FYI | Jul 08 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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– Credit Suisse removes Mantra (MR) from Conviction Buy List, adds Amcor (AMC) instead #ausbiz #investing #stocks
– UBS cannot get excited about #commodities, even though bottom appears to be in Q1 2016. Neutral. Production cuts not happening #ausbiz
– Don't give up on Cover-More (CVO), says Bell Potter. Better times (must) lay ahead. Buy. Target $1.86 #ausbiz #investing #stocks
– Excitement building… Bell Potter predicts a "cracking result" from Appen (APX) in August. Buy. Target $3.10 #ausbiz #investing #stocks
– Brexit impacts. Shaw & partners cuts price target Magellan (MFG) to $22. Retains Hold. Says entry below $19.80 #ausbiz #investing #stocks
– Shaw & Partners reiterates Q3 preference for Apiam Animal Health (AHX). Buy. Target $1.60 #ausbiz #investing #stocks
– Macquarie strategists reduced #banks exposure to Neutral, further increased Underweight #resources, added #defensives #ausbiz #investing
– Macquarie strategists don't think broader context favours #equities. They have turned more defensive, expecting more weakness ahead #ausbiz
– Citi persists: Macquarie now in soft revenue environment; further reduces forecasts. $3.60 = estimated dividend. Sell #ausbiz #investing
– Citi latest to initiate coverage on Wisetech Global (WTC), with Buy, of course, target $5.52 #ausbiz #investing #stocks
– Citi upgraded Boral (BLD) to Buy on recent weakness, continues to see strong growth ahead #ausbiz #investing #stocks
– Investment strategy: Stockbroker Shaw likes MQG, SUN, VOC, AYS and CGF in present environment #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Cimic (CIM) shares to fall over next 60 days following strong rally #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Lend Lease (LLC) shares to rise over next 60 days following recent weakness #ausbiz #investing #stocks
– Moelis raises Mantra (MTR) to Buy following 40% frop from its high. Price target $4.00 #ausbiz #investing #stocks
– Uh-Oh. #commodities price 're-rate' has stalled industry-wide production cuts, may soon prompt restarts says Morgan Stanley #ausbiz
– Bell Potter initiates coverage Helloworld (HLO) with Buy and $4.01 price target #ausbiz #investing #stocks
– Market observation: price targets for both Wesfarmers (WES) and Woolworths (WOW) continue to slide #ausbiz #investing #stocks
– BTIG tech analyst: think it is premature to position for new highs for US #equities #ausbiz #investing #stocks
– What is the natural rate of interest? And how can we determine it? http://wef.ch/29gLvVm #economics
– China's steel consumption is about to fall again after current respite, Goldman says http://bloom.bg/297pVzv
– CBA: #China ’s economy should face renewed downward pressure in H2, because of a housing market downturn #ausbiz #investing #commodities
You can add my regular Tweets on Twitter via @filapek
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