Bux 30.5.2018

Irrobuxtiamo la strategia – 30 Maggio 2018
Cari buxiti,
- Bank of America tra i titoli preferito di questo portfolio manager. Attese a

10% entro 2020 (un pó bassino, francamente) potenziale da buyback e
deregolamentazine fiscale US.
https://bit.ly/2skneGf
Secondo JPMorgan, Bank of America sarebbe tra i titoli con un potenziale
upside del 30% (si parla del 65%).
https://bit.ly/2L9EfJU
- In questo articolo si parla di Microsoft 3.0, ovvero dell’era Nadella in cui

le vendite aumentano e la crescita non sembra essere ancora terminata.
https://bit.ly/2si9HPu
Ecco uno dei primi risultati: Microsoft risupera Alphabet per
capitalizzazione, dopo il famoso sorpasso di 6 anni fa. Non occorre
trascurare il +40% y/y di Microsoft; attuale capitalizzazione intorno ai
$749 miliardi.
https://bit.ly/2IZlTLi
- Articolo ottimista su Boeing che nonostante una crescente concorrenza da

Airbus e l’aumento dei prezzi del petrolio vede un aumento continuo del
cash-flow e degli ordini.
https://bit.ly/2siaaBe
Aprile è stato un mese in cui Boeing ha ottenuto ordini per $7,8miliardi.
https://bit.ly/2J3m5ZS
- Buoni feeling anche per Apple che mostra una valutazione ancora piú
sottoprezzata rispetto ai suoi pari, vari fattori di crescita e DCF ben
prezzato.
https://bit.ly/2skzTcd
JPMorgan rialza il TP da $200 a $214 e conferma l’overweight. Tra i
principali motori, l’app store e i servizi.
https://bit.ly/2soOvGF
Maxim Group downgrada Apple da BUY a HOLD e ribassa il TP da $204 a
$200 (+6% sull’attuale).
https://bit.ly/2L7QZkj
Previsioni di vendita intorno ai 350m (100m solo dalla Cina) per i
Page 1 of 20
prossimi 12/18 mesi secondo GBH Insights, in base agli attuali acquisti del
modello X e ai pochi upgrade.
https://bit.ly/2H6lRPT
- Secondo questo modello di calcolo, Amazon è sottoprezzato e mostra un

upside del 19% (TPa $1871).
https://bit.ly/2L7VGKV
Secondo MKM Partners, Amazon è un BUY con TP a $1840 (+14).
https://bit.ly/2sn2bBO
- Buone notizie per Caterpillar che vede le sue richieste di bulldozer e

macchinari in crescita del 300% rispetto a un anno fa in Illinois. Peccato
peró che tale difficoltá a incontrare la domanda significhi una potenziale
riduzione della fetta di mercato.
https://bit.ly/2H7M7cy
- Prezzo leggermente alto per Blackrock, secondo quest’analisi.

https://bit.ly/2skEk6B
- Gli insider di Netflix stanno vendendo (“and so should you”). Con una
capitalizzazione a $140miliardi raggiunta, è difficile pensare di poter
mantenere il ritmo.
https://bit.ly/2LKjg1B
- Buone prospettive per Paypal, le cui recenti acquisizioni Venmo e iZettle

potrebbero dare frutti a breve e rialzare ulteriormente il valore del titolo.
https://bit.ly/2JdKrDF
Stifel rialza il TP da $82 a $99 e da HOLD a BUY.
https://bit.ly/2xzcrNw
Partnership con google espansa.
https://bit.ly/2LK1BHe
- Opinione macro da Mind over markets: (1) titoli sovraprezzati e possibili

altri mini crolli, (2) tra i settori meglio performanti quest’anno ci dovrebbe
essere aerospaziale/difesa, bancario e salute, (3) la minaccia maggiore
dell’anno potrebbe venire dall’asia.
https://bit.ly/2kAZcCl
Page 2 of 20
- Questo articolo suggerisce Wal-mart per gli investitori poco proni al
rischio.
https://bit.ly/2L47PAw
Quest’altro fa notare come i valori attuali (E/P a 17 ed EBITDA a 9)
rispetto alla media e l’M&A (acquisizione di Flipkart) siano ottimi
catalizzatori. I problemi (minimi) sui margini dovrebbero essere
temporanei.
https://bit.ly/2L7QZkj
- Questo articolo e la sua analisi vede un Google notevolmente cheap e

prevede un upside di 40/50%, dato anche dal (forse) business model piú
forte del pianeta.
https://bit.ly/2H4hxRi
Con analisi DCF il titolo dovrebbe valere circa $1330.
https://bit.ly/2xrMP50
- Raymond James rialza il TP di Alibaba del 52% (! Da $250 a $300) e

conferma lo strong buy.
https://bit.ly/2sxupKz
Tra i cui vantaggi è l’essere finanziati da Softbank, i cui effetti non sono
ancora prezzati.
https://bit.ly/2smlv2Y
- Visa si espande nell’America latina con l’acquisizione di Yellowpepper.

https://bit.ly/2LItn72
- Secondo quest’analisi, anche Microsoft è molto economico come titolo.

https://bit.ly/2skGfIm
- Secondo queste analisi, Caterpillar potrebbe avere ancora un upside del

44%, con TP a $279 e previsione di crescita a 23% annuale nei prossimi 5
anni.
https://bit.ly/2IVIAUy
- Salesforce con buone prospettive in seguito alla campagna di acquisizioni

aggressiva (Mulesoft è il primo target dell’anno). In aggiunta, la crescita
del settore sul lungo termine e l’ottimo posizionamento.
https://bit.ly/2xpJkfn
BMO rialza Salesforce del 16% (da $133 a $147) nonostante non condivida
Page 3 of 20
l’acquisto di Mulesoft.
https://bit.ly/2L47UUQ
Dei dati degli earnings risalta il CFC a +25%, l’elevato P/E e il tasso di
crescita elevato (~25%). Secondo quest’articolo, Salesforce è un buon
long sul long-term, dato anche dal suo passato ricco di outperformance al
momento degli earnings.
https://bit.ly/2kzFLKb
Altri dati: Q2 guidance a $3.22/23B (v. $3.11B), EPS a $0,46/7 (v. $0.52) e
FY19 guidance a $13.075/125B (v. $12.76B).
https://bit.ly/2LMOG7t
Trading ideas
- Microsoft in canale ascendente.
https://bit.ly/2kAAMJh
- Apple in apparente wedge positive con possibile breakout positive.

https://bit.ly/2LIODK0
Cup and handle per Apple, ergo possibilitá di breakout all’insú!
https://bit.ly/2srsFSL
Pennant pattern per Apple con potenziale breakout molto interessante
(sebben poco probabile).
https://bit.ly/2J3JABW
O forse solo un canale negative?
https://bit.ly/2xsfNS3
Si conferma il wedge positivo.
https://bit.ly/2smtwFd
- Simile triangolo ascendente anche per McDonald’s?

https://bit.ly/2xu8Pw9
- Breakout positivo per Alibaba?

https://bit.ly/2J2fMpw
Si conferma il breakout per Alibaba.
Page 4 of 20
https://bit.ly/2IXvFBH
- Microsoft in potenziale wedge positivo.

https://bit.ly/2J1sMjm
- Netflix in possibile breakout.

https://bit.ly/2LL2wXT
Alerts
Up/Downgrade
Da 24/7 Wall St.

Fiat Chrysler Automobile N.V. (NYSE: FCAU) was started as Buy at HSBC Securities.
Celgene Corp. (NASDAQ: CELG) was downgraded to Hold from Buy at Argus, with
the independent research firm citing increasing risks ahead. Shares closed up 2.5%
at $76.61 on Tuesday and were indicated up 1.1% at $77.45 on Wednesday. The
consensus target price is almost $114, and the 52-week range is $74.13 to $147.17.
Apple Inc. (NASDAQ: AAPL) was downgraded to Buy from Hold at Maxim Group. The
52-week trading range for the technology giant is $142.20 to $190.37. The
consensus price target is set at $197.02. The stock closed Tuesday at $187.90.
Page 5 of 20
Exxon Mobil Corp. (NYSE: XOM) was raised to Outperform from Sector Perform at
RBC Capital Markets. The 52-week trading range for the energy behemoth is $72.16
to $89.30. The consensus price target is set at $87.26, and the stock closed
Tuesday’s trading at $78.42 per share.
HP Inc. (NYSE: HPQ) was raised to Buy from Hold at Maxim Group after posting
solid quarterly results. The 52-week trading range is $17.10 to $24.75, and the
posted consensus price objective is $25.76. Shares closed trading on Tuesday at
$21.30.
Ferrari N.V. (NYSE: RACE) was started as Neutral at Goldman Sachs.

Ralph Lauren Corp. (NYSE: RL) was up 14% at $133.33 on Wednesday after
earnings. Credit Suisse maintained its Outperform rating and raised its target to
$153 from $135. Barclays left its Underweight rating in place but still raised its
target to $110 from $103 after the stronger report.
PayPal Holdings Inc. (NASDAQ: PYPL) was maintained as Outperform at Wedbush
and assigned a $90 price target (versus an $81.55 close). Stifel upgraded PayPal to
Buy from Hold as well.
Starbucks Corp. (NASDAQ: SBUX) was started as Neutral at Wedbush and assigned a
$58 price target (versus a $57.68 close). The firm no longer sees risks to fiscal 2019
expectations and long-term management targets. The firm also does not expect
near-term drivers of positive revisions to materialize.
Ford Motor Co. (NYSE: F) was raised to Buy from Hold at Jefferies. The 52-week
trading range for the iconic U.S. automaker is $10.14 to $13.48, and the consensus
price target is $12.28. The shares closed Friday at $11.51.
Spotify Technology S.A. (NASDAQ: SPOT) was started with a Buy rating and a $200
price target at Pivotal Research. The 52-week trading range is $135.51 to $171.54.
The consensus price target is posted at $152.88. The stock closed Friday at $156.60.
Da MarketBeat.com
Page 6 of 20
 Fiat Chrysler Automobiles (NYSE:FCAU) is now covered by analysts at
HSBC. They set a "buy" rating on the stock. current price of $22.73. Read
More.
 BP (LON:BP) had its price target raised by analysts at JPMorgan Chase from
GBX 560 ($7.51) to GBX 600 ($8.05). They now have an "overweight" rating
on the stock. Read More.
 Ferrari (NYSE:RACE) had its price target raised by analysts at Morgan
Stanley from $105.00 to $110.00. They now have an "underweight" rating on
the stock. 17.3% downside from the current price of $133.02. Read More.
 Tesco (LON:TSCO) had its price target raised by analysts at Sanford C.
Bernstein from GBX 285 ($3.82) to GBX 290 ($3.89). They now have an
"outperform" rating on the stock. Read More.
 Celgene (NASDAQ:CELG) was upgraded by analysts at Sanford C. Bernstein
from a "market perform" rating to an "outperform" rating. They now have a
$102.00 price target on the stock. 32.4% upside from the current price of
$77.06. Read More.
 Celgene (NASDAQ:CELG) was downgraded by analysts at Argus from a "buy"
rating to a "hold" rating. current price of $77.06. Read More.
 International Airlines Group (LON:IAG) was downgraded by analysts at
HSBC to a "reduce" rating. They now have a GBX 590 ($7.92) price target on
the stock, up previously from GBX 570 ($7.65). Read More.
 International Airlines Group (OTCMKTS:ICAGY) was downgraded by
analysts at HSBC from a "hold" rating to a "reduce" rating. current price of
$18.25. Read More.
 Rio Tinto plc ADR Common Stock (NYSE:RIO) was downgraded by analysts
at HSBC from a "buy" rating to a "hold" rating. current price of $57.35. Read
More.
 Weir Group (LON:WEIR) was downgraded by analysts at BNP Paribas to a
"neutral" rating. Read More.
 BAE Systems (LON:BA) had its price target raised by analysts at JPMorgan
Chase from GBX 550 ($7.38) to GBX 600 ($8.05). They now have an
"underweight" rating on the stock. Read More.
 Diageo (LON:DGE) had its price target raised by analysts at Credit Suisse
Group from GBX 2,840 ($38.11) to GBX 2,950 ($39.58). They now have an
"outperform" rating on the stock. Read More.
 Barclays (LON:BARC) had its price target raised by analysts at Goldman
Sachs Group Inc from GBX 210 ($2.82) to GBX 220 ($2.95). They now have a
"neutral" rating on the stock. Read More.
Page 7 of 20
 BP (NYSE:BP) was downgraded by analysts at Santander from a "hold" rating
to an "underperform" rating on Monday. current price of $44.35. This rating
was viewed 42 times. Read More.
 Celgene (NASDAQ:CELG) was upgraded by analysts at Sanford C. Bernstein
from a "market perform" rating to an "outperform" rating on Wednesday.
They now have a $102.00 price target on the stock. 29.7% upside from the
current price of $78.63. This rating was viewed 131 times. Read More.
 Tesla (NASDAQ:TSLA) was given a new $500.00 price target on by analysts at
Berenberg Bank on Monday. They now have a "buy" rating on the stock.
79.3% upside from the current price of $278.85. This rating was viewed 51
times. Read More.
 Fiat Chrysler Automobiles (NYSE:FCAU) was upgraded by analysts at med
to a "neutral" rating. current price of $21.89. Read More.
 PayPal (NASDAQ:PYPL) was upgraded by analysts at Stifel Nicolaus from a
"hold" rating to a "buy" rating. They now have a $99.00 price target on the
stock, up previously from $82.00. 22.1% upside from the current price of
$81.10. Read More.
 PayPal (NASDAQ:PYPL) had its price target raised by analysts at
Oppenheimer Holdings from $85.00 to $90.00. They now have an
"outperform" rating on the stock. 11.0% upside from the current price of
$81.10. Read More.
 Ford Motor (NYSE:F) was upgraded by analysts at Jefferies Group LLC from a
"hold" rating to a "buy" rating. They now have a $13.00 price target on the
stock, up previously from $10.14. 13.7% upside from the current price of
$11.43. Read More.
 Spotify (NASDAQ:SPOT) is now covered by analysts at Pivotal Research. They
set a "buy" rating and a $200.00 price target on the stock. 29.7% upside from
the current price of $154.15. Read More.
 American Airlines Group (NASDAQ:AAL) had its price target lowered by
analysts at Citigroup from $59.00 to $56.00. They now have a "buy" rating on
the stock. 27.5% upside from the current price of $43.92. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at MKM
Partners from $320.00 to $390.00. They now have a "buy" rating on the stock.
9.8% upside from the current price of $355.06. Read More.
 Royal Bank of Scotland Group (LON:RBS) had its price target raised by
analysts at Berenberg Bank from GBX 300 ($4.03) to GBX 340 ($4.56). They
now have a "buy" rating on the stock. Read More.
 Rolls-Royce (LON:RR) had its price target lowered by analysts at Citigroup
from GBX 1,083 ($14.53) to GBX 1,050 ($14.09). They now have a "buy"
rating on the stock. Read More.
Page 8 of 20
 ExxonMobil (NYSE:XOM) was upgraded by analysts at Royal Bank of Canada
from a "sector perform" rating to an "outperform" rating. They now have a
$100.00 price target on the stock, up previously from $72.16. They noted that
the move was a valuation call. 23.2% upside from the current price of
$81.19. Read More.
 Apple (NASDAQ:AAPL) was downgraded by analysts at Maxim Group from a
"buy" rating to a "hold" rating. They now have a $200.00 price target on the
stock, down previously from $204.00. 7.0% upside from the current price of
$187.00. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Credit
Suisse Group from $150.00 to $155.00. They now have an "outperform"
rating on the stock. 18.8% upside from the current price of $130.43. Read
More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at
Oppenheimer Holdings Inc. from $135.00 to $152.00. They now have an
"outperform" rating on the stock. 16.5% upside from the current price of
$130.43. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Stifel
Nicolaus from $142.00 to $150.00. They now have a "buy" rating on the stock.
Deutsche Bank AG to $150.00. They now have a "buy" rating on the stock.
JPMorgan Chase & Co. to $140.00. They now have an "overweight" rating on
Barclays PLC from $140.00 to $150.00. They now have an "overweight" rating
on the stock. 15.0% upside from the current price of $130.43. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Piper
Jaffray Companies to $150.00. They now have an "overweight" rating on the
stock. 15.0% upside from the current price of $130.43. Read More.
 salesforce.com (NYSE:CRM) had its price target raised by analysts at Royal
Bank of Canada to $146.00. They now have an "outperform" rating on the
 salesforce.com (NYSE:CRM) had its price target raised by analysts at BMO
Capital Markets from $133.00 to $147.00. They now have an "outperform"
More.
Page 9 of 20
Jefferies Group LLC to $155.00. They now have a "buy" rating on the stock.
Deutsche Bank from $140.00 to $150.00. They now have a "buy" rating on the
SunTrust Banks from $133.00 to $146.00. They now have a "buy" rating on
 HP (NYSE:HPQ) had its price target raised by analysts at Morgan Stanley from
$27.00 to $28.00. They now have an "equal weight" rating on the stock. 27.0%
upside from the current price of $22.04. Read More.
 HP (NYSE:HPQ) had its price target lowered by analysts at BMO Capital
Markets to $22.00. They now have a "market perform" rating on the stock.
0.2% downside from the current price of $22.04. Read More.
 Palo Alto Networks (NYSE:PANW) had its price target raised by analysts at
Stifel Nicolaus from $200.00 to $240.00. They now have a "buy" rating on the
Barclays PLC from $206.00 to $235.00. They now have an "overweight" rating
on the stock. 11.9% upside from the current price of $209.94. Read More.
 easyJet (OTCMKTS:ESYJY) was downgraded by analysts at UBS from a "buy"
rating to a "neutral" rating. current price of $23.35. Read More.
 easyJet (LON:EZJ) was downgraded by analysts at UBS to a "neutral" rating.
They now have a GBX 1,900 ($25.49) price target on the stock, up previously
from GBX 1,800 ($24.15). Read More.
Deutsche Bank from $210.00 to $240.00. They now have a "buy" rating on the
 Ralph Lauren (NYSE:RL) had its price target raised by analysts at Telsey
Advisory Group from $115.00 to $125.00. They now have a "market perform"
rating on the stock. 7.0% downside from the current price of $134.45. Read
More.
 Ralph Lauren (NYSE:RL) had its price target raised by analysts at Nomura
from $111.00 to $120.00. They now have a "neutral" rating on the stock.
10.7% downside from the current price of $134.45. Read More.
 Ralph Lauren (NYSE:RL) had its price target raised by analysts at Credit
Suisse Group from $135.00 to $153.00. They now have an "outperform"
More.
Page 10 of 20
 Ralph Lauren (NYSE:RL) had its price target raised by analysts at
Buckingham Research from $112.00 to $130.00. They now have a "neutral"
rating on the stock. 3.3% downside from the current price of $134.45. Read
More.
Dividendi:
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Insider sales:
Page 11 of 20
 American Airlines Group Inc (NASDAQ:AAL) President Robert D. Isom, Jr.

sold 10,000 shares of the business's stock in a transaction that occurred on
Tuesday, May 22nd. The shares were sold at an average price of $45.00, for
a total transaction of $450,000.00. Following the completion of the
transaction, the president now owns 646,205 shares of the company's
stock, valued at $29,079,225. The sale was disclosed in a legal filing with
the SEC, which is available at this link. This trade was viewed 136
times. Read More.
 Apple (NASDAQ:AAPL) SVP Daniel J. Riccio sold 17,372 shares of the
business's stock in a transaction that occurred on Thursday, May 17th. The
shares were sold at an average price of $187.64, for a total transaction of
$3,259,682.08. Following the completion of the transaction, the senior vice
president now owns 43,644 shares of the company's stock, valued at
$8,189,360.16. The sale was disclosed in a legal filing with the SEC, which is
available at this link. This trade was viewed 90 times. Read More.
 Apple (NASDAQ:AAPL) insider Johny Srouji sold 14,976 shares of the
business's stock in a transaction that occurred on Wednesday, May 23rd.
The shares were sold at an average price of $187.74, for a total transaction
of $2,811,594.24. Following the completion of the transaction, the insider
now owns 73,302 shares of the company's stock, valued at $13,761,717.48.
The sale was disclosed in a legal filing with the SEC, which is available
at this link. This trade was viewed 60 times. Read More.
 Celgene (NASDAQ:CELG) Director Gilla Kaplan sold 27,750 shares of the
business's stock in a transaction that occurred on Friday, May 18th. The
shares were sold at an average price of $78.66, for a total transaction of
$2,182,815.00. The sale was disclosed in a document filed with the Securities
& Exchange Commission, which is accessible through this hyperlink. This
trade was viewed 50 times. Read More.
 Netflix, Inc. (NASDAQ:NFLX) CFO David B. Wells sold 1,000 shares of the
company's stock in a transaction that occurred on Monday, May 21st. The
stock was sold at an average price of $327.11, for a total transaction of
$327,110.00. Following the transaction, the chief financial officer now owns
1,000 shares of the company's stock, valued at $327,110. The transaction was
disclosed in a filing with the SEC, which is available through this link. This
 Netflix, Inc. (NASDAQ:NFLX) Director Leslie J. Kilgore sold 560 shares of the
company's stock in a transaction that occurred on Tuesday, May 22nd. The
$187,068.00. Following the transaction, the director now owns 35,756 shares
Page 12 of 20
of the company's stock, valued at $11,944,291.80. The transaction was
disclosed in a filing with the SEC, which is available through this link. This
 Netflix, Inc. (NASDAQ:NFLX) CEO Reed Hastings sold 86,037 shares of the
company's stock in a transaction that occurred on Monday, May 21st. The
$28,368,980.01. Following the transaction, the chief executive officer now
owns 86,037 shares of the company's stock, valued at $28,368,980.01. The
transaction was disclosed in a filing with the SEC, which is available
through this link. This trade was viewed 30 times. Read More.
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Page 13 of 20
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Srouji
L) l s@ 4 018 w 58 Mo
(Insider)
$187. re
74
5,000
Marc Rea
share
salesforce.com (NYS Benioff Sel 5/25/2 Vie $127. d
s@ $640,650.00
E:CRM) (Chairm l 018 w 96 Mo
$128.
an) re
13
Page 14 of 20
20,85
5 Rea
Alexandr
salesforce.com (NYS Sel share $2,671,525.5 5/25/2 Vie $127. d
e Dayon
E:CRM) l s@ 0 018 w 96 Mo
(Insider)
$128. re
10
1,868
Leslie J Rea
share
Netflix (NASDAQ:NF Kilgore Sel 5/24/2 Vie $351. d
s@ $655,649.32
LX) (Directo l 018 w 29 Mo
$350.
r) re
99
7,133
Rea
Gregory share
Netflix (NASDAQ:NF Sel $2,496,550.0 5/24/2 Vie $351. d
K Peters s@
LX) l 0 018 w 29 Mo
(Insider) $350.
re
00
10,00
Keith
0 Rea
Block
(Vice
E:CRM) l s@ 0 018 w 60 Mo
Chairma
$128. re
n)
33
John 137
Rea
Victor share
salesforce.com (NYS Sel 5/24/2 Vie $128. d
Roos s@ $17,646.97
E:CRM) l 018 w 60 Mo
(Directo $128.
re
r) 81
9,500
James Rea
share
Chevron (NYSE:CVX William Sel $1,229,680.0 5/22/2 Vie $122. d
s@
) Johnson l 0 018 w 78 Mo
$129.
(Insider) re
44
Page 15 of 20
380
Rea
Amy E share
Weaver s@ $48,168.80
(Insider) $126.
re
76
10,00
Keith
0 Rea
Block
(Vice
E:CRM) l s@ 0 018 w 61 Mo
Chairma
$127. re
n)
14
5,000
Marc Rea
share
salesforce.com (NYS Benioff Sel 5/29/2 Vie $128. d
s@ $633,550.00
E:CRM) (Chairm l 018 w 61 Mo
$126.
an) re
71
17,78
7 Rea
Mark J
Hawkins
E:CRM) l s@ 3 018 w 61 Mo
(CFO)
$127. re
09
272
Rea
Joe share
Allanson s@ $34,478.72
(CAO) $126.
re
76
440,0
Mark 00 Rea
Facebook, Inc.
Zuckerb Sel share $81,681,600. 5/25/2 Vie $186. d
Common
erg l s@ 00 018 w 36 Mo
Stock(NASDAQ:FB)
(CEO) $185. re
64
Page 16 of 20
24,64
Evan
3 Rea
Clark
Twitter (NYSE:TWT Sel share 5/24/2 Vie $34.3 d
Williams $824,801.21
R) l s@ 018 w 0 Mo
(Directo
$33.4 re
r)
7
12,00
Ellen F Rea
0
Zynga (NASDAQ:ZN Siminoff Sel 5/24/2 Vie d
share $49,320.00 $4.28
GA) (Directo l 018 w Mo
s@
r) re
$4.11
15,00
Marc 0 Rea
salesforce.com (NYS Benioff Sel share $1,895,250.0 5/23/2 Vie $128. d
E:CRM) (Chairm l s @ 0 018 w 24 Mo
an) $126. re
35
323
Rea
Joe share
Allanson s@ $40,681.85
(CAO) $125.
re
95
452
Amy E Rea
share
salesforce.com (NYS Weaver Sel 5/23/2 Vie $128. d
s@ $56,929.40
E:CRM) (General l 018 w 24 Mo
$125.
Counsel) re
95
1,090
Rea
Mark J share
Hawkins s@ $137,285.50
(CFO) $125.
re
95
Page 17 of 20
5,000
Rea
Marc share
Benioff s@ $634,100.00
(CEO) $126.
re
82
677,0
Mark 00 Rea
Facebook (NASDAQ: Zuckerb Sel share $124,859,11 5/23/2 Vie $185. d
FB) erg l s@ 0.00 018 w 78 Mo
(CEO) $184. re
43
10,60
Christop 0 Rea
Facebook (NASDAQ: her K Sel share $1,959,198.0 5/22/2 Vie $185. d
FB) Cox l s@ 0 018 w 78 Mo
(Insider) $184. re
83
4,761
Rea
David M share
Facebook (NASDAQ: Sel 5/21/2 Vie $185. d
Wehner s@ $880,308.90
FB) l 018 w 78 Mo
(CFO) $184.
re
90
237,0
Mark 00 Rea
Facebook (NASDAQ: Zuckerb Sel share $43,683,840. 5/21/2 Vie $185. d
FB) erg l s@ 00 018 w 78 Mo
(CEO) $184. re
32
560
Leslie J Rea
share
Netflix (NASDAQ:NF Kilgore Sel 5/22/2 Vie $346. d
s@ $187,068.00
LX) (Directo l 018 w 18 Mo
$334.
r) re
05
Page 18 of 20
45,00
0 Rea
Eric D
Sel share $3,240,000.0 5/22/2 Vie $71.6 d
Nike (NYSE:NKE) Sprunk
l s@ 0 018 w 0 Mo
(Insider)
$72.0 re
0
15,13
1 Rea
Michael
Nvidia (NASDAQ:NV Sel share $3,707,397.6 5/21/2 Vie $246. d
Byron
DA) l s@ 2 018 w 57 Mo
(Insider)
$245. re
02



Dividendi
Da Daily Trade Alert:
 KPN (KKPNY) downgraded by Goldman Sachs from Buy to Neutral

 IAG (ICAGY) downgraded by HSBC from Hold to Reduce
 Rio Tinto (RIO) downgraded by HSBC from Buy to Hold
Page 19 of 20
 Celgene (CELG) downgraded by Argus from Buy to Hold
 Apple (AAPL) downgraded by Maxim from Buy to Hold
 Exxon Mobil (XOM) upgraded by RBC Capital from Sector Perform to
Outperform
 HP Inc. (HPQ) upgraded by Maxim from Hold to Buy
 Ford (F) upgraded by Jefferies from Hold to Buy
 PayPal (PYPL) upgraded by Stifel from Hold to Buy
 easyJet (ESYJY) downgraded by UBS from Buy to Neutral
Page 20 of 20

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Irrobuxtiamo la strategia – 30 Maggio 2018

- Bank of America tra i titoli preferito di questo portfolio manager. Attese a

- In questo articolo si parla di Microsoft 3.0, ovvero dell’era Nadella in cui

- Articolo ottimista su Boeing che nonostante una crescente concorrenza da

- Secondo questo modello di calcolo, Amazon è sottoprezzato e mostra un

- Buone notizie per Caterpillar che vede le sue richieste di bulldozer e

- Prezzo leggermente alto per Blackrock, secondo quest’analisi.

- Buone prospettive per Paypal, le cui recenti acquisizioni Venmo e iZettle

- Opinione macro da Mind over markets: (1) titoli sovraprezzati e possibili

- Questo articolo e la sua analisi vede un Google notevolmente cheap e

- Raymond James rialza il TP di Alibaba del 52% (! Da $250 a $300) e

- Visa si espande nell’America latina con l’acquisizione di Yellowpepper.

- Secondo quest’analisi, anche Microsoft è molto economico come titolo.

- Secondo queste analisi, Caterpillar potrebbe avere ancora un upside del

- Salesforce con buone prospettive in seguito alla campagna di acquisizioni

- Apple in apparente wedge positive con possibile breakout positive.

- Simile triangolo ascendente anche per McDonald’s?

- Breakout positivo per Alibaba?

- Microsoft in potenziale wedge positivo.

- Netflix in possibile breakout.

Da 24/7 Wall St.

Ferrari N.V. (NYSE: RACE) was started as Neutral at Goldman Sachs.

 American Airlines Group Inc (NASDAQ:AAL) President Robert D. Isom, Jr.

Da Daily Trade Alert:

 KPN (KKPNY) downgraded by Goldman Sachs from Buy to Neutral

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