Irrobuxtiamo la strategia – 14 Aprile 2018

Cari buxiti,

- Update di Morgan Stanley per Nvidia con 20% di upside.

https://bit.ly/2EKWUbq
TP a $258 secondo Morgan Stanley.
https://bit.ly/2H0LIcM
Anche Needham difende Nvidia.
https://bit.ly/2HzaXUA
Bank of America a favore di Nvidia, di cui ritieni i timori e le voci negativi
in merito alle perdite causa cripto come “esagerate”. La leadership nel
proprio campo è innegabile e tra le principali fonti di crescita, Bank of
America posiziona: supercomputing, cloud e DGX workstations.
https://bit.ly/2qw1QMl

- Mastercard e Visa tra i titoli preferiti da Piper.

https://bit.ly/2EKt5Ig

- Visa con una buona strategia long-term.

https://bit.ly/2IUj1ib

- Boeing piazza $1,7miliardi in 777 a Qatar.

https://bit.ly/2ELwt5z

- Buckingham inizia a coprire Caterpillar con un BUY e un TP a $170 e

riporta che le performance negative finora sono un buon caso di buy-on-
the-dip.
https://bit.ly/2qupZ6O
Baird eleva Caterpillar a “fresh pick”.
https://bit.ly/2GWcgf9

- Revisione dei capital buffer non facile in US per le banche.

https://bit.ly/2HipDtJ

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 Irrobuxtiamo la strategia – 14 Aprile 2018
- Occasione per Oracle, recentemente crollato ma con crescita nel settore
Cloud del 32%.
https://bit.ly/2quGXBe

- Morgan Stanley ribassa Alphabet: da $1200 a $1175 ma mantiene

l’overweight. Le attese sono per un 8% miss ai prossimi earnings.
https://bit.ly/2qwJVWK

- Articolo bitcoin: al di lá delle solite schermaggini “bolla o non bolla”, è

interessante leggere gli input nei commenti al relativo post di facebook su
quest’articolo di Bloomberg: (1) il bitcoin è pur sempre 6 volte il valore di
un anno fa, (2) $350miliardi in capitalizzazione equivale a solo UNO degli
stock del nasdaq prima della bolla del 2000, (3) informazioni basate su un
report di Bank of America che ha ammesso in uno dei suoi recenti report
di averci perso causa cripto, (4) considerando un crollo del 60/70% dal
massimo, la bolla è giá scoppiata, quindi focalizziamoci sul prossimo rally
e (5) non dovremmo considerare il debito US come la piú grande bolla?
https://bloom.bg/2qArgsq

- Facebook si avvicina alla sua terza Death Cross, che peró in passato non
ha mai fermato l’azienda di Zuck.
https://bit.ly/2GXJFu6

- Apple potrebbe aumentare il proprio dividendo del 16%, grazie al

rimpatriamento dei capitali.
https://bit.ly/2IW8FP5

- Paypal cerca di espandersi attraverso partner bancari (dato che non ha

una licenza).
https://bit.ly/2qvLhQM

- Wal-mart guadagna terreno con le nuove generazioni grazie al suo e-

commerce.
https://bit.ly/2H1d4iS

- DSM a oltre +5% il 12 Aprile, grazie a un aumento delle prospettive di

vendita.

Page 2 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
https://bit.ly/2qvMac4

- Sull’onda dei buoni dati bancari US, quest’articolo è a favore di Goldman

Sachs per il quale prevede una crescita del 23% e la rottura della
resistenza al 100% del Fibonacci.
https://bit.ly/2H1dndw

- Credit Suisse fissa il TP di Amazon a $1750 (+21% upside potenziale).

https://bit.ly/2JM1nhW

- Spunto interessante: al 13 Aprile, il FTSE100 (indice inglese) è a +2,9%

(l’S&P500 a +0,9%, per dare un’idea) e ció nonostante il rally del pound.
John Higgins, chief markets economist @ Capital Economics sostiene che
ció sia dovuto all’esposizione del FTSE agli stock difensivi (come energia e
consumer) che contano per il 48% dell’indice (contro una media del 31%
in US) oltre che all’aumento del prezzo del petrolio e ai pochi titoli tech
(0,1% contro la media americana del 25%).
https://bit.ly/2qu1dE2

Trading ideas

- Alibaba in potenziale long se lo schema butterfly è rispettato.

https://bit.ly/2IQphY8
- Nvidia in breakout.
https://bit.ly/2HB8lpk
- Apple in breakout.
https://bit.ly/2qBwaFB

Alerts

Page 3 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018

Up/Downgrade

Da 24/7 Wall St.

E*Trade Financial Corp. (NASDAQ: ETFC) was started as Outperform at Bernstein.

Facebook Inc. (NASDAQ: FB) was maintained as Outperform but the price target was
cut to $205 from $200 at Evercore ISI. Similar target cuts have been seen, but only
with minimal formal downgrading during its privacy of data woes. Shares were up
0.5% at $157.93 on Monday and indicated up 0.3% at $158.49 on Tuesday. The 52-
week range is $138.81 to $195.32.

Monsanto Co. (NYSE: MON) was downgraded to Market Perform from Outperform
at BMO Capital Markets. It closed up 6.2% at $125.15 on Monday after news came
out that the Justice Department would be clearing its acquisition by Bayer.
Netflix Inc. (NASDAQ: NFLX) was reiterated as Overweight and the price target was
raised to $328 from $285 at JPMorgan. The firm sees a strong first quarter and sees
it isolated from many of the other online regulatory and privacy concerns. Raymond
James raised its target price to $330 from $290. Shares closed up 0.3% at $289.93
on Monday and were indicated up 2.9% at $298.30 on Tuesday.

Nvidia Corp. (NASDAQ: NVDA) was raised to Overweight from Equal Weight with a
$258 price target at Morgan Stanley. The stock closed up 0.5% at $215.41 on
Monday and was indicated up 3.7% at $223.50 on Tuesday.

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 Irrobuxtiamo la strategia – 14 Aprile 2018
Tesla Inc. (NASDAQ: TSLA) was maintained as Sell with a $195 price target at
Goldman Sachs, with the tax credit phase-out coming and as competition heats up
for electric vehicles.
Alcoa Corp. (NYSE: AA) was maintained as Buy at Citigroup, but the firm lowered its
price target to $57 from $65. The stock closed up 0.9% at $48.05 despite the sell-off,
and its shares were indicated up just over 3% at $49.50 on Monday.
Facebook Inc. (NASDAQ: FB) was maintained as Buy at Jefferies, but the firm
lowered its price target to $215 from $230. Facebook has a 52-week range of
$138.81 to $195.32, and the consensus target price was last seen at $218.22.
General Motors Co. (NYSE: GM) was raised to Overweight from Equal Weight and
the price target was raised to $48 from $45 (versus a $37.68 close) at Morgan
Stanley. GM shares were up 2.2% at $38.50 in early Monday indications, in a 52-
week range of $31.92 to $46.76 and with a prior consensus target price of $47.83.
Alphabet Inc. (NASDAQ: GOOGL) has a new analyst covering the stock at Monnes
Crespi Hardt, and coverage was assumed as Buy, and the parent of Google was
assigned a $1,280 price target. The stock closed up 1.6% at $1,036.50 a share on
Tuesday and was indicated down 0.9% at $1,027 on Wednesday.

Amazon.com Inc. (NASDAQ: AMZN) also has a new analyst covering the stock at
Monnes Crespi Hardt, and coverage was assumed as Buy and with a $2,000 price
target. Amazon shares closed up 2.1% at $1,436.22 on Tuesday but were indicated
down 0.5% at $1,423 on Wednesday. The consensus target price is $1,670.65.

Apple Inc. (NASDAQ: AAPL) was started as Buy with a $235 price target at Monnes
Crespi Hardt. The stock closed up 1.9% at $173.25 on Tuesday but was indicated
down 0.6% at $172.15 on Wednesday. Its consensus target price was $191.85.

Citigroup Inc. (NYSE: C) was raised to Buy from Hold and the price target was raised
to $85 from $82 at HSBC.

eBay Inc. (NASDAQ: EBAY) was started as Overweight and assigned a $50 price
target at KeyBanc Capital Markets.

Facebook Inc. (NASDAQ: FB) has a new analyst covering the stock at Monnes Crespi
Hardt, and coverage was assumed as Buy with a $200 price target. Facebook closed
up 4.5% at $165.04 after Zuckerberg’s Senate testimony went better than expected.
The shares were indicated down 0.7% at $163.85 on Wednesday.

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 Irrobuxtiamo la strategia – 14 Aprile 2018
Harley-Davidson Inc. (NYSE: HOG) was maintained as Neutral with a $44 price
target (versus a $42.38 close) at Wedbush Securities. The firm noted a continued
retail decline and trade concerns weighing on the risk/reward.
Illumina Inc. (NASDAQ: ILMN) was maintained as Underweight but the price target
was raised to $170 from $157 at Morgan Stanley.

JPMorgan Chase & Co. (NYSE: JPM) was started as Hold with a $111 price target
(versus a $112.51 close) at HSBC.

Netflix Inc. (NASDAQ: NFLX) was started as Buy with a $350 price target at Monnes
Crespi Hardt. Cowen raised its price target to $325 from $275.

Palo Alto Networks Inc. (NYSE: PANW) was reiterated as Overweight and the price
target was raised to $224 from $205 (versus a $186.82 close) at Morgan Stanley.

Salesforce.com Inc. (NYSE: CRM) was started as Buy and with a $152 price target at
Monnes Crespi Hardt.

Snap Inc. (NYSE: SNAP) was started as Neutral at Monnes Crespi Hardt. Shares
closed up 2.3% at $14.48 on Tuesday but were indicated down 0.4% at $14.43 on
Wednesday.
Boeing Co. (NYSE: BA) was maintained as Outperform at RBC Capital Markets, but
the firm did cut the price target to $358 from $378. Shares closed up 2.7% at
$336.40 on Thursday but were indicated down 2.4% at $328.40 on Friday morning.
24/7 Wall St. just outlined what the actual China exposure really is this week, and
analysts defended Boeing on tariff exposure on Thursday.
American Airlines Group Inc. (NASDAQ: AAL) was maintained as Overweight but the
price target was cut to $55 from $61 at Morgan Stanley. This was after a 4.3% drop
to $45.40 on Wednesday, and the stock has a 52-week range of $42.01 to $59.08. It
also had a consensus target price of $63.90.
Delta Air Lines Inc. (NYSE: DAL) was maintained as Overweight but the price target
was cut to $65 from $66 at Morgan Stanley. This was after a 1.7% drop to $51.47 on
Wednesday. Delta’s consensus target price was $73.00.
Johnson & Johnson (NYSE: JNJ) was reiterated as Outperform with a $154 price
target at Credit Suisse. The firm remains bullish despite weakness since the last
earnings report and 2018 guidance. It also sees further room for upside.

Page 6 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
Dropbox Inc. (NASDAQ: DBX) was started as Reduce at Nomura with a $21 price
target (versus a $33.27 prior close) at Nomura. Dropbox shares were up almost 3%
on Thursday, but the stock was indicated down almost 7% at $30.98 on Friday
morning.
Netflix Inc. (NASDAQ: NFLX) was raised to Buy from Hold by Deutsche Bank,
following multiple analyst target price hikes this week.
Procter & Gamble Co. (NYSE: PG) was maintained as Buy at Merrill Lynch, but the
price target was cut to $90 from $100 in the call.
Starbucks Corp. (NASDAQ: SBUX) was downgraded to Market Perform from
Outperform $59.24 at Cowen. The stock was indicated down 1.1% at $58.75 on
Friday, and Starbucks has a consensus target price of $63.82 and a 52-week range of
$52.58 to $64.87.

Da MarketBeat.com

 Apple (NASDAQ:AAPL) was given a new $159.00 price target on by analysts

at Goldman Sachs on Tuesday. They now have a "neutral" rating on the stock.
5.6% downside from the current price of $168.38. This rating was viewed 67
times. Read More.
 Facebook (NASDAQ:FB) had its price target lowered by analysts at Morgan
Stanley from $230.00 to $200.00 on Wednesday. They now have an
"overweight" rating on the stock. 27.2% upside from the current price of
$157.20. This rating was viewed 41 times. Read More.
 Fitbit (NYSE:FIT) was downgraded by analysts at Morgan Stanley from an
"equal weight" rating to an "underweight" rating on Monday. They now have
a $4.00 price target on the stock, down previously from $5.00. 16.5%
downside from the current price of $4.79. This rating was viewed 44
times. Read More.
 General Electric (NYSE:GE) had its price target lowered by analysts at Stifel
Nicolaus from $15.00 to $13.00 on Tuesday. They now have a "hold" rating on
the stock. 0.5% downside from the current price of $13.06. This rating was
viewed 43 times. Read More.
 Merck & Co., Inc. (NYSE:MRK) was upgraded by analysts at Barclays from an
"equal weight" rating to an "overweight" rating on Thursday. They now have
a $64.00 price target on the stock, up previously from $62.00. 19.9% upside

Page 7 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
from the current price of $53.36. This rating was viewed 101 times. Read
More.
 Schlumberger (NYSE:SLB) was upgraded by analysts at SunTrust Banks, Inc.
from a "hold" rating to a "buy" rating on Tuesday. They noted that the move
was a valuation call. current price of $64.36. This rating was viewed 46
times. Read More.
 Spotify (NASDAQ:SPOT) is now covered by analysts at Guggenheim on
Tuesday. They set a "buy" rating and a $175.00 price target on the stock.
18.3% upside from the current price of $147.92. This rating was viewed 45
times. Read More.
 Tesla (NASDAQ:TSLA) was upgraded by analysts at Jefferies Group LLC from
an "underperform" rating to a "hold" rating on Monday. They now have a
$250.00 price target on the stock. 16.5% downside from the current price of
$299.30. This rating was viewed 101 times. Read More.
 Tesla (NASDAQ:TSLA) had its price target lowered by analysts at Royal Bank
of Canada to $305.00 on Wednesday. They now have a "market perform"
rating on the stock. 1.9% upside from the current price of $299.30. This rating
was viewed 65 times. Read More.
 Glencore (LON:GLEN) was upgraded by analysts at Royal Bank of Canada to a
"top pick" rating. Read More.
 Aviva (LON:AV) was downgraded by analysts at AlphaValue to an "add"
rating. Read More.
 Philip Morris International (NYSE:PM) is now covered by analysts at
Deutsche Bank. They set a "buy" rating and a $120.00 price target on the
stock. 18.3% upside from the current price of $101.40. Read More.
 E-Trade (NASDAQ:ETFC) had its price target raised by analysts at Morgan
Stanley from $64.00 to $67.00. They now have an "overweight" rating on the
stock. 17.0% upside from the current price of $57.27. Read More.
 Facebook (NASDAQ:FB) had its price target lowered by analysts at Evercore
ISI from $205.00 to $200.00. They now have an "outperform" rating on the
stock. 25.0% upside from the current price of $160.00. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Morgan
Stanley from $275.00 to $350.00. They now have an "overweight" rating on
the stock. 19.3% upside from the current price of $293.40. Read More.
 Charles Schwab (NYSE:SCHW) had its price target raised by analysts at
Morgan Stanley from $63.00 to $65.00. They now have an "overweight" rating
on the stock. 26.9% upside from the current price of $51.21. Read More.
 Vodafone (LON:VOD) had its price target lowered by analysts at Morgan
Stanley from GBX 280 ($3.96) to GBX 270 ($3.82). They now have an
"overweight" rating on the stock. Read More.

Page 8 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
 Caterpillar (NYSE:CAT) was upgraded by analysts at OTR Global to a
"positive" rating. current price of $146.20. Read More.
 General Motors (NYSE:GM) (TSE:GMM.U) was upgraded by analysts at
Morgan Stanley from an "equal weight" rating to an "overweight" rating. They
now have a $45.00 price target on the stock. 17.6% upside from the current
price of $38.25. Read More.
 Rio Tinto (NYSE:RIO) is now covered by analysts at Vertical Group. They set
a "sell" rating on the stock. current price of $51.37. Read More.
 Alcoa (NYSE:AA) had its price target lowered by analysts at Citigroup from
$65.00 to $57.00. They now have a "buy" rating on the stock. 10.9% upside
from the current price of $51.42. Read More.
 Weir Group (LON:WEIR) had its price target raised by analysts at Peel Hunt
from GBX 2,300 ($32.29) to GBX 2,350 ($32.99). They now have a "buy"
rating on the stock. Read More.
 Citigroup (NYSE:C) was upgraded by analysts at HSBC Holdings plc from a
"hold" rating to a "buy" rating. They now have a $85.00 price target on the
stock, up previously from $82.00. 21.2% upside from the current price of
$70.15. Read More.
 ENI (NYSE:E) was upgraded by analysts at Deutsche Bank from a "hold"
rating to a "buy" rating. current price of $37.84. Read More.
 Mattel (NASDAQ:MAT) was upgraded by analysts at Jefferies Group LLC from
an "underperform" rating to a "hold" rating. They now have a $13.00 price
target on the stock. 8.2% downside from the current price of $14.16. Read
More.
 Apple (NASDAQ:AAPL) is now covered by analysts at Monness Crespi &
Hardt. They set a "buy" rating and a $235.00 price target on the stock. 35.6%
upside from the current price of $173.30. Read More.
 Amazon.com (NASDAQ:AMZN) is now covered by analysts at med. They set a
"buy" rating and a $1,436.22 price target on the stock. 0.4% downside from
the current price of $1,441.68. Read More.
 Caterpillar (NYSE:CAT) is now covered by analysts at Buckingham Research.
They set a "buy" rating and a $170.00 price target on the stock. 15.0% upside
from the current price of $147.86. Read More.
 Salesforce.com (NYSE:CRM) is now covered by analysts at Monness Crespi &
Hardt. They set a "buy" rating and a $152.00 price target on the stock. 26.6%
upside from the current price of $120.06. Read More.
 Facebook (NASDAQ:FB) is now covered by analysts at med. They set a "buy"
rating and a $165.04 price target on the stock. 0.5% downside from the
current price of $165.83. Read More.

Page 9 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
 Facebook (NASDAQ:FB) is now covered by analysts at Monness Crespi &
Hardt. They set a "buy" rating and a $200.00 price target on the stock. 20.6%
upside from the current price of $165.83. Read More.
 Alphabet (NASDAQ:GOOGL) is now covered by analysts at Monness Crespi &
Hardt. They set a "buy" rating and a $1,280.00 price target on the stock.
24.4% upside from the current price of $1,028.77. Read More.
 Alphabet (NASDAQ:GOOGL) is now covered by analysts at med. They set a
"buy" rating and a $1,036.50 price target on the stock. 0.8% upside from the
current price of $1,028.77. Read More.
 JPMorgan Chase (NYSE:JPM) is now covered by analysts at HSBC Holdings
plc. They set a "hold" rating and a $111.00 price target on the stock. 0.1%
upside from the current price of $110.93. Read More.
 Facebook (NASDAQ:FB) had its price target raised by analysts at Argus from
$8.54 to $214.00. 29.0% upside from the current price of $165.83. Read More.
 General Electric (NYSE:GE) had its price target raised by analysts at Cowen
Inc to $1.07. They now have a "market perform" rating on the stock. 91.8%
downside from the current price of $13.03. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Goldman
Sachs from $315.00 to $360.00. They now have a "buy" rating on the stock.
16.5% upside from the current price of $309.07. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Morgan Stanley from $205.00 to $224.00. They now have an "overweight"
rating on the stock. 19.6% upside from the current price of $187.26. Read
More.
 Charles Schwab (NYSE:SCHW) had its price target lowered by analysts at
Credit Suisse Group AG from $69.00 to $60.00. They now have an
"outperform" rating on the stock. 18.2% upside from the current price of
$50.75. Read More.
 Tesco (OTCMKTS:TSCDY) was upgraded by analysts at Berenberg Bank from
a "hold" rating to a "buy" rating. current price of $8.63. Read More.
 QUALCOMM (NASDAQ:QCOM) is now covered by analysts at Citigroup. They
set a "neutral" rating and a $58.00 price target on the stock. 4.8% upside from
the current price of $55.36. Read More.
 American Airlines Group (NASDAQ:AAL) had its price target lowered by
analysts at Morgan Stanley from $61.00 to $55.00. They now have an "equal
weight" rating on the stock. 18.2% upside from the current price of
$46.53. Read More.
 Delta Air Lines (NYSE:DAL) had its price target lowered by analysts at
Morgan Stanley from $66.00 to $65.00. They now have an "overweight" rating
on the stock. 23.1% upside from the current price of $52.82. Read More.

Page 10 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
 Tesco (LON:TSCO) had its price target raised by analysts at Kepler Capital
Markets from GBX 189 ($2.67) to GBX 219 ($3.10). They now have a "hold"
rating on the stock. Read More.
 Tesco (LON:TSCO) had its price target raised by analysts at Berenberg Bank
from GBX 255 ($3.60) to GBX 265 ($3.75). They now have a "buy" rating on
the stock. Read More.
 eBay (NASDAQ:EBAY) was upgraded by analysts at Monness Crespi & Hardt
from a "neutral" rating to a "buy" rating. They now have a $48.00 price target
on the stock. 19.3% upside from the current price of $40.24. Read More.
 International Airlines Group (LON:IAG) was upgraded by analysts at HSBC
Holdings plc to a "hold" rating. They now have a GBX 570 ($8.06) price target
on the stock, up previously from GBX 565 ($7.99). Read More.
 Netflix (NASDAQ:NFLX) was upgraded by analysts at Deutsche Bank from a
"hold" rating to a "buy" rating. They now have a $125.00 price target on the
stock. 60.0% downside from the current price of $312.88. Read More.
 Tesco (LON:TSCO) was upgraded by analysts at Independent Research GmbH
to a "hold" rating. They now have a GBX 240 ($3.39) price target on the stock,
up previously from GBX 165 ($2.33). Read More.
 American Airlines Group (NASDAQ:AAL) was downgraded by analysts at
Morgan Stanley to an "overweight" rating. current price of $46.28. Read More.
 Starbucks (NASDAQ:SBUX) was downgraded by analysts at Cowen Inc from
an "outperform" rating to a "market perform" rating. They now have a $65.00
price target on the stock, down previously from $68.00. 9.8% upside from the
current price of $59.21. Read More.
 Booking (NASDAQ:BKNG) had its price target raised by analysts at SunTrust
Banks, Inc. from $2,350.00 to $2,380.00. They now have a "buy" rating on the
stock. 13.6% upside from the current price of $2,094.65. Read More.
 BP (LON:BP) had its price target lowered by analysts at Kepler Capital
Markets from GBX 535 ($7.56) to GBX 530 ($7.49). They now have a "hold"
rating on the stock. Read More.
 Harley-Davidson (NYSE:HOG) had its price target lowered by analysts at
Stifel Nicolaus from $49.00 to $45.00. They now have a "hold" rating on the
stock. 6.5% upside from the current price of $42.26. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at Wells Fargo
from $285.00 to $345.00. They now have an "outperform" rating on the stock.
10.3% upside from the current price of $312.88. Read More.


Page 11 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018

Insider sales:

 Apple (NASDAQ:AAPL) insider Philip W. Schiller sold 69,491 shares of the

company's stock in a transaction that occurred on Tuesday, April 3rd. The
stock was sold at an average price of $166.42, for a total value of
$11,564,692.22. The sale was disclosed in a filing with the SEC, which can be
accessed through this link. This trade was viewed 46 times. Read More.
 Salesforce.com (NYSE:CRM) insider Maria Martinez sold 10,000 shares of
the company's stock in a transaction that occurred on Thursday, April 5th.
The stock was sold at an average price of $120.45, for a total value of
$1,204,500.00. Following the sale, the insider now directly owns 23,021
shares of the company's stock, valued at approximately $2,772,879.45. The
sale was disclosed in a filing with the Securities & Exchange Commission,
which can be accessed through the SEC website. This trade was viewed 72
times. Read More.
 Facebook, Inc. (NASDAQ:FB) CEO Mark Zuckerberg sold 145,000 shares of
the company's stock in a transaction that occurred on Monday, April 2nd. The
stock was sold at an average price of $155.94, for a total value of
$22,611,300.00. The sale was disclosed in a filing with the SEC, which can be
accessed through this link. This trade was viewed 33 times. Read More.
 Facebook, Inc. (NASDAQ:FB) CEO Mark Zuckerberg sold 290,000 shares of
the stock in a transaction that occurred on Wednesday, April 4th. The shares
were sold at an average price of $154.14, for a total value of $44,700,600.00.
The transaction was disclosed in a filing with the Securities & Exchange
Commission, which is available through the SEC website. This trade was
viewed 33 times. Read More.
 Alphabet Inc (NASDAQ:GOOG) VP James Grier Campbell sold 193 shares of
the stock in a transaction that occurred on Monday, April 2nd. The shares
were sold at an average price of $1,023.10, for a total value of $197,458.30.
The transaction was disclosed in a filing with the Securities & Exchange
Commission, which is available through the SEC website. This trade was
viewed 173 times. Read More.



Page 12 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
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)

1,875
Kimbal Rea
shares
Tesla (NASDAQ:TSLA Musk Se $562,500.0 4/5/20 Vie $289.6 d
@
) (Directo ll 0 18 w 6 Mo
$300.0
r) re
0

290,00
Mark 0 Rea
Facebook (NASDAQ: Zuckerb Se shares $46,130,30 4/6/20 Vie $157.9 d
FB) erg ll @ 0.00 18 w 3 Mo
(CEO) $159.0 re
7

17,375
Rea
Daniel J shares
Apple (NASDAQ:AAP Se $2,938,460 4/4/20 Vie $168.3 d
Riccio @
L) ll .00 18 w 8 Mo
(SVP) $169.1
re
2

Javier 328 Rea

Ferrán Bu shares 4/10/2 $2,495. d
Diageo (LON:DGE) £8,285.28
(Insider y @ GBX 018 50 Mo
) 2,526 re

Simon 500 Rea

Henry Bu shares 4/10/2 $3,719. d
Rio Tinto (LON:RIO) £18,565
(Insider y @ GBX 018 00 Mo
) 3,713 re

Mark Rea
Facebook (NASDAQ: Zuckerb Se 1,636 $269,056.5 4/10/2 Vie $164.9 d
FB) erg ll shares 6 018 w 7 Mo
(CEO) @ re

Page 13 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
$164.4
6

Michael
38,104
Todd Rea
shares
Facebook (NASDAQ: Schroep Se $6,146,556 4/10/2 Vie $164.9 d
@
FB) fer ll .24 018 w 7 Mo
$161.3
(Insider re
1
)

Michael 3,993
Rea
Fraccar shares
Mastercard (NYSE:M Se $692,266.4 4/10/2 Vie $174.7 d
o @
A) ll 1 018 w 0 Mo
(Insider $173.3
re
) 7

Andrew 9 Rea
Findlay Bu shares 4/10/2 $1,625. d
easyJet (LON:EZJ) £148.14
(Insider y @ GBX 018 50 Mo
) 1,646 re

Emma
8 Rea
Walmsl
GlaxoSmithKline (L Bu shares 4/11/2 $1,419. d
ey £114.80
ON:GSK) y @ GBX 018 80 Mo
(Insider
1,435 re
)

Keith 10,000
Rea
Block shares
Salesforce.com (NYS Se $1,198,200 4/12/2 Vie $119.5 d
(Vice @
E:CRM) ll .00 018 w 6 Mo
Chairma $119.8
re
n) 2

John 143
Rea
Victor shares
Salesforce.com (NYS Se 4/12/2 Vie $119.5 d
Roos @ $17,160.00
E:CRM) ll 018 w 6 Mo
(Directo $120.0
re
r) 0

Page 14 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
5,690
David C Rea
shares
Alphabet (NASDAQ: Drumm Se $5,850,799 4/12/2 Vie $1,039. d
@
GOOG) ond ll .40 018 w 51 Mo
$1,028.
(SVP) re
26

Evan
539,02
Clark Rea
7
Twitter (NYSE:TWT William Se $15,631,78 4/11/2 Vie d
shares $28.92
R) s ll 3.00 018 w Mo
@
(Directo re
$29.00
r)

Geoffrey
6,000 Rea
L
Se shares $255,000.0 4/10/2 Vie d
Yelp (NYSE:YELP) Donaker $44.09
ll @ 0 018 w Mo
(Directo
$42.50 re
r)

Dividendi
Previo
Shar Payo Announc Ex- Paya Read
Comp Peri Yiel Amo us
e ut ement Dividend ble Mor
any od d unt Amou
Price Ratio Date Date Date e
nt
AT&T
$35. quar 5.57 $0.5 65.6 5/1/ Read
(NYSE: 3/30/18 4/9/18
92 terly % 0 % 18 More
T)
Toron
to–
Domi
$55. quar $0.5 46.0 4/30 Read
nion $0.47 3/1/18 4/9/18
93 terly 2 % /18 More
Bank (
NYSE:
TD)

Page 15 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
Verizo
n
Comm
$47. quar 4.83 $0.5 63.1 5/1/ Read
unicat $0.59 3/6/18 4/9/18
86 terly % 9 % 18 More
ions (
NYSE:
VZ)
Airbu
s (OTC
$28. annu $0.3 26.0 5/3/ Read
MKTS: 3/19/18 4/12/18
57 al 4 % 18 More
EADSY
)
SBM
Offsho
re (OT $16. annu 1.12 $0.1 5/21 Read
4/9/18 4/13/18
CMKT 85 al % 8 /18 More
S:SBFF
Y)
Oracle
$46. quar 1.46 $0.1 30.5 5/1/ Read
(NYSE $0.19 3/19/18 4/16/18
29 terly % 9 % 18 More
:ORCL)

Da Daily Trade Alert:

 Nvidia (NVDA) upgraded by Morgan Stanley from Equal Weight to

Overweight
 Monsanto (MON) downgraded by BMO Capital from Outperform to Market
Perform
 General Motors (GM) upgraded by Morgan Stanley from Equal Weight to
Overweight
 Baidu (BIDU) upgraded by Daiwa from Outperform to Buy
 Citi (C) upgraded by HSBC from Hold to Buy

Page 16 of 17
 Irrobuxtiamo la strategia – 14 Aprile 2018
 Tesco (TSCDY) upgraded by Berenberg from Hold to Buy
 Lufthansa (DLAKY) upgraded by UBS from Neutral to Buy
 Rio Tinto (RIO) downgraded by Exane BNP Paribas from Outperform to
Neutral
 Danone (DANOY) downgraded by Exane BNP Paribas from Outperform to
Neutral


Page 17 of 17