mgiuliani

mgiuliani Updated 

Interestingly diversified company that could benefit greatly from the weak pound.

mgiuliani Updated 

Colgate is top quality company with a dividend yeld of 2.20%. WE consider an entry point the Blue BOX in the range 72-71 dollars.

mgiuliani Updated 

Futures on the wheat seems to have found an interesting support point. We believe plausible a quick and sudden rise in prices by the end of September.

mgiuliani Updated 

Wheat changed -6.68% during the last week, -18.32% during the last month and -28.01% during the last year. Historically, wheat reached an all time high of 1194.50 in February of 2008 and a record low of 192 in July of 1999. Risk-off assets such as Treasuries and gold are highly overextended despite the fact that equity market are hovering at relatively lofty...

mgiuliani Updated 

Pfizer beat consensus exp. in the Mrch period. The EPS for 2016 are 1.72/1.85 $, on sales of 51/53 billion $. We think that the split between the core human pharma and the rest of the Group probably could come in late 2016. Strong financial position.

mgiuliani Updated 

Monsanto rejected Bayer AG ’s $62 billion takeover offer as too low. Bayer, however, has no plans to increase its offer without first reviewing Monsanto's confidential information, and probably the merger will fail.

mgiuliani

At this price the dividend yeld is 3.50%: it is a proxy of high grade bond and we think that the split between the core human pharma and the rest of the Group probably could come in late 2016. Strong financial position.

mgiuliani

Air Liquide has been growing the same business – gases for industry and health – for more than 100 years. This business is organized into several activities that are linked by an industrial logic, a source of synergies and optimization. Last dividend @ 2.60 euro, for a yeld of 2.75%

mgiuliani

Some indicators points down. A sensible support on 1.310 is the short term target.

mgiuliani

After the important breakout of the resistance at 2.134 point, the S&P could have a period of laterality. We also believe that the level of 2,134 points represents a new and important support.

mgiuliani

The pair is correlated with oil, we think a pull back of the oil price in area 49/51 $ will move the pair in 69.00/68.00 area. The trend continue to be in favor of the Ruble, thanks to the medium term target of oil.

mgiuliani

Interesting stock for conservative investors. Strong market share in several midsize categories.

mgiuliani

We think the company has a above average capital gains return. The comèany has taken a lot of debt, and we belive that that debt will be used soon to make an acquisition. Potential target is Shire Pharma.

mgiuliani

This is a top quality company. Acctractive dividend yeld @ 2.7% Wait the blue box area for entry point.

mgiuliani

In our view the dollar will fail to weaken because the worsening financial situation in Europe. The most likely hypothesis is a dollar strengthening and a lowering Wall Street in the next few weeks. WE have 4 target for this summer: 1st @ 1.0920 2nd @ 1.0850 3rd @1.0725 4th @ 1.0525

mgiuliani

It seems that world economic growth is slowing. However, after the loss of 5% on 6th of July, oil is able to find good support at 46.90 dollars area. We believe it can be a good level of support in the medium term, and we see a target area at 49/50 dollars.

mgiuliani

We continue to believe that the situation is not resolved, especially in the financial sector. Our latest analysis of Unicredit, Intesa and the FTSE - Mib index were a success. The problems in the banking sector continue to be very serious, and even the Summit on 29 June in Brussels between Italy, France and Germany did not bring anything good. In addition, the...

mgiuliani

Long term investors will probably want to wait for a better entry point. But we think that earnings projections to 2020 could be a very interesting for the long term appreciation potential.