Irrobuxtiamo la strategia – 23 Marzo 2018

Cari buxiti,

- Espansione di Alibaba nel sud est asiatico.

https://bit.ly/2Gkg6Sc

- Amazon supera google in capitalizzazione ($764B v $760B). Il numero #1

(apple) è a $891B.
https://bit.ly/2FWXjgp
Goldman Sachs sostiene che Amazon possa raggiungere i $1900 entro fine
anno, grazie soprattutto a AWS e vendite retail.
https://bit.ly/2Gjm6Li

- Numeri e performance per giustificare il valore impressionante di Facebook,

nonostante ogni scandalo.
https://bit.ly/2GdCfSp

- Argus rialza il TP di Nvidia del14% ($280) citando l’industria del gaming

come la piú profittevole.
https://bit.ly/2DO1OUV

- Tra i motivi per considerare Alibaba sono il paragone con il suo principale
competitor (Amazon) rispetto al quale il prezzo non è stato apprezzato
sufficientemente, e i cui dati di crescita erano nondimeno migliori.
https://bit.ly/2DO1Ko9

- Berkshire potrebbe avere finito i suoi giorni in cui batteva l’S&P500 di molto.
https://bit.ly/2FXO7sj

- Analisi DCF e Microsoft sembra non avere upside (?).

https://bit.ly/2ILRv7o

- Boeing riceve ordini per $3,6B da china Southern.

https://bit.ly/2DOgyTG

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 Irrobuxtiamo la strategia – 23 Marzo 2018

Trading ideas

Se si conferma il canale, Facebook puó solo che risalire.

https://bit.ly/2GfPemC
(possibile) triangolo interessante di Amazon che potrebbe portare a un breakout
(all’insú).
https://bit.ly/2u9l8fK
Wedge positivo per Nvidia che potrebbe portare a un breakout (all’insú).
https://bit.ly/2pB5btV
Situazione interessante anche per Nvidia che sembra in triangolo ascendente e
potrebbe salire ancora.
https://bit.ly/2G1Df8J
Paypal, invece, sembrerebbe aver giá preso la tangenziale dopo il completamento
del triangolo.
https://bit.ly/2G763wr

Alerts

Up/Downgrade

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 Irrobuxtiamo la strategia – 23 Marzo 2018

Da 24/7 Wall St.

AstraZeneca PLC (NYSE: AZN) was raised to Buy from Hold at Jefferies. The 52-week
trading range for the pharmaceutical giant is $28.43 to $36.70. The Wall Street
consensus price target is set at $30.09. The stock closed trading on Friday at $34.59.
There was some chatter recently the company could be a takeover target.
Unilever N.V. (NYSE: UN) was raised to Neutral from Sell at Goldman Sachs. The 52-
week trading range for the shares is $49.27 to $61.62. The consensus price objective
across Wall Street is $61. The shares ended trading last Friday at $53.03.
Celgene Corp. (NASDAQ: CELG) was started with an Overweight rating and assigned
a $110 price target (versus an $88.27 close) at JPMorgan. Celgene has a 52-week
range of $86.55 to $147.17, and it has a consensus analyst target price of $118.72.
Fiat Chrysler Automobiles N.V. (NYSE: FCAU) was started as Neutral at Instinet. The
stock closed at $21.10 per American depositary share on Tuesday.
Oracle Corp. (NYSE: ORCL) was maintained as Buy with a $61 price target at Argus
after Tuesday’s post-earnings weakness took away 9.4% of the share price, down to
$47.05. Oracle has a 52-week trading range of $43.60 to $53.48.
Oracle Corp. (NYSE: ORCL) was down 0.6% at $51.95 ahead of earnings guidance,
but it was last seen trading down almost 9% at $47.50 after the report. Oracle was
maintained as Outperform with a $55 price target at Wedbush, and while the firm
said there is no visible demand uptick there are some reasons for optimism.
KeyBanc downgraded Oracle to Sector Weight, Stifel downgraded it to Hold from
Buy and Merrill Lynch also threw in the towel by downgrading it to Neutral from
Buy.
Booking Holdings Inc. (NASDAQ: BKNG) was started with a Buy rating at Mizuho.
The company that used to be known as Priceline.com has traded in a 52-week range
of $1,733 to $2,228.99. The consensus price target for the travel giant is $2,245.57.
The shares closed Wednesday a $2,144.98.
Ralph Lauren Corp. (NYSE: RL) was raised to Outperform from Market Perform at
Cowen. The 52-week trading range for the clothing and fragrance giant is $66.06 to
$119.33. The consensus price objective is $111.50. The stock closed Wednesday at
$109.47 a share.

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 Irrobuxtiamo la strategia – 23 Marzo 2018

Da MarketBeat.com

 AstraZeneca (NYSE:AZN) was upgraded by analysts at Jefferies Group LLC

from a "hold" rating to a "buy" rating. They now have a $36.70 price target on
the stock, up previously from $28.43. 6.1% upside from the current price of
$34.60. Read More.
 AstraZeneca (LON:AZN) was upgraded by analysts at Jefferies Group LLC
from a "hold" rating to a "buy" rating. They now have a GBX 5,600 ($77.37)
price target on the stock, up previously from GBX 5,075 ($70.12). Read More.
 ASML (NASDAQ:ASML) was downgraded by analysts at Santander from a
"buy" rating to a "hold" rating. current price of $210.56. Read More.
 Fitbit (NYSE:FIT) is now covered by analysts at Craig Hallum. They set a
"buy" rating on the stock. current price of $5.30. Read More.
 QUALCOMM (NASDAQ:QCOM) is now covered by analysts at Morgan Stanley.
They set an "underweight" rating and a $55.00 price target on the stock. 6.0%
downside from the current price of $58.50. Read More.
 Adobe Systems (NASDAQ:ADBE) was upgraded by analysts at DZ Bank AG
from a "hold" rating to a "buy" rating. current price of $228.22. Read More.
 Barclays (LON:BARC) was downgraded by analysts at Investec to a "hold"
rating. They now have a GBX 225 ($3.11) price target on the stock, up
previously from GBX 215 ($2.97). Read More.
 Barclays (NYSE:BCS) was downgraded by analysts at Investec from a "buy"
rating to a "hold" rating. current price of $12.25. Read More.
 Alcoa (NYSE:AA) is now covered by analysts at Goldman Sachs. They set a
"neutral" rating and a $52.00 price target on the stock. 11.0% upside from the
current price of $46.86. Read More.
 Hasbro (NASDAQ:HAS) had its price target lowered by analysts at BMO
Capital Markets from $96.00 to $83.00. They now have a "market perform"
rating on the stock. 3.2% downside from the current price of $85.70. Read
More.
 Oracle (NYSE:ORCL) had its price target lowered by analysts at Credit Suisse
Group AG from $62.00 to $60.00. They now have an "outperform" rating on
the stock. 27.9% upside from the current price of $46.92. Read More.
 Yum China (NYSE:YUMC) had its price target lowered by analysts at Morgan
Stanley from $49.00 to $48.00. They now have an "overweight" rating on the
stock. 16.3% upside from the current price of $41.29. Read More.

Page 4 of 9
 Irrobuxtiamo la strategia – 23 Marzo 2018
 Celgene (NASDAQ:CELG) is now covered by analysts at JPMorgan Chase &
Co.. They set an "overweight" rating and a $110.00 price target on the stock.
23.3% upside from the current price of $89.23. Read More.
 Fiat Chrysler Automobiles (NYSE:FCAU) is now covered by analysts at
Instinet. They set a "neutral" rating and a $21.10 price target on the stock.
2.7% downside from the current price of $21.68. Read More.
 Fiat Chrysler Automobiles (NYSE:FCAU) is now covered by analysts at
Nomura. They set a "neutral" rating and a $19.00 price target on the stock.
12.4% downside from the current price of $21.68. Read More.
 GlaxoSmithKline (LON:GSK) was upgraded by analysts at Morgan Stanley
from an "underweight" rating to an "equal" rating. They now have a GBX
1,400 ($19.34) price target on the stock, up previously from GBX 1,300
($17.96). Read More.
 GlaxoSmithKline (NYSE:GSK) was upgraded by analysts at Morgan Stanley
from an "underweight" rating to an "equal weight" rating. current price of
$36.27. Read More.
 Ralph Lauren (NYSE:RL) was upgraded by analysts at Cowen Inc from a
"market perform" rating to an "outperform" rating. They now have a $66.06
price target on the stock, down previously from $119.33. 39.0% downside
from the current price of $108.24. Read More.
 Facebook (NASDAQ:FB) had its price target lowered by analysts at Stifel
Nicolaus from $195.00 to $168.00. They now have a "hold" rating on the
stock. 2.1% upside from the current price of $164.60. Read More.
 Facebook (NASDAQ:FB) had its price target lowered by analysts at Bank of
America Corp from $265.00 to $230.00. They now have a "buy" rating on the
stock. 39.7% upside from the current price of $164.60. Read More.
 NVIDIA (NASDAQ:NVDA) had its price target raised by analysts at Argus from
$250.00 to $280.00. They now have a "buy" rating on the stock. They noted
that the move was a valuation call. 15.3% upside from the current price of
$242.95. Read More.



Insider sales:

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 Irrobuxtiamo la strategia – 23 Marzo 2018
Philip
26 Rea
Bramwe
BAE Bu shares 3/14/2 $583.0 d
ll £150.54
Systems (LON:BA) y @ GBX 018 0 Mo
(Insider
579 re
)

295
Rea
Gillian shares
Booking (NASDAQ: Sel $646,052.9 3/15/2 Vie $2,151. d
Tans @
BKNG) l 5 018 w 21 Mo
(CEO) $2,190.
re
01

3,629
Rea
Peter J shares
Booking (NASDAQ: Sel $7,936,550. 3/15/2 Vie $2,151. d
Millones @
BKNG) l 42 018 w 21 Mo
(VP) $2,186.
re
98

20,671 Rea
Cisco David
Sel shares $940,530.5 3/15/2 Vie d
Systems (NASDAQ:C Goeckel $44.40
l @ 0 018 w Mo
SCO) er (EVP)
$45.50 re

262,61
Min H Rea
1
Garmin (NASDAQ:G Kao Sel $15,767,16 3/20/2 Vie d
shares $60.09
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$60.04

150,00
Min H Rea
0
Garmin (NASDAQ:G Kao Sel $9,007,500. 3/16/2 Vie d
shares $60.09
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an) re
$60.05

Timothy Rea
Mastercard (NYSE: H Sel 30,628 $5,526,516. 3/19/2 Vie $182.4 d
MA) shares
Murphy l 32 018 w 2 Mo
@ re
(General

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 Irrobuxtiamo la strategia – 23 Marzo 2018
Counsel $180.4
) 4

Richard 700
Rea
N shares
Netflix (NASDAQ:NF Sel $220,066.0 3/20/2 Vie $317.8 d
Barton @
LX) l 0 018 w 0 Mo
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re
r) 8

63,117 Rea
Andrew
Sel shares $1,072,357. 3/16/2 Vie d
Snap (NYSE:SNAP) Vollero $16.55
l @ 83 018 w Mo
(CFO)
$16.99 re

1,000
John Rea
shares
Tesla (NASDAQ:TSL Douglas Sel $321,410.0 3/16/2 Vie $317.5 d
@
A) Field l 0 018 w 0 Mo
$321.4
(VP) re
1

1,525
Rea
Sean E. shares
Amgen (NASDAQ:A Sel $289,368.7 3/16/2 Vie $183.0 d
Harper @
MGN) l 5 018 w 0 Mo
(EVP) $189.7
re
5

10,000
Marc Rea
shares
salesforce.com (NYS Benioff Sel $1,256,300. 3/19/2 Vie $126.1 d
@
E:CRM) (Chairm l 00 018 w 2 Mo
$125.6
an) re
3

5,000
Rea
Marc shares
salesforce.com (NYS Sel $632,400.0 3/16/2 Vie $126.1 d
Benioff @
E:CRM) l 0 018 w 2 Mo
(CEO) $126.4
re
8

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 Irrobuxtiamo la strategia – 23 Marzo 2018
465,40
Mark 0 Rea
Facebook (NASDAQ Zuckerb Sel shares $85,535,86 3/16/2 Vie $167.5 d
:FB) erg l @ 6.00 018 w 1 Mo
(CEO) $183.7 re
9

55,000
Rea
Sheryl shares
Facebook (NASDAQ Sel $10,072,15 3/15/2 Vie $167.5 d
Sandber @
:FB) l 0.00 018 w 1 Mo
g (COO) $183.1
re
3

Pao-
4,800 Rea
Chang
Garmin (NASDAQ:G Sel shares $289,776.0 3/15/2 Vie d
Huang $60.00
RMN) l @ 0 018 w Mo
(Insider
$60.37 re
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1,750
Parker Rea
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salesforce.com (NYS Harris Sel $217,787.5 3/20/2 Vie $119.8 d
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E:CRM) (Insider l 0 018 w 3 Mo
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5,000
Rea
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salesforce.com (NYS Sel $611,800.0 3/21/2 Vie $119.8 d
Benioff @
E:CRM) l 0 018 w 3 Mo
(CEO) $122.3
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6

145,00
Mark 0 Rea
Facebook (NASDAQ Zuckerb Sel shares $24,158,45 3/20/2 Vie $166.8 d
:FB) erg l @ 0.00 018 w 7 Mo
(CEO) $166.6 re
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Page 8 of 9
 Irrobuxtiamo la strategia – 23 Marzo 2018
75,271
Rea
Reed shares
Netflix (NASDAQ:NF Sel $23,859,40 3/20/2 Vie $309.7 d
Hastings @
LX) l 1.58 018 w 9 Mo
(CEO) $316.9
re
8

Da Daily Trade Alert:

 Unilever (UN) upgraded by Goldman Sach from Sell to Neutral

 AstraZeneca (AZH) upgraded by Jefferies from Hold to Buy
 ASML (ASML) downgraded by Santander from Buy to Hold
 FedEx (FDX) upgraded by Stifel from Hold to Buy
 Oracle (ORCL) downgraded by Stifel from Buy to Hold
 Oracle (ORCL) downgraded by Nomura Instinet from Buy to Neutral
 Oracle (ORCL) downgraded by BofA/Merrill from Buy to Neutral
 GlaxoSmithKline (GSK) upgraded by Morgan Stanley from Underweight to
Equal Weight
 Ralph Lauren (RL) upgraded by Cowen from Market Perform to Outperform


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