FYI | Jul 22 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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– Irony is even after today's dive in share price, Asaleo Care (AHY) is still outperforming 3 of 4 major banks year-to-date #ausbiz #stocks
– Corporate confession season alive & kicking as Asaleo Care (AHY) disappoints friends and foes. Shares down 30% #ausbiz #investing #stocks
– Canaccord Genuity upgrades Nanosonics (NAN) to Buy from Hold, lifts price target to $2.70 from $2.20 #ausbiz #investing #stocks
– CLSA concludes Fortescue Metals (FMG) share price is factoring in #ironore at US$60/t for 3 years. Sell #ausbiz #investing #stocks
– Morgan Stanley would like you to know its preferred #gold stock in Australia is Evolution Mining (EVN). Overweight. Target $3.30 #ausbiz
– Moelis initiates coverage payment disruptor ChimpChange (CCA) with Buy rating and $1.20 price target #ausbiz #investing #stocks
– CLSA nominates Crown (CWN) to likely disappoint in August. Downgrade to Underperform #ausbiz #investing #stocks
– Citi also thinks Northern Star (NST) share price way too high, unless you are uber-bull on #gold outlook. Downgrade to Sell #ausbiz #stocks
– Citi doesn't understand why Ansell (ANN) share price is rising while operational risk is rising too. Downgrade to Sell #ausbiz #investing
– Canaccord Genuity (IPO leadmanager) initiates Kogan (KGN) with Buy rating and price target of $2.16 #ausbiz #investing #stocks
– Shaw & Partners downgrades Aurizon (AZJ) to Hold from Buy, target lifts to $4.90 on rolling forward valuation #ausbiz #investing #stocks
– City-link re-assessment suggests risks are low, reports RBC Capital. Re-iterates Outperform rating, $12.50 target Transurban (TCL) #ausbiz
– Observed: Morgan Stanley sticks to $12.40 target for Cimic (CIM), pointing at big gap between reported profits and cash flows #ausbiz
– There's a genuine bull market inside the flat lining index. Should investors join? http://bit.ly/29N2ZoR #ausbiz #investors #stocks
– Macquarie revises outlook: RBA rate cuts are now likely to be needed to contain AUD upside #ausbiz #investing #stocks
– Macquarie declares end of FX tailwinds for Oz #resources stocks; downgrades WSA, IGO, DRM, BDR, EVN, SBM, SFR #ausbiz #investing #stocks
– Citi analysts: "We caution against any further #Silver price optimism in 2H16" #ausbiz #investing #stocks #preciousmetals #gold
– CBA $CBA Business Sales Indicator: Economy-wide spending hit weakest annual growth in 4yrs http://youtu.be/euKiQkX9z9k
– Macquarie initiates traffic news broadcaster GTN Ltd (GTN) with Outperform recommendation and $2.36 target #ausbiz #investing #stocks
– Bell Potter initiates coverage of Infomedia (IFM) with a Buy rating, 12 month price target of $0.75 #ausbiz #investing #stocks
– #Dominos $DMP shares up $1.56 or 2% to $71.45 and hit a record $72.07 after Eagle Boys #pizza chain goes into administration. #ausbiz
– Shaw thinks Aussie market fully valued; sees value in MQG, LLC, QAN, NAB, VOC, IFL and FLT amongst large caps #ausbiz #investing #stocks
– Ord Minnett suggests Aussie #banks cheap for good reason; predicts arms length approach investors nxt 6-9 months #ausbiz #investing #stocks
– Stockbroker Morgans nominates Aurizon, Ansell and QBE as likely to disappoint in August #ausbiz #investing #stocks
– Stockbroker Morgans nominates Sydney Airport, ResMed, Domino’s Pizza, Vita Group as likely to surprise in August #ausbiz #investing #stocks
– Shaw & partners: Total return outlook Oz equities 4.63% comprising 4.43% yield + 0.19% capital gain. Not worth the risk #ausbiz #investing
– Canaccord Genuity lifts price target for Syrah Resources (SYR) to $7.00 from $6.15. Buy #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: CommBank (CBA) shares to weaken vis-a-vis broader market in next 60 days #ausbiz #investing #stocks
– Hallgarten & Co initiates Alkane Resources (ALK) with positive view (Go Long) with 12mth target 85c #ausbiz #investing #stocks
– Shaw & Partners initiates Shaver Shop (SSG) with a BUY, $1.45 target. Sees high growth, strong returns ahead #ausbiz #investing #stocks
– US$ #Gold shows weekly "reversal" on charts. Dennis Gartman reduces exposure #ausbiz #investing #stocks
– The last bond bear has left the building, reports NAB. Expects to see higher yields going forward, but no dramas #ausbiz #investing #stocks
– Ahead of reporting season, CLSA downgrades healthcare stocks: COH, IDX, RMD & SIP to Sell, JHC, REG to Outperform from Buy #ausbiz #stocks
– #Brexit: Some 82% of UK CFOs expect to cut capital spending in the next year, the biggest proportion on record
– Morgan Stanley reiterates Overweight rating for Corporate Travel (CTD) ahead of results in August #ausbiz #investing #stocks
– Morgan Stanley thinks Insurance Australia (IAG) might announce a share buyback in August #ausbiz #investing #stocks
– Why turning China's smog into diamonds isn’t as crazy as it sounds http://wef.ch/2a5Rb2i
– JPMorgan strategists see increased US and global recession risk over next year and a half, maintain Equity Underweight #ausbiz #investing
– JPMorgan Strategists: "We are not into the growth rotation as we see no economic pickup here" #ausbiz #investing #stocks #commodities
– Do Small Caps Really Outperform Over Time? https://is.gd/0k22zx $SPX #stocks
You can add my regular Tweets on Twitter via @filapek
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