Bux 22.4.2018

Irrobuxtiamo la strategia – 22 Aprile 2018
Cari buxiti,
- Citi continua a ottenere buoni risultati ma il mercato sembra non darci

conto.
https://bit.ly/2HQOZfR
Questo articolo parla di uno sconto attuale da 15%, estimates beat
continui e venti a favore.
https://bit.ly/2HEefID
Si conferma la tesi che le prospettive di Citi sono buone.
https://bit.ly/2F5EC52
Troppo pessimismo intorno a Citi, nonostante il valore sottostante.
https://bit.ly/2qSlm5Y
- Caterpillar potrebbe continuare ad aumentare il propri odividendo.

https://bit.ly/2qSluCu
- I prezzi del bitcoin potrebbero rimbalzare dal 17 aprile, data della

dichiarazione dei redditi in US.
https://bit.ly/2K7cYbI
- JPMorgan in ottima posizione, con earnings ai massimi storici per una

banca Americana. A breve potrebbe iniziare un periodo positivo per le
banche US grazie alla volatilitá dei mercati.
https://bit.ly/2Jja8yV
I dati degli earnings: net income a $2,7miliardi, $1,45 per azioni contro
aspettative di $1,9miliardi e $1.
https://bit.ly/2qT8tsb
- Paypal in buone prospettive: il colpo (minimo) inferto da Ebay si puó

recuperare in breve tempo, dato il tasso di crescita dell’azienda.
https://bit.ly/2qQsGzU
- Wal-Mart, secondo quest’articolo, ha almeno 7 buoni motivi per cui vale la

pena essere acquistato: aumento del revenue per share, del book value per
share, il miglioramento del rating, del debt-to-free cash flow, FCF, Payout
Ratio e l’attuale buy-back.
https://bit.ly/2HjVuGV
Page 1 of 19
- Buoni dati per Bank of America: Q1 income da $6,9miliardi (v 5,3),
earnings a $0,62 per azione (v 0,45).
https://bit.ly/2HCXEVN
- Downgrade di McDonald’s da parte di Stephens (Overweight e TP a $170).

https://bit.ly/2vGSKC6
- Riflessione (ovvia ma importante) sul fatto che titoli come Visa aumentino
il dividendo consistemente e che in un margine di una decade, questo
fattore si fará sentire.
https://bit.ly/2vAS2X9
- Bank of America è in buone condizioni e il Q1 lo ha dimostrato.

https://bit.ly/2qNzcYc
Si conferma il forte outlook e Bank of America potrebbe essere diventata
una blue chip.
https://bit.ly/2K8RPxM
Ritorni a 10,8% annuali.
https://bit.ly/2HTMuJU
Anche se il prezzo attuale non è molto economico.
https://bit.ly/2Jk0Z9w
- Netflix è pur sempre in bolla e sembra che possa dover gestire qualche
imprevisto, come aumento della competizione e l’inizio dei servizi in
proprio per Disney, senza parlare dell’ingestibile debito in continua
crescita.
https://bit.ly/2F8nA6b
Interessante il grafico che rappresenta il rapporto debito/revenues (in
continuo aumento).
https://bit.ly/2HRpSK7
Articolo interessante dal Business Insider olandese: agli attuali costi, per
essere profittevole Netflix dovrebbe aumentare i prezzi del 50%.
https://bit.ly/2Hohu3P
- Attenzione a Nvidia, i cui dirigenti stanno vendendo le proprie azioni nella

loro azienda.
https://bit.ly/2HRq8c3
- Focus su ASML che questa settimana (passata) ha prodotto degli earnings

interessanti da cui traiamo: buoni dati, i margini lordi in calo non
Page 2 of 19
dovrebbero essere un problema sul lungo termine, il mercato non
diminuisce per cui il titolo potrebbe già essere in supporto.
https://bit.ly/2vzsOZ8
- Facebook attira le attenzioni di Blackrock, che diventa adesso il suo sesto

azionario.
https://bit.ly/2F5tWTP
Intanto OTR Global avverte di un rallentamento delle vendite di ads per
Facebook.
https://bit.ly/2HlF94O
Curiositá, PWC certifica che Facebook ha adottato sufficienti misure di
sicurezza privacy.
https://bit.ly/2HSIFop
Altra opinione bullish su Facebook che al momento viaggia a prezzi piú
economici dei suoi competitor.
https://bit.ly/2K3QesO
- Buone news da Cisco: il business model prevede sottoscrizioni, molti

ordini pesanti e buone acquisizioni in ottica futura, il che dovrebbe aiutare
Cisco a stabilizzare le proprie vendite.
https://bit.ly/2K5XPHi
- Morgan presenta una lista di 11 stock i cui earnings sono dei buoni
catalizzatori tra cui mette E*Trade, Caterpillar e Microsoft.
https://bit.ly/2HkusTU
- Si abbassano le previsioni per Apple pre-earnings, ma il consiglio generale

è “buy-the-dip” dato che Apple dovrebbe poter aumentare i capital returns
a $150miliardi. Katu Hubert di Morgan stanley fissa il TP a $200 e lo vlauta
un BUY.
OTR ribassa l’outlook da positive a mix alla luce dei problemi in Cina.
https://bit.ly/2HmzoUv
- Previsioni ribassate per i semiconductor da parte di bank of America.

https://bit.ly/2qPM2oE
- Teoria rialzistica per Bank of America (+33% y/y e -5% mensile). Buon
dividendo e buona crescita.
https://bit.ly/2HETyfP
Page 3 of 19
Ancora posizioni da long-term buy, grazie anche ai risultati Q1.
https://bit.ly/2Jh9sdl
- Anche Goldman Sachs va bene: $2,83miliardi di earnings, ovvero $6,95 ad

azione.
https://bit.ly/2HRZvna
- McDonald’s potrebbe essere un buon buy, almeno per i prossimi 3/6 mesi:
rally passato (apparentemente) basato su dati fondamentali non
sostenibili e somiglianze strane con la situazione 1999 (da $42 a $17 per
un annetto).
https://bit.ly/2qSoj6l
- Come anticipato in uno dei miei messaggi nel canale, ASML ha riportato
oggi i risultati: revenues a € 2,29miliardi (+18% y/y), EPS a €1,26.
https://bit.ly/2qRi8zw
Trading ideas
- Wal-mart che sta terminando un wedge negative.

https://bit.ly/2vAljkN
Alerts
Page 4 of 19
Up/Downgrade
Da 24/7 Wall St.

Boeing Co. (NYSE: BA) was reiterated as Equal Weight but the price target was raised to $400
from $375 (versus a $329.28 close) at Morgan Stanley. Boeing has a 52-week range of $175.47 to
$371.60.
McDonald’s Corp. (NYSE: MCD) was downgraded to Equal Weight from Overweight at
Stephens. McDonald’s closed at $161.73 on Friday, in a 52-week range of $130.91 to $178.70 and
with a consensus target price of $187.04.
Dropbox Inc. (NASDAQ: DBX) has seen its underwriters post-IPO quiet period come to an end.
The shares closed down almost 3.3% at $29.02 on Monday, and they have a post-IPO trading
range of $27.75 to $34.83. 24/7 Wall St. has set a full list of analyst calls in an expanded
piece due to the raw number of calls. It was a mixed view, with calls from Canaccord Genuity,
JPMorgan, JMP Securities, Goldman Sachs and many more. Dropbox shares were last seen up
2.5% at $29.75 in early trading indications on Tuesday.
Koninklijke Philips N.V. (NYSE: PHG) was raised to Buy from Hold at Deutsche Bank.
Merck & Co. Inc. (NYSE: MRK) was raised to Overweight from Equal Weight at Morgan
Stanley. Merck’s expanded lung cancer news helped shares close up 2.6% at $58.65 on
Monday, and the stock was indicated up 1.9% at $59.80 on Tuesday.
Netflix Inc. (NASDAQ: NFLX) was last seen up 7.2% at $330.00 after yet another positive
earnings report with strong subscriber numbers. Netflix was maintained as Overweight and the
price target was raised to $385 from $300 at KeyBanc Capital Markets. Stifel maintained its
Hold rating and raised its target to $345 from $325. Wedbush Securities has maintained its
Underperform rating, but it did raise its price target to $125 from $110.
PepsiCo Inc. (NYSE: PEP) was downgraded to Sell from Neutral with a $110 target price (versus
a $109.92 close) at Goldman Sachs.
Time Warner Inc. (NYSE: TWX) was downgraded to Hold from Buy with a $105 price
target (versus a $97.34 close) at Pivotal Research.
Twitter Inc. (NYSE: TWTR) was raised to Equal Weight from Underweight at Morgan
Stanley. The shares were down 0.6% at $28.58 on Monday but were indicated up 2.2%
at $29.20 on Tuesday, as one of the “sell” equivalent ratings has been removed.
Page 5 of 19
Alcoa Corp. (NYSE: AA) was reiterated as Buy but the price target was raised to $69 from $59
(versus a $60.23 prior close) at Argus. Alcoa has a consensus target price of $65.67 and a 52-
week trading range of $29.55 to $62.35.
Amazon.com Inc. (NASDAQ: AMZN) was reiterated as Outperform and the price target
was raised to $1,800 from $1,750 at Credit Suisse. Its consensus target price was $1,674,
and it has a 52-week range of $896.77 to $1,617.54.
Apple Inc. (NASDAQ: AAPL) was maintained as Overweight but the price target was cut
to $200 from $203 (versus a $172.80 close) at Morgan Stanley. Apple has a consensus
analyst target of $193.02, and it has a 52-week range of $141.85 to $183.50.
Facebook Inc. (NASDAQ: FB) was maintained as Outperform but the price target was cut to
$230 from $240 (versus a $168.10 close) at Credit Suisse. Facebook has a 52-week range of
$142.27 to $195.32. The consensus target price was $218.22.
Philip Morris International Inc. (NYSE: PM) was down over 15% to $85.64 on Thursday
for its worst trading day in years, based on the degree of cigarette case volumes
declining. Stifel maintained Philip Morris as Buy but cut its price target to $100 from
$125. Goldman Sachs maintained its Buy rating but removed the stock from the
Conviction Buy list and cut its target to $102 from $126.
Procter & Gamble Co. (NYSE: PG) was downgraded to Hold from Buy at Argus. Stifel
maintained it as Hold but cut its price target to $83 from $85. Deutsche Bank and Argus
both downgraded P&G to Hold from Buy. Morgan Stanley maintained an Equal Weight
rating but cut its price target to $80 from $85. The shares closed down 3.3% at $74.95
on Thursday and were indicated down 1.1% at $74.08 on Friday.
Twitter Inc. (NYSE: TWTR) was raised to Buy from Neutral at Maxim Group. MKM Partners
raised its rating on the stock to Buy from Neutral with a $40 price target. Earlier this week,
Twitter was raised to Equal Weight from Underweight at Morgan Stanley.
Alcoa Corp. (NYSE: AA) was reiterated as Outperform and the price target was raised to $71
from $61 (versus a $59.40 prior close) at Credit Suisse.
HSBC Holdings PLC (NYSE: HSBC) was raised to Neutral from Underperform at Credit Suisse.
Walmart Inc. (NYSE: WMT) was raised to Buy from Hold with a $100 price target (versus an
$87.57 close) at Argus. Shares were down 0.4% on Wednesday but were indicated up 0.6% at
$88.10 on Thursday. The stock has a 52-week range of $73.13 to $109.98, and the consensus
target price is $105.56.
Da MarketBeat.com
Page 6 of 19
 Apple (NASDAQ:AAPL) is now covered by analysts at Monness Crespi & Hardt on
Wednesday. They set a "buy" rating and a $235.00 price target on the stock. 34.5%
upside from the current price of $174.73. This rating was viewed 121 times. Read More.
 Apple (NASDAQ:AAPL) was given a new $203.00 price target on by analysts at Royal
Bank of Canada on Wednesday. They now have a "buy" rating on the stock. 16.2%
upside from the current price of $174.73. This rating was viewed 67 times. Read More.
 Dropbox (NASDAQ:DBX) is now covered by analysts at Nomura on Thursday. They set
a "reduce" rating and a $21.00 price target on the stock. 30.0% downside from the
current price of $30.00. This rating was viewed 104 times. Read More.
 General Electric (NYSE:GE) had its price target lowered by analysts at Cowen Inc from
$15.00 to $12.00 on Wednesday. They now have a "market perform" rating on the stock.
11.0% downside from the current price of $13.49. This rating was viewed 90 times. Read
More.
 Glencore (LON:GLEN) was upgraded by analysts at Royal Bank of Canada to a "top
pick" rating on Tuesday. This rating was viewed 54 times. Read More.
 Netflix (NASDAQ:NFLX) was upgraded by analysts at Deutsche Bank from a "hold"
rating to a "buy" rating on Friday. They now have a $125.00 price target on the stock.
59.9% downside from the current price of $311.65. This rating was viewed 74
times. Read More.
 Tesla (NASDAQ:TSLA) had its price target lowered by analysts at Goldman Sachs from
$205.00 to $195.00 on Tuesday. They now have a "sell" rating on the stock. 35.1%
downside from the current price of $300.34. This rating was viewed 158 times. Read
More.
 Tesla (NASDAQ:TSLA) is now covered by analysts at Vertical Group on Tuesday. They
set a "sell" rating and a $84.00 price target on the stock. 72.0% downside from the
current price of $300.34. This rating was viewed 154 times. Read More.
 Barclays (NYSE:BCS) was upgraded by analysts at Jefferies Group LLC from a "hold"
rating to a "buy" rating. current price of $12.36. Read More.
 Tesco (OTCMKTS:TSCDY) was upgraded by analysts at Societe Generale from a "sell"
rating to a "hold" rating. current price of $9.98. Read More.
 Heinz (NASDAQ:KHC) was downgraded by analysts at Credit Suisse Group AG from an
"outperform" rating to a "sell" rating. They now have a $90.00 price target on the stock,
up previously from $77.00. 48.0% upside from the current price of $60.81. Read More.
 McDonald's (NYSE:MCD) was downgraded by analysts at Stephens from an
"overweight" rating to an "equal weight" rating. current price of $162.18. Read More.
 Monsanto (NYSE:MON) was downgraded by analysts at Argus from a "buy" rating to a
"sell" rating. current price of $125.40. Read More.
 Commerzbank (OTCMKTS:CRZBY) is now covered by analysts at Credit Suisse Group
AG. They set an "underperform" rating on the stock. current price of $13.34. Read More.
 Boeing (NYSE:BA) had its price target raised by analysts at Morgan Stanley from
$373.00 to $400.00. They now have a "hold" rating on the stock. 21.5% upside from the
current price of $329.19. Read More.
 Boeing (NYSE:BA) was upgraded by analysts at Morgan Stanley to an "equal weight"
rating. current price of $338.20. Read More.
 The Walt Disney (NYSE:DIS) was upgraded by analysts at Pivotal Research from a
"sell" rating to a "hold" rating. They now have a $93.00 price target on the stock, down
previously from $94.00. 8.7% downside from the current price of $101.84. Read More.
Page 7 of 19
 The Coca-Cola (NYSE:KO) was upgraded by analysts at Goldman Sachs from a "sell"
rating to a "neutral" rating. They now have a $46.00 price target on the stock. 2.7%
upside from the current price of $44.81. Read More.
 Merck & Co. (NYSE:MRK) was upgraded by analysts at Morgan Stanley from an "equal
weight" rating to an "overweight" rating. They now have a $63.00 price target on the
stock, up previously from $59.80. 6.1% upside from the current price of $59.39. Read
More.
 Twitter (NYSE:TWTR) was upgraded by analysts at Morgan Stanley from an
"underweight" rating to an "equal weight" rating. current price of $31.39. Read More.
 PPG Industries (NYSE:PPG) was downgraded by analysts at Seaport Global Securities
from a "buy" rating to a "neutral" rating. They now have a $120.00 price target on the
stock. 6.0% upside from the current price of $113.16. Read More.
 PPG Industries (NYSE:PPG) was downgraded by analysts at Seaport Global Securities
from a "buy" rating to a "neutral" rating. They now have a $120.00 price target on the
stock. 6.0% upside from the current price of $113.16. Read More.
 Time Warner (NYSE:TWX) was downgraded by analysts at Pivotal Research from a
"buy" rating to a "hold" rating. They now have a $105.00 price target on the stock, down
previously from $108.00. 7.8% upside from the current price of $97.36. Read More.
 Dropbox (NASDAQ:DBX) is now covered by analysts at JMP Securities. They set an
"outperform" rating and a $35.00 price target on the stock. 19.8% upside from the
 Dropbox (NASDAQ:DBX) is now covered by analysts at KeyCorp. They set an
"overweight" rating and a $40.00 price target on the stock. 36.9% upside from the
 Dropbox (NASDAQ:DBX) is now covered by analysts at Canaccord Genuity. They set a
"buy" rating and a $35.00 price target on the stock. 19.8% upside from the current price
of $29.21. Read More.
 Dropbox (NASDAQ:DBX) is now covered by analysts at JPMorgan Chase. They set an
"overweight" rating and a $32.00 price target on the stock. 9.6% upside from the current
price of $29.21. Read More.
 Dropbox (NASDAQ:DBX) is now covered by analysts at Bank of America. They set a
"neutral" rating and a $31.00 price target on the stock. 6.1% upside from the current
 Dropbox (NASDAQ:DBX) is now covered by analysts at Deutsche Bank. They set a
"buy" rating and a $36.00 price target on the stock. 23.2% upside from the current price
 Dropbox (NASDAQ:DBX) is now covered by analysts at Royal Bank of Canada. They
set a "sector perform" rating and a $33.00 price target on the stock. 13.0% upside from
the current price of $29.21. Read More.
 Dropbox (NASDAQ:DBX) is now covered by analysts at Jefferies Group LLC. They set
a "hold" rating and a $31.00 price target on the stock. 6.1% upside from the current price
 Dropbox (NASDAQ:DBX) is now covered by analysts at Goldman Sachs. They set a
"neutral" rating and a $27.00 price target on the stock. 7.6% downside from the current
 Dropbox (NASDAQ:DBX) is now covered by analysts at Macquarie. They set an
"outperform" rating and a $34.00 price target on the stock. 16.4% upside from the
Page 8 of 19
 Dropbox (NASDAQ:DBX) is now covered by analysts at Piper Jaffray. They set an
"overweight" rating and a $40.00 price target on the stock. 36.9% upside from the
 BP (LON:BP) had its price target lowered by analysts at Morgan Stanley from GBX 550
($7.88) to GBX 505 ($7.23). They now have an "equal weight" rating on the stock. Read
More.
 BP (LON:BP) had its price target raised by analysts at HSBC Holdings plc from GBX
570 ($8.16) to GBX 590 ($8.45). They now have a "buy" rating on the stock. Read More.
 Harley-Davidson (NYSE:HOG) had its price target lowered by analysts at Goldman
Sachs from $47.00 to $45.00. 6.8% upside from the current price of $42.13. Read More.
 Merck & Co. (NYSE:MRK) had its price target raised by analysts at Bank of America
from $68.00 to $70.00. They now have a "buy" rating on the stock. 17.9% upside from
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at KeyCorp from
$300.00 to $385.00. They now have an "overweight" rating on the stock. 15.7% upside
from the current price of $332.66. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Piper Jaffray from
$360.00 to $367.00. 10.3% upside from the current price of $332.66. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Oppenheimer
Holdings from $285.00 to $370.00. They now have an "outperform" rating on the stock.
11.2% upside from the current price of $332.66. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Stifel Nicolaus from
$325.00 to $345.00. They now have a "hold" rating on the stock. 3.7% upside from the
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at B. Riley from $243.00
to $313.00. They now have a "neutral" rating on the stock. 5.9% downside from the
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Robert W. Baird from
$280.00 to $300.00. They now have a "neutral" rating on the stock. 9.8% downside from
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Morgan Stanley from
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at BMO Capital Markets
from $310.00 to $324.00. They now have a "market perform" rating on the stock. 2.6%
downside from the current price of $332.66. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Bank of America from
$300.00 to $347.00. They now have a "buy" rating on the stock. 4.3% upside from the
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Wedbush from
$110.00 to $125.00. They now have an "underperform" rating on the stock. 62.4%
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Credit Suisse Group
AG from $286.00 to $330.00. They now have a "neutral" rating on the stock. 0.8%
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Loop Capital from
$325.00 to $330.00. 0.8% downside from the current price of $332.66. Read More.
Page 9 of 19
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Sanford C. Bernstein
from $340.00 to $372.00. They now have an "outperform" rating on the stock. 11.8%
 Royal Dutch Shell (LON:RDSA) had its price target raised by analysts at HSBC
Holdings plc from GBX 2,560 ($36.66) to GBX 2,595 ($37.16). They now have a "hold"
rating on the stock. Read More.
 Royal Dutch Shell (LON:RDSB) had its price target raised by analysts at HSBC
Holdings plc from GBX 2,575 ($36.87) to GBX 2,640 ($37.80). They now have a "hold"
rating on the stock. Read More.
 Charles Schwab (NYSE:SCHW) had its price target raised by analysts at Credit Suisse
Group AG from $60.00 to $62.00. They now have an "outperform" rating on the stock.
 Charles Schwab (NYSE:SCHW) had its price target raised by analysts at Deutsche
Bank from $54.00 to $55.00. They now have a "hold" rating on the stock. 2.7% upside
 Airbus (OTCMKTS:EADSY) was upgraded by analysts at Jefferies Group LLC from a
"hold" rating to a "buy" rating. current price of $29.27. Read More.
 eBay (NASDAQ:EBAY) was upgraded by analysts at Morgan Stanley from an
"underweight" rating to an "overweight" rating. They now have a $34.00 price target on
the stock, down previously from $36.00. 17.7% downside from the current price of
$41.29. Read More.
 Rio Tinto (NYSE:RIO) was upgraded by analysts at HSBC Holdings plc from a "hold"
 Rio Tinto (LON:RIO) was upgraded by analysts at HSBC Holdings plc from a "hold"
rating to a "buy" rating. They now have a GBX 4,450 ($63.72) price target on the stock,
up previously from GBX 4,200 ($60.14). Read More.
 Facebook (NASDAQ:FB) was downgraded by analysts at OTR Global to a "positive"
rating. current price of $167.08. Read More.
 Goldman Sachs (NYSE:GS) had its price target raised by analysts at Credit Suisse
Group AG from $274.00 to $280.00. They now have a "neutral" rating on the stock.
 Goldman Sachs (NYSE:GS) had its price target raised by analysts at Oppenheimer
Holdings from $280.00 to $308.00. They now have an "outperform" rating on the stock.
 Johnson & Johnson (NYSE:JNJ) had its price target lowered by analysts at Stifel
Nicolaus from $145.00 to $135.00. They now have a "hold" rating on the stock. 5.5%
 McDonald's (NYSE:MCD) had its price target lowered by analysts at Stifel Nicolaus
from $172.00 to $165.00. They now have a "hold" rating on the stock. 1.5% upside from
 Rio Tinto (LON:RIO) had its price target raised by analysts at Citigroup from GBX 4,050
($57.99) to GBX 4,200 ($60.14). They now have a "buy" rating on the stock. Read More.
 Tesla (NASDAQ:TSLA) had its price target lowered by analysts at Morgan Stanley from
$379.00 to $376.00. They now have an "equal weight" rating on the stock. 27.3% upside
 Yum! Brands (NYSE:YUM) had its price target raised by analysts at Stifel Nicolaus from
$92.00 to $94.00. They now have a "buy" rating on the stock. 7.6% upside from the
Page 10 of 19
 ENI (NYSE:E) was upgraded by analysts at BNP Paribas from an "underperform" rating
to a "neutral" rating. current price of $39.19. Read More.
 Twitter (NYSE:TWTR) was upgraded by analysts at MKM Partners from a "neutral"
rating to a "buy" rating. They now have a $40.00 price target on the stock. 24.5% upside
 Twitter (NYSE:TWTR) was upgraded by analysts at Maxim Group from a "neutral"
 Procter & Gamble (NYSE:PG) was downgraded by analysts at Argus from a "buy"
rating to a "hold" rating. current price of $74.18. Read More.
 Procter & Gamble (NYSE:PG) was downgraded by analysts at Bank of America from a
"buy" rating to a "neutral" rating. current price of $74.18. Read More.
 Procter & Gamble (NYSE:PG) was downgraded by analysts at Deutsche Bank from a
"buy" rating to a "hold" rating. They now have a $101.00 price target on the stock. 36.2%
 Philip Morris International (NYSE:PM) was downgraded by analysts at Bank of
America from a "neutral" rating to an "underperform" rating. They now have a $88.00
price target on the stock, down previously from $113.00. 3.8% upside from the current
 Philip Morris International (NYSE:PM) was downgraded by analysts at Goldman
Sachs from a "conviction-buy" rating to a "buy" rating. current price of $84.76. Read
More.
 Weir Group (LON:WEIR) was downgraded by analysts at Numis Securities Ltd to a
"hold" rating. They now have a GBX 2,350 ($33.65) price target on the stock, up
previously from GBX 2,200 ($31.50). Read More.
 Apple (NASDAQ:AAPL) had its price target lowered by analysts at Morgan Stanley from
 Delta Air Lines (NYSE:DAL) had its price target raised by analysts at Morgan Stanley
from $66.00 to $72.00. They now have an "overweight" rating on the stock. 29.3%
 eBay (NASDAQ:EBAY) had its price target raised by analysts at Credit Suisse Group
AG from $51.00 to $60.00. They now have an "outperform" rating on the stock. 40.3%
 E-Trade (NASDAQ:ETFC) had its price target raised by analysts at Credit Suisse Group
AG from $70.00 to $71.00. They now have an "outperform" rating on the stock. 19.4%
 E-Trade (NASDAQ:ETFC) had its price target raised by analysts at SunTrust Banks
from $3.70 to $70.00. They now have a "buy" rating on the stock. 17.7% upside from the
 Facebook (NASDAQ:FB) had its price target lowered by analysts at Credit Suisse
 Johnson & Johnson (NYSE:JNJ) had its price target lowered by analysts at Credit
Suisse Group AG from $154.00 to $151.00. They now have an "outperform" rating on
the stock. 19.2% upside from the current price of $126.68. Read More.
 Philip Morris International (NYSE:PM) had its price target lowered by analysts at Stifel
Nicolaus from $125.00 to $100.00. They now have a "buy" rating on the stock. 18.0%
Page 11 of 19
 PPG Industries (NYSE:PPG) had its price target lowered by analysts at Credit Suisse
 Snap (NYSE:SNAP) had its price target raised by analysts at Credit Suisse Group AG
 Vodafone (LON:VOD) had its price target lowered by analysts at Numis Securities Ltd
from GBX 270 ($3.87) to GBX 255 ($3.65). They now have a "buy" rating on the
stock. Read More.
 Apple (NASDAQ:AAPL) had its price target lowered by analysts at Morgan Stanley from
$203.00 to $200.00 on Friday. They now have an "overweight" rating on the stock.
20.7% upside from the current price of $165.72. This rating was viewed 96 times. Read
More.
 Boeing (NYSE:BA) was upgraded by analysts at Morgan Stanley to an "equal weight"
rating on Tuesday. current price of $338.67. This rating was viewed 68 times. Read
More.
 Dropbox (NASDAQ:DBX) is now covered by analysts at Royal Bank of Canada on
Tuesday. They set a "sector perform" rating and a $33.00 price target on the stock.
14.1% upside from the current price of $28.92. This rating was viewed 74 times. Read
More.
 Facebook (NASDAQ:FB) was downgraded by analysts at OTR Global to a "positive"
rating on Wednesday. current price of $166.28. This rating was viewed 56 times. Read
More.
 Heinz (NASDAQ:KHC) was downgraded by analysts at Credit Suisse Group AG from an
"outperform" rating to a "sell" rating on Monday. They now have a $90.00 price target on
the stock, up previously from $77.00. 54.6% upside from the current price of $58.22.
This rating was viewed 103 times. Read More.
 Tesla (NASDAQ:TSLA) had its price target lowered by analysts at Morgan Stanley from
$379.00 to $376.00 on Wednesday. They now have an "equal weight" rating on the
stock. 29.5% upside from the current price of $290.24. This rating was viewed 60
times. Read More.
 Twitter (NYSE:TWTR) was upgraded by analysts at Morgan Stanley from an
"underweight" rating to an "equal weight" rating on Tuesday. They now have a $29.00
price target on the stock. 9.1% downside from the current price of $31.91. This rating
was viewed 53 times. Read More.
 HSBC (NYSE:HSBC) was upgraded by analysts at Credit Suisse Group AG from an
"underperform" rating to a "neutral" rating. current price of $49.59. Read More.
 Liberty Global (NASDAQ:LBTYA) was upgraded by analysts at Credit Suisse Group
AG from a "neutral" rating to an "outperform" rating. current price of $32.19. Read More.
 Walmart (NYSE:WMT) was upgraded by analysts at Argus from a "hold" rating to a
"buy" rating. They now have a $100.00 price target on the stock, up previously from
$87.57. 14.7% upside from the current price of $87.18. Read More.
 Alcoa (NYSE:AA) had its price target raised by analysts at Cowen Inc from $51.00 to
$67.00. They now have a "market perform" rating on the stock. 9.4% upside from the
 Alcoa (NYSE:AA) had its price target raised by analysts at JPMorgan Chase. They now
have an "overweight" rating on the stock. current price of $61.27. Read More.
Page 12 of 19
 Alcoa (NYSE:AA) had its price target raised by analysts at Credit Suisse Group AG from
$61.00 to $71.00. They now have an "outperform" rating on the stock. 15.9% upside
 Alcoa (NYSE:AA) had its price target raised by analysts at Bank of America from $64.00
to $69.00. They now have a "buy" rating on the stock. 12.6% upside from the current
 ASML (NASDAQ:ASML) had its price target raised by analysts at Royal Bank of Canada
to $218.00. They now have a "market perform" rating on the stock. 10.8% upside from
 American Express (NYSE:AXP) had its price target raised by analysts at Royal Bank of
Canada to $86.00. They now have an "underperform" rating on the stock. 15.6%
 American Express (NYSE:AXP) had its price target raised by analysts at Buckingham
Research from $110.00 to $111.00. They now have a "neutral" rating on the stock. 9.0%
 Intel (NASDAQ:INTC) had its price target raised by analysts at Barclays to $60.00. They
now have an "overweight" rating on the stock. 15.8% upside from the current price of
$51.80. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at Oppenheimer Holdings
 Morgan Stanley (NYSE:MS) had its price target raised by analysts at Credit Suisse
 Snap (NYSE:SNAP) had its price target raised by analysts at Morgan Stanley from
$11.00 to $12.00. They now have an "underweight" rating on the stock. 19.7% downside

Insider sales:
 Salesforce.com (NYSE:CRM) Vice Chairman Keith Block sold 10,000 shares of the
stock in a transaction on Tuesday, April 10th. The shares were sold at an average price
of $118.55, for a total value of $1,185,500.00. Following the sale, the insider now directly
owns 29,618 shares in the company, valued at approximately $3,511,213.90. The sale
was disclosed in a document filed with the SEC, which is available at this link. This trade
 Facebook, Inc. (NASDAQ:FB) CEO Mark Zuckerberg sold 290,000 shares of the stock
in a transaction on Friday, April 6th. The shares were sold at an average price of
$159.07, for a total value of $46,130,300.00. The sale was disclosed in a filing with the
Page 13 of 19
SEC, which can be accessed through this hyperlink. This trade was viewed 244
times. Read More.
 Tesla, Inc. (NASDAQ:TSLA) Director Kimbal Musk sold 1,875 shares of the firm's stock
in a transaction on Thursday, April 5th. The stock was sold at an average price of
$300.00, for a total value of $562,500.00. Following the completion of the sale, the
director now directly owns 150,208 shares of the company's stock, valued at
approximately $45,062,400. The transaction was disclosed in a document filed with the
SEC, which is available through this link. This trade was viewed 68 times. Read More.
 Apple (NASDAQ:AAPL) insider Luca Maestri sold 39,122 shares of Apple stock in a
transaction on Friday, April 13th. The shares were sold at an average price of $174.66,
for a total transaction of $6,833,048.52. Following the completion of the sale, the insider
now owns 64,475 shares in the company, valued at $11,261,203.50. The sale was
disclosed in a legal filing with the SEC, which is available at this hyperlink. This trade
 Salesforce.com (NYSE:CRM) CEO Marc Benioff sold 5,000 shares of the business's
stock in a transaction dated Monday, April 16th. The stock was sold at an average price
of $119.62, for a total transaction of $598,100.00. The transaction was disclosed in a
document filed with the SEC, which is accessible through this hyperlink. This trade was
viewed 47 times. Read More.
 Facebook, Inc. (NASDAQ:FB) CEO Mark Zuckerberg sold 290,000 shares of the
business's stock in a transaction dated Friday, April 13th. The stock was sold at an
average price of $164.62, for a total transaction of $47,739,800.00. The transaction was
disclosed in a document filed with the SEC, which is accessible through this hyperlink.
This trade was viewed 45 times. Read More.



3,000 Rea
Adobe John E
Sel shares 4/11/20 Vie d
Systems (NASDAQ:ADB Warnock $671,310.00 $224.85
l @ 18 w Mor
E) (Director)
$223.77 e
Marc 5,000 Rea

Salesforce.com (NYSE: Benioff Sel shares 4/13/20 Vie d
$597,500.00 $119.34
CRM) (Chairma l @ 18 w Mor
n) $119.50 e
1,400 Rea
Oene
Illumina (NASDAQ:ILMN Sel shares 4/12/20 Vie d
Mark Van $333,872.00 $244.47
) l @ 18 w Mor
(SVP)
$238.48 e
75,000 Rea
Jeffrey
Sel shares $3,445,500.0 4/12/20 Vie d
Oracle (NYSE:ORCL) Berg $45.72
l @ 0 18 w Mor
(Director)
$45.94 e
Page 14 of 19
1,525 Rea
Sean E.
Amgen (NASDAQ:AMG Sel shares 4/12/20 Vie d
Harper $263,337.00 $172.46
N) l @ 18 w Mor
(EVP)
$172.68 e
5,000 Rea
Marc
Salesforce.com (NYSE: Sel shares 4/16/20 Vie d
Benioff $598,100.00 $122.14
CRM) l @ 18 w Mor
(CEO)
$119.62 e
250 Rea
Craig
Conway $30,207.50 $122.14
CRM) l @ 18 w Mor
(Director)
$120.83 e
290,000 Rea
Mark
Sel shares $47,739,800. 4/13/20 Vie d
Facebook (NASDAQ:FB) Zuckerber $167.11
l @ 00 18 w Mor
g (CEO)
$164.62 e
2,629 Rea
Jonathan
Charles Sel shares 4/16/20 Vie d
M Craig $136,997.19 $53.32
Schwab (NYSE:SCHW) l @ 18 w Mor
(EVP)
$52.11 e
18,000 Rea
Mellody L
JPMorgan Bu shares $1,998,900.0 4/16/20 Vie d
Hobson $110.45
Chase (NYSE:JPM) y @ 0 18 w Mor
(Director)
$111.05 e
1,750 Rea
Parker
Harris $210,700.00 $123.14
CRM) l @ 18 w Mor
(Insider)
$120.40 e
Keith Rea
10,000
Block
Salesforce.com (NYSE: Sel shares $1,211,100.0 4/17/20 Vie d
(Vice $123.14
CRM) l @ 0 18 w Mor
Chairman
$121.11 e
)
Merck & Weir Sel 24,000 $1,392,000.0 4/16/20 Vie Rea

$58.75
Co. (NYSE:MRK) Mirian M. l shares 0 18 w d
Page 15 of 19
Graddick @ Mor
(Insider) $58.00 e
Hector 3,750 Rea

Garcia- Sel shares 4/16/20 Vie d
Oracle (NYSE:ORCL) $172,800.00 $46.78
Molina l @ 18 w Mor
(Director) $46.08 e
25,000 Rea
Mitchell
Snap (NYSE:SNAP) Lasky $369,750.00 $14.68
l @ 18 w Mor
(Director)
$14.79 e
2,937 Rea
Adobe Ann
Systems (NASDAQ:ADB Lewnes $680,502.90 $225.21
l @ 18 w Mor
E) (EVP)
$231.70 e
25,500 Rea
R. Hewitt Sel shares $3,110,235.0 4/17/20 Vie d
Chevron (NYSE:CVX) $122.07
Pate (VP) l @ 0 18 w Mor
$121.97 e
17,250 Rea
W Gilbert
Delta Air Sel shares 4/18/20 Vie d
West $948,750.00 $55.28
Lines (NYSE:DAL) l @ 18 w Mor
(COO)
$55.00 e
111,457 Rea
Min H
Garmin (NASDAQ:GRM Sel shares $6,694,107.4 4/18/20 Vie d
Kao $59.23
N) l @ 2 18 w Mor
(Insider)
$60.06 e
Matthew 20,000 Rea

S Sel shares 4/18/20 Vie d
Zynga (NASDAQ:ZNGA) $71,400.00 $3.57
Bromberg l @ 18 w Mor
(COO) $3.57 e
25 Rea
Philip
Bu shares 4/16/20 d
BAE Systems (LON:BA) Bramwell £149.75 $588.00
y @ GBX 18 Mor
(Insider)
599 e
Page 16 of 19
295 Rea
Gillian shares
Booking (NASDAQ:BKN Sel 4/16/20 Vie $2,174. d
Tans @ $617,762.45
G) l 18 w 46 Mor
(CEO) $2,094.
e
11
Marc D. 400 Rea

Comerche Sel shares 4/18/20 Vie d
BlackRock (NYSE:BLK) $209,936.00 $523.73
ro l @ 18 w Mor
(Insider) $524.84 e
Marc 5,000 Rea

Salesforce.com (NYSE: Benioff Sel shares 4/18/20 Vie d
$620,000.00 $123.97
CRM) (Chairma l @ 18 w Mor
n) $124.00 e
435,000 Rea
Mark
Sel shares $72,431,850. 4/18/20 Vie d
l @ 00 18 w Mor
g (CEO)
$166.51 e
145,000 Rea
Mark
Sel shares $23,893,100. 4/16/20 Vie d
l @ 00 18 w Mor
g (CEO)
$164.78 e
4,000 Rea
Sundar shares
Alphabet (NASDAQ:GO Sel $4,310,680.0 4/18/20 Vie $1,076. d
Pichai @
OG) l 0 18 w 26 Mor
(CEO) $1,077.
e
67
10,388 Rea
Lara
Snap (NYSE:SNAP) Sweet $151,872.56 $14.95
l @ 18 w Mor
(VP)
$14.62 e
15,637 Rea
Andrew
Snap (NYSE:SNAP) Vollero $228,612.94 $14.95
l @ 18 w Mor
(CFO)
$14.62 e
Page 17 of 19
Dividendi
Rea
4.5
QUALCOMM (NASDAQ:Q $55.4 quarter $0.6 $0.5 60.3 4/17/1 6/20/1 d
1 1/1/00
COM) 5 ly 2 7 % 8 8 Mor
%
e
BAE Read
$34.7 $0.7 $0.4 53.4 2/22/1 4/19/1
Systems (OTCMKTS:BAE none 6/8/18 Mor
7 1 4 % 8 8
SY) e
5.2 Read
$11.4 quarter $0.1 $0.1 33.7 4/10/1 4/19/1
Ford Motor (NYSE:F) 0 6/1/18 Mor
2 ly 5 5 % 8 8
% e
7.0 Read
Credit monthl $0.0 $0.0 4/19/1 4/25/1
$9.26 6 4/6/18 Mor
Suisse (NASDAQ:GLDI) y 5 3 8 8
% e
3.6 Read
Procter & $78.1 quarter $0.7 $0.6 70.4 4/10/1 4/19/1 5/15/1
6 Mor
Gamble (NYSE:PG) 1 ly 2 9 % 8 8 8
% e
Re
2.
Caterpillar (NYS quarterl 45.3 4/11/1 4/20/1 5/19/1 ad
$154.86 11 $0.78 $0.78
E:CAT) y % 8 8 8 Mor
%
e
38.71 Motor vehicles &

Ford Motor (NYSE:F) 5.51% $0.60 6.30% 6.13 $45.02B
% car bodies
43.35 11.60 10.5 Computer &

IBM (NYSE:IBM) 4.13% $6.00 $137.06B
% % 1 office equipment
General 24.36 Motor vehicles &

4.04% $1.52 8.20% 5.72 $54.62B
Motors (NYSE:GM) % car bodies
The Coca- 74.64 22.9

3.57% $1.56 6.70% $189.88B Beverages
Cola (NYSE:KO) % 0
Page 18 of 19
PPG
$109. 1.6 $0.4 30.7 4/19/ 6/12/ Read
Industries (NYSE:P quarterly $0.45 1/1/00
47 2% 5 % 18 18 More
PG)
Da Daily Trade Alert:
 Kraft Heinz (KHC) downgraded by Credit Suisse from Outperform to

Underperform
 Philips (PHG) upgraded by Deutsche Bank from Hold to Buy
 Twitter (TWTR) upgraded by Morgan Stanley from Underweight to Equal Weight
 Merck (MRK) upgraded by Morgan Stanley from Equal Weight to Overweight
 Coca-Cola (KO) upgraded by Goldman Sachs from Sell to Neutral
 Time Warner (TWX) downgraded by Pivotal Research from Buy to Hold
 PepsiCo (PEP) downgraded by Goldman Sachs from Neutral to Sell
 Airbus (EADSY) upgraded by Jefferies from Hold to Buy
 Rio Tinto (RIO) upgraded to Buy from Hold
 eBay (EBAY) upgraded by Morgan Stanley to Overweight from Underweight
 Eni SpA (E) upgraded by Exane BNP Paribas from Underperform to Neutral
 Twitter (TWTR) upgraded by MKM Partners from Neutral to Buy
 Procter & Gamble (PG) downgraded by Deutsche Bank from Buy to Hold
 Procter & Gamble (PG) downgraded by BofA/Merrill from Buy to Neutral

Page 19 of 19

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Irrobuxtiamo la strategia – 22 Aprile 2018

- Citi continua a ottenere buoni risultati ma il mercato sembra non darci

- Caterpillar potrebbe continuare ad aumentare il propri odividendo.

- I prezzi del bitcoin potrebbero rimbalzare dal 17 aprile, data della

- JPMorgan in ottima posizione, con earnings ai massimi storici per una

- Paypal in buone prospettive: il colpo (minimo) inferto da Ebay si puó

- Wal-Mart, secondo quest’articolo, ha almeno 7 buoni motivi per cui vale la

- Downgrade di McDonald’s da parte di Stephens (Overweight e TP a $170).

- Bank of America è in buone condizioni e il Q1 lo ha dimostrato.

- Attenzione a Nvidia, i cui dirigenti stanno vendendo le proprie azioni nella

- Focus su ASML che questa settimana (passata) ha prodotto degli earnings

- Facebook attira le attenzioni di Blackrock, che diventa adesso il suo sesto

- Buone news da Cisco: il business model prevede sottoscrizioni, molti

- Si abbassano le previsioni per Apple pre-earnings, ma il consiglio generale

- Previsioni ribassate per i semiconductor da parte di bank of America.

- Anche Goldman Sachs va bene: $2,83miliardi di earnings, ovvero $6,95 ad

- Wal-mart che sta terminando un wedge negative.

Da 24/7 Wall St.

Marc 5,000 Rea

Merck & Weir Sel 24,000 $1,392,000.0 4/16/20 Vie Rea

Hector 3,750 Rea

Matthew 20,000 Rea

Marc D. 400 Rea

Marc 5,000 Rea

38.71 Motor vehicles &

43.35 11.60 10.5 Computer &

General 24.36 Motor vehicles &

The Coca- 74.64 22.9

Da Daily Trade Alert:

 Kraft Heinz (KHC) downgraded by Credit Suisse from Outperform to

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