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Irrobuxtiamo la strategia 1 Dicembre 2017

Cari buxiti,

Un director di Blackrock vende circa 400 azioni da $500.

Acquisti o vendite dei titoli nel nostro portfolio, secondo i top


investment manager:

Price
Sym Compan Acti Imp Chang Share
Guru Date Rang
bol y on act e s
e
$33.7
Alcoa Steven 30/09/2 0.45 New 21397
AA Buy 7-
Corp Cohen 017 % Buy 89
$47.5
$938.
AMZ Amazon. Steven 30/09/2 0.81 6- 183.7 29130
Add
N com Inc Cohen 017 % $105 5% 4
2.8
$198.
Boeing Steven 30/09/2 0.54 59 - 681.3 54928
BA Add
Co Cohen 017 % $256. 4% 2
45
Alibaba First $140.
Group Eagle 30/09/2 99 - New
BABA Buy 0% 600
Holding Investm 017 $180. Buy
Ltd ent 07
Alibaba $140.
Group Steven 30/09/2 0.21 99 - 36.49 10425
BABA Add
Holding Cohen 017 % $180. % 28
Ltd 07
$412.
BlackRoc Steven 30/09/2 0.11 19 - 101.8 11171
BLK Add
k Inc Cohen 017 % $446. 2% 6
11
$127.
Celgene Steven 30/09/2 0.05 43 - New
CELG Buy 77242
Corp Cohen 017 % $144. Buy
94
$148.
Faceboo Steven 30/09/2 0.72 43 - 292.0 12739
FB Add
k Inc Cohen 017 % $173. 0% 97
51
Irrobuxtiamo la strategia 1 Dicembre 2017
$919.
- -
GOO Alphabet Steven 30/09/2 Redu 46 - 16555
0.51 37.03
GL Inc Cohen 017 ce $998. 3
% %
31
$120.
- -
Masterca Steven 30/09/2 Redu 78 - 35429
MA 0.55 69.35
rd Inc Cohen 017 ce $142. 5
% %
49
First $120.
- -
Masterca Eagle 30/09/2 Redu 78 - 17634
MA 0.12 18.55
rd Inc Investm 017 ce $142. 44
% %
ent 49
$151.
McDonal Steven 30/09/2 0.10 85 - 46.06 45845
MCD Add
d's Corp Cohen 017 % $161. % 2
53
$52.8
PayPal
Steven 30/09/2 0.15 7 - New 51760
PYPL Holdings Buy
Cohen 017 % $65.0 Buy 0
Inc
8
$93.2
- -
Steven 30/09/2 Redu 5- 14042
V Visa Inc 0.82 52.61
Cohen 017 ce $106. 59
% %
21
First $93.2
Eagle 30/09/2 0.19 5 - 28.80 35726
V Visa Inc Add
Investm 017 % $106. % 31
ent 21
Wal- $73.2
- -
Mart Steven 30/09/2 Redu 3-
WMT 0.38 92.53 72500
Stores Cohen 017 ce $81.6
% %
Inc 1

Messaggio che condivido e che ho condiviso precedentemente: i problemi


di washington non possono cambiare la sostanza dei dati fondamentali dei
quality-stock.
http://bit.ly/2ASRPAB

Una raccolta di grafici per tutti quelli che sostengono che tanto non pu
andare a zero.
http://on.mktw.net/2zZGQVU
Irrobuxtiamo la strategia 1 Dicembre 2017
Questanalista di JPMorgan considera Netflix e Facebook I titoli top per la
crescita del 2018. TP di Netflix a $242, TP di Facebook a $225.
http://bit.ly/2APBeNS

Consigli di investimento: Bank of America. Valutazione ragionevole,


ancora un interessante potenziale upside e possibili benefici in caso di
deregulation finanziaria.
http://bit.ly/2zZWKj6
Coweb rialza le previsioni di Boeing: BUY e TP a $320 (+18%). Sembra che
nel 2017 Boeing superera abbondantemente gli ordini dellanno
precedente.
http://bit.ly/2kjFE8J

Questo articolo fornisce 5 (discutibili motivi per abbandonare


McDonalds): (1) all-time high del Prezzo, (2) Price to Sales al Massimo,
(3) Price to FCF ai massimi da 10 anni, (4) valori ai massimi, se confrontati
con i competitor (ad esempio Starbucks e Yum Brands) e (5) il riacquisto
di azioni estato finanziato con debito.
http://bit.ly/2iIEgfp
Ancora su McDonalds, il cui aumento in FCF e controbilanciato dalla
diminuzione dei margini, con il risultato che gli investitori stanno pagando
quasi il doppio rispetto a 5 anni fa.
http://bit.ly/2zI6CK3

LAnalista Barton di Money Morning e recentemente andato su CNBC per


affermare che la rotazione di mercoledi era confermata dal fatto che il
Nasdaq fosse lunico indice sensibilmente in rosso e che quindi investitori
preferissero prendere profitti e riallocarli in stock piu difensivi.
Cio che invece non ha detto al canale e che cio e sintomo di un mercato
in salute e che il crollo rappresenta unottima occasione di entrata nei
FAAMG.
http://bit.ly/2nt8W6e

Upgrade per Amazon da Wells Fargo da $1430 a $1525.


http://bit.ly/2jHNlSj
Irrobuxtiamo la strategia 1 Dicembre 2017
Consigli di acquisto di indici delle ore 16 di venerid da investing.com

Si ripete il caso Visa e si ribadisce ancora che nonostante il future positive


(sulle attuali premesse) lalta vlautaizone comincia a farsi sentire. Sono
daccordo che entrare adesso non sarebbe appropriato senza un pullback,
ma con orizzonti di investimento lontani, una posizione attuale non e una
cattiva scelta.
http://bit.ly/2ASyvmT

Considerazione intelligente su Oracle: uscirne il prima possibile.


Crescita del cloud inferiore a Amazon, potenziale fair value inferior al
Prezzo attuale, dividend trascurabile e crescita rallentata.
http://bit.ly/2idsN3Q

Al contrario SalesForce e protagonista di earnings battuti e di un


importante e (apparentemente) ben pianificato Nuovo management.
http://bit.ly/2BFagpo

Apple potebbe balzare a $195 ad aoizne nei prossimi giorni e tra le


conferme vediamo anche un recente incremento di acquisto di titoli da
parte di Warren Buffet.
http://bit.ly/2BFUV8e
Irrobuxtiamo la strategia 1 Dicembre 2017

Facebook potrebbe andare in pareggio nel progetto Watch nel 2018,


secondo Morgan Stanley.
http://bit.ly/2zJ4P7w

Momento Portfolio: come si pu vedere, quello che ci ha salvato in questultimo


periodo stata la differenziazione e particolarmente con la criptovlauta.

1 sett 2 sett 3 sett


alibaba -7.14% -7.12% -5.38%
Alphabet -4.38% -0.93%
Amazon -2.80% 3.20%
Apple -1.75% 0.63%
Nasdaq 100 -1.06% 0.46% 0.34%
Dow 2.76% 3.42% 3.38%
S&P500 1.57% 2.33% 2.22%
Bitcoin 16.67% 34.95% 86.69%
Blackrock 4.17% 5.75% 7.95%
Boeing 2.18% 2.55% 3.41%
DSM 0.21% -0.78% 3.10%
nvidia -7.69% -7.66% -7.03%
facebook -4.33% -2.04% -2.05%
Intel 0.43% 0.13%
mastercard -2.14% 0.09% 0.00%
McDonalds 2.31% 3.56% 3.29%
Salesforce -2.58% -3.30%
Paypal -3.26% -0.93% 1.72%
Visa -1.47% 0.71% -0.60%

leva x2 leva x3 leva x4 leva x5


1 sett -0.44% -0.87% -1.31% -1.75% -2.18%
2 sett 1.84% 3.69% 5.53% 7.37% 9.22%
3 sett 6.93% 13.86% 20.79% 27.73% 34.66%

Alerts
Irrobuxtiamo la strategia 1 Dicembre 2017

Volume di negoziazione per Paypal, Amazon, Alibaba, Nvidia, Visa, Facebook e


Mastercard a oltre il doppio della media degli ultimi 30 giorni

Nuovi massimi a 52 settimane per Mcdonalds e Boeing.

Trading ideas
Nvidia sembra aver cozzato sul support.
http://bit.ly/2ASC9xe

Up/Downgrade

Da 24/7 Wall St.


AT&T Inc. (NYSE: T) was maintained as Buy at Jefferies with a $48 price target,
almost 33% higher than the last closing price of $36.38. The call is on the heels of
hosting meetings with AT&T management over video transition, wireless
competition and strategy, 5G, FirstNet and tax reform. AT&T has a 52-week
trading range of $32.55 to $43.03 and a consensus analyst price target of $39.40.

E*Trade Financial Corp. (NASDAQ: ETFC) was started with an Outperform rating
and assigned a $56 price target (versus a $48.14 prior close) at Credit Suisse. The
firm forecast significant upside potential to 2019 sell-side earnings, and the firm
thinks it has an implied option because if numbers are weak it would become an
M&A target. E*Trade shares have a 52-week range of $32.25 to $48.72 and a
consensus price target of $48.94.

Priceline Group Inc. (NASDAQ: PCLN) was downgraded to Hold from Buy at
Argus. Shares closed at $1,739.71 on Thursday but were down 0.3% on Friday.
The 52-week range is $1,459.49 to $2,067.99, and the consensus price target was
$1,996.38.

Da MarketBeat.com

Air France-KLM (OTCMKTS:AFLYY) was upgraded by analysts at


Deutsche Bank AG from a "sell" rating to a "hold" rating. current price of
$14.38. Read More.
Deutsche Lufthansa (OTCMKTS:DLAKY) was upgraded by analysts at
Deutsche Bank AG from a "hold" rating to a "buy" rating. current price of
$34.99. Read More.
Irrobuxtiamo la strategia 1 Dicembre 2017
Koninklijke DSM (OTCMKTS:RDSMY) was upgraded by analysts at
Deutsche Bank AG from a "hold" rating to a "buy" rating. current price of
$23.49. Read More.
Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at
Wells Fargo & Company to $1,525.00. They now have an "outperform"
rating on the stock. They noted that the move was a valuation call. 31.2%
upside from the current price of $1,162.35. Read More.
Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at
MKM Partners from $1,275.00 to $1,350.00. They now have a "buy" rating
on the stock. 16.1% upside from the current price of $1,162.35. Read More.
Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at
Oppenheimer Holdings Inc. to $1,330.00. They now have an "outperform"
rating on the stock. 14.4% upside from the current price of
$1,162.35. Read More.
Facebook (NASDAQ:FB) had its price target raised by analysts at MKM
Partners to $240.00. They now have a "buy" rating on the stock. 37.1%
upside from the current price of $175.10. Read More.
GlaxoSmithKline (LON:GSK) had its price target lowered by analysts at
Morgan Stanley from GBX 1,450 ($19.42) to GBX 1,400 ($18.75). They now
have an "underweight" rating on the stock. Read More.

Insider sales:

Apple Inc. (NASDAQ:AAPL) insider Johny Srouji sold 10,368 shares of the
firm's stock in a transaction dated Friday, November 24th. The stock was
sold at an average price of $174.68, for a total transaction of
$1,811,082.24. Following the completion of the transaction, the insider
now owns 81,560 shares in the company, valued at $14,246,900.80. The
transaction was disclosed in a document filed with the SEC, which is
accessible through this hyperlink. This trade was viewed 57 times. Read
More.

Amazon.com, Inc. (NASDAQ:AMZN) Director Tom A. Alberg sold 835


shares of Amazon.com stock in a transaction dated Monday, November
27th. The shares were sold at an average price of $1,202.74, for a total
transaction of $1,004,287.90. Following the completion of the sale, the
director now owns 17,114 shares in the company, valued at
$20,583,692.36. The sale was disclosed in a document filed with the SEC,
which can be accessed through this hyperlink. This trade was viewed 69
times. Read More.
Irrobuxtiamo la strategia 1 Dicembre 2017
Facebook Inc (NASDAQ:FB) CEO Mark Zuckerberg sold 232,138 shares of
Facebook stock in a transaction dated Tuesday, November 28th. The
shares were sold at an average price of $183.08, for a total transaction of
$42,499,825.04. The sale was disclosed in a filing with the Securities &
Exchange Commission, which is available at this hyperlink. This trade was
viewed 74 times. Read More.

Tesla Inc (NASDAQ:TSLA) VP Eric Branderiz sold 1,736 shares of the


firm's stock in a transaction dated Monday, November 27th. The shares
were sold at an average price of $313.25, for a total transaction of
$543,802.00. Following the transaction, the vice president now directly
owns 1,225 shares in the company, valued at approximately $383,731.25.
The transaction was disclosed in a document filed with the SEC, which is
available at the SEC website. This trade was viewed 63 times. Read More.

Da Daily Trade Alert:

Lufthansa (DLAKY) upgraded by Deutsche Bank from Hold to Buy

Air France-KLM (AFLYY) upgraded by Deutsche Bank from Sell to Hold