman Sachs che la rimuove dai BUY, citando
timori legati alle cripto.
http://bit.ly/2nJjIln

- Boeing: buon cash-flow (che permette una migliore comprensione del buon
momento, dato che il Price/cashflow è a “solo” 16x), buone prospettive di
ritorni per gli azionisti e di riacquisto delle azioni da parte della compagnia e,
infine, un positivo outlook sulla crescita per i prossimi anni.
http://bit.ly/2EIeJJR
Intanto Bank of America Merill Lynch conferma il BUY e rialza il TP a 12
mesi da $395 a $470, citando l’aumento di FCF ($11,4B a $12,8B).

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Irrobuxtiamo la strategia – 5 Febbraio 2018
http://bit.ly/2EGiTls

- All’indomani degli earnings di Microsoft, Canaccord conferma il BUY e rialza


il Tp da $94 a $105 (+10,5% e consiglia di comprare ogni dip). Cowen rialza il
TP a $100 (+5%) e Jefferies da $57 a $62 (-35%).
http://bit.ly/2E5V7Cw
Tra i mercati in crescita per Microsoft, il gaming: revenue a +9% y/y,
hardware a +14%, utenti da 53M a 59M. Tra le possibilitá, anche l’acquisto di
una casa produttrice di gaming.
http://bit.ly/2E3NE2R

- A una piú attenta analisi, Ebay non sembra un’azienda cosí soprendente e
promettente. Il titolo sembra aver prezzato ogni possibile crescita futura,
guidance difficilmente realizzabile, riduzione della fetta di mercato (Causa
amazon) e un rallentamento della crescita degli utenti che sembrerebbe
dovuta a una tecnologia obsoleta.
http://bit.ly/2BWuqdC
E tra le notizie laterali di ebay, c’è pure l’abbandono a Paypal. Il che, secondo
questo articolo, non è assolutamente una tragedia: le attese del Q4 di Paypal
sono state ampiamente battute e Ebay era uno dei canali di profitto piú in
rallentamento e meno importanti.
http://bit.ly/2E48vD2
Conferma: il PE e’ schizzato a 20 e l’effetto Adyen si dovrebbe notare solo a
partire dal 2012. La valutazione attuale e’ troppo elevata.
http://bit.ly/2nDUZjc
Pioggia di upgrade su Ebay tra cui RBC Capital lo eleva a OUTPERFORM,
Susquehanna alza il TP da $41 a $53.
http://bit.ly/2FLTOoE

- Visa sembra leggermente cara, ma dopo l’aumento del dividendo del 18,1% a
Novembre, ne è seguito uno del 7% recentemente.
http://bit.ly/2EjiF62
Visione simile, quella di un sell-off esagerato e di un possibile $187-188 entro
fine anno.
http://bit.ly/2E23KKk
Ulteriore elogio di visa e del suo modello di business.
http://bit.ly/2EjL2RF
Approvato il buy-back da $7,5B.
http://bit.ly/2BY17XX

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Irrobuxtiamo la strategia – 5 Febbraio 2018
- Pagina tutoriale su 4 tipi di trading: active trading, position trading, swing
trading, e scalping con i propri pro e con.
http://bit.ly/2s85zUp

- Buoni dati anche per Mastercard: transazioni a +17% ($17.7B), volume


cross-border a +17%, volume lordo a +13%($1,4T), aliquota ridotta da 28,8%
a 26,8%.
http://bit.ly/2s9wQpE
Secondo queste proiezioni, dati i buoni dati sottostanti, Mastercard potrebbe
raggiungere i $220 entro un anno e si conferma come un buon titolo in un
portfolio moderatamente aggressivo.
http://bit.ly/2nDUZjc

- Anche Facebook in rosso in questa settimana passata, ma, ancora una volta,
non occorre allarmarsi eccessivamente: sebbene l’interazione media degli
utenti sia in calo, quella residuale aumenta di valore, ragion per cui la crescita
delle revenues resta positiva, oltre al fatto che restano varie fonti di revenue
non ancora valorizzate (Marketplace e Watch, per fare due nomi). Data la
prospettata crescita, Facebook rimane un titolo da tenere nel portfolio; basti
menzionare che il PEG (1,1) è persino piú basso di quello dell’S&P500 (1,3).
http://bit.ly/2E1Zo9P
Secondo quest’ analisi, il titolo potrebbe andare a $205-220.
http://bit.ly/2EjjL1E

- Con il buyback, Apple potrebbe aggiungere $32 ad azione al suo valore.


http://bit.ly/2EjjPOW
Anche su Apple si legge che non ci sono rischi gravi oltre al sell-off recente. Il
business è solido, ma, seppure la valutazione non sia stretchata come per
l’S&P500, il suo prezzo è comunque piú elevato (proporzionalmente) rispetto
ai 5 anni passati.
http://bit.ly/2nDUZjc
- I dati del Q4 2017 non erano cosí male: $285 in cash a fine anno, revenues di
$1B oltre le aspettative ma guidance non entusiasmante.
http://bit.ly/2BWvHRW

- Se avete 5 minuti, secondo quest’ analisi, Bank of America potrebbe avere


ancora della crescita interessante in serbo.
http://bit.ly/2EIf4MD

Page 3 of 11
Irrobuxtiamo la strategia – 5 Febbraio 2018

Trading ideas
Apple sull’ulteriore linea di supporto.
http://bit.ly/2EjjPOW

Alerts
Massimali per McDonald’s e Boeing giovedí.
Volume a oltre il doppio quello medio degli ultimi 30 giorni per Paypal, Facebook,
Alibaba, Ferrari Giovedí.

Up/Downgrade

Da 24/7 Wall St.


Caterpillar Inc. (NYSE: CAT) was reiterated as Buy and the price target was raised to $185 from
$155 at Argus. Caterpillar closed at $162.78 on Wednesday, and it has a 52-week range of $90.34 to
$173.24 and a consensus analyst price target of $180.57.
eBay Inc. (NASDAQ: EBAY) was last seen up 10% at $44.65 after earnings. eBay was maintained as
Neutral with a $46 price target at Wedbush Securities. eBay was maintained as Hold at Stifel but the
firm raised its target to $41 from $37. RBC Capital Markets raised its rating to Outperform from
Sector Perform, and it assigned a $51 price target.
Facebook Inc. (NASDAQ: FB) was last indicated up 1.5% at $189.62 despite having a dip in user
metrics with its earnings beat. KeyBanc Capital Markets reiterated its Outperform rating and raised
its target to $225 from $200. Pivotal Research maintained its Sell rating but raised its target to $152
from $147. Barclays reiterated its Overweight rating and raised its target to $225 from $215, and
Credit Suisse reiterated its Outperform rating and raised its target price to $240 from $232.
Facebook has a 52-week trading range of $130.30 to $190.66.
Microsoft Corp. (NASDAQ: MSFT) was reiterated as Outperform and the price target was raised to
$107 from $100 at BMO Capital Markets, and RBC Capital Markets reiterated its Outperform rating

Page 4 of 11
Irrobuxtiamo la strategia – 5 Febbraio 2018
and raised its target to $105 from $100. Jefferies still has its Underperform rating but raised its
target to $62 from $57. Oppenheimer reiterated its Outperform rating and $115 target. Microsoft
has a 52-week range of $62.75 to $95.45 and had a consensus price target of $98.55.
Starbucks Corp. (NASDAQ: SBUX) was downgraded to Neutral from Buy with a $60 price target
(versus a $56.81 close) at Miizuho. Starbucks has a 52-week range of $52.58 to $64.87 and a
consensus target price of $64.64.

Alibaba Group Holding Ltd. (NYSE: BABA) was down 5.9% at $192.22 on Thursday after
earnings but shares were indicated up 0.8% at $193.37 on Friday. Multiple analyst target
hikes have been seen: Raymond James (Outperform, $240 from $220), Stifel (Buy, $260
from $230), Deutsche Bank (Buy, $218 from $208) and Instinet (Buy, $224 from $219).
Jefferies maintained its Buy rating but lowered its Alibaba price target to $235 from $240.

Alphabet Inc. (NASDAQ: GOOGL) was reiterated as Outperform and the price target was
raised to $1,340 from $1,180 at Oppenheimer. Stifel downgraded Alphabet to Hold from
Buy but kept the $1,150 price target, noting competition from Amazon on search for
consumer products hurting Google search long-term. Some firms raised their targets and
others lowered them. Targets raised were Barclays to $1,330 from $1,260, Cowen to $1,300
from $1,230, Credit Suisse to $1,400 from $1,350, JPMorgan to $1,330 from $1,200, and
Raymond James to $1,300 from $1,200. Target prices were lowered in other firms:
Deutsche Bank to $1,375 from $1,400, Morgan Stanley to $1,200 from $1,215.

Amazon.com Inc. (NASDAQ: was down 4.2% at $1,390 ahead of earnings, but the post-
earnings reaction took shares back up 5.7% closer to $1,470 after earnings. Amazon was
reiterated as Outperform and the price target was raised to $1,650 from $1,450 at
Oppenheimer. Other key price target hikes were seen from Merrill Lynch ($1,650 from
$1,460), Citi ($1700 from $1,600), Cowen ($1,700 from $1,500), Deutsche Bank ($1,650
from $1,525), Jefferies ($1,750 from $1,450), JPMorgan ($1,650 from $1,390), Morgan
Stanley ($1,500 from $1,400), Wedbush ($1,750 from $1,285) and more.

Amgen Inc. (NASDAQ: AMGN) Shares were down 0.26% at $185.56 ahead of earnings but
were down 2% at $181.80 after earnings. Oppenheimer reiterated its Outperform rating
and raised its target to $225 from $205. BMO raised its target to $202 from $192 but has
only a Market Perform rating. Credit Suisse has a Neutral rating but raised its target to
$194 from $191.

Apple Inc. (NASDAQ: AAPL) was up 0.2%, and its shares initially traded up even after
disappointing iPhone sales numbers. Apple shares were last seen indicated down 0.8% at
$166.45. Bernstein downgraded its rating to Market Perform from Outperform and the
price target was cut to $170 from $195 at Bernstein, and Apple was downgraded to Sector
Weight from Overweight at KeyBanc Capital Markets. Barclays also lowered its target to
$170 from $174. Other firms raised their Apple target prices: RBC to $205 from $200; BMO
to $166 from $162; Morgan Stanley to $203 from $200; Maxim to $210 from $204.
Citigroup added Apple to its Focus List.

Page 5 of 11
Irrobuxtiamo la strategia – 5 Febbraio 2018
Boeing Co. (NYSE: BA) saw many firms raise their targets on Thursday, and now Bernstein
raised its target to $422 from $402. Boeing closed up 0.7% at $356.94 on Thursday, but
shares were indicated down 0.7% at $345.50 on Friday with the broader sell-off.

Cisco Systems Inc. (NASDAQ: CSCO) was reiterated as Outperform and the price target was raised to
$46 from $40 at Oppenheimer. Cisco was up 0.4% at $41.71 on Thursday but was indicated down
1.2% at $41.20 with the broader market on Friday.
Mastercard Inc. (NYSE: MA) was up 2.3% on Thursday after earnings, but the stock was indicated
down 0.8% on Friday with the broader market drop. Mastercard saw multiple targets being raised:
Barclays ($195 from $178), BMO Capital Markets ($205 from $174), Deutsche Bank ($208 from
$185), Keefe Bruyette & Woods ($205 from $178) and RBC Capital Markets ($209 from $180).
Visa Inc. (NYSE: V) was up 1.2% at $125.72 on Thursday’s earnings day but shares were indicated
down 2.5% at $122.50 on Friday with the broader market drop. Deutsche Bank reiterated its Buy
rating and raised its target to $160 from $139. RBC Capital Markets maintained its Outperform
rating and raised its target to $150 from $142. Barclays maintained its Outperform rating and
raised its target to $150 from $145.

Da MarketBeat.com

 NVIDIA (NASDAQ:NVDA) was downgraded by analysts at Goldman Sachs Group Inc from a
"conviction-buy" rating to a "buy" rating. current price of $245.73. Read More.
 Boeing (NYSE:BA) had its price target raised by analysts at Citigroup Inc from $22.00 to
$415.00. They now have a "buy" rating on the stock. 15.1% upside from the current price of
$360.45. Read More.
 Boeing (NYSE:BA) had its price target raised by analysts at JPMorgan Chase & Co. to
$400.00. They now have an "overweight" rating on the stock. 11.0% upside from the
current price of $360.45. Read More.
 Boeing (NYSE:BA) had its price target raised by analysts at Royal Bank of Canada to
$378.00. They now have a "sector perform" rating on the stock. 4.9% upside from the
current price of $360.45. Read More.
 Caterpillar (NYSE:CAT) had its price target raised by analysts at Argus from $155.00 to
$185.00. They now have a "buy" rating on the stock. 13.3% upside from the current price of
$163.31. Read More.
 eBay (NASDAQ:EBAY) had its price target raised by analysts at Stifel Nicolaus from $37.00
to $41.00. They now have a "hold" rating on the stock. 11.6% downside from the current
price of $46.40. Read More.
 eBay (NASDAQ:EBAY) had its price target raised by analysts at Bank of America Corp from
$44.00 to $52.00. They now have a "buy" rating on the stock. 12.1% upside from the current
price of $46.40. Read More.

Page 6 of 11
Irrobuxtiamo la strategia – 5 Febbraio 2018
 Facebook (NASDAQ:FB) had its price target raised by analysts at Barclays PLC from
$215.00 to $225.00. They now have an "overweight" rating on the stock. 15.6% upside from
the current price of $194.72. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at Citigroup Inc to $220.00.
They now have a "buy" rating on the stock. They noted that the move was a valuation call.
13.0% upside from the current price of $194.72. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at Piper Jaffray Companies
to $210.00. They now have an "overweight" rating on the stock. 7.8% upside from the
current price of $194.72. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at SunTrust Banks, Inc. to
$225.00. They now have a "buy" rating on the stock. 15.6% upside from the current price of
$194.72. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at Bank of America Corp
from $230.00 to $265.00. They now have a "buy" rating on the stock. 36.1% upside from the
current price of $194.72. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at Morgan Stanley from
$215.00 to $230.00. They now have an "overweight" rating on the stock. 18.1% upside from
the current price of $194.72. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at BMO Capital Markets from
$170.00 to $175.00. They now have a "market perform" rating on the stock. 10.1%
downside from the current price of $194.72. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at Royal Bank of Canada to
$250.00. They now have an "outperform" rating on the stock. 28.4% upside from the
current price of $194.72. Read More.
 Microsoft (NASDAQ:MSFT) had its price target raised by analysts at Citigroup Inc to
$115.00. They now have a "buy" rating on the stock. 20.5% upside from the current price of
$95.45. Read More.
 Microsoft (NASDAQ:MSFT) had its price target raised by analysts at Stifel Nicolaus from
$92.00 to $105.00. They now have a "buy" rating on the stock. 10.0% upside from the
current price of $95.45. Read More.
 Microsoft (NASDAQ:MSFT) had its price target raised by analysts at KeyCorp from $106.00
to $110.00. They now have an "overweight" rating on the stock. 15.2% upside from the
current price of $95.45. Read More.
 Microsoft (NASDAQ:MSFT) had its price target raised by analysts at Bank of America Corp
from $104.00 to $106.00. They now have a "buy" rating on the stock. 11.1% upside from the
current price of $95.45. Read More.
 Paypal (NASDAQ:PYPL) had its price target raised by analysts at Stifel Nicolaus from $77.00
to $79.00. They now have a "hold" rating on the stock. 0.9% downside from the current
price of $79.74. Read More.
 Paypal (NASDAQ:PYPL) had its price target raised by analysts at Morgan Stanley from
$84.00 to $88.00. They now have an "overweight" rating on the stock. 10.4% upside from
the current price of $79.74. Read More.
 Paypal (NASDAQ:PYPL) had its price target raised by analysts at BMO Capital Markets from
$85.00 to $89.00. They now have an "outperform" rating on the stock. 11.6% upside from
the current price of $79.74. Read More.

Page 7 of 11
Irrobuxtiamo la strategia – 5 Febbraio 2018
 QUALCOMM (NASDAQ:QCOM) had its price target raised by analysts at KeyCorp from
$68.00 to $73.00. They now have an "overweight" rating on the stock. 9.4% upside from the
current price of $66.72. Read More.
 Apple (NASDAQ:AAPL) had its price target raised by analysts at Cascend Securities from
$200.00 to $220.00 on Monday. They now have a "buy" rating on the stock. 37.1% upside
from the current price of $160.50. This rating was viewed 105 times. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at Needham &
Company LLC from $1,250.00 to $1,600.00 on Tuesday. They now have a "buy" rating on the
stock. 11.9% upside from the current price of $1,429.95. This rating was viewed 57
times. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at MKM Partners from
$245.00 to $320.00 on Monday. They now have a "buy" rating on the stock. 19.7% upside
from the current price of $267.43. This rating was viewed 98 times. Read More.
 Volkswagen (OTCMKTS:VLKAY) was upgraded by analysts at Bank of America Corp from
an "underperform" rating to a "buy" rating on Monday. current price of $43.10. This rating
was viewed 61 times. Read More.
 Caterpillar (NYSE:CAT) was upgraded by analysts at Argus to a "buy" rating. current price
of $158.59. Read More.
 Mastercard (NYSE:MA) was upgraded by analysts at Argus from a "hold" rating to a "buy"
rating. They now have a $200.00 price target on the stock. 14.6% upside from the current
price of $174.56. Read More.
 Unilever (NYSE:UN) was upgraded by analysts at ABN Amro from a "sell" rating to a "hold"
rating. current price of $58.03. Read More.
 Apple (NASDAQ:AAPL) was downgraded by analysts at Sanford C. Bernstein from an
"outperform" rating to a "market perform" rating. They now have a $170.00 price target on
the stock, down previously from $195.00. 4.2% upside from the current price of
$163.13. Read More.
 GoPro (NASDAQ:GPRO) was downgraded by analysts at JPMorgan Chase & Co. from an
"overweight" rating to a "neutral" rating. They now have a $8.00 price target on the stock,
down previously from $9.00. 43.6% upside from the current price of $5.57. Read More.
 Apple (NASDAQ:AAPL) had its price target lowered by analysts at Barclays PLC from
$174.00 to $170.00. They now have an "equal weight" rating on the stock. 4.2% upside from
the current price of $163.13. Read More.
 Apple (NASDAQ:AAPL) had its price target raised by analysts at Morgan Stanley from
$200.00 to $203.00. They now have an "overweight" rating on the stock. 24.4% upside from
the current price of $163.13. Read More.
 Amgen (NASDAQ:AMGN) had its price target raised by analysts at BMO Capital Markets
from $192.00 to $202.00. They now have a "market perform" rating on the stock. 6.9%
upside from the current price of $188.89. Read More.
 Amgen (NASDAQ:AMGN) had its price target lowered by analysts at Piper Jaffray
Companies from $194.00 to $190.00. They now have an "overweight" rating on the stock.
0.6% upside from the current price of $188.89. Read More.
 Amgen (NASDAQ:AMGN) had its price target lowered by analysts at Morgan Stanley from
$204.00 to $196.00. They now have an "overweight" rating on the stock. 3.8% upside from
the current price of $188.89. Read More.

Page 8 of 11
Irrobuxtiamo la strategia – 5 Febbraio 2018
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at Jefferies Group LLC
from $1,450.00 to $1,750.00. They now have a "buy" rating on the stock. 19.6% upside from
the current price of $1,463.07. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at Wells Fargo & Co
to $1,700.00. They now have an "outperform" rating on the stock. 16.2% upside from the
current price of $1,463.07. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at Wedbush to
$1,750.00. They now have an "outperform" rating on the stock. 19.6% upside from the
current price of $1,463.07. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at Loop Capital to
$1,600.00. 9.4% upside from the current price of $1,463.07. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at Piper Jaffray
Companies to $1,650.00. They now have an "overweight" rating on the stock. 12.8% upside
from the current price of $1,463.07. Read More.
 Boeing (NYSE:BA) had its price target raised by analysts at Sanford C. Bernstein from
$402.00 to $422.00. 19.5% upside from the current price of $353.12. Read More.
 Alibaba Group (NYSE:BABA) had its price target raised by analysts at Stifel Nicolaus to
$260.00. They now have a "positive" rating on the stock. 37.2% upside from the current
price of $189.49. Read More.
 Bank of America (NYSE:BAC) had its price target raised by analysts at Morgan Stanley
from $35.00 to $37.00. They now have an "overweight" rating on the stock. 13.9% upside
from the current price of $32.48. Read More.
 Alphabet (NASDAQ:GOOGL) had its price target raised by analysts at Barclays PLC to
$1,330.00. They now have an "overweight" rating on the stock. 18.5% upside from the
current price of $1,122.33. Read More.
 Alphabet (NASDAQ:GOOGL) had its price target raised by analysts at Citigroup Inc to
$1,350.00. They now have a "buy" rating on the stock. They noted that the move was a
valuation call. 20.3% upside from the current price of $1,122.33. Read More.
 GoPro (NASDAQ:GPRO) had its price target lowered by analysts at Citigroup Inc to $5.50.
They now have a "neutral" rating on the stock. 1.3% downside from the current price of
$5.57. Read More.
 Goldman Sachs Group (NYSE:GS) had its price target raised by analysts at Morgan Stanley
from $294.00 to $297.00. They now have an "overweight" rating on the stock. 11.0% upside
from the current price of $267.46. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at Piper Jaffray Companies from
$208.00 to $212.00. They now have an "overweight" rating on the stock. 21.4% upside from the
current price of $174.56. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at Loop Capital to $193.00. They now
have a "positive" rating on the stock. They noted that the move was a valuation call. 10.6% upside
from the current price of $174.56. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at KeyCorp from $170.00 to $195.00.
They now have an "overweight" rating on the stock. 11.7% upside from the current price of
$174.56. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at Barclays PLC from $178.00 to
$195.00. They now have an "overweight" rating on the stock. 11.7% upside from the current price of
$174.56. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at Royal Bank of Canada to $209.00.
They now have an "outperform" rating on the stock. 19.7% upside from the current price of
$174.56. Read More.

Page 9 of 11
Irrobuxtiamo la strategia – 5 Febbraio 2018
 Mastercard (NYSE:MA) had its price target raised by analysts at Morgan Stanley from $178.00 to
$192.00. They now have an "overweight" rating on the stock. 10.0% upside from the current price of
$174.56. Read More.
 Microsoft (NASDAQ:MSFT) had its price target raised by analysts at Nomura from $102.00 to
$105.00. They now have a "buy" rating on the stock. 14.0% upside from the current price of
$92.10. Read More.
 Ralph Lauren (NYSE:RL) had its price target raised by analysts at Nomura from $92.00 to $111.00.
They now have a "neutral" rating on the stock. 0.9% upside from the current price of $110.03. Read
More.
 Ralph Lauren (NYSE:RL) had its price target raised by analysts at Telsey Advisory Group from
$109.00 to $115.00. They now have a "market perform" rating on the stock. 4.5% upside from the
current price of $110.03. Read More.
 AT&T (NYSE:T) had its price target raised by analysts at Bank of America Corp from $39.00 to
$40.00. They now have a "neutral" rating on the stock. 4.2% upside from the current price of
$38.40. Read More.
 Unilever (LON:ULVR) had its price target lowered by analysts at Barclays PLC from GBX 4,560
($64.04) to GBX 4,530 ($63.61). They now have an "overweight" rating on the stock. Read More.
 Visa (NYSE:V) had its price target raised by analysts at Piper Jaffray Companies from $158.00 to
$164.00. They now have an "overweight" rating on the stock. 34.0% upside from the current price of
$122.40. Read More.
 Visa (NYSE:V) had its price target raised by analysts at KeyCorp from $125.00 to $140.00. They now
have an "overweight" rating on the stock. 14.4% upside from the current price of $122.40. Read
More.
 Visa (NYSE:V) had its price target raised by analysts at Morgan Stanley from $137.00 to $140.00.
They now have an "overweight" rating on the stock. 14.4% upside from the current price of
$122.40. Read More.
 Visa (NYSE:V) had its price target lowered by analysts at Nomura from $148.00 to $146.00. They
now have a "buy" rating on the stock. 19.3% upside from the current price of $122.40. Read More.
 Visa (NYSE:V) had its price target raised by analysts at Cantor Fitzgerald to $141.00. They now have
an "overweight" rating on the stock. 15.2% upside from the current price of $122.40. Read More.
 Visa (NYSE:V) had its price target raised by analysts at Barclays PLC from $145.00 to $150.00. They
now have an "overweight" rating on the stock. 22.5% upside from the current price of $122.40. Read
More.

Insider sales:

 General Electric (NYSE:GE) SVP Alexander Dimitrief purchased 1,181 shares of the
company's stock in a transaction on Friday, January 26th. The stock was bought at an
average price of $16.00 per share, for a total transaction of $18,896.00. Following the
completion of the purchase, the senior vice president now directly owns 81,185 shares of
the company's stock, valued at $1,298,960. The purchase was disclosed in a document filed
with the SEC, which is available at this hyperlink. This trade was viewed 54 times. Read
More.
 Intel Co. (NASDAQ:INTC) CEO Brian M. Krzanich sold 8,659 shares of the stock in a
transaction that occurred on Friday, January 26th. The shares were sold at an average price
of $49.40, for a total transaction of $427,754.60. Following the completion of the

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Irrobuxtiamo la strategia – 5 Febbraio 2018
transaction, the chief executive officer now owns 263,382 shares in the company, valued at
$13,011,070.80. The sale was disclosed in a filing with the Securities & Exchange
Commission, which can be accessed through this hyperlink. This trade was viewed 79
times. Read More.

Da Daily Trade Alert:

 eBay (EBAY) upgraded by RBC Capital from Sector Perform to Outperform


 PayPal (PYPL) downgraded by BTIG from Buy to Neutral
 HP Inc. (HPQ) downgraded by Mizuho from Buy to Neutral
 Apple (AAPL) downgraded by KeyBanc from Overweight to Sector Weight
 Alphabet Class A (GOOGL) downgraded by Stifel from Buy to Hold
 GoPro (GPRO) downgraded by JPMorgan from Overweight to Neutral

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