Bux 24.6.2018

Irrobuxtiamo la strategia – 24 Giugno 2018
Cari buxiti,
- Caterpillar rialza il dividendo a $0.86 (dallo $ 0,78) del 10,2%.

https://bit.ly/2tzR358
UBS rialza il TP di Caterpillar da $178 a $185, in previsione di una ripresa
del mining a livello globale.
https://bit.ly/2txl85C
- Goldman Sachs rialza il TP di Netflix da $390 a $490 (!).

https://bit.ly/2MfUrdp
E addirittura vede un cash-flow positivo dal 2022!
https://bit.ly/2MQnIwi
Campanello d’allarme di Citron research che nota difficoltá in vista per
Netflix (fusione AT&T-Time Warner, espansione M&A di Disney e
concorrenza in vista da Amazon e Apple). Citron prevede un crollo a breve
e non consiglia il buy-the-dip.
https://bit.ly/2tnLyHG
Piper Jaffray a $420, Monness Crespi a $460, GBH Insights a $500.
https://bit.ly/2KdfBvp
Citron conferma le sue previsioni di un crollo di Netflix i $340. Il mio
consiglio adesso è di guardare ai possibili insider sellings per come si
muova il management.
https://bit.ly/2K2pOLG
- E nell’advertising Amazon sembra aver trovato un nuovo motore di

crescita, con margini ancora piú alti di quelli dei business attuali.
https://bit.ly/2KdCJd1
- Citi upgrada Blackrock a un BUY.

https://bit.ly/2MjiyrL
- Intel ha cominciato a produrre una nuova linea di processori che i

rumours vogliono essere potenziali candidati a rimpiazzare quelli che
Apple attualmente ottiene da Qualcomm.
https://bit.ly/2tq84zB
Rolland (Susquehanna) positivo su Intel.
https://bit.ly/2yEM2OG
Page 1 of 24
Downgrade da Northland Capital con TP a $45 (18% downside) che
manda il titolo in rosso lunedí 18. Tra le cause la concorrenza e una
previsione di rallentamento dei data centre.
https://bit.ly/2yEUsWc
- Giornata rossa per il bancario dopo che la BCE mantiene i tassi invariati.
https://bit.ly/2yEMgW2
- Per gli appassionati di dividendi e di Microsoft, segnatevi il 15 Agosto,

l’ex-div: $0.42, ovvero 0,42% (senza leva)
https://bit.ly/2yCPWrh
- Altro capitolo sulla saga dei misteri dei mercati: Abobe batte le previsioni
a questi ultimi earnings, mette a segno una crescita delle revenues del
24% y/y. Revenue a $2,24B v $2,22B ed EPS a $1.68 v $1.64. Eppure il
mercato lo penalizza con un -3%.
https://bit.ly/2Kfh1C6
Qui si ipotizza che il crollo possa essere dovuto solo a del profit taking (nel
post-market?) ma si conferma che il valore sottostante del titolo rimane
solido.
https://bit.ly/2yE0ne5
Qui si evidenzia peró che questo titolo a 13,8% forward revenues comincia
ad essere caretto.
https://bit.ly/2KkijMw
TP aumentato da BMO Capital Markets ($260  $278), Stifel ($250 
$275), Pivotal Research ($199$235), JPMorgan ($235$260).
https://bit.ly/2KkijMw
- La riforma Trump sui dazi potrebbe danneggiare significativamente

Boeing e Caterpillar
https://bit.ly/2lwgW28
- McDonald’s torna a poter essere un buon long sul long-term, grazie

all’inversione di marcia delle vendite, rispetto a qualche anno fa.
https://bit.ly/2K2wxFz
- Qualche cifra per ricordare il titano Google: 3,5 miliardi di ricerche

processate al giorno, 54,4% di quota (ergo si puó ancora crescere),
revenues duplicate tra il 2013 e il 2017 e potenziale triplicazione nei
Page 2 of 24
prossimi 6 anni, P/E a 22 (alquanto basso tra i suoi simili), aumento medio
delle revenues al 20% annuale. In poche parole, il titolo sembra ancora
abbastanza economico.
https://bit.ly/2KjRbQP
- Upgrade di UBS per Nvidia (TP a $285) sull’onda del riconoscimento

facciale.
https://bit.ly/2MhrP3y
- Ottime parole su Paypal: trasformazione avvenuta con successo, , buon

M&A (Venmo e iZettle), ottimi bilanci e buon network di partnership.
https://bit.ly/2lwgYXO
JPMorgan rialza il TP a $92.
https://bit.ly/2lsqpYy
Trading ideas
- Netflix verosimilmente sulla parte alta del canale e potenzialmente pronta

per il declino.
https://bit.ly/2InRbtZ
- Possibile breakout di Alibaba.

https://bit.ly/2InRkO3
O linea di resistenza?
https://bit.ly/2yy8lWa
- Google in wedge positivo.

https://bit.ly/2K17R02
- Facebook in wedge positivo?

https://bit.ly/2Mm9Bh1
- McDonald’s in canale positivo. Golden cross, check.

https://bit.ly/2MhU55W
Si conferma il canale.
https://bit.ly/2KdCJd1
Se si conferma il canale ascendente, McDonald’s dovrebbe a breve
Page 3 of 24
rimbalzare poiché sulla fascia bassa.
https://bit.ly/2yCAaNc
Up/Downgrade
Da 24/7 Wall St.

Time Warner Inc. (NYSE: TWX) was downgraded to Neutral from Buy at
MoffettNathanson. On Tuesday a federal judge approved AT&T’s bid to merge with
the company. The stock has traded in a 52-week range of $85.88 to $103.90. The
consensus price target was set at $104.43. The shares closed Tuesday at $96.22, but
are trading up over 4% in the pre-markets on the approval.
Yelp Inc. (NASDAQ: YELP) was downgraded to Sell from Hold at Aegis Capital. The
52-week trading range is $28.98 to $48.40. The consensus price target is $49.33.
The shares closed Tuesday at $42.64, but shares are trading down almost 3% in pre-
market action.
Liberty Global plc (NASDAQ: LBTYA) was started with a Sell rating at Berenberg
with $26 price target. That compares with the consensus target of $39.11. The stock
ended trading on Tuesday at $30.14.
Nike Inc. (NYSE: NKE) was downgraded to Neutral from Buy at UBS. The 52-week
trading range for the stock is $50.35 to $75.91, and the consensus price target is
$73.32. The stock closed Wednesday at $74.72.
PayPal Holdings Inc. (NASDAQ: PYPL) was raised to Overweight from Neutral at
Atlantic Equities. The 52-week trading range is $52.52 to $85.97, and the consensus
price target is $87.95. The stock closed just below that level on Wednesday at
$85.95.
Verizon Communications Inc. (NYSE: VZ) was raised to Buy from Neutral at
Goldman Sachs. The 52-week trading range for the telecommunications giant is
$42.80 to $54.77, and the consensus price target is posted at $55.68. The stock
ended trading on Wednesday at $48.09.
Citigroup Inc. (NYSE: C) was raised to Buy from Hold a Deutsche Bank. The bank’s
shares have traded in a 52-week range of $63.16 to $80.70. The consensus price
target is $83.90. The shares ended trading on Tuesday at $66.78.
Page 4 of 24
Oracle Corp. (NASDAQ: ORCL) was downgraded to Neutral from Outperform at
Wedbush. The 52-week trading range for the software giant is $44.04 to $53.08. The
consensus price target is $55.73, and the stock ended trading Tuesday at $46.27.
Starbucks Corp. (NASDAQ: SBUX) was downgraded to Equal Weight from
Overweight at Morgan Stanley, and BTIG Research downgraded the coffee retailer to
Neutral from Buy. The company reported disappointing results, and guidance. The
52-week trading range is $52.58 to $61.94, and the consensus price target is $63.88.
The shares closed Tuesday at $57.43, but traded down over 2% in premarket action.
Fitbit Inc. (NYSE: FIT) was resumed in coverage at William Blair with a Market
Perform rating. The 52-week trading range is $4.51 to $7.79, and the consensus
price target is $6.06. The shares closed Tuesday at $7.19.
Netflix Inc. (NASDAQ: NFLX) saw its price target raised to $460 from $375 at
Monness Crespi & Hardt. The analysts cited engaging content, strong growth and
improved margins. The consensus price target for the entertainment streaming
behemoth is $334.95. The shares ended trading on Monday at $390.40.
BlackRock Inc. (NYSE: BLK) was raised to Buy from Neutral at Citigroup. The 52-
week trading range for the financial conglomerate is $408.62 to $594.64. The Wall
Street consensus price target is $608. The shares closed trading last Friday at
$524.52.
Chevron Corp. (NYSE: CVX) was raised to Outperform from Market Perform at
Raymond James. The company has traded in a 52-week range of $102.55 to $133.88.
The consensus price target is $145.13. The stock ended trading on Friday at
$124.04.
Walt Disney Co. (NYSE: DIS) was downgraded to Sell from Neutral at Pivotal Group,
which also had a $92 price target on the shares. The consensus price target is
$119.08. The stock closed Friday at $108.85.
Intel Corp. (NASDAQ: INTC) was downgraded to Underperform from Market

Perform at Northland Capital. The 52-week trading range for the venerable
semiconductor leader is $33.23 to $57.70, and the consensus price target is $59.41.
The shares closed on Friday at $55.11.
Spotify Technology S.A. (NASDAQ: SPOT) was started with a Hold rating at Deutsche
Bank with a $155 price target. The Wall Street consensus target for the music-
streaming leader is posted at $153.34. The shares closed Wednesday at $170.82.
Page 5 of 24
Booking Holdings Inc. (NASDAQ: BKNG) was downgraded to Hold from Buy at
Benchmark Company. Shares of the company formerly called Priceline were
lowered despite it remaining the leader in the traditional hotel space and trends in
the underlying online travel market remaining generally favorable. The 52-week
trading range is $1,714.07 to $2,288.99. The Wall Street consensus price target is
$2,278.781. The stock closed trading Thursday at $2,122.49.
Nike Inc. (NYSE: NKE) was downgraded to Neutral from Buy at Buckingham
Research. The 52-week trading range for the athletic apparel giant is $50.35 to
$75.91. The consensus price target is set at $73.80, and shares ended trading
Thursday at $73.94.
Da MarketBeat.com
 ASML (NASDAQ:ASML) was upgraded by analysts at Royal Bank of Canada

from a "sector perform" rating to an "outperform" rating. They now have a
$235.00 price target on the stock, up previously from $218.00. 9.5% upside
from the current price of $214.68. Read More.
 BRITISH AMERICAN TOBACCO PLC ADS Common Stock (LON:BATS) was
upgraded by analysts at Royal Bank of Canada to a "sector performer"
rating. Read More.
 Telefonica (NYSE:TEF) was upgraded by analysts at Morgan Stanley to a
"buy" rating. current price of $8.76. Read More.
 Dixons Carphone (LON:DC) was downgraded by analysts at Liberum Capital
to a "hold" rating. Read More.
 AT&T (NYSE:T) was downgraded by analysts at Moffett Nathanson from a
"neutral" rating to a "sell" rating. They now have a $28.00 price target on the
stock, down previously from $35.00. 14.8% downside from the current price
of $32.88. Read More.
 Time Warner (NYSE:TWX) was downgraded by analysts at Barrington
Research from an "outperform" rating to a "market perform" rating. They
now have a $96.00 price target on the stock. 3.4% downside from the current
price of $99.34. Read More.
Page 6 of 24
 Time Warner (NYSE:TWX) was downgraded by analysts at Moffett
Nathanson from a "buy" rating to a "neutral" rating. current price of
$99.34. Read More.
 Yelp (NYSE:YELP) was downgraded by analysts at Aegis from a "hold" rating
to a "sell" rating. They now have a $34.00 price target on the stock, down
previously from $45.00. 17.9% downside from the current price of
$41.43. Read More.
 Liberty Global PLC Class A (NASDAQ:LBTYA) is now covered by analysts at
Berenberg Bank. They set a "sell" rating on the stock. current price of
$29.39. Read More.
 Vodafone Group (NASDAQ:VOD) had its price target lowered by analysts at
Argus from $36.00 to $30.00. They now have a "buy" rating on the stock.
20.9% upside from the current price of $24.82. Read More.
 BT Group (NYSE:BT) was upgraded by analysts at Jefferies Financial Group
Inc from a "hold" rating to a "buy" rating. current price of $14.20. Read More.
 BT Group - CLASS A Common Stock (LON:BT.A) was upgraded by analysts
at Jefferies Financial Group Inc to a "buy" rating. They now have a GBX 245
($3.26) price target on the stock, up previously from GBX 215 ($2.86). Read
More.
 Citigroup (NYSE:C) was upgraded by analysts at Deutsche Bank AG from a
"hold" rating to a "buy" rating. They now have a $61.00 price target on the
stock. 9.5% downside from the current price of $67.37. Read More.
 easyJet (LON:EZJ) was downgraded by analysts at Davy Research to a
"neutral" rating. Read More.
 Oracle (NYSE:ORCL) was downgraded by analysts at UBS Group AG from a
"buy" rating to a "neutral" rating. They now have a $48.00 price target on the
stock, down previously from $53.00. 12.3% upside from the current price of
$42.73. Read More.
 Oracle (NYSE:ORCL) was downgraded by analysts at Rosenblatt Securities
from a "buy" rating to a "neutral" rating. They now have a $51.00 price target
on the stock, down previously from $58.00. 19.4% upside from the current
 Oracle (NYSE:ORCL) was downgraded by analysts at Wedbush from an
"outperform" rating to a "neutral" rating. They now have a $49.00 price target
on the stock, down previously from $55.00. 14.7% upside from the current
 Starbucks (NASDAQ:SBUX) was downgraded by analysts at Morgan Stanley
from an "overweight" rating to an "equal weight" rating. They now have a
$67.00 price target on the stock. 27.6% upside from the current price of
$52.50. Read More.
Page 7 of 24
 Starbucks (NASDAQ:SBUX) was downgraded by analysts at BTIG Research
from a "buy" rating to a "neutral" rating. They now have a $64.00 price target
on the stock. 21.9% upside from the current price of $52.50. Read More.
 Starbucks (NASDAQ:SBUX) was downgraded by analysts at Telsey Advisory
Group from an "outperform" rating to a "market perform" rating. They now
have a $60.00 price target on the stock, down previously from $70.00. 14.3%
upside from the current price of $52.50. Read More.
 Fitbit (NYSE:FIT) is now covered by analysts at William Blair. They set a
"market perform" rating on the stock. current price of $7.22. Read More.
 AstraZeneca (LON:AZN) had its price target raised by analysts at Liberum
Capital from GBX 5,000 ($66.57) to GBX 5,300 ($70.56). They now have a
"hold" rating on the stock. Read More.
 Barclays (LON:BARC) had its price target raised by analysts at HSBC from
GBX 240 ($3.20) to GBX 260 ($3.46). They now have a "buy" rating on the
stock. Read More.
 Harley-Davidson (NYSE:HOG) had its price target raised by analysts at Argus
from $48.00 to $50.00. They now have a "buy" rating on the stock. 9.5%
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Goldman
Sachs Group Inc to $490.00. They now have a "positive" rating on the stock.
 Nike (NYSE:NKE) had its price target raised by analysts at Stifel Nicolaus
from $80.00 to $87.00. They now have a "buy" rating on the stock. 17.1%
 Oracle (NYSE:ORCL) had its price target lowered by analysts at Stifel
Nicolaus from $53.00 to $50.00. They now have a "hold" rating on the stock.
 Oracle (NYSE:ORCL) had its price target lowered by analysts at Royal Bank of
Canada from $55.00 to $52.00. They now have a "sector perform" rating on
the stock. 21.7% upside from the current price of $42.73. Read More.
 PayPal (NASDAQ:PYPL) had its price target raised by analysts at Loop Capital
to $80.00. They now have a "hold" rating on the stock. 7.0% downside from
the current price of $86.01. Read More.
 Starbucks (NASDAQ:SBUX) had its price target lowered by analysts at
Barclays PLC to $60.00. 14.3% upside from the current price of $52.50. Read
More.
 Starbucks (NASDAQ:SBUX) had its price target lowered by analysts at Stifel
Nicolaus from $58.00 to $55.00. They now have a "hold" rating on the stock.
Page 8 of 24
Wedbush from $58.00 to $57.00. They now have a "neutral" rating on the
stock. 8.6% upside from the current price of $52.50. Read More.
 Starbucks (NASDAQ:SBUX) had its price target lowered by analysts at Robert
W. Baird from $65.00 to $64.00. They now have an "outperform" rating on the
 Starbucks (NASDAQ:SBUX) had its price target lowered by analysts at Royal
Bank of Canada to $63.00. They now have an "outperform" rating on the
stock. They noted that the move was a valuation call. 20.0% upside from the
current price of $52.50. Read More.
Mizuho from $60.00 to $56.00. They now have a "neutral" rating on the stock.
 Starbucks (NASDAQ:SBUX) had its price target lowered by analysts at Piper
Jaffray Companies to $60.00. They now have an "overweight" rating on the
 BlackRock (NYSE:BLK) was upgraded by analysts at Citigroup Inc from a
"neutral" rating to a "buy" rating. current price of $525.05. Read More.
 Chevron (NYSE:CVX) was upgraded by analysts at Raymond James from a
"market perform" rating to an "outperform" rating. current price of
$126.19. Read More.
 Rolls-Royce (LON:RR) was upgraded by analysts at Credit Suisse Group AG to
a "neutral" rating. They now have a GBX 930 ($12.38) price target on the
stock, up previously from GBX 780 ($10.38). Read More.
 Walt Disney (NYSE:DIS) was downgraded by analysts at Pivotal Research
from a "hold" rating to a "sell" rating. They now have a $93.00 price target on
the stock. 13.1% downside from the current price of $107.04. Read More.
 Intel (NASDAQ:INTC) was downgraded by analysts at Northland Securities
from a "market perform" rating to an "underperform" rating. current price of
$52.89. Read More.
 Rolls-Royce (LON:RR) had its price target raised by analysts at JPMorgan
Chase & Co. from GBX 800 ($10.65) to GBX 965 ($12.85). They now have a
"neutral" rating on the stock. Read More.
 Tesco (LON:TSCO) had its price target raised by analysts at Deutsche Bank
AG from GBX 270 ($3.59) to GBX 275 ($3.66). They now have a "buy" rating
on the stock. Read More.
 Weir Group (LON:WEIR) had its price target raised by analysts at Barclays
PLC from GBX 2,350 ($31.29) to GBX 2,600 ($34.62). They now have an
"overweight" rating on the stock. Read More.
Page 9 of 24
 Diageo (NYSE:DEO) was upgraded by analysts at Macquarie from a "neutral"
rating to an "outperform" rating. current price of $144.87. Read More.
 PayPal (NASDAQ:PYPL) was upgraded by analysts at Atlantic Securities from
a "neutral" rating to an "overweight" rating. They now have a $43.00 price
target on the stock. 50.4% downside from the current price of $86.73. Read
More.
 Rio Tinto (LON:RIO) was upgraded by analysts at HSBC to a "buy" rating.
They now have a GBX 5,100 ($67.90) price target on the stock, up previously
from GBX 4,700 ($62.57). Read More.
 Ralph Lauren (NYSE:RL) is now covered by analysts at UBS Group AG. They
set a "sell" rating and a $110.00 price target on the stock. 19.0% downside
 Spotify (NASDAQ:SPOT) is now covered by analysts at Macquarie. They set
an "outperform" rating and a $225.00 price target on the stock. 24.5% upside
 Nike (NYSE:NKE) had its price target raised by analysts at Robert W. Baird
from $78.00 to $82.00. They now have an "outperform" rating on the stock.
JPMorgan Chase & Co. from $64.00 to $61.00. They now have an "overweight"
rating on the stock. 19.4% upside from the current price of $51.09. Read
More.
 Beiersdorf (OTCMKTS:BDRFF) was upgraded by analysts at JPMorgan Chase
& Co. from an "underweight" rating to a "neutral" rating. current price of
$115.32. Read More.
 ASML (NASDAQ:ASML) is now covered by analysts at Sanford C. Bernstein.
They set a "market perform" rating on the stock. current price of
$205.17. Read More.
 AT&T (NYSE:T) is now covered by analysts at JPMorgan Chase & Co.. They set
a "neutral" rating and a $36.00 price target on the stock. 11.0% upside from
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Piper Jaffray
Companies from $367.00 to $420.00. They now have an "overweight" rating
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Monness
Crespi & Hardt from $375.00 to $460.00. They now have a "buy" rating on the
 Royal Bank of Scotland Group (LON:RBS) had its price target raised by
analysts at Morgan Stanley from GBX 315 ($4.19) to GBX 335 ($4.46). They
now have an "equal weight" rating on the stock. Read More.
Page 10 of 24
 Safestore (LON:SAFE) had its price target raised by analysts at Berenberg
Bank from GBX 550 ($7.32) to GBX 610 ($8.12). They now have a "buy" rating
on the stock. Read More.
 Yum! Brands (NYSE:YUM) had its price target raised by analysts at Citigroup
Inc from $80.00 to $87.00. They now have a "neutral" rating on the stock.
 Booking (NASDAQ:BKNG) was downgraded by analysts at Benchmark Co.
from a "buy" rating to a "hold" rating. current price of $2,111.18. Read More.
 Intel (NASDAQ:INTC) had its price target lowered by analysts at Needham &
Company LLC from $62.00 to $60.00. They now have a "buy" rating on the
 Intel (NASDAQ:INTC) had its price target raised by analysts at Morgan
Stanley from $54.00 to $55.00. They now have an "equal weight" rating on the
 Ralph Lauren (NYSE:RL) had its price target raised by analysts at Piper
Jaffray Companies from $104.00 to $125.00. They now have an "underweight"
rating on the stock. They noted that the move was a valuation call. 5.7%
downside from the current price of $132.59. Read More.
 Rolls-Royce (LON:RR) had its price target raised by analysts at Deutsche
Bank AG from GBX 868 ($11.56) to GBX 880 ($11.72). They now have a "hold"
rating on the stock. Read More.
 FedEx (NYSE:FDX) had its price target lowered by analysts at Morgan Stanley
from $248.00 to $245.00 on Wednesday. They now have an "equal weight"
rating on the stock. 1.3% upside from the current price of $241.77. This rating
was viewed 53 times. Read More.
 Fitbit (NYSE:FIT) is now covered by analysts at William Blair on Wednesday.
They set a "market perform" rating on the stock. current price of $7.01. This
rating was viewed 45 times. Read More.
 PayPal (NASDAQ:PYPL) was upgraded by analysts at Atlantic Securities from
a "neutral" rating to an "overweight" rating on Thursday. They now have a
$43.00 price target on the stock. 49.5% downside from the current price of
$85.12. This rating was viewed 43 times. Read More.
 AEGON (NYSE:AEG) was downgraded by analysts at Bank of America Corp
from a "neutral" rating to an "underperform" rating. current price of
$6.10. Read More.
 Rio Tinto plc ADR Common Stock (NYSE:RIO) was downgraded by analysts
at Investec from a "buy" rating to a "hold" rating. current price of
$56.25. Read More.
Page 11 of 24
 Adobe Systems (NASDAQ:ADBE) had its price target raised by analysts at
Stifel Nicolaus from $250.00 to $275.00. They now have a "buy" rating on the
BMO Capital Markets from $260.00 to $278.00. They now have an
"outperform" rating on the stock. 10.0% upside from the current price of
$252.77. Read More.
JPMorgan Chase & Co. from $235.00 to $260.00. They now have a "neutral"
rating on the stock. 2.9% upside from the current price of $252.77. Read
More.
Wells Fargo & Co from $200.00 to $250.00. They now have a "market
perform" rating on the stock. 1.1% downside from the current price of
$252.77. Read More.
Morgan Stanley from $235.00 to $250.00. They now have an "equal weight"
rating on the stock. 1.1% downside from the current price of $252.77. Read
More.
 Safestore (LON:SAFE) had its price target raised by analysts at Citigroup Inc
from GBX 500 ($6.66) to GBX 650 ($8.65). They now have a "buy" rating on
the stock. Read More.
 Twitter (NYSE:TWTR) had its price target raised by analysts at UBS Group
AG from $36.00 to $52.00. They now have a "buy" rating on the stock. 12.0%
 Alibaba Group (NYSE:BABA) is now covered by analysts at BNP Paribas on
Thursday. They set a "buy" rating on the stock. current price of $208.00. This
rating was viewed 215 times. Read More.
 Facebook, Inc. Common Stock (NASDAQ:FB) was upgraded by analysts at
Jefferies Financial Group Inc from a "hold" rating to a "buy" rating on Monday.
They now have a $50.00 price target on the stock, up previously from $40.00.
74.5% downside from the current price of $195.85. This rating was viewed
112 times. Read More.
 AT&T (NYSE:T) was upgraded by analysts at Oppenheimer Holdings Inc.
from a "market perform" rating to an "outperform" rating on Wednesday.
They now have a $41.00 price target on the stock. 23.7% upside from the
current price of $33.15. This rating was viewed 79 times. Read More.
 AT&T (NYSE:T) was upgraded by analysts at UBS Group AG from a "market
perform" rating to an "outperform" rating on Wednesday. current price of
$33.15. This rating was viewed 79 times. Read More.
Page 12 of 24
 Telefonica (NYSE:TEF) was upgraded by analysts at Morgan Stanley to a
"buy" rating on Wednesday. current price of $8.68. This rating was viewed 90
times. Read More.
 Tesla (NASDAQ:TSLA) had its price target lowered by analysts at Vertical
Group from $99.00 to $93.00 on Thursday. They now have a "sell" rating on
the stock. 74.0% downside from the current price of $358.17. This rating was
viewed 64 times. Read More.
 Oracle (NYSE:ORCL) was downgraded by analysts at JPMorgan Chase & Co.
from an "overweight" rating to a "neutral" rating. They now have a $53.00
price target on the stock, down previously from $55.00. 14.6% upside from
 Alibaba Group (NYSE:BABA) is now covered by analysts at BNP Paribas.
They set a "buy" rating on the stock. current price of $209.45. Read More.
 Alibaba Group (NYSE:BABA) had its price target raised by analysts at Wells
Fargo & Co from $230.00 to $250.00. They now have an "outperform" rating
 McDonald's (NYSE:MCD) had its price target raised by analysts at Citigroup
Inc from $176.00 to $178.00. They now have a "neutral" rating on the stock.
 Oracle (NYSE:ORCL) had its price target lowered by analysts at Nomura from
$64.00 to $60.00. They now have a "buy" rating on the stock. 29.7% upside
 Tesla (NASDAQ:TSLA) had its price target lowered by analysts at Vertical
Group from $99.00 to $93.00. They now have a "sell" rating on the stock.
73.8% downside from the current price of $354.41. Read More.

Dividendi:
Insider buying/selling:
Brian 53 6/11/20 $573. Re

BP (LON:BP) Buy £309.52
Gilvary shares 18 00 ad
Page 13 of 24
(Insider @ GBX Mo
) 584 re
Andrew Re
9 shares
easyJet (LON:EZ Findlay 6/11/20 $1,79 ad
Buy @ GBX £156.42
J) (Insider 18 4.00 Mo
1,738
) re
15,653 Re
Jeffrey E
Apple (NASDAQ shares $2,988,783.8 6/8/201 Vi $192. ad
William Sell
:AAPL) @ 2 8 ew 42 Mo
s (COO)
$190.94 re
Tracy S 117,275 Re
Keogh shares $2,814,600.0 6/11/20 Vi $23.6 ad
HP (NYSE:HPQ) Sell
(Insider @ 0 18 ew 2 Mo
) $24.00 re
Jon R.
5,300 Re
Procter & Moeller
shares 6/11/20 Vi $77.2 ad
Gamble (NYSE: (Vice Sell $410,273.00
@ 18 ew 7 Mo
PG) Chairma
$77.41 re
n)
Ciserani
12,034 Re
Procter & Giovann
shares 6/11/20 Vi $77.2 ad
Gamble (NYSE: i Sell $931,551.94
@ 18 ew 7 Mo
PG) (Insider
$77.41 re
)
24,905 Re
Palo Alto Nikesh
shares $5,340,130.1 6/15/20 Vi $212. ad
Networks (NYS Arora Buy
@ 0 18 ew 34 Mo
E:PANW) (CEO)
$214.42 re
John 37 Re
Sainsbury's (LO Rogers shares 6/14/20 $308. ad
Buy £113.59
N:SBRY) (Insider @ GBX 18 40 Mo
) 307 re
Page 14 of 24
Cynthia
1,843 Re
G
salesforce.com ( shares 6/15/20 Vi $138. ad
Robbins Sell $254,057.55
NYSE:CRM) @ 18 ew 49 Mo
(Insider
$137.85 re
)
Mark A 38,040 Re
NVIDIA (NASDA Stevens shares $10,027,724. 6/13/20 Vi $263. ad
Sell
Q:NVDA) (Directo @ 40 18 ew 29 Mo
r) $263.61 re
Alice L
1,308,17 Re
Walton
Walmart (NYSE 6 shares $109,926,02 6/14/20 Vi $83.2 ad
(Major Sell
:WMT) @ 9.28 18 ew 3 Mo
Shareho
$84.03 re
lder)
S
653,830 Re
Robson
Walmart (NYSE shares $54,882,490. 6/14/20 Vi $83.2 ad
Walton Sell
:WMT) @ 20 18 ew 3 Mo
(Directo
$83.94 re
r)
Susan 6,000 Re
salesforce.com ( Wojcicki shares 6/19/20 Vi $141. ad
Buy $828,660.00
NYSE:CRM) (Directo @ 18 ew 89 Mo
r) $138.11 re
Keith
10,000 Re
Block
salesforce.com ( shares $1,383,000.0 6/19/20 Vi $141. ad
(Vice Sell
NYSE:CRM) @ 0 18 ew 89 Mo
Chairma
$138.30 re
n)
Parker 2,050 Re
salesforce.com ( Harris shares 6/19/20 Vi $141. ad
Sell $283,064.00
NYSE:CRM) (Insider @ 18 ew 89 Mo
) $138.08 re
Page 15 of 24
5,000 Re
Marc
Benioff Sell $695,450.00
(CEO)
$139.09 re
1,000 Re
David B
Netflix (NASDA shares 6/18/20 Vi $412. ad
Wells Sell $387,500.00
Q:NFLX) @ 18 ew 91 Mo
(CFO)
$387.50 re
John 3,000 Re
Tesla (NASDAQ: Douglas shares $1,077,810.0 6/15/20 Vi $356. ad
Sell
TSLA) Field @ 0 18 ew 93 Mo
(VP) $359.27 re
S
760,377 Re
Robson
Walmart (NYSE shares $63,339,404. 6/18/20 Vi $83.2 ad
Walton Sell
:WMT) @ 10 18 ew 6 Mo
(Directo
$83.30 re
r)
Facebook, Inc. Mark 240,000 Re

Common Zuckerb shares $48,417,600. 6/20/20 Vi $200. ad
Sell
Stock(NASDAQ: erg @ 00 18 ew 61 Mo
FB) (CEO) $201.74 re

Sell
Stock(NASDAQ: erg @ 00 18 ew 61 Mo
FB) (CEO) $198.09 re
Min H 50,000 Re
Garmin (NASDA Kao shares $3,054,000.0 6/18/20 Vi $60.7 ad
Sell
Q:GRMN) (Chairm @ 0 18 ew 9 Mo
an) $61.08 re
Garmin (NASDA Min H 50,000 $3,059,500.0 6/20/20 Vi $60.7 Re

Sell
Q:GRMN) Kao shares 0 18 ew 9 ad
Page 16 of 24
(Chairm @ Mo
an) $61.19 re
Leslie J 472 Re
Netflix (NASDA Kilgore shares 6/19/20 Vi $414. ad
Sell $189,272.00
Q:NFLX) (Directo @ 18 ew 28 Mo
r) $401.00 re
Gregory 6,062 Re
Netflix (NASDA K Peters shares $2,424,800.0 6/19/20 Vi $414. ad
Sell
Q:NFLX) (Insider @ 0 18 ew 28 Mo
) $400.00 re
30,000 Re
Palo Alto
Nir Zuk shares $6,385,500.0 6/18/20 Vi $211. ad
Networks (NYS Sell
(EVP) @ 0 18 ew 90 Mo
E:PANW)
$212.85 re
Mitchell 25,000 Re
Snap (NYSE:SN Lasky shares 6/19/20 Vi $13.0 ad
Sell $327,000.00
AP) (Directo @ 18 ew 1 Mo
r) $13.08 re
Angela J
6,568 Re
Ahrendt
Apple (NASDAQ shares $1,240,104.0 6/15/20 Vi $183. ad
s Sell
:AAPL) @ 8 18 ew 60 Mo
(Insider
$188.81 re
)
4,643 Re
Ajay K
NVIDIA (NASDA shares $1,237,545.2 6/14/20 Vi $256. ad
Puri Sell
Q:NVDA) @ 2 18 ew 73 Mo
(EVP)
$266.54 re
2,945 Re
Adobe Ann
shares 6/20/20 Vi $245. ad
Systems (NASD Lewnes Sell $746,557.50
@ 18 ew 88 Mo
AQ:ADBE) (EVP)
$253.50 re
Page 17 of 24
Marc 10,000 Re
salesforce.com ( Benioff shares $1,391,200.0 6/21/20 Vi $135. ad
Sell
NYSE:CRM) (Chairm @ 0 18 ew 22 Mo
an) $139.12 re
John
176 Re
Victor
Roos Sell $24,492.16
(Directo
$139.16 re
r)
Chris
2,330 Re
Brockles
easyJet (LON:EZ shares 6/20/20 $1,78 ad
by Sell £42,009.90
J) @ GBX 18 7.50 Mo
(Insider
1,803 re
)
John
176 Re
Victor
Roos Sell $24,112.00
(Directo
$137.00 re
r)
Marc 15,000 Re
salesforce.com ( Benioff shares $2,058,900.0 6/14/20 Vi $137. ad
Sell
NYSE:CRM) (Chairm @ 0 18 ew 97 Mo
an) $137.26 re
Keith
10,000 Re
Block
(Vice Sell
Chairma
$138.31 re
n)
Leslie J 1,224 Re
Netflix (NASDA Kilgore shares 6/14/20 Vi $395. ad
Sell $468,779.76
Q:NFLX) (Directo @ 18 ew 37 Mo
r) $382.99 re
Page 18 of 24
Gregory 6,377 Re
Netflix (NASDA K Peters shares $2,391,375.0 6/13/20 Vi $395. ad
Sell
Q:NFLX) (Insider @ 0 18 ew 37 Mo
) $375.00 re
55,000 Re
Elon
Tesla (NASDAQ: shares $18,875,450. 6/12/20 Vi $353. ad
Musk Buy
TSLA) @ 00 18 ew 88 Mo
(CEO)
$343.19 re
Parker 1,808 Re
salesforce.com ( Harris shares 6/12/20 Vi $139. ad
Sell $244,007.68
NYSE:CRM) (Insider @ 18 ew 21 Mo
) $134.96 re
Keith
10,000 Re
Block
(Vice Sell
Chairma
$135.43 re
n)
Marc 5,000 Re
salesforce.com ( Benioff shares 6/11/20 Vi $139. ad
Sell $670,050.00
NYSE:CRM) (Chairm @ 18 ew 21 Mo
an) $134.01 re
Sanford
30,000 Re
Roberts
on Sell
(Directo
$134.05 re
r)
Facebook, Inc. 750 Re

Colin
Common shares 6/13/20 Vi $194. ad
Stretch Sell $144,412.50
Stock (NASDAQ: @ 18 ew 77 Mo
(VP)
FB) $192.55 re
Facebook, Inc. Mark Sell 677,000 $130,105,86 6/13/20 Vi $194. Re

Common Zuckerb shares 0.00 18 ew 77 ad
Page 19 of 24
Stock (NASDAQ: erg @ Mo
FB) (CEO) $192.18 re
Facebook, Inc. 55,000 Re

Sheryl
Common shares $10,577,600. 6/12/20 Vi $194. ad
Sandber Sell
Stock (NASDAQ: @ 00 18 ew 77 Mo
g (COO)
FB) $192.32 re
Michael
Facebook, Inc. Todd 38,009 Re
Common Schroep shares $7,310,651.0 6/12/20 Vi $194. ad
Sell
Stock (NASDAQ: fer @ 6 18 ew 77 Mo
FB) (Insider $192.34 re
)

Sell
Stock (NASDAQ: erg @ 00 18 ew 77 Mo
FB) (CEO) $191.06 re
5,690
Alphabet Inc David C Re
shares
Class Drumm $6,464,124.5 6/12/20 Vi $1,14 ad
Sell @
C (NASDAQ:GOO ond 0 18 ew 9.09 Mo
$1,136.0
G) (SVP) re
5
10,500 Re
Mostafa
Illumina (NASD shares $2,990,715.0 6/11/20 Vi $288. ad
Ronaghi Sell
AQ:ILMN) @ 0 18 ew 63 Mo
(SVP)
$284.83 re
1,446 Re
Marc
Illumina (NASD shares 6/11/20 Vi $288. ad
Stapley Sell $412,370.28
AQ:ILMN) @ 18 ew 63 Mo
(EVP)
$285.18 re
Palo Alto Stanley J

1,979 6/13/20 Vi $215. Re
Networks (NYS Meresm Sell $419,884.43
shares 18 ew 77 ad
E:PANW) an
Page 20 of 24
(Directo @ Mo
r) $212.17 re
8,894 Re
Palo Alto Lee
shares $1,797,299.5 6/12/20 Vi $215. ad
Networks (NYS Klarich Sell
@ 2 18 ew 77 Mo
E:PANW) (EVP)
$202.08 re
Mark
30,000 Re
Palo Alto Anderso
shares $5,983,200.0 6/11/20 Vi $215. ad
Networks (NYS n Sell
@ 0 18 ew 77 Mo
E:PANW) (Preside
$199.44 re
nt)
Kathlee 5,818 Re
Palo Alto
n shares $1,161,330.9 6/11/20 Vi $215. ad
Networks (NYS Sell
Bonann @ 8 18 ew 77 Mo
E:PANW)
o (CFO) $199.61 re
13,503 Re
Palo Alto Rene
shares $2,687,502.0 6/11/20 Vi $215. ad
Networks (NYS Bonvani Sell
@ 9 18 ew 77 Mo
E:PANW) e (CMO)
$199.03 re
Re
Garmin (NASDA quart 3.27 $0. $0.5 69.4 2/21 6/15/1 6/29 ad
$61.99
Q:GRMN) erly % 53 1 % /18 8 /18 Mo
re
 Facebook, Inc. Common Stock (NASDAQ:FB) CEO Mark Zuckerberg sold

517,000 shares of the firm's stock in a transaction that occurred on Friday,
June 15th. The stock was sold at an average price of $195.72, for a total
transaction of $101,187,240.00. The sale was disclosed in a filing with the
Securities & Exchange Commission, which is accessible through the SEC
website. This trade was viewed 47 times. Read More.
 Netflix, Inc. (NASDAQ:NFLX) CEO Reed Hastings sold 79,800 shares of the
firm's stock in a transaction that occurred on Wednesday, June 20th. The
stock was sold at an average price of $415.15, for a total transaction of
Page 21 of 24
$33,128,970.00. Following the completion of the transaction, the chief
executive officer now owns 79,800 shares in the company, valued at
approximately $33,128,970. The sale was disclosed in a document filed with
the Securities & Exchange Commission, which is accessible through this
hyperlink. This trade was viewed 45 times. Read More.
 Netflix, Inc. (NASDAQ:NFLX) Director Leslie J. Kilgore sold 472 shares of
Netflix stock in a transaction on Tuesday, June 19th. The shares were sold at
an average price of $401.00, for a total transaction of $189,272.00. Following
the completion of the sale, the director now owns 35,668 shares in the
company, valued at approximately $14,302,868. The transaction was
disclosed in a legal filing with the Securities & Exchange Commission, which
can be accessed through this link. This trade was viewed 36 times. Read More.
 Tesla Inc (NASDAQ:TSLA) VP John Douglas Field sold 3,000 shares of Tesla
stock in a transaction on Friday, June 15th. The shares were sold at an
average price of $359.27, for a total transaction of $1,077,810.00. Following
the completion of the sale, the vice president now owns 20,964 shares in the
company, valued at approximately $7,531,736.28. The transaction was
disclosed in a legal filing with the Securities & Exchange Commission, which
can be accessed through this link. This trade was viewed 117 times. Read
More.
 Walmart Inc (NYSE:WMT) Director S Robson Walton sold 760,377 shares of
Walmart stock in a transaction on Monday, June 18th. The shares were sold at
an average price of $83.30, for a total transaction of $63,339,404.10.
Following the completion of the sale, the director now owns 3,347,254 shares
in the company, valued at approximately $278,826,258.20. The transaction
was disclosed in a legal filing with the Securities & Exchange Commission,
which can be accessed through this link. This trade was viewed 32
times. Read More.
 Apple (NASDAQ:AAPL) COO Jeffrey E. Williams sold 15,653 shares of Apple
stock in a transaction that occurred on Friday, June 8th. The shares were sold
at an average price of $190.94, for a total value of $2,988,783.82. Following
the completion of the sale, the chief operating officer now owns 147,819
shares in the company, valued at $28,224,559.86. The transaction was
disclosed in a legal filing with the Securities & Exchange Commission, which is
available through this link. This trade was viewed 105 times. Read More.
 Tesla Inc (NASDAQ:TSLA) CEO Elon Musk bought 55,000 shares of the firm's
stock in a transaction on Tuesday, June 12th. The shares were purchased at
an average price of $343.19 per share, for a total transaction of
$18,875,450.00. The purchase was disclosed in a legal filing with the
Securities & Exchange Commission, which is accessible through the SEC
website. This trade was viewed 69 times. Read More.
Page 22 of 24
 Walmart Inc (NYSE:WMT) Director S Robson Walton sold 1,106,272 shares
of the company's stock in a transaction on Tuesday, June 12th. The shares
were sold at an average price of $84.04, for a total value of $92,971,098.88.
Following the completion of the sale, the director now owns 3,347,254 shares
in the company, valued at $281,303,226.16. The sale was disclosed in a filing
with the Securities & Exchange Commission, which can be accessed
through this link. This trade was viewed 82 times. Read More.
Da Daily Trade Alert:
 ASML (ASML) upgraded by RBC Capital from Sector Perform to Outperform

 Verizon (VZ) upgraded by Deutsche Bank from Hold to Buy
 Barclays (BCS) downgraded by BofA/Merrill from Buy to Neutral
 AT&T (T) downgraded by JPMorgan from Overweight to Neutral
 BlackRock (BLK) upgraded by Citi from Neutral to Buy
 Chevron (CVX) upgraded by Raymond James from Market Perform to
Outperform
 RBS (RBS) upgraded by Investec from Hold to Buy
 Disney (DIS) downgraded by Pivotal Research from Hold to Sell
 Intel (INTC) downgraded by Northland from Market Perform to
Underperform
 Rio Tinto (RIO) downgraded by Investec from Buy to Hold
 AEGON (AEG) downgraded by BofA/Merrill from Neutral to Underperform
 Oracle (ORCL) downgraded by JPMorgan from Overweight to Neutral
 Rio Tinto (RIO) upgraded by HSBC from Hold to Buy
 Nike (NKE) downgraded by UBS from Buy to Neutral
 BT Group (BT) upgraded by Jefferies from Hold to Buy
 Citi (C) upgraded by Deutsche Bank from Hold to Buy
 Starbucks (SBUX) downgraded by BTIG from Buy to Neutral
 Starbucks (SBUX) downgraded by Morgan Stanley from Overweight to Equal
Weight
 Starbucks (SBUX) downgraded by Telsey Advisory from Outperform to
Market Perform
Page 23 of 24
 Oracle (ORCL) downgraded by Wedbush from Outperform to Neutral
 Booking Holdings (BKMG) downgraded by Benchmark from Buy to Hold

Page 24 of 24

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Irrobuxtiamo la strategia – 24 Giugno 2018

- Caterpillar rialza il dividendo a $0.86 (dallo $ 0,78) del 10,2%.

- Goldman Sachs rialza il TP di Netflix da $390 a $490 (!).

- E nell’advertising Amazon sembra aver trovato un nuovo motore di

- Citi upgrada Blackrock a un BUY.

- Intel ha cominciato a produrre una nuova linea di processori che i

- Per gli appassionati di dividendi e di Microsoft, segnatevi il 15 Agosto,

- La riforma Trump sui dazi potrebbe danneggiare significativamente

- McDonald’s torna a poter essere un buon long sul long-term, grazie

- Qualche cifra per ricordare il titano Google: 3,5 miliardi di ricerche

- Upgrade di UBS per Nvidia (TP a $285) sull’onda del riconoscimento

- Ottime parole su Paypal: trasformazione avvenuta con successo, , buon

- Netflix verosimilmente sulla parte alta del canale e potenzialmente pronta

- Possibile breakout di Alibaba.

- Google in wedge positivo.

- Facebook in wedge positivo?

- McDonald’s in canale positivo. Golden cross, check.

Da 24/7 Wall St.

Intel Corp. (NASDAQ: INTC) was downgraded to Underperform from Market

 ASML (NASDAQ:ASML) was upgraded by analysts at Royal Bank of Canada

Brian 53 6/11/20 $573. Re

Facebook, Inc. Mark 240,000 Re

Facebook, Inc. Mark 247,500 Re

Garmin (NASDA Min H 50,000 $3,059,500.0 6/20/20 Vi $60.7 Re

Facebook, Inc. 750 Re

Facebook, Inc. Mark Sell 677,000 $130,105,86 6/13/20 Vi $194. Re

Facebook, Inc. 55,000 Re

Facebook, Inc. Mark 220,000 Re

Palo Alto Stanley J

 Facebook, Inc. Common Stock (NASDAQ:FB) CEO Mark Zuckerberg sold

Da Daily Trade Alert:

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

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