Irrobuxtiamo la strategia 20 Settembre 2017

Cari buxiti,

- Parliamo di azzardi: Starbucks sembra non riiuscire ad aumentare la porpria clientela e non ha
ottimi record coi dividendi, ma lespansione in Cina e laumento della loyalty dei clienti potrebbe
pagare.
http://bit.ly/2wLdVTM
- Boeing ottiene un altro contratto da $11miliardi da Turkish Airlines.
http://bit.ly/2xC4J3s
- Lacquisto di HTC da parte di Google e una mossa strategica per permettersi di concentrarsi
sullalta gamma di smartphone.
http://bit.ly/2jTz209
- Alibaba guadagna in reputazione. Cantor Fitzgerald BUY e TP a $213 (+20%), Citic Securities
BUY e TP a $225 (+27%), Attualmente il BUY e su 47/49 degli analisti.
http://bit.ly/2ylUQ6Y
- Wal-mart stipula una partnership con August, una start-up che monitora i frigoriferi e coordina
la consegna di cibo a casa.
http://bit.ly/2jVXJJy
- Questo articolo suggerisce di approfittare del crollo di Nvidia per entrarci in ottica di lungo
periodo.
http://bit.ly/2ylaiQQ
- Per chi e convinto che il mercato continuera a salire sempre, una grafica sulle bolle in giro per il
mondo e per i mercati.
http://on.mktw.net/2xxKvqW
- Tra le idee di acquisto, per chi piace rischiare, ci sarebbe Cisco, che sembre pronto per iniziare
una fase ascendente.
http://bit.ly/2fjxg3c
- E tra le idee di vendita, ce Expedia.
http://bit.ly/2xs1VDY
- Facebook ha chiuso venerdi in negativo, a causa di un processo legale relativo alla creazione di
unaltra classe di azioni. Nel frattempo, Zuck venderebbe una valangata di azioni ($12miliardi)
per finanziare le proprie attivita filantropiche.
http://bit.ly/2fJBlhP
Questo opinionista, ricorda come uno dei piu grandi rischi di Facebook, sia pur sempre il
regulatory. Cosa succederebbe se un governo vietasse la collezione di informazioni perosnali?
http://bit.ly/2yyba5H
- Questo analista da a Nvidia un altro upside dell8%.
http://bit.ly/2xCi8Iy
- Per chi pensa che Boeing abbia corso troppo (+100% ngli ultimi 12 mesi), ce chi pensa che
Boeing abbia ancora parecchio da correre.
http://bit.ly/2xokgUT
- Paypal fiuta le opoprtunita e investe molto in startup. Lultima e Raise, per comprare e vendere
giftcards.
http://bit.ly/2xokkE7

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 Irrobuxtiamo la strategia 20 Settembre 2017
- Amazon sembra abbandonare il mercato cinese e di volersi focalizzare su quello indiano.
http://bit.ly/2xoHABL
- Tra i vari titoli suggeriti del DOW: Chevron, GS, Apple, Cisco e Wal-Mart.
http://bit.ly/2hrpcOB
- Tra i titolo di cui, secondo questarticolo, Wall Street e sicura al 100%, ci sono Alibaba.
http://bit.ly/2y291C0

Momento Portfolio: come sono andati i titoli in portfolio da 3 settimane a questa parte?

1 sett 2 sett 3 sett

Alcoa 1,32%
alibaba -0,39% 2,34% 4,84%
berkshire hathaway B 0,73% 2,24% 2,76%
Nasdaq 100 -1,12% -0,81% -0,01%
Dow 0,20% 1,32% 2,74%
S&P500 -0,04% 0,57% 1,81%
Boeing 2,63% 6,59% 8,21%
facebook -0,74% -1,71% -0,11%
Ferrari 1,61% 1,79% -2,32%
mastercard 0,23% -0,07% 6,96%
McDonalds 0,73% -1,62% -0,12%
Paypal 3,43% 3,90% 6,22%
Visa 0,19% -0,56% 2,48%
Wal-mart -0,86% 0,57% -0,34%

leva x2 leva x3 leva x4 leva x5

1 sett 0,51% 1,02% 1,52% 2,03% 2,54%
2 sett 1,12% 2,24% 3,36% 4,48% 5,60%
3 sett 2,55% 5,10% 7,64% 10,19% 12,74%

Non dimentichiamo che questi sono valori lordi a cui occorre sottrarre le varie commissioni, ma penso
che ci sia di che essere positivi, nonostante il recente crollo da mercoledi./

Trading ideas:

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 Irrobuxtiamo la strategia 20 Settembre 2017
- Sembra che il pattern H+S di Amazon si stia realizzando.
http://bit.ly/2fpCq1D

Up/Downgrade di oggi:

Da DailyTrade Alert

American Airlines (AAL) upgraded by Barclays from Equal Weight to Overweight

AstraZeneca (AZN) upgraded by Bernstein from Market Perform to Outperform
Alcoa (AA) downgraded by Berenberg from Buy to Hold

Da marketBeat.com

Alibaba Group Holding Limited (NYSE:BABA) is now covered by analysts at Cantor Fitzgerald on
Friday. They set an "overweight" rating on the stock. Previous closing price of $178.14. This
rating was viewed 89 times. Read More.
General Electric Company (NYSE:GE) had its price target lowered by analysts at Argus from
$30.00 to $27.00 on Monday. They now have a "buy" rating on the stock. 8.6% upside from the
previous close of $24.87. This rating was viewed 55 times. Read More.
Yum China Holdings Inc (NASDAQ:YUMC) is now covered by analysts at Citigroup Inc. on
Monday. They set a "buy" rating and a $51.00 price target on the stock. 28.4% upside from the
previous close of $39.71. This rating was viewed 102 times. Read More.
Astrazeneca PLC (NYSE:AZN) was upgraded by analysts at Sanford C. Bernstein from a "market
perform" rating to an "outperform" rating. They now have a $25.55 price target on the stock,
down previously from $35.60. 22.1% downside from the previous close of $32.81. Read More.
Royal Bank Scotland PLC (The) (NYSE:RBS) was upgraded by analysts at Bank of America
Corporation from an "underperform" rating to a "neutral" rating. Previous closing price of
$7.17. Read More.
Repsol SA (NASDAQ:REPYY) was upgraded by analysts at Raymond James Financial, Inc. from a
"market perform" rating to an "outperform" rating. Previous closing price of $18.37. Read More.
Alcoa Corp (NYSE:AA) was downgraded by analysts at Berenberg Bank from a "buy" rating to a
"hold" rating. They now have a $40.00 price target on the stock, down previously from $47.95.
15.8% downside from the previous close of $47.50. Read More.
ArcelorMittal (NYSE:MT) was downgraded by analysts at Cowen and Company from an
"outperform" rating to a "market perform" rating. They now have a $27.00 price target on the
stock, down previously from $32.00. 4.6% upside from the previous close of $25.82. Read More.
Alibaba Group Holding Limited (NYSE:BABA) is now covered by analysts at Cantor Fitzgerald.
They set an "overweight" rating on the stock. Previous closing price of $177.39. Read More.
Apple Inc. (NASDAQ:AAPL) had its price target raised by analysts at Piper Jaffray Companies
from $190.00 to $196.00. They now have an "overweight" rating on the stock. 25.6% upside
from the previous close of $156.07. Read More.

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 Irrobuxtiamo la strategia 20 Settembre 2017
Boeing Company (The) (NYSE:BA) had its price target raised by analysts at Jefferies Group LLC to
$300.00. They now have a "buy" rating on the stock. 17.2% upside from the previous close of
$256.04. Read More.

Insider trades

Facebook, Inc. (NASDAQ:FB) CEO Mark Zuckerberg sold 247,452 shares of Facebook stock in a
transaction that occurred on Wednesday, September 20th. The stock was sold at an average
price of $171.75, for a total transaction of $42,499,881.00. The transaction was disclosed in a
legal filing with the Securities & Exchange Commission, which can be accessed through this
link. This trade was viewed 59 times. Read More.
HP Inc. (NYSE:HPQ) insider Marie Myers sold 10,025 shares of HP stock in a transaction that
occurred on Friday, September 15th. The stock was sold at an average price of $19.50, for a total
transaction of $195,487.50. Following the completion of the sale, the insider now directly owns
10,025 shares of the company's stock, valued at $195,487.50. The transaction was disclosed in a
legal filing with the SEC, which is accessible through the SEC website. This trade was viewed 170
times. Read More.
HP Inc. (NYSE:HPQ) insider Marie Myers sold 10,025 shares of HP stock in a transaction that
occurred on Thursday, September 21st. The stock was sold at an average price of $19.75, for a
total transaction of $197,993.75. Following the completion of the sale, the insider now directly
owns 10,025 shares of the company's stock, valued at $197,993.75. The transaction was
disclosed in a legal filing with the SEC, which is accessible through the SEC website. This trade
was viewed 44 times. Read More.

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