Irrobuxtiamo la strategia 10 Ottobre 2017

Cari buxiti,

- Elogio di Visa che, suppur sia un titolo overpriced, ha sovraperformato il (gia fantastico) DOW
del 106,56%, aha aumentato il dividendo per 10 degli ultimi anni (attualmente e a 0,65%) e ha
ancora margini di crescita.
http://bit.ly/2xvxCzo

- Che bella igornata per avere Wal-Mart nel portfolio! Annunciato un buy-back (da $20miliardi)
corredato da una strategia di crescita (consegne in unora, espansione in Cina), da attese di
vendita a +3% per il 2018 in USA e +40% allinternazionale e dal piano di aprire 1000 punti
vendita online in US.
http://bit.ly/2fZtIU8
Indubbiamente e la giornata di Wal-mart, ma e troppo facile salire sul carro dei vincitori adesso
che lo stock corre: questa societa gode di un ottimo cashflow, crescita nelle-commerce e
potrebbe addirittura essere il precursore della rinascita del retail.
http://bit.ly/2y8rMkt

- Netflix si espande in Canada e prepara mezzo miliardo di $ in investimenti.

http://bit.ly/2guoBMH

- Articolo interessante e intelligente: non perche MasterCard e Visa hanno toccato i massimi vuol
dire che non possano essere comprati anche adesso.
http://bit.ly/2yXnHib

- Allerte: Mastercard e Wal-mart ai massimi di 52 settimane.

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 Irrobuxtiamo la strategia 10 Ottobre 2017
- Riflessione: Activision ha veramente trovato la resistenza a $66.

- Consiglio di acquisto: Google quando fara un altro Pullback, dato che lattuale $985 e circa 32
volte i suoi earnings.
http://bit.ly/2xxvNNp

- Tesla ottiene un aumento di TP da Morgan Stanely da $317 a $379.

http://bit.ly/2fMn3wM

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 Irrobuxtiamo la strategia 10 Ottobre 2017

- Facebook e Google crollano anche a causa della minaccia dallUK di regolare queste aziende
come news publishers e non piu come piattaforme.
http://bit.ly/2xxNWdY

Up/Downgrade

Da 24/7 Wall St.

Alphabet Inc. (NASDAQ: GOOGL) was reiterated as Buy and with a $1,200 price target (versus a $992.31
prior close) at Jefferies. The firm did a deeper dive into multiple angle of the company and noted that
the companys valuation still looks compelling and that it has the right pieces in place to deliver
meaningful 20% or more upside.

Chevron Corp. (NYSE: CVX) was reiterated as Overweight and the price target was raised to $130 from
$120 (versus a $117.71 close) at Barclays. Chevron has a 52-week range of $99.61 to $119.00 and a
consensus target price of $116.91.

Intel Corp. (NASDAQ: INTC) was reiterated as Positive and the price target was raised to $46 from $45 at
Susquehanna. Shares were indicated up 14 cents at $40.00 on Tuesday morning, in a 52-week range of
$33.23 to $39.89. The consensus target price is $40.50.

Schlumberger Ltd. (NYSE: SLB) was started as Buy and assigned a $13 target price at Deutsche Bank.
JPMorgan lowered its target price to $75 from $76. The shares were last indicated up 1% at $69.00, with
a consensus analyst target price of $78.55 and in a 52-week range of 62.56 to $87.84.

T-Mobile US Inc. (NASDAQ: TMUS) saw its target price cut to $65 from $70 (versus a $61.56 close) and
Sprint Corp. (NYSE: S) saw its target price cut to $7 from $8 (versus a $7.32 close) at Deutsche Bank.

Halliburton Co. (NYSE: HAL) was started as Buy with a $54 target price at Deutsche Bank.

Palo Alto Networks Inc. (NYSE: PANW) was raised to Overweight from Equal Weight and the price target
was raised to $185 from $150 at Morgan Stanley.

Da MarketBeat.com

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 Irrobuxtiamo la strategia 10 Ottobre 2017
Lloyds Banking Group PLC (LON:LLOY) was upgraded by analysts at Credit Suisse Group to an
"outperform" rating. They now have a GBX 80 ($1.05) price target on the stock, up previously
from GBX 75 ($0.99). Read More.
Lloyds Banking Group PLC (NYSE:LYG) was upgraded by analysts at Credit Suisse Group from a
"neutral" rating to an "outperform" rating. Previous closing price of $3.58. Read More.
Palo Alto Networks, Inc. (NYSE:PANW) was upgraded by analysts at Morgan Stanley from an
"equal weight" rating to an "overweight" rating. They now have a $185.00 price target on the
stock, up previously from $150.00. 26.3% upside from the previous close of $146.42. Read
More.
Royal Bank of Scotland Group plc (LON:RBS) was upgraded by analysts at Credit Suisse Group
from an "underperform" rating to a "neutral" rating. They now have a GBX 275 ($3.62) price
target on the stock, up previously from GBX 255 ($3.35). Read More.
HSBC Holdings plc (LON:HSBA) was downgraded by analysts at Credit Suisse Group to an
"underperform" rating. They now have a GBX 650 ($8.55) price target on the stock, up
previously from GBX 630 ($8.28). Read More.
HSBC Holdings PLC (NYSE:HSBC) was downgraded by analysts at Credit Suisse Group from a
"neutral" rating to an "underperform" rating. Previous closing price of $49.59. Read More.
Ralph Lauren Corporation (NYSE:RL) was downgraded by analysts at Miller Tabak from a "hold"
rating to a "sell" rating. Previous closing price of $86.95. Read More.
Barclays PLC (LON:BARC) had its price target lowered by analysts at Credit Suisse Group from
GBX 250 ($3.29) to GBX 230 ($3.02). They now have an "outperform" rating on the stock. Read
More.
British American Tobacco plc (LON:BATS) had its price target lowered by analysts at Credit
Suisse Group from GBX 6,100 ($80.20) to GBX 5,800 ($76.26). They now have an "outperform"
rating on the stock. Read More.
Monsanto Company (NYSE:MON) had its price target raised by analysts at Wells Fargo &
Company from $107.50 to $118.00. They now have a "market perform" rating on the stock.
1.4% downside from the previous close of $119.65. Read More.
Yelp Inc. (NYSE:YELP) had its price target raised by analysts at Bank of America Corporation from
$43.00 to $52.00. They now have a "buy" rating on the stock. 14.0% upside from the previous
close of $45.63. Read More.

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