mgiuliani

mgiuliani

Final number for 2016 were not so good. The Company will change the CEO next May, Muthar Kent will step down and will be replaced by James Quincey, we think that this could be a drive changer, the equity is for conservative investors, with an interesting dividend yeld of 3.4%.

mgiuliani

Pay very attention to the presidential election that will be held on March 15 in Holland and on April 23 and May 7 in France. Le Pen and Wilders may be the winners. We believe there are high chances that the euro/CHF parity could arrive by summer.

mgiuliani

Pay very attention to the presidential election that will be held on March 15 in Holland and on April 23 and May 7 in France. Le Pen and Wilders may be the winners. We believe there are high chances that the euro/dollar parity could arrive by summer.

mgiuliani

Suitable for conservative investors, dominat global position, steady dividend, and in our view a possibile target for a mega-merger. Dividend yeld @ 2.60%. Total debt: 6.5 billions, Annual profit 1.4 billions dollars.

mgiuliani

The acquisition of Actelion for 30 mld dollars is a good strike, the EPS for the 2017 are at 6.60 dollars (1.65 dollars for quarter), this equity has a good yield and bright dividend growth prospects. In our view we think that it is a buy stock, with an interesting dividend yeld of 2.85%

mgiuliani

The merger with Monsanto continues to move forward. We believe that the merger can create a well-integrated society. Interesting are the Eurex options. The CALL maturing June 2017 and € 100 strike, pays 6.40 euro. Also on 4 May will be paid the dividend of at least € 2.50.

mgiuliani

Try to beging a strategy with a EIB/WB Bond

mgiuliani

We belive that Pfizer is an attractive year-ahead growth company in the pharma industry, with an interesting dividend yeld of 3.70%, it could be a long term investment.

mgiuliani

Bad news for the bank: it would have a Tier 1 capital €3bn shortfall to the company target of 12.5%, and a leverage ratio of 3.9%, resulting in an €8bn shortfall to the target of 4.5%. So that means that is needed a "monstre" capital increase. DB seems to be very riskier then Lehman Bros., because the institutional panic could spreads to the depositor base. Jeff...

mgiuliani Updated 

EURGBP has reached the area of previous selling pressure and we think that this level is important as has acted a major swing point in the past. Target @ 0.8380

mgiuliani

Still too many risks on the Italian Index; with the approach of the referendum it could suffer a sharp increase in volatility. Our medium- term targets remain unchanged. No economic growth, public debt continues to increase, and deficit is next to lose control. The situation of MPS and the overall banking sector could lead to widespread bail-in.

mgiuliani

WE think that the Federal Reserve on 21 September will hike the interest rate by 0.25%. So we can indicate two short target: 1st @ 1.1050 2nd @ 1.0900

mgiuliani

At this price the dividend yeld is 2.20% with its high financial strenght, it could be a proxy of an high quality bond. And the price is on the medium term support's channel.

mgiuliani

This is a top quality share and, at this price, offers an attactive dividend yeld of 3.00%. Whit its high financial strenght, it could be a proxy of an high quality bond.

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...