FYI | Mar 25 2016
By Rudi Filapek-Vandyck, Editor FNArena
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.
Investors can follow me on Twitter via @filapek
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– Beaten by Peter Lynch, but still on Amazon's Top Selling number seven eBooks category #stocks #ausbiz #investing
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– Trading tip from Morgan Stanley: ANZ Bank shares to underperform ASX200 over next 60 days post recent rally #ausbiz #investing #stocks
– Morgan Stanley says investors should position for #equities weakness as nothing has changed post recent rally #ausbiz #investing #stocks
– My personal indicator (#banks versus targets) signaled last Friday the market rally was due for a retreat http://goo.gl/u1gEBt #ausbiz
– CLSA has upgraded Tabcorp (TAH) to Buy as risks seen priced in & 3Q16 trading update early May to be positive catalyst #ausbiz #investing
– ANZ Bank now expects the RBA to keep the cash rate on hold at 2.0% this year and next #ausbiz #investing
– UBS sees #copper price downside risk from surplus & deflating cost curves. Forecasts US$1.95/lb for 2016 #ausbiz #investing #metals
– Canaccord reports every Dow component stock over respective 10-, 20- and 50-day moving average. Set-up for pull back? #ausbiz #investing
– Deutsche Bank sees severe downward pressure for #China in 2H as the property cycle weakens, land sales revenue decline #ausbiz #commodities
– Deutsche Bank: recent S&P rally is justified, still see 10%+ upside ex. Energy, which appears expensive #ausbiz #investing #stocks
– See why most developing countries cannot close their income gaps with the U.S. http://bit.ly/21E6dPf
– Goldman Sachs reiterates negative view #commodities. Key investment ideas Sell RIO, FMG, NST and SFR, Buy S32 #ausbiz #investing #stocks
– HSBC reckons that commodity prices have probably bottomed http://trib.al/PweKly1
– Canaccord Genuity initiated coverage Think Childcare (TNK) with Buy rating and $1.56 price target #ausbiz #investing #stocks
– Morgan Stanley reiterates view National Australia Bank (NAB) will have to reduce dividend. Underweight #ausbiz #investing #stocks #banks
– Trading tip from Morgan Stanley: National Australia Bank (NAB) shares to underperform market over next 60 days #ausbiz #investing #stocks
– CLSA reports on #commodities: Feedback from #China suggests recent rally in prices may fade in the 2H #ausbiz #investing #stocks
– Goldman Sachs removes BlueScope Steel (BSL) from Conviction List on fear of near-term correction steel markets #ausbiz #investing #stocks
– JP Morgan: Roughly 65% of government bonds worldwide now yield less than 1%
– While #gold may be over-valued, we see value in #platinum. http://pim.co/Zmpjt
– CLSA remains resolute non-believer in Myer turnaround. Lifts price target to $1 from $0.9, maintains Sell rating #ausbiz #investing #stocks
– .@michaelbatnick Defensive stocks can help investors survive choppy markets http://ow.ly/ZDMOq
You can add my regular Tweets on Twitter via @filapek
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