Riflessioni di oggi

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#Qualcomm e 5 motivi per cui puo’ crescere:

- Il prezzo attualmente e’ sottostimato, a causa del processo con Apple
- A Ottobre, Qualcomm ha annunciato l’acquisto dell’olandese NXP, con cui potra’ espandersi nel
settore IoT (internet of things) e auto. La fusion sarebbe una manna per entrambe.
- Attualmente, Qualcomm controlla il 40% del settore telefoni e domina l’alta gamma. I suoi sforzi
di espansione nella fascia media stanno dando frutti in Cina.
- Finalizzata una partenrship con Google nell’ambito VR (“DayDream”), un mercato che nei
prossimi anni avra’ una crescita esponenziale notevole.
- Finalizzata una’ltra partnershipcon Microsoft per ottimizzare il cloud attraverso I chip di
Qualcomm

Il tutto potrebbe prendere tempo a svilupparsi, ma le prospettive sono buone.

https://www.investing.com/news/stock-market-news/5-reasons-why-qualcomm-will-double-its-value-
507247

- #Qualcomm2: e’ da un po’ che sento ronzare il nome. IN canali, e-mail, news e CNBC. Tutti
concordi, in future ha potenziale, ma al moneot non decolla.
P.S. ha appena riportato i risultati: EPS vincenti ma titolo a -3% in post market.
#Apple: noto da investing.com che e’ in striscia positive da 12 (!!) giorni e ha appena rotto la resistenza.
Che sia il caso di farci un pensierino?

#indici, Investing mi ha inviato la newsletter alle 18 circa (CET) e condivido tutto.
Per chi non lo conoscesse, il sito https://simplywall.st/ e’ un buon support per fare i raggi X delle aziende
presenti su BUX. Interessante la sezione con “potenziale crescita” (Che dovrebbe fare rima con
“guadagni”) in cui figurano Alibaba, Facebook, Visa e altri titoli presenti su BUX.

Trial da 14 giorni gratuito.

Up/Downgrade da marektbeat.com

 Boeing Company (The) (NYSE:BA) was upgraded by analysts at Bank of America Corporation
from an "underperform" rating to a "neutral" rating. They now have a $225.00 price target on
the stock, up previously from $150.00. 8.0% upside from the previous close of $208.24. Read
More.
 Garmin Ltd. (NASDAQ:GRMN) was upgraded by analysts at Longbow Research from a "neutral"
rating to a "buy" rating. They now have a $60.00 price target on the stock. They noted that the
move was a valuation call. 19.5% upside from the previous close of $50.21. Read More.
 Goldman Sachs Group, Inc. (The) (NYSE:GS) was downgraded by analysts at Keefe, Bruyette &
Woods from an "outperform" rating to a "market perform" rating. They now have a $240.00
price target on the stock. 7.5% upside from the previous close of $223.31. Read More.
 PayPal Holdings, Inc. (NASDAQ:PYPL) was downgraded by analysts at SunTrust Banks, Inc. from
a "buy" rating to a "hold" rating. They now have a $60.00 price target on the stock. They noted
that the move was a valuation call. 1.8% upside from the previous close of $58.96. Read More.
 Weir Group PLC (LON:WEIR) was downgraded by analysts at Morgan Stanley to an "equal
weight" rating. They now have a GBX 1,940 ($25.33) price target on the stock, down previously
from GBX 2,100 ($27.42). Read More.
 eBay Inc. (NASDAQ:EBAY) had its price target raised by analysts at Benchmark Co. from $39.00
to $40.00. They now have a "buy" rating on the stock. 8.7% upside from the previous close of
$36.80. Read More.
 Expedia, Inc. (NASDAQ:EXPE) had its price target raised by analysts at Oppenheimer Holdings,
Inc.. They now have an "outperform" rating on the stock. Previous closing price of $153.57. Read
More.
 Goldman Sachs Group, Inc. (The) (NYSE:GS) had its price target raised by analysts at
Oppenheimer Holdings, Inc. from $251.00 to $256.00. They now have an "outperform" rating on
the stock. 14.6% upside from the previous close of $223.31. Read More.
 Rolls-Royce Holding PLC (LON:RR) had its price target raised by analysts at Kepler Capital
Markets from GBX 570 ($7.44) to GBX 790 ($10.32). They now have a "reduce" rating on the
stock. Read More.

E da Daily Trade Alert:

 Garmin (GRMN) upgraded by Longbow from Neutral to Buy
 TripAdvisor (TRIP) upgraded by Cowen from Underperform to Market Perform
 Boeing (BA) upgraded by BofA/Merrill from Underperform to Neutral

 PayPal (PYPL) downgraded by SunTrust from Buy to Hold
 Goldman Sachs (GS) downgraded by Keefe Bruyette from Outperform to Market Perform