Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Cari buxiti,
- 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
Page 1 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
- Ennesima conferma di Bank of America.
http://bit.ly/2IdcVtD
Page 2 of 15
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
Page 3 of 15
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
Page 4 of 15
Irrobuxtiamo la strategia – 8 Marzo 2018
- 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
Trading ideas
Alerts
Up/Downgrade
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.
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.
Page 12 of 15
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:
Page 13 of 15
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
Page 15 of 15