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Irrobuxtiamo la strategia – 8 Marzo 2018

Cari buxiti,

- JPMorgan attende un aumento dei profitti grazie al taglio fiscale (interessi e


ingressi da commissioni a $55miliardi nel2018, secondo le loro stime).
Jefferies stima il TP a $36.
http://bit.ly/2HfgLBa

- Goldman Sachs si espande nel retail banking senza filiali e prepara $1B di
revenues entro 2 anni tramite il programma Marcus.
http://bit.ly/2oTQySi

- Ennesima tesi a support di Wal-Mart. Wal-Mart non è perfetto, ma ció non


rileva.
http://bit.ly/2FnJoQg
Intanto Oppenheimer “trita” la valutazione di Wal-Mart da Outperform a
Market Perform.
http://bit.ly/2FCNCD6
Wal-Mart alza il tono contro Amazon buttandosi sui piatti pronti.
http://bit.ly/2HfhlyQ

- Rileggendo meglio i dati di Apple, l’Iphone non è andato affatto male:


migliore smartphone (in termini di vendita) ogni settimana e revenue sette
volte quelle del secondo produttore mondiale (samsung).
http://bit.ly/2p0vBoP
Intanto si espande la quota di mercato dei wearable al 21%.
http://bit.ly/2tqBtw5
E JPMorgan ribassa le previsioni di vendita dell’Iphone X (15M).
http://bit.ly/2oUJLYs
Baird vede Apple in una posizione di forza e reitera l’OUTPERFORM. L’Apple
watch dovrebbe continuare a guadagnare fette di mercato e che quella degli
Iphone rimane robusta.
http://bit.ly/2FqWFne

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Irrobuxtiamo la strategia – 8 Marzo 2018
- Ennesima conferma di Bank of America.
http://bit.ly/2IdcVtD

- Intel ritenuta un TOP BUY da Citi con 18% di possibile upside.


http://bit.ly/2DboZbg
La partnership di Intel con Tsinghua Unigroup sa boostndo l’azienda
americana che puó mirare ad espansione in oriente. Il titolo si conferma un
BUY.
http://bit.ly/2oTW1s8
Business model apprezzato per la differenziazione del suo portfolio che lo
espone a meno ciclicitá rispetto ai competitor (micron, Western Digital, AMD
e Nvidia).
http://bit.ly/2Fnibxd

- Microsoft si espande egregiamente nell’healthcare con il suo Azure e in piena


compliance delle leggi americane sulla privacy dei dati sanitari (HIPAA).
Cloud+AI vanno bene con Mr. Nadella.
http://bit.ly/2FuORAV
3 motivi per considerare Microsoft un BUY secondo un (apparentemente)
guru degli investimenti tech: Azure Cloud (revenues a +98% y/y), cannabis
(l’acquisto della startup Kind permette di monitorare vendite e compliance) e
criptocurrency (membri di Coco per sviluppare l’aspetto retail di Ethereum).
Piper Jeffrey ha piazzato il TP a $115 (+24% al prezzo di chiusura del
6/3/2018).
http://bit.ly/2oYL5IU

- Alibaba è in crescita mostruosa e puó raggiungere il trilione nel 2020.


L’attuale crescita delle revenue dorebbe essere anche solo del 22% per i
prossimi anni e ci arriverebbe senza grandi problemi. Gli short si sono ridotti
del 2% (dal precedente 10,3%), grazie agli ultimi due quarter che hanno
dimostrato che l’intensitá non diminuisce.
http://bit.ly/2FCNIKY
E sembra che il dipartimento che piú di tutti dovrebbe poter far crescere
Alibaba è quello Cloud, che in sé per sé è ancora agli albori e dovrebbe poter
seguire le orme di Amazon e il suo AWS, senza dimenticare che a breve gli
effetti dell’economia di scala dovrebbero cominciare a farsi sentire.
http://bit.ly/2FBtC3t
Secondo quest’altro articolo, il MAU (monthly active users) è il vero motore
corrente della crescita di Alibaba. Resta da vedere se l’obiettivo dei 2 miliardi

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Irrobuxtiamo la strategia – 8 Marzo 2018
è veramente fattibile, ma per il momento la crescita á valida per “top e
bottom line”.
http://bit.ly/2Hjjg5R

- DSM in buono stato sembra un buon titolo. Ironia della sorte, il giorno dopo
che è uscito l’articolo, DSM è crollato al -2/3%.
http://bit.ly/2FsaG4a

- Pioggia di upgrade su Salesforce: BMO Cpaital a $133 (+14%), Mizuho a $140


(20%) e Stifel a $142 (+22%).
http://bit.ly/2FqY6C8

- Previsioni nefaste per McDonald’s da parte di RBC Note che riduce le


previsioni di crescita dal 3,5% all’1%.
http://bit.ly/2DciJ2Q
Bank of America ribassa il TP le previsioni di crescita (US a +2,8% e globale a
+4%). TP a $180.
http://bit.ly/2If91Ar
Credit Suisse partecipa al ribasso delle previsioni e del TP da $191 a $175.
http://bit.ly/2HkeqFj

- Morgan Stanley vede Caterpillar di buon’occhio, specialmente alla luce della


ripresa globale.
http://bit.ly/2oZKF4V
Investimenti in Asia importanti: +22% in APAC nel Q42017 e con alta
domanda in Cina con il nuovo progetto “Belt and road” da 1 $trilione.
http://bit.ly/2FnJCqA
Secondo JPMorgan, gli eventuali dazi non dovrebbero scalfire Caterpillar piú
del 5% dei loro earnings.
http://bit.ly/2Dcwwqm
E secondo GBH I dazi dovrebbero inficiare minimamenti anche i FANG.
http://bit.ly/2IbLKiY

- E secondo quest’analisi, Boeing dovrebbe essere il titolo con piú da perdere


dalla recente mossa di Trump. Occhio alle vostre posizioni.
http://bit.ly/2Fviim8
E secondo Cowen l’impatto degli eventuali dazi di Trump su acciaio e
alluminio sará minimo, basti considerare che solo nel 2017 l’alluminio è
cresciuto del 30% senza gravi ripercussioni nell’industry di Boeing.

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Irrobuxtiamo la strategia – 8 Marzo 2018
http://bit.ly/2HlzF9R
Hawaiaan Airlines preferiscono i Boeing 787 agli airbus e inviano un ordine
da 10 pezzi.
http://bit.ly/2IdKewS

- Analisi di Facebook che valorizza gli investimenti a lungo termine e fissa il TP


a $204.
http://bit.ly/2G8Q95Q
Riflessione interessante: P&G e Unilever sono due delle aziende che hanno
rimosso le loro pubblicitá da Facebook e Youtube e se queste due
piattaforme non cominciano a investire nell’A.I. per il posizionamento delle
pubblicitá, gli investimenti potrebbero stabilizzarsi a breve con Amazon e
Google Search. Per la cronaca, solo P&G ha un budget annuale di $200M in
advertising.
http://bit.ly/2Ddy5nJ
Per la prima volta, sembra che la crescita di utenti di Facebook stia
decelerando: +15% nel 2017 e (apparentemente) 6% nel 2018. Secondo
Barclays Facebook puó continuare a battere le attese ma con margini meno
notevoli.
http://bit.ly/2G7YDKr
Secondo quest’analisi, la prospettiva di lungo termine è positiva ma nel breve
termine, il titolo potrebbe essere un pó piú avanti delle sue possibilitá.
http://bit.ly/2HiF4OL

- Elogio di Paypal che potrebbe beneficiare a breve dei Bitcoin.


http://bit.ly/2IbDwYl

- Macroeconomia; Credit Suisse fa notare come storicamente dopo auenti del


VIX oltre quota 25, l’S&P500 performi bene (all’incirca 6,9% nei 3 mesi
successivi).
http://bit.ly/2Fn2fel

- Dato interessante fornito da GuruFocus in cui si vedono I cambiamenti di


portfolio presso Chase Coleman rispetto ai titoli nel nostro portfolio:

Page 4 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018

- Motivi per considerare HP un valido titolo: leadership nel settore degli


ultramobile e crescita del 3D-printing. D’altro canto, peró, il titolo potrebbe
essere piú vicino alla fine che non all’inizio del rally quindi un ingresso adesso
sarebbe consigliato principalmente per gli investitori di lungo periodo.
http://bit.ly/2oZOwPD

- Ottica macro: apparentemente i fondi di investimento hanno una


partecipazione nel tech in calo, ai minimi da 15 mesi e stanno invece
aumentando il customary discretion (hotel e retailer).
http://bit.ly/2p0iJ0Q

- Stifel ribassa Netflix, poiché “il recente rally ha portato il valore dell’azienda
oltre il valore giustificato dai suoi dati fondamentali”.
http://bit.ly/2FoDgYh
GBH lo rialza a $375 (+19%) grazie all’effetto Oscar e all’attrazione sempre
maggiore che Netflix esercita sui talenti del cinema.
http://bit.ly/2HjjOZt
Sapevate che Netflix è gia a +68% da inizio anno? Il suo tallone d’Achille
resterá sempre la crescita degli utenti, ma considerando che al momento ha
“solo” il 3% del mercato, restano pur sempre ottimi margini di crescita.
http://bit.ly/2G7YDKr

- Un altro titolo dalle eccellenti recenti performance è Cisco. Ecco qualche dato:
FCF +18%, previsioni revenues a +2,3% nel 2018 e +2,9% nel 2019, net
income a +$2B e dividendo a +70% negli ultimi 5 anni.
Secondo questo articolo, questi buoni dati potrebbero portare Cisco alla
soglia dei $50 seppure il ritmo di crescita difficilmente sará lo stesso visto
recentemente.

Page 5 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
http://bit.ly/2FoDBdv

- Per i patiti di cripto, queste previsioni di vari analisti vedono il BTCUSD a


$29k a fine anno (+~184%). La parte da leone la dovrebbe/potrebbe fare
Dogecoin (+~2920%), mentre Ripple andrebbe a +~541%.
http://bit.ly/2tARj7B

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Fitbit Inc. (NYSE: FIT) was up almost 5% at $5.54 ahead of earnings but was last
seen down 12% at $4.85 after the earnings report. Fitbit saw its target cut to $5
from $6 by Morgan Stanley. Wedbush Securities maintained its Neutral rating and
lowered its target to $6.00 from $6.50.

Palo Alto Networks Inc. (NYSE: PANW) was up 2.3% at $169.32 ahead of earnings
and was last seen up another 5.5% at $179.00 after the reaction. It was reiterated as
Outperform and the price target was raised to $200 from $180 at Oppenheimer.
Palo Alto was reiterated as Positive and the price target was raised to $197 from
$195 at Susquehanna. JPMorgan reiterated its Overweight rating and raised its
target to $220 from $182, and Morgan Stanley raised its target to $205 from $190.

Page 6 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
Salesforce.com Inc. (NYSE: CRM) was down 0.2% at $116.25 ahead of earnings and
was last seen up 3.2% at $120.00 (above the prior all-time high of $118.15 set the
previous day) after earnings. It was reiterated as Buy and the price target was raised
to $140 from $120 at Mizuho.

Walmart Inc. (NYSE: WMT) was downgraded to Perform from Outperform at


Oppenheimer. Shares closed down 1% at $89.08 on Thursday and were indicated
down 1.3% at $87.85 on Friday. The 52-week range is $69.33 to $109.98.

McDonald’s Corp. (NYSE: MCD) was reiterated as Outperform with a $191 price
target (versus a $148.27 close), after a 4.8% drop) at Credit Suisse. The firm noted
that the sell-off from the $178.70 high has been overdone.

Under Armour Inc. (NYSE: UAA) was reiterated as Hold at Argus, with the
independent research firm calling it out as fully valued.

E*Trade Financial Corp. (NASDAQ: ETFC) was raised to Outperform with a $61 price
target (versus a $52.62 close) at Keefe Bruyette & Woods.

Kraft Heinz Co. (NASDAQ: KHC) was maintained as Buy at Argus, but the firm
handily lowered the price target to $74 from $93. Shares closed up 0.5% at $67.77
on Tuesday and were indicated down 0.4% at $67.50 on Wednesday. Kraft Heinz
had an $82.52 consensus target price.

Netflix Inc. (NASDAQ: NFLX) was downgraded to Hold from Buy at Stifel, but the
firm raised its price target to $325 from $283. Netflix was up 3.2% at $325.22 on
Tuesday, and shares were down 1.5% at $320.50 on Wednesday. The consensus
target price was $273.23 ahead of this call.

Berkshire Hathaway Inc. (NYSE: BRK-A) was maintained as Hold at Argus, noting
that the insurance underwriting issues continue to drag on earnings.

Da MarketBeat.com

 Abercrombie & Fitch (NYSE:ANF) had its price target raised by analysts at B.
Riley from $20.00 to $22.00. They now have a "neutral" rating on the stock.
5.9% upside from the current price of $20.78. Read More.

Page 7 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
 Barclays (LON:BARC) had its price target raised by analysts at Morgan
Stanley from GBX 215 ($2.97) to GBX 225 ($3.11). They now have an "equal
weight" rating on the stock. Read More.
 Fitbit (NYSE:FIT) had its price target lowered by analysts at Morgan Stanley
from $6.00 to $5.00. They now have an "equal weight" rating on the stock.
4.2% upside from the current price of $4.80. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Barclays PLC to $206.00. They now have a "buy" rating on the stock. 18.9%
upside from the current price of $173.31. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
JPMorgan Chase & Co. to $220.00. They now have an "overweight" rating on
the stock. 26.9% upside from the current price of $173.31. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
BTIG Research from $175.00 to $210.00. They now have a "buy" rating on the
stock. 21.2% upside from the current price of $173.31. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
BMO Capital Markets from $170.00 to $190.00. They now have a "market
perform" rating on the stock. 9.6% upside from the current price of
$173.31. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Citigroup Inc from $170.00 to $195.00. They now have a "buy" rating on the
stock. 12.5% upside from the current price of $173.31. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Morgan Stanley from $190.00 to $205.00. They now have an "overweight"
rating on the stock. 18.3% upside from the current price of $173.31. Read
More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Oppenheimer Holdings Inc. from $180.00 to $220.00. They now have an
"outperform" rating on the stock. 26.9% upside from the current price of
$173.31. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Deutsche Bank AG from $180.00 to $210.00. They now have a "buy" rating on
the stock. 21.2% upside from the current price of $173.31. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Royal Bank of Canada to $200.00. They now have an "outperform" rating on
the stock. 15.4% upside from the current price of $173.31. Read More.
 Chevron (NYSE:CVX) was upgraded by analysts at Bank of America Corp
from a "neutral" rating to a "buy" rating. They now have a $138.00 price
target on the stock, up previously from $113.61. They noted that the move

Page 8 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
was a valuation call. 21.6% upside from the current price of $113.51. Read
More.
 Philip Morris International (NYSE:PM) was upgraded by analysts at
Citigroup Inc from a "neutral" rating to a "buy" rating. They now have a
$125.00 price target on the stock. They noted that the move was a valuation
call. 20.1% upside from the current price of $104.09. Read More.
 Verizon Communications (NYSE:VZ) was upgraded by analysts at Moffett
Nathanson from a "neutral" rating to a "buy" rating. current price of
$48.19. Read More.
 British American Tobacco (NYSE:BTI) was downgraded by analysts at
Citigroup Inc from a "buy" rating to a "neutral" rating. current price of
$59.62. Read More.
 Celgene (NASDAQ:CELG) was downgraded by analysts at SunTrust Banks,
Inc. from a "buy" rating to a "hold" rating. They now have a $106.00 price
target on the stock, down previously from $139.00. 20.8% upside from the
current price of $87.74. Read More.
 Celgene (NASDAQ:CELG) was downgraded by analysts at Credit Suisse Group
AG from a "buy" rating to a "hold" rating. They now have a $90.00 price target
on the stock, down previously from $129.00. 2.6% upside from the current
price of $87.74. Read More.
 Adobe Systems (NASDAQ:ADBE) had its price target raised by analysts at
Royal Bank of Canada to $235.00. They now have an "outperform" rating on
the stock. 12.5% upside from the current price of $208.82. Read More.
 JPMorgan Chase & Co. (NYSE:JPM) had its price target raised by analysts at
Nomura from $113.00 to $117.00. They now have a "neutral" rating on the
stock. 0.1% downside from the current price of $117.14. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at
Citigroup Inc from $130.00 to $140.00. They now have a "buy" rating on the
stock. 16.6% upside from the current price of $120.03. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Mizuho
from $120.00 to $140.00. They now have a "buy" rating on the stock. 16.6%
upside from the current price of $120.03. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at BMO
Capital Markets from $118.00 to $133.00. They now have an "outperform"
rating on the stock. 10.8% upside from the current price of $120.03. Read
More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at
JPMorgan Chase & Co. to $130.00. They now have an "overweight" rating on
the stock. 8.3% upside from the current price of $120.03. Read More.

Page 9 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
 salesforce.com (NYSE:CRM) had its price target raised by analysts at
SunTrust Banks, Inc. to $133.00. They now have a "buy" rating on the stock.
10.8% upside from the current price of $120.03. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at
Jefferies Group LLC to $140.00. They now have a "buy" rating on the stock.
16.6% upside from the current price of $120.03. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Stifel
Nicolaus from $120.00 to $142.00. They now have a "buy" rating on the stock.
18.3% upside from the current price of $120.03. Read More.
 Monster Beverage (NASDAQ:MNST) had its price target lowered by analysts
at Stifel Nicolaus from $73.00 to $71.00. They now have a "buy" rating on the
stock. 12.0% upside from the current price of $63.37. Read More.
 Monster Beverage (NASDAQ:MNST) had its price target lowered by analysts
at BMO Capital Markets from $71.00 to $68.00. They now have an
"outperform" rating on the stock. 7.3% upside from the current price of
$63.37. Read More.
 Airbus (EPA:AIR) was given a new €119.00 ($146.91) price target on by
analysts at Goldman Sachs Group Inc on Monday. They now have a "buy"
rating on the stock. This rating was viewed 41 times. Read More.
 General Electric (NYSE:GE) was given a new $23.00 price target on by
analysts at Citigroup Inc on Monday. They now have a "buy" rating on the
stock. 62.9% upside from the current price of $14.12. This rating was viewed
79 times. Read More.
 eBay (NASDAQ:EBAY) was upgraded by analysts at Raymond James
Financial, Inc. from a "market perform" rating to a "strong-buy" rating.
current price of $42.27. Read More.
 Caterpillar (NYSE:CAT) is now covered by analysts at Morgan Stanley. They
set an "overweight" rating and a $185.00 price target on the stock. 26.1%
upside from the current price of $146.75. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Argus
to $141.00. They now have a "buy" rating on the stock. 17.4% upside from the
current price of $120.10. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Morgan
Stanley from $134.00 to $140.00. They now have an "overweight" rating on
the stock. 16.6% upside from the current price of $120.10. Read More.
 Telecom Italia (NYSE:TI) was upgraded by analysts at Sanford C. Bernstein
from a "market perform" rating to an "outperform" rating. current price of
$8.95. Read More.

Page 10 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
 Monster Beverage (NASDAQ:MNST) was upgraded by analysts at Deutsche
Bank AG from a "hold" rating to a "buy" rating. current price of $56.24. Read
More.
 Tesco (OTCMKTS:TSCDY) was upgraded by analysts at Jefferies Group LLC
from a "hold" rating to a "buy" rating. current price of $8.54. Read More.
 Tesco (LON:TSCO) was upgraded by analysts at Jefferies Group LLC to a
"buy" rating. They now have a GBX 250 ($3.45) price target on the stock. Read
More.
 British American Tobacco (LON:BATS) had its price target lowered by
analysts at Goldman Sachs Group Inc from GBX 5,850 ($80.82) to GBX 5,400
($74.61). They now have a "buy" rating on the stock. Read More.
 International Consolidated Airlns Grp (LON:IAG) had its price target raised
by analysts at Deutsche Bank AG from GBX 730 ($10.09) to GBX 770 ($10.64).
They now have a "buy" rating on the stock. Read More.
 McDonald's (NYSE:MCD) had its price target lowered by analysts at Bank of
America Corp from $200.00 to $180.00. They now have a "buy" rating on the
stock. 19.4% upside from the current price of $150.78. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Macquarie
from $275.00 to $330.00. They now have an "outperform" rating on the stock.
6.6% upside from the current price of $309.70. Read More.
 SAP (NYSE:SAP) had its price target lowered by analysts at Royal Bank of
Canada to . They now have a "sector perform" rating on the stock. 10.6%
upside from the current price of $104.01. Read More.
 E*TRADE Financial (NASDAQ:ETFC) was upgraded by analysts at Keefe,
Bruyette & Woods from a "market perform" rating to an "outperform" rating.
They now have a $61.00 price target on the stock. 14.3% upside from the
current price of $53.39. Read More.
 International Consoltd Airlns Grp (OTCMKTS:ICAGY) was downgraded by
analysts at Kepler Capital Markets from a "hold" rating to a "reduce" rating.
current price of $17.00. Read More.
 Tesco (OTCMKTS:TSCDY) is now covered by analysts at Barclays PLC. They
set an "overweight" rating on the stock. current price of $8.82. Read More.
 BlackRock (NYSE:BLK) had its price target lowered by analysts at Deutsche
Bank AG from $626.00 to $623.00. They now have a "buy" rating on the stock.
14.9% upside from the current price of $542.28. Read More.
 HSBC (LON:HSBA) had its price target lowered by analysts at Deutsche Bank
AG from GBX 708 ($9.78) to GBX 700 ($9.67). They now have a "hold" rating
on the stock. Read More.

Page 11 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
 adidas (OTCMKTS:ADDYY) was upgraded by analysts at Bank of America
Corp from a "neutral" rating to a "buy" rating. current price of $107.99. Read
More.
 Barclays (LON:BARC) was upgraded by analysts at Goldman Sachs Group Inc
to a "neutral" rating. They now have a GBX 210 ($2.90) price target on the
stock, up previously from GBX 190 ($2.63). Read More.
 Barclays (NYSE:BCS) was upgraded by analysts at Goldman Sachs Group Inc
from a "sell" rating to a "neutral" rating. current price of $11.78. Read More.
 Barclays (NYSE:BCS) was upgraded by analysts at BCS to a "sell" rating.
current price of $11.78. Read More.
 Booking (NASDAQ:BKNG) was upgraded by analysts at Argus from a "hold"
rating to a "buy" rating. They now have a $2,520.00 price target on the stock.
16.7% upside from the current price of $2,160.00. Read More.
 Rolls-Royce (LON:RR) was upgraded by analysts at Societe Generale to a
"hold" rating. They now have a GBX 970 ($13.40) price target on the stock, up
previously from GBX 725 ($10.02). Read More.
 Rolls-Royce (OTCMKTS:RYCEY) was upgraded by analysts at Societe
Generale from a "sell" rating to a "hold" rating. current price of $12.97. Read
More.
 Weir Group (LON:WEIR) was upgraded by analysts at Liberum Capital to a
"buy" rating. They now have a GBX 2,400 ($33.16) price target on the stock,
up previously from GBX 700 ($9.67). Read More.
 Weir Group (OTCMKTS:WEIGF) is now covered by analysts at Liberum
Capital. They set a "buy" rating on the stock. current price of $28.75. Read
More.
 Abercrombie & Fitch (NYSE:ANF) had its price target raised by analysts at B.
Riley from $22.00 to $24.00. They now have a "neutral" rating on the stock.
3.4% upside from the current price of $23.21. Read More.
 Abercrombie & Fitch (NYSE:ANF) had its price target raised by analysts at
Telsey Advisory Group from $24.00 to $26.00. They now have a "market
perform" rating on the stock. 12.0% upside from the current price of
$23.21. Read More.
 Abercrombie & Fitch (NYSE:ANF) had its price target raised by analysts at
Morgan Stanley from $11.00 to $13.00. They now have an "underweight"
rating on the stock. 44.0% downside from the current price of $23.21. Read
More.
 Hasbro (NASDAQ:HAS) had its price target lowered by analysts at BMO
Capital Markets from $100.00 to $96.00. They now have an "average" rating
on the stock. They noted that the move was a valuation call. 2.9% upside from
the current price of $93.30. Read More.

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Irrobuxtiamo la strategia – 8 Marzo 2018
 Intel (NASDAQ:INTC) had its price target raised by analysts at Bank of
America Corp from $52.00 to $61.00. They now have a "buy" rating on the
stock. 19.6% upside from the current price of $50.99. Read More.
 Exxon Mobil (NYSE:XOM) had its price target lowered by analysts at
Citigroup Inc from $84.00 to $81.00. They now have a "neutral" rating on the
stock. 9.3% upside from the current price of $74.08. Read More.
 Exxon Mobil (NYSE:XOM) had its price target lowered by analysts at Wells
Fargo & Co from $87.00 to $82.00. They now have a "market perform" rating
on the stock. 10.7% upside from the current price of $74.08. Read More.
 Chevron (NYSE:CVX) was upgraded by analysts at DZ Bank AG from a "hold"
rating to a "buy" rating. current price of $113.48. Read More.
 Vodafone Group (NASDAQ:VOD) was upgraded by analysts at BNP Paribas
from a "neutral" rating to an "outperform" rating. They now have a $28.56
price target on the stock, down previously from $28.67. 0.2% downside from
the current price of $28.63. Read More.
 Diageo (NYSE:DEO) was downgraded by analysts at Natixis from a "buy"
rating to a "neutral" rating. current price of $132.54. Read More.
 Easyjet (OTCMKTS:ESYJY) is now covered by analysts at Citigroup Inc. They
set a "neutral" rating on the stock. current price of $21.89. Read More.
 International Consoltd Airlns Grp (OTCMKTS:ICAGY) is now covered by
analysts at Citigroup Inc. They set a "neutral" rating on the stock. current
price of $17.34. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at Loop
Capital to $1,700.00. They now have a "buy" rating on the stock. 10.9% upside
from the current price of $1,533.41. Read More.
 Chevron (NYSE:CVX) had its price target lowered by analysts at Credit Suisse
Group AG from $129.00 to $123.00. They now have a "neutral" rating on the
stock. 8.4% upside from the current price of $113.48. Read More.

Insider sales:

 Amazon.com, Inc. (NASDAQ:AMZN) CEO Jeffrey A. Wilke sold 250 shares of


the firm's stock in a transaction that occurred on Wednesday, February 28th.
The shares were sold at an average price of $1,518.47, for a total value of
$379,617.50. The transaction was disclosed in a filing with the SEC, which can

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Irrobuxtiamo la strategia – 8 Marzo 2018
be accessed through this hyperlink. This trade was viewed 108 times. Read
More.
 Amazon.com, Inc. (NASDAQ:AMZN) CEO Jeffrey A. Wilke sold 2,000 shares of
the firm's stock in a transaction that occurred on Friday, February 23rd. The
shares were sold at an average price of $1,492.93, for a total value of
$2,985,860.00. Following the transaction, the chief executive officer now
directly owns 10,000 shares of the company's stock, valued at approximately
$14,929,300. The transaction was disclosed in a document filed with the SEC,
which can be accessed through this link. This trade was viewed 59
times. Read More.
 Facebook Inc (NASDAQ:FB) CEO Mark Zuckerberg sold 220,000 shares of the
firm's stock in a transaction that occurred on Monday, February 26th. The
shares were sold at an average price of $184.63, for a total value of
$40,618,600.00. The transaction was disclosed in a filing with the SEC, which
can be accessed through this hyperlink. This trade was viewed 58 times. Read
More.
 Procter & Gamble Co (NYSE:PG) insider Jeffrey K. Schomburger sold 37,776
shares of the stock in a transaction on Monday, February 26th. The shares
were sold at an average price of $81.37, for a total value of $3,073,833.12. The
sale was disclosed in a legal filing with the SEC, which is available at the SEC
website. This trade was viewed 70 times. Read More.
 Snap Inc (NYSE:SNAP) CEO Evan Spiegel sold 1,501,300 shares of the stock in
a transaction on Thursday, March 1st. The shares were sold at an average
price of $16.91, for a total value of $25,386,983.00. Following the sale, the
chief executive officer now owns 83,830,471 shares in the company, valued at
$1,417,573,264.61. The sale was disclosed in a document filed with the SEC,
which is available at this hyperlink. This trade was viewed 53 times. Read
More.
 Twitter Inc (NYSE:TWTR) Director Evan Clark Williams sold 546,300 shares
of the stock in a transaction on Wednesday, February 28th. The shares were
sold at an average price of $31.91, for a total value of $17,432,433.00.
Following the sale, the director now owns 2,181,588 shares in the company,
valued at $69,614,473.08. The sale was disclosed in a document filed with the
SEC, which is available at this hyperlink. This trade was viewed 61
times. Read More.

Page 14 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018

Da Daily Trade Alert:

 eBay (EBAY) upgraded by Raymond James from Market Perform to Strong


Buy
 Tesco (TSCDY) upgraded by Jefferies from Hold to Buy
 Vodafone (VOD) upgraded by Exane BNP Paribas from Neutral to
Outperform
 Diageo (DEO) downgraded by Natixis from Buy to Neutral
 Netflix (NFLX) downgraded by Stifel from Buy to Hold
 Barclays (BCS) upgraded by Goldman Sachs from Sell to Neutral
 Booking Holdings (BKNG) upgraded by Argus from Hold to Buy
 Chevron (CVX) upgraded by BofA/Merrill from Neutral to Buy
 Celgene (CELG) downgraded by SunTrust from Buy to Hold
 British American Tobacco (BTI) downgraded by Citi from Buy to Neutral

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